jockperformance.comProvide bespoke swim/bike/run, strength, and nutrition coaching services to athletes across the United States.

• Planned and led investigative interviews with target companies’ C-suites to ascertain the veracity of management assertions, the company’s accounting and legal data, and sell-side / vendor due diligence reports• Synthesized associated data to evaluate drivers and risks underpinning the Quality of Earnings, Net Working Capital, and Debt & Debt-Like analysis and to develop the buy-side diligence report

Automation-augmented review platform:• Key member of the international portion of a platform aimed at leveraging internally developed automations and tax technical rules engines to provide teams with an automation-augmented review of tax forms during the annual compliance process• Automated 3,000+ hours in the three months the international tools were available during FY20’s compliance season, contributing to the overall platform’s savings in excess of 75,000 hours through two years of functionality• Created comprehensive tax technical rules engines for Forms 5471, 8858, and 5472 automation-augmented review tools• Developed Alteryx workflows to compare CY client data to PY data against tax technical requirements to produce an output highlighting informational discrepancies, BS inconsistencies, missing schedules based on category of filer, etc.Digital Adoption & Strategy:• Trained teams across multiple tax business units and markets on how to leverage and derive value from the Smart Review Suite to improve engagement margins and enhance efficiencies, leading to a 200% increase in usage YoY• Worked with Northeast market partners and teams to learn about their pain points, recommend enterprise-wide and citizen-led technology solutions, and identify additional automation opportunitiesCompliance - $100B+ private equity client • Ran all aspects of the engagement (Review, deliverables timeline, task status, WIP, etc.) and managed and reviewed work from 7 Associate and Acceleration Center resources for 62 Forms 5471, 38 Forms 926, and varying amounts of supplemental statements depending on return fact patterns• Introduced new technology to engagement to deliver 15% more entities in 20% less time than prior year

Access Your Potential (AYP):• Worked with a small team to develop a financial literacy curriculum for 3rd, 4th, and 5th graders at a Boston-area charter school. Focused specifically on creating unique methods for teaching about the concepts of creditworthiness and budgeting.PwC Skills for Society (pro-bono initiative) - Community Improvement client• Client "transforms social capital into opportunity by rewarding community engagement" through gamification initiatives aimed at drawing community members together and developing support structures within communities• Utilized Tableau to impactfully visualize client's data on existing users to highlight which of their services were working and areas they could grow their programs to better effect change. Worked with management post-delivery to brainstorm ways to advance each area

Consulting:• Worked with Private Equity clients in the renewable energy and multimedia spaces to develop overarching international tax strategies throughout the deal life cycle (Reorgs, Acquisitions, Mezzanine financing, etc.)• Utilized PwC designed technology, analyzed Fund by-laws, and digested tax treaties and the Internal Revenue Code to recommend target countries to establish investment platforms, recommend the creation of flow through versus corporate structures, and model the tax impact of various exit scenarios• Developed a standardized investment carry model to analyze investors’ tax leakage at various D/E levels, investment country entity tax laws, US individual tax laws, and when different funds took investment carry above or below Blocker CorporationsCompliance:• During the course of two compliance busy seasons, worked with a national team to automate much of the compliance process for Forms 5471 and 8858• Leveraged Alteryx and standardized Excel templates to minimize human error and fully automate the data entry process for tax form software while also utilizing mapping to produce similar results in the workpaper preparation process

Financial Accounting (MBA program, Fall '17) and Managerial Accounting (undergraduate, Spring '18)

· Prepared the Executive team for senior level client pitches with customized briefs summarizing the potential client’s financial statements, SEC filings, product and service offerings, analyst reports, and recent news.· Analyzed present and proposed banking regulations to assist the Executive team in understanding the impact on and designing solutions benefiting our clients.· Significantly improved the existing CRM database to better profile, track and manage current client opportunities and capture business prospects; created an Excel solution to enable the Executive team to seamlessly update and comment on business prospects.· Designed and developed a Skills Tracking database to capture and report on consultant proficiency by service offering to enable more accurate and timely matching of consultants to client engagements; worked with SME's to gather pain points and utilize an HRM platform.