• Created monthly revenue and expense projections in order to assist C-suite executives with strategic decision-making.• Collaborated with the Director of Finance to identify and report key revenue and cost centers.• Managed company-wide financial reporting through our profit and loss statement. • Reconciled loan transactions, managed receivable and payable accounts, and performed other ad hoc duties.

• Created quarterly budgets and analyzed weekly P&L statements to drive changes in labor costs—approximately $10,000/month—and value added activities, in order to meet financial objectives. • Created and maintained food product projections in order to limit waste, reduce costs, and ensure peak food quality.• Hired, trained, and continuously developed 140 team members to ensure and promote our guests’ needs first philosophy, leading to $8 million in restaurant sales.• Developed team members across four departments to identify aspects of Wood Ranch’s value chain, including suggestively selling and minimizing the time to package food, resulting in a $2000/week increase in sales and a 25% decrease in returned product. • Collaborated weekly with colleagues to ensure success of all ten departments. Led discussions about marketing, financials, safety, and enhancing guests’ experiences. • Implemented daily sales and labor report analysis to identify peak times in order to maximize productivity and reduce labor costs.

• Created financial models using DCF analysis, ratio analysis, and valuation metrics in order to make buy and sell recommendations.• Used hypothesis testing, descriptive statistics, and other valuation techniques to evaluate individual stocks, fund managers, and portfolios.• Fundamentally analyzed companies to assess future profitability and allocated assets based on the portfolio’s objective. • Presented asset research to colleagues and fund manager to generate potential profitable investment ideas.