During my time as a Summer Analyst at Brady Capital, a single family investment office, I demonstrated my skills in financial modeling, investment analysis, and operational efficiency. I analyzed deals across a diverse range of asset classes including real estate, private equity, venture capital, and hedge funds. I also played a key role in improving operational efficiency through automation and enhancing profitability for the firm’s portfolio companies.Key Achievements:-- Conducted… Show more During my time as a Summer Analyst at Brady Capital, a single family investment office, I demonstrated my skills in financial modeling, investment analysis, and operational efficiency. I analyzed deals across a diverse range of asset classes including real estate, private equity, venture capital, and hedge funds. I also played a key role in improving operational efficiency through automation and enhancing profitability for the firm’s portfolio companies.Key Achievements:-- Conducted financial modeling and market research for real estate, private equity, venture capital, and hedge fund investment opportunities.- Managed bookkeeping and expense tracking for multiple properties, ensuring accuracy and efficiency in financial records. - Improved rent invoice distribution process through the use of Power Automate and VBA codes, streamlining firm operations.- Led a project to increase the profitability of a dessert shop, driving revenue growth by ~35% through targeted initiatives.- Developed labor cost and supply chain models, reducing the dessert shop’s cost of goods sold and labor expenses by ~50%. Show less

While I was working as Private Equity Analyst at Fifth Partners, I distinguished myself through financial modeling, market research, and comprehensive training experiences. Leveraging my modeling expertise, I worked on a number of enterprise-wide financial models as well as financial models used for potential acquisitions. In market diligence efforts, I conducted detailed assessments of a training company software and explored a potential acquisition of a fiber optics drilling company in… Show more While I was working as Private Equity Analyst at Fifth Partners, I distinguished myself through financial modeling, market research, and comprehensive training experiences. Leveraging my modeling expertise, I worked on a number of enterprise-wide financial models as well as financial models used for potential acquisitions. In market diligence efforts, I conducted detailed assessments of a training company software and explored a potential acquisition of a fiber optics drilling company in Colorado. Key Achievements:-- Completed Analyst Bootcamp, specializing in project management, market diligence, financial modeling, and investment committee presentation building. - Constructed an operational financial model and completed market research for the potential acquisition of a fiber optics drilling company in Colorado. - Played a crucial role in updating ownership and distribution models for all investments. - Engineered a macro payroll automation model, saving the accounting team ~8 hours a month. - Created macros in an Excel debt tracking model for proactive monitoring of payments, ensuring timely communication with principals. Show less

As a Sales Representative and Route Manager at Aptive Environmental, I significantly honed my sales skills and interpersonal communication abilities. This experience not only enhanced my proficiency in direct sales but also strengthened my organizational and negotiation capabilities, proving valuable assets in customer-facing roles. Key Achievements:--Demonstrated and sold pest control services to 300 customers, achieving an impressive retention rate of over 90%. -Maximized the… Show more As a Sales Representative and Route Manager at Aptive Environmental, I significantly honed my sales skills and interpersonal communication abilities. This experience not only enhanced my proficiency in direct sales but also strengthened my organizational and negotiation capabilities, proving valuable assets in customer-facing roles. Key Achievements:--Demonstrated and sold pest control services to 300 customers, achieving an impressive retention rate of over 90%. -Maximized the firm's potential by negotiating contracts, ultimately contributing to the generation of $200,000 in revenue. Show less

While I was working as a Winter Analyst at Solen Software Group, I actively contributed to the firm's initiatives of acquiring B2B SaaS companies with $2-10M in revenue. I conducted thorough market research, sourced potential acquisitions, and designed and implemented new internal processes and workflows. Key Achievements:--Developed a sourcing engine for identifying and analyzing potential acquisitions. -Provided insightful recommendations on B2B SaaS companies, contributing to… Show more While I was working as a Winter Analyst at Solen Software Group, I actively contributed to the firm's initiatives of acquiring B2B SaaS companies with $2-10M in revenue. I conducted thorough market research, sourced potential acquisitions, and designed and implemented new internal processes and workflows. Key Achievements:--Developed a sourcing engine for identifying and analyzing potential acquisitions. -Provided insightful recommendations on B2B SaaS companies, contributing to informed investment decisions. -Designed and implemented internal processes, enhancing overall team operational efficiency. -Demonstrated problem-solving skills by overcoming technology issues and developing creative solutions, such as data-scraping databases. Show less