Jessica L. Email & Phone Number

Boston, Ma, Us

Santa Clara, California, Us

• Perform integration project management functions, including project scope, engagement with cross-functional working teams, and execution• Proactive identification of integration deliverables’ impact, risk, and dependencies• Ensure partner objectives are aligned with the integration timeline and plan• Build visibility and confidence in integration status and timelines, including status reporting, issue lists, and budgets• Accountable for communicating all integration details and decisions to EFE Leadership (both Wealth Planning & Finance)• Support the M&A team during due diligence to help prepare for integration post-closing• Assist in building an integration toolkit and framework that can support heavy M&A activity

Provide support and leadership across three entities with diverse stakeholders. Key responsibilities include preparing sell-side engagements for market - including industry and competitor research, preparation of financial statements, and developing forecasts – as well as managing the due diligence process for later stage transactions.Further experience with financial model creation and identification of KPI metrics while serving in a growthconsulting role for businesses not yet ready to go to market, including DCF analysis.Key Skills and Achievements:• Executed 20+ sell-side transaction engagements• Produced indications of value for companies, typically in the $10M to $50M range• Performed detailed analysis of companies to produce marketing materials, including CIM’s• Facilitated negotiations of transaction terms and legal documentation• Ran well-organized and timely diligence periods, bringing transactions to a successful close

Collaborated with executive leadership team to develop and execute strategic plans for revenue maximization and cost control. Analyzed data to establish more accurate performance assessments and financial projections. Directed outside counsel on litigation issues. Utilized expertise to deliver comprehensive legal advice regarding all operational facets.Key Skills and Achievements:• Increased revenue from $1M in 2015 to $3M in 2016 as a result of strategic planning• Facilitated company growth from 3 concurrent projects to 9 via implementation of construction project management software, while improving performance against budget• Evaluated existing accounting procedures and identified avenues for improvement, resulting in more relevant data acquisition

Provided legal assistance and business counsel to commercial real estate investment company. Mitigated investment risk by modeling short and long-term outcomes with varying underwriting assumptions.Key Skills and Achievements:• Drafted and negotiated contracts for the acquisition and operation of 100+ unit properties• Maximized capital allocation goals through LBO modeling and analysis of prospective asset acquisitions

Newton, Ma, Us

- Facilitated commercial mortgage-secured note sales from intake to closing, with projects ranging from single note offerings to multi-billion dollar portfolios.- Primary responsibility for implementation of HUD Single Family Loan Sales. -Scaled procedures to accommodate growth from a 100-loan pilot program to a 21k, $3.7B recurring loan sale. -Created advanced Excel, Python, and Access solutions to accurately and dynamically portray portfolio characteristics, standardizing data from 20 servicers- Established and met timelines to manage concurrent sales and tight deadlines.- Created documentation for all procedures and systems, improving consistency and ultimately reducing processing time by 40%.

Us

· Responsible for approximately 60 claims, interviewing and assisting clients at all stages of the Disability Benefit process · Interfaced with the Social Security Administration, insurers, and clients to ensure efficient and accurate claim development· Requested and maintained all client medical records

Boston, Massachusetts, Us

Pricing and Trading DepartmentABRA

Juris Doctor

Ba, Spanish (Communication Studies Minor)