- Execute buy-side and sell-side financial due diligence for distinguished private equity and corporate clients across multiple industries including consumer and industrial products, technology, manufacturing, and retail- Identify sensitivities in financial projections by analyzing the forecast and underlying assumptions in order to identify potential downside/upside- Analyze quality of earnings, working capital and cash flows to understand implications of run-rate variances, one-time and non-recurring items- Evaluate stand-alone costs, assess potential synergy cost savings, identify other post-deal integration considerations, and perform pro forma analyses - Review purchase agreements to assist in the negotiation of purchase price mechanisms, working capital targets and debt and debt-like items- Review and provide feedback on financial models including evaluation of underlying assumptions- Analyze key performance indicators (financial and operational) to understand business trends- Issue a thorough, organized and accurate deliverable in PowerPoint and/or Excel while communicating findings to the client and lenders in-person and via phone throughout the project

Planning, designing, supervising and completing financial statement audits and reviews for public and private companies ranging from $150M-12B in annual revenues in the manufacturing, retail, transportation, chemicals, industrial/consumer products and agriculture industries. Responsible for engagement management activities including scheduling, budgeting, billing, client acceptance/approval and fee negotiations.Reviewing publicly traded clients’ SEC filings and reviewing annual financial statements and footnote disclosures for private clients to determine their compliance with US GAAP and US GAAS, reviewing management’s assessment of internal control over financial reporting related to SOX 404 and evaluating client’s business processes and internal control structures.Preparing complex accounting analyses and explaining complex accounting and audit matters to key senior management. Extensive experience in interfacing with clients from the staff accountant level to the CFO/CEO level to identify and successfully respond to accounting and audit issues. Preparing and delivering presentations on audit findings and results to the Audit Committee/Board of Directors.

- Prepared monthly account reconciliations and journal entries - Prepared monthly budget vs. actual analyses- Assisted in compiling monthly income statement and balance sheet information for presentation to finance team leads