Luke Paley Email & Phone Number

Davidson, Nc, Us

Davidson, North Carolina, United States

- Create, manage, and reconcile the budget and accounts for $100,000+ of fraternity funds for various events, philanthropies, and recurring/miscellaneous expenses- Provide consistent financial reports to other elected board members to keep leadership informed of all fiscal activities.

Little Rock, Arkansas, United States

- Analyzed CIMs and CIPs to identify financial performance indicators and strategic positioning, summarizing findings and actionable insights for other associates and senior management- Assisted Associates and VPs in preparing internal and external materials, including deal summaries, presentation materials, investment memos, and IOI materials- Aggregated, cleaned, and analyzed various data sets to derive meaningful insights and support strategic business initiatives- Leveraged basic financial modeling and performance analyses to project future performance and variances for strategic decision-making- Monitored and analyzed market/sector trends and competitive landscapes to identify strategic investment opportunities and optimize portfolio company performance- Completed a full CIM to IOI process for a manufacturing company as a final capstone project, which included creating and presenting all required models and internal presentations to a mock investment committee, including an LBO and supporting assumptions, market assessment, investment merits/risks, and callouts for further areas of diligence- Supported the SG operations team in a portfolio company’s off-site strategic planning sessions with company executives and assisted in determining which key initiatives to pursue

Economics And Communication Studies, Junior

Activities and Societies: Davidson Football, Phi Delta Theta Treasurer, FSA President, Davidson Investment and Finance Association Member.

Alumnus

Activities and Societies: Football Team Captain, National Honor Society.