Jackson Steffen Email & Phone Number

Chicago, Illinois, United States

• Consolidated financial statements, providing accurate and comprehensive data for internal use• Assisted deal teams with due diligence tasks in connection with their evaluation of new investment opportunities• Conducted research and analysis on specific companies and industries• Attended and observed business meetings with firm professionals and portfolio company representatives, gaining exposure to strategic discussions and decision-making processes• Gained proficiency in PowerPoint and Excel through practical application in creating presentations, financial models, management reviews and industry overviews• Presented company deal screens to senior management, assessing potential investment opportunities• Assisted in preparing financial models, management reviews, industry overviews, and senior management presentations.• Worked with Invision Capital professionals and portfolio company management on special projects such as internal control testing, I.T. projects, competitor research, etc.

Glen Ellyn, Illinois, United States

• Interacted with 200+ customers daily in drive-thru and at the front counter• Processed payments, prepared food, washed dishes, and maintained the overall cleanliness of the restaurant• Trained new employees on the day-to-day procedures of the restaurant and informally mentored lesser-experienced co-workers