• Developed comprehensive Bath & Body Works five-year growth plan and presented finished product and recommendations to company COO. Plan was approved to be presented to senior executives.• Consulted cross-functionally with executives across the organization to gather various perspectives on the current state of the business, future opportunities in the industry and current state of product life cycle to inform five-year growth plan.• Built comprehensive financial models to forecast sales, product growth, real estate growth and other key metrics.

• Gained exposure to all departments and brands across the organization by managing and analyzing ~$100MM of capital expenditures per year.• Worked alongside senior leadership to successfully manage and complete the FY17 capital budgeting process from start to finish and within all applicable deadlines.• Completed all store renewal and impairment models in order to make recommendations to executives and facilitate the decision-making process in a timely manner.• Led monthly department meetings with senior management to review capital expenditures, new capital requests and projects trending greater than 10% over budget.• Prepared SEC quarterly and annual reports as well as ad hoc reports for private equity parent company.

• Evaluated and assisted businesses by understanding primary strengths and weaknesses in order to accurately forecast profitability and facilitate a successful underwriting process.• Interacted with executives to review and understand notable variances in financial statements in order to support underwriting and other purposes.• Prepared over 50 client specific pitch book presentations, including credit, treasury management and capital market capabilities in order to attract new clients and grow existing relationships.• Determined optimal credit facility pricing range for client negotiation process using relationship profitability models to calculate desired economic profit.• Graduated PNC University’s Introduction to Credit Training and completed 12-month underwriting rotation and 6-month sales rotation.• Performed financial analyses on companies with yearly revenue ranging from $10MM to $4B in order to update financial models and make recommendations on company’s continued ability to service debt.• Completed a thorough underwriting of deals for commercial, middle market and corporate finance departments including loan syndications, as well as a $170MM asset securitization.

• Researched mutual funds and stocks specific to each client’s retirement plans and selected investments that exceeded portfolio manager expectations.• Assembled and analyzed expense reports each month totaling up to $10,000 and gained extensive knowledge of cost controls.• Streamlined client records within Salesforce to better manage client meetings and potential opportunities.

• Assisted lawyers in assembling pension plan documents for clients. • Maintained over 100 client records using Microsoft Excel spreadsheets.• Learned practical issues related to estate planning for high net worth individuals from one of the most prominent lawyers in the field.