Madison Doris Email & Phone Number

Sacramento, California

Sacramento, California Area

• Built Excel workbooks detailing the schedule of investments (“SOI”) for assigned private equity funds utilizing general partner-provided documentation; reconciled variances and explained any peculiarities.
• Based on the afore-mentioned SOI, generated quarterly monitoring reports (“QMR”) which detailed key portfolio activity for LPCA clients, for each of their funds.
• Assisted in various ad hoc projects ranging in scope from marketing and RFP development to client onboarding and various data system and reporting work.
• Monitored over 120 private equity funds; responsible for the daily tracking of these funds in newsletters and correspondence.

Sacramento, California Area

• Aided in the arms-length regulation of the Farm Credit System (FCS)
• Examined various financial reports, business plans and other documents to rate the safety and soundness of the underlying institution and recognize positive or negative trends.
• Performed on-site reviews to ensure quality underwriting standards and compliance
• Studied the effectiveness of stress testing in business planning and risk management
• Twice awarded a ‘Special Bonus’ for contributions and initiative on the Summer Intern Project: Stress Testing, and to the quarterly Capital Asset Report

Roseville, CA

• Directly managed a $5.5 Million dollar a year business, overseeing all facets of the department, including ordering, receiving, maintaining store appearance, and providing excellent customer service
• Responsible for meeting numerous metrics for the department including sales, margin, and markdowns, as well as the performance and workload delegation of 5-8 employees
• Researched various reports to find areas of opportunity to increase sales or improve operations, led various special projects, and served as a point of contact for troubleshooting store issues
• Helped lead the department to improve on forecast for the fiscal year 2010 in sales, gross margin, GMROI, and inventory

• Coordinated personnel to organize and maintain all Scotts Company products sold in local distribution warehouses throughout the greater Sacramento region
• Operated semi-autonomously, completing projects with little or no oversight
• Involved in all facets of customer relations, including problem-solving and sales

• Maintained and updated various company databases using Microsoft Access
• Toured various submarkets surveying and photographing properties to provide more accurate information for property databases
• Created research-based marketing materials to assist brokers
• Researched CoStar, LoopNet, and other real estate related web sites to provide property reports for brokers

Chartered Financial Analyst

Master Of Business Administration (Mba), Finance, General

Activities and Societies: MBA Networking Association (MNA); Phi Kappa Phi

Bachelor Of Arts, Economics

Activities and Societies: UC Davis ICA Athletics (Football)Related Coursework: Money and Banking, Personal Finance, Analysis of Economic.

B.A., Economics

Attended Thammasat University (Bangkok, Thailand) while participating in the University of California Education Abroad Program. Related.

Caia Charter

Activities and Societies: CAIA Society of San Francisco