Construction, telecommunications, materials and aviation sector coverage

Rotational experiences include Asset Management, Equity Capital Markets and Treasury & Global Markets

Develop revenue and profitability models for management reporting and analysisBuilt a dynamic sales commission model based on historic commission data and varying incentive plansAssist in month end financial closing ops such as account payable processes through NetSuite

Lead leadership team of 12 people to organize weekly tutorial meetings and host events such as Wall Street Prep and Microsoft Excel Case Competition which gathered more than 80 attendeesLead growth of club members by 34.7% to exceed club goals and help improve members’ technical skills in finance by teaching functions and tutorials using MS ExcelPresented weekly meetings to teach more than 50 members about pivot tables, macros, data validation, conditional formattingLearned and developed content for future meetings which include Excel VBA, DCF, and valuation models.

Utilized Microsoft Visio during the engagement business process mapping and developed 23% of the “As-is” mapping operation for client Executed market and industry research for client and helped develop a request for proposal for a potential client.Developed more efficient business processes by identifying redundant processes and reorganizing responsibility and authority between internal stakeholders