Max Wosczyna Email & Phone Number

United States

• Assists in sourcing potential clients & business development
• Helps with market research, investment due diligence, and investment analysis
• Facilitates and maintains relationships with key business partners & founders

• Leads Investment Club weekly meetings, creating relevant PowerPoints and Excel models
• Helps Analysts prepare stock pitches educating them in Financial Valuation & Modeling
• Facilitates relationships with other student organizations, faculty, alumni, and benefactors

• Assists in leading weekly meetings & develops presentations explaining complex IB technical material
• Meets bi-weekly with other Executive Board Members discussing outlook, events & recruiting

Spokane, Washington, United States

• Obtained Wall Street Prep Financial & Valuation Modeling Certification (ID# 89278870)
• Developed foundational skills in financial valuation & modeling (3-statement, DCF, LBO, Merger)
• Selected as one of four representatives for Gonzaga in the 2024 National Investment Banking Competition & 2024 Venture Capital Investment Competition

• Developed sourced potential deals & conducted market analysis through comprehensive research
• Created concise investment summaries, providing research insights and strategic recommendations

Sunnyvale, California, United States

• Supported the SEC Reporting & Technical Accounting Team in closing the Q2 Form 10Q & in automating portions of the Annual Proxy filing through use of VBA Macros
• Assisted the Product Operations Accounting Team with automating inventory procedures, improving process efficiency, and operating under SOX Compliance in auditing company procedures
• Developed skills in SAP ERP (Accounting Inventory Management), VBA Macros (Automation), Alteryx (Automation), Workiva (Reporting), Tableau, SQL, and SOX Compliance

• Global Finalist
• Selected among the top 15% of global competitors to attend the 2024 NIBC Convention.
• Conducted a comprehensive M&A analysis through discounted cash flow valuations, precedent transactions analysis and comparable transactions analysis
• Presented a completed pitch book showcasing valuations and recommendations for growth in response to industry trends

• Regional Finalist @VCIC 2024
• Co-led Gonzaga's Team, prepared for months leading up to the competition by networking with VCs and learning about the world of Venture Capital

Mountain View, California, United States

• Learned Cashiering POS, managed inventory, donated damaged groceries, maintained store cleanliness
• Worked with coworkers and managers to complete necessary tasks, and communicated effectively as a team
• Developed brand loyalty by helping customers find products & build a friendly environment

Los Altos, California, United States

• Learned Cashiering POS, managed inventory, donated damaged groceries, maintained store cleanliness
• Worked with coworkers and managers to complete necessary tasks, and communicated effectively as a team
• Developed brand loyalty by helping customers find products & build a friendly environment

Bachelor'S Degree, Accounting, 3.93 (Major)

Activities and Societies: 2024 Accounting Tutor

Bachelor'S Of Business Administration, Finance & Economics Concentrations, 3.93 (Major)

Education record