Special Projects, Finance & Operations

• Structured investment process, analyzed public equity & credit markets and individual companies across industries, valuated and advised trading for value-oriented hedge fund• Sourced investment ideas result in average total returns of 12.2% (average holding period of 398 days) through 2022 market downturn• Monitored over 60% of fund’s portfolio companies by regular meetings with company CEOs and CFOs while providing investor perspective, feedback; strategized and executed 4 shareholder activism campaigns

• Screened CIMs and evaluated buyout opportunities according to the investment mandates• Performed financial due-diligence and prepared investor committee presentation

• Member of deal team on targeted auction sale process of private, middle-market company; identified and analyzed potential strategic buyers, assessed their M&A appetite, and built client’s financial model• Researched and created industry overview presentation including industry trends analysis, key players mapping, and financial profile analysis• Led the summer internship project to pitch private company with company valuation and strategic alternatives recommendation

• Proposed investment thesis for future M&A targets in the F&B space• Constructed financial statements and forecasts to assist 3 advisory clients seeking equity funding

Foods & Retail Division• Formulated departmental strategic plan and led 4 M&A initiatives of the Food and Retail Division• Managed 4 portfolio companies' projects in business development, financial analyses, KPI reporting, and R&D intelligence• Spearheaded international trading business development between multiple countries

Corporate Treasury• Reported global cash, investments & debt positions, prepared 10-Q & 10-K SEC filings, and capital structure analysis for Board of Directors• Planned and executed $6.8B dividend repatriation program globally to maintain J&J’s AAA credit rating and balanced capital structure• Provided support in capital markets, debt, cash flow, interest rate, and FX for global treasury operations• Assisted in planning and execution of $4.5B bond issuance for Corporate Treasurer and CFO

Commercial Finance, Medical Devices• Performed gross-to-net revenue recognition and monthly sales reserves analyses• Designed and automated recurring sales reports for Medical Devices group• Reconciled 18 balance sheet accounts quarterly and remediated an internal audit comment

Financial Planning and Analysis (FP&A), Medical Devices• Consolidated monthly Global Income Statements and summarized financial performances