• Modeling and financial analysis of client transactions (with a focus on Tech & Life Sciences).• Build out and maintain financial models to support various client Mergers & Acquisitions, Venture Capital financings, and Recapitalizations, i.e., Waterfall models, Pro Forma cap tables, etc.• Analysis of complex legal documents (Merger Agreements, Term Sheets, SAFEs, Convertible Notes, etc.) to further progress client’s financial models• Work directly with clients and attorneys throughout modeling processes

• Worked in the Rotations consisting of FP&A, Internal Audit, General Accounting, Manufacturing Operations and R&D, and Tax• Performed various Quarter End tasks such as balance sheet flux analysis, trial balance bridges, fixed asset schedules, etc.• Led weekly AR meetings with Controller, CFO, and rest of accounting team,• Created and updated financial reports for all international entities on a monthly basis.• Lead Accounts Receivable tasks for the entire Company.• Created invoices and email or upload them to our customer• Lead weekly AR report meeting with entire Accounting team, including the Controller.• Ran deferred revenue report at the end of each month and quarter• Implemented new customers in Epicor 10 and support any requests or answer any questions they may have• Analyzed and updated foreign currency translation amounts• Reconciled numerous accounts including Cash, Prepaids, Fixed Assets, A/P, A/R, and Accruals.• Created amortization schedules for prepaid assets and software licenses every month for multiple international entities.• Performed intercompany transactions and reconcile intercompany balances between entities.

• Analyzed over 60 financial data sets and created corresponding visual models to prepare presentations for the Board of Directors, Investors, and the CFO• Assembled and used financial data to facilitate budgeting, forecasting, and analysis on a monthly and quarterly basis thatwas then presented in a visual format to the Corporate Controller.• Produced 8 Operating Expense variance analysis reports G&A departments to determine where money can be saved.• Aided the CFO in preparing financial statements and historical data sets for Q2 and Q4 Earnings Call with shareholders.• Prepared various financial reports using Host Analytics by collecting, analyzing, formatting, and presenting data.• Created monthly reconciliation reports between Epicor ERP and Host Analytics for each of the company’s world-wide entities.

• Evaluated competitor and customer companies’ financial records to analyze how our financials compared to theirs and then analyzed where we can make improvements within our finance and accounting departments.• Collaborated on the company’s Earnings Releases, 10-Qs, 10-Ks, and other SEC filings to compile data for reports.• Developed 4 reports for backlog units, Accounts Receivable Concentrations, and Accounts Receivable Aging Data.• Generated a tax transfer pricing model due to the company’s large amount of entities across 3 different continents.