Max Wosczyna Email & Phone Number

United States

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