• Created an automated financial planning system using VBA and Hyperion/Oracle• Utilized legacy production systems to establish inventory valuation for aerospace plate products• Analyzed cost variances of actual to standard production by product

• Researched and screened companies for potential acquisition for company clients• Performed comparable companies and precedent transaction analyses in Excel• Analyzed and wrote reports for numerous industries, including energy, steel and child care services, which were used for client meetings and assessment of potential markets for expansion

• Analyzed client’s financial data and was involved in customized planning strategies• Utilized financial planning software to prepare and present retirement and insurance strategies• Discussed marketing and prospecting plans to create and maintain a client base