• Conduct thorough financial analysis of auto industry trends, market segments, and customer behavior to identify opportunities to remove risk factors from portfolio and forecast future trends• Implemented monthly performance metrics to monitor effectiveness of department initiatives, recommending new strategic plans to company leadership• Utilize data and statistical analysis techniques to derive insights from large datasets, leading to improvements in product performance and business… Show more • Conduct thorough financial analysis of auto industry trends, market segments, and customer behavior to identify opportunities to remove risk factors from portfolio and forecast future trends• Implemented monthly performance metrics to monitor effectiveness of department initiatives, recommending new strategic plans to company leadership• Utilize data and statistical analysis techniques to derive insights from large datasets, leading to improvements in product performance and business processes• Lead efforts to develop and present monthly business reviews to company leadership, focusing on efficient and effective communication of events and future plans of action• Collaborate with product managers, software developers, and UX designers to define project scope, functional requirements, and user accessibility for new product features• Work with compliance and legal teams to ensure adherence to regulatory guidelines and maintain a compliant risk management framework Show less

• Prepared valuation analyses for a variety of assignments, including business enterprise valuations, intangible assets for purchaseprice allocations (ASC 805), Goodwill and intangible impairment testing (ASC 350/360), and private company common stockvaluations (IRC Section 409A and ASC 718)• Experience in valuing complex financial instruments (ASC 815, 820) including commodity derivatives and interest rate swaps• Developed and implemented models for the use of performed hedge… Show more • Prepared valuation analyses for a variety of assignments, including business enterprise valuations, intangible assets for purchaseprice allocations (ASC 805), Goodwill and intangible impairment testing (ASC 350/360), and private company common stockvaluations (IRC Section 409A and ASC 718)• Experience in valuing complex financial instruments (ASC 815, 820) including commodity derivatives and interest rate swaps• Developed and implemented models for the use of performed hedge effectiveness testing for the purposes of hedge accounting• Experience in valuing oil and gas reserves in the exploration and production sector Show less

• Conducted phone screens and meetings with prospects when evaluating new investment opportunities• Summarized call notes, documented investment opportunities into pipeline, and analyzed opportunities for possible fit within JF2 Capital investment strategies• Assisted in all aspects of JF2 investment processes from introduction to execution of investments• Reviewed and evaluated over 100 deals for potential investment opportunities• Gathered information from target companies and… Show more • Conducted phone screens and meetings with prospects when evaluating new investment opportunities• Summarized call notes, documented investment opportunities into pipeline, and analyzed opportunities for possible fit within JF2 Capital investment strategies• Assisted in all aspects of JF2 investment processes from introduction to execution of investments• Reviewed and evaluated over 100 deals for potential investment opportunities• Gathered information from target companies and industry experts during the investment process• Performed valuation analysis via financial modelling for potential investment opportunities• Created Investment Memorandums on potential investments Show less

• Analyzed financial statements and history to develop and deliver quarterly Fund financial statements and investor capital statements• Calculated and prepared investor capital call and distribution notices, posted notices on the investor portal and monitored cash flows to reconcile outstanding balances• Maintained management company books & records, in addition to creating monthly budgets and conducting invoice payments as necessary• Conducted monthly Net Asset Value (NAV) reviews… Show more • Analyzed financial statements and history to develop and deliver quarterly Fund financial statements and investor capital statements• Calculated and prepared investor capital call and distribution notices, posted notices on the investor portal and monitored cash flows to reconcile outstanding balances• Maintained management company books & records, in addition to creating monthly budgets and conducting invoice payments as necessary• Conducted monthly Net Asset Value (NAV) reviews and produced performance estimates for various hedge funds• Developed new internal operational processes and efficiencies relating to operating infrastructure and service offerings, improving client profitability and employee utilization• Facilitated fund launches for Clients with various services providers to ensure timely setup, collaborating with multiple service providers to customize fund launch strategies and ensure a seamless rollout• Delivered hedge fund client support including trade allocations and reconciliation of trade breaks between funds and brokers Show less

• Planned, performed, and reported audit activity to agency management in compliance with state law and professional standards• Participated in field testing in various audit projects, providing support and necessary documentation within• Collaborated with internal audit managers to ensure timely and accurate completion of projects• Communicated audit findings to management and implemented plans with appropriate audit management that adequately remediated any identified control… Show more • Planned, performed, and reported audit activity to agency management in compliance with state law and professional standards• Participated in field testing in various audit projects, providing support and necessary documentation within• Collaborated with internal audit managers to ensure timely and accurate completion of projects• Communicated audit findings to management and implemented plans with appropriate audit management that adequately remediated any identified control weaknesses or gaps Show less