Karen Fishman Email & Phone Number

New York, NY, US

New York, United States

Develop financial models for strategic analysis.

New York

As an intern, I had the opportunity to provide social, emotional, and behavioral counseling for middle school students who had individualized education plans or were deemed to be at high risk. While there, I developed a change plan for the school's counseling and intervention practices and policies.

New York, New York, United States

While at the Bridge, an outpatient clinic for adults with substance abuse and mental health disorders, I counseled individuals and facilitated group sessions on coping strategies, employing Dialectical Behavior, Cognitive Behavior, and WRAP therapies.

New York, New York

While at DRS, I created models and procedures to manage the company's cash and develop capital strategies. I developed accounting procedures, oversaw the accounting functions, and coordinated with outside auditors. I administered the execution of project fundings and sales and collaborated with internal staff and external lenders and investors on financial.

New York, NY, United States

Clifton, New Jersey/New York, NY

At State Street, I created new waterfall cash flow modeling for client's private equity funds of funds which Improved efficiency, added quality controls, and enhanced reliability and quicker delivery of quarterly client accounting reports. These enhancements where achieved by creating and providing training to internal staff and working closely with client.

New Jersey

As a private consultant, I provided analytical support to small to mid sized business and private equity firms. This often required that I research business and industry dynamics to create detailed and customized financial models, allowing owners and managers to evaluate existing and potential businesses and strategies, and monitor operational units.

Greater New York City Area

2003 - 2016For 13 years, I worked as a consultant exclusively for Sandler O’Neill and Partners, L.P., a New York Investment Bank focused on Financial Institutions, in assisting the Balance Sheet Strategies group in its analytics, personnel training, and presentations surrounding Fixed Income Analysis, Asset/Liability Management, Capital Management, and.

Greater New York City Area

Prepared company valuations, analyzed financing alternatives, performed due diligence, and wrote private placement memorandum

New Jersey

Managed and reported on branch network expenses

Mba, Finance, General

Master Of Social Work - Msw, Social Work

Bachelor Of Science (Bs), Accounting And Finance