• Created a daily process update using information from Zoom calls and email correspondence, updating, adding to, and completing items in the post-LOI diligence tracker, contributing to the successful closing of a $45M transaction for the sale of a PE-owned plastics manufacturing company to a family office; ran models checks to ensure the monthly numbers provided by the client aligned with internal models, focusing on the NWC peg as the deal neared close• Constructed a Teaser and CIM, actively managed and updated a buyers list through Excel and DealCloud for ahealthcare company seeking a $50M+ investment in its mRNA technology business segment and turned the buyer listinto a presentable deck showcased weekly to the client to track outreach progress• Collected revenue data, calculated EBITDA using employee headcount formulas, and gathered company descriptions,product and service offerings, and geographic footprint details to construct a deck showcasing Aerospace, Defense,and Government Services companies for presentation to a PE firm• Developed a CIM and DCF model for the world’s largest crop residue harvest company for a $20M debt capital raise

• Conducted in-depth financial analysis and market research to identify investment opportunities withhigh growth potential, resulting in the successful pitching of undervalued companies and the creation ofa $200,000 investment portfolio• Spearheaded a team of 3 peer analysts, providing guidance and training to enhance their financialanalysis and industry research skills, resulting in a more efficient and effective analysis process for theinvestment fund• Demonstrated expertise in financial modeling, including the completion of 16 discounted cash flow(DCF) models for companies such as Salesforce, Apple, Nvidia, Meta, Amazon, and Tesla

• Managed distribution of funds totaling $450,000 from the University Student Activities Fee pool tosupport student activities and leadership development programs• Established effective communication channels with undergraduate students and universityadministration, serving as a liaison to ensure that student needs were heard and proactively addressed

• Processed and submitted up to 60 medical claims daily to insurance providers for patient procedures andcompensation, ensuring timely and accurate reimbursement and highlighting attention to detail• Demonstrated expertise in medical billing software such as Kareo, WebPT, and Carisk, utilizing thesetools to efficiently manage and streamline billing processes and showing proficiency in technical skills• Applied extensive knowledge of insurance guidelines including HMO/PPO, Medicare, and Medicaid• Effectively communicated with multiple insurance companies to resolve payment discrepancies,showcasing strong negotiation and relationship-building skills

• Delivered high-quality construction work within strict project timelines, meticulously followingconstruction plans and adhering to best practices for construction site management• Coordinated closely with project managers and construction teams to ensure that all work wascompleted on time and within budget