SIPS Division (Save, Invest, Protect, Spend)

SIPS Division (Save, Invest, Protect, Spend)• Enhance operability of Credit Card and Spend Better Financial Model to improve analysis of KPIs and Income Statements• Created Unit Economics Models utilized in the determination of credit card offerings and rewards for the company• Collaborate with Accounting and Corporate Finance during close process to ensure integrity of Financial Statements

• Serve as project manager to streamline communications between the client and the team to coordinate and lead diligence calls, allocate assignments to team members, and review final valuations and reports• Build and review detailed financial models (Discounted Cash Flow, Comparable Company, Precedent Transaction, Black-Scholes, and Liquidation Scenario) tailored to each portfolio valuation and transaction opinion • Lead training sessions focused on the valuation, use-cases, and accounting of digital assets, such as Bitcoin and NFTs• Supervise the overhaul of Lincoln’s real estate valuation model to accommodate more complex valuation methodologies by working with officers and structured products specialists• Present and defend recommendations on the fair value for 60+ portfolio companies’ complex financial instruments each quarter to Managing Directors, Senior Advisors, and key client contacts

• Provide audit services to public and private companies in accordance with US GAAP and PCAOB guidelines in the Asset and Wealth Management Industry• Performed audit testing procedures related to custody of assets, net asset values, fraud inquiries, and various revenues and expenses account testing, • Enhanced communication skills by coordinating audit schedules and deliverables with local and global audit team members as well as with client contacts• Improved audit efficiency by better utilizing the Global Service Delivery Center to reduce audit time for engagements.• Educate and mentor new associates on auditing techniques and use of software such as Aura and Bloomberg.• Worked at various PwC recruiting events in effort to bring in new associates into the firm

• Utilized Microsoft Excel to build a dynamic dashboard allowing users to enter planned gifts and analyze all donations.• Studied IRS tax implications for creating planned gift donations to charities and communicated findings to donors.

• Assisted in building Pro-forma financial models on Microsoft Excel to use in IPO filings and mergers/acquisitions for clients.• Enhanced analytical skills by working with entire CMAAS team to study various financial records from clients.• Studied applications of the new FASB Revenue Recognition standards and how they would apply to several industries.

• Assisted in filing amended tax returns for individual clients• Served as an assistant for day-to-day operations• Organized investment files separated by client accounts and analyzed returns related to the accounts.