- Financial Due Diligence on buy-side and sell-side deals- Perform in-depth analysis of historical and projected financial information to assess the financial performance of target companies.- Evaluate the quality of earnings and sustainability of cash flows to identify underlying business drivers and potential risks.- Analyze working capital trends and identify areas that could impact the valuation or require further negotiation.- Review financial projections and business plans to ensure they are realistic and achievable.- Prepare detailed reports and presentations that summarize findings and provide recommendations to clients.- Support deal structuring and post-merger integration planning based on financial due diligence outcomes.

- Performed comprehensive audits for private equity, asset management, and manufacturing clients ensuring accuracy and compliance with regulatory guidelines and Generally Accepted Accounting Principles (GAAP).- Reported directly to FinOps president, Corporate Controller, and Chief Accounting officer- Reviewed and validated fair value of portfolio investments according to accounting standards- Analyzed complex investment and financial statements, offering insights to clients on performance and improvement areas such as revenue, valuation, contingent consideration, and capital outlays- Experience in technical accounting assisting clients adopt CECL and ASC 842- Worked to analyze cash flow of clients and identify possible synergies

Worked with the SOX compliance team to take a deep dive into the internal controls of Amazon and analyze how they could be improved.

Worked on the audits of 5 different companies, 3 of which were publicly traded. Was able to gain experience in different audit functions such as cash, AR, reconciliations, and inventory counts.

Provide assistance to CPAs and associates with auditing work and checklists. Travel and perform audits of several companies in the greater Lynchburg area.

Collaborate with other interns in the team to study financials and different tax forms in order to help the senior CPAs file the clients taxes. Clients include individuals, small businesses, and larger corporations. Day to day work includes scanning and filing important documents into computer software and analyzing different trends.

Worked in day to day processes including manufacturing, quality assurance, shipping, order entry. Learned Valuable skills in team building, order processing, customer relations, and business operations.