• Perform comprehensive financial analysis to identify financial trends, risks, and opportunities, while delivering actionable insights that guide executive decision-making and enhance company profitability.• Prepare and present accurate financial reports for senior management and stakeholders, ensuring compliance with regulatory standards and aligning key performance indicators (KPIs) with strategic objectives.• Collaborate with cross-functional teams to gather data for budgeting and forecasting, creating financial models that improve forecasting accuracy and support strategic growth initiatives.

• Led due diligence on live deals, including analyzing and projecting client financial statements in Excel, creating and maintaining dynamic financial models, and conducting quantitative research on assets and industries to assess fair value.• Conducted comprehensive valuation analyses using discounted cash flow, comparable company, precedent transactions, and leveraged buyout methodologies to support M&A decisions and client strategies.• Developed and presented investment memoranda and marketing materials for the firm’s M&A clients, and guided prospective buyers through presentation materials and financial metrics.

• Analyzed M&A trends to identify acquisition opportunities for clients and assessed their market prospects.• Supported live M&A processes by performing financial analysis and industry research, maintaining complex financial models, identifying potential buyers, coordinating outreach and follow-up discussions, and delivering presentation materials.• Prepared and presented marketing materials for clients on strategic, financial, and valuation considerations regarding proposed or ongoing M&A transactions.

• Mentored students in crafting and enhancing impactful resumes and compelling cover letters to elevate their professional presentation.• Designed efficient strategies to guide transitioning students through college life, optimizing their utilization of campus resources.• Collaborated cross-functionally with diverse departments, streamlining responses to student inquiries and enhancing teamwork dynamics.

• Upheld stringent financial controls by meticulously documenting client interactions and ensuring precise fund management.• Exceeded sales and market goals by closely analyzing client data, creating forecast models, and fostering cross-departmental collaboration.• Guided clients in optimizing financial portfolios by recommending tailored accounts, CDs, and other investment products.

• Refined customer service skills to luxury brand standards, to make lasting impressions with clients.• Increased computer literacy, and ability to navigate multiple computer screens as well as multiple programs.• Improved my ability to multitask between listening to customer’s concerns, while developing solutions.