Relevant CourseworkFinancial Modeling | Financial Valuation | Portfolio and Asset Pricing | Financial Derivatives | Fixed Income Securities | Predictive Analysis and Business Forecasting | International Financial Markets | Capital Structure | Introduction to Consulting | Financial Markets and Monetary Policy | Master Negotiation Techniques

- Analysis and Forecasting – Built, maintained and analyzed sales reports detailing $60M in annual revenue across 65 clubs- Excel Modeling – Utilized advanced Excel skills, including lookup, sumif, pivot tables, macros and array formulas in development of efficient and value adding reports and models- Project Management – Managed the implementation of new CRM tool for 400+ field sales professionals at 50 properties- Analytics and Strategy – Worked closely with C-Suite on development, measurement and analysis of Sales & Revenue KPIs

- Leadership – One of seven employees recognized with Award of Special Achievement for work regarding the company’s $320M acquisition of 48 properties- P&L Analysis – Performed both detailed and high-level review and analysis of month-end financial data - Compliance – Prepared requested audit schedules and procured support for state, local and third-party audits- Leadership and Employee Development – Supervised two Corporate Staff Accountants and trained seven Corporate Staff Accountants, 20+ General Managers and five on-site Accountants

- Financial Reporting – Assisted with month-end close for region comprised of three hospitals and a charitable foundation- Excel Modeling – Developed regional expense allocation workbook; Excel-based model which included complex data manipulation, embedded macros and array formulas for four entities totaling more than $1M in monthly expenses- Account Management – Reviewed, allocated and recorded receipt of $2M in monthly Medicare and Medicaid remittances

- Project Management – Developed and implemented structured policies for ad hoc or deficient accounting and AP functions- Due Diligence – Prepared appropriate financial schedules for lenders as requested by management- Cash Management and Financial Strategy – Managed operating and payroll accounts, anticipating and preventing potential cash flow shortages

- Financial Reporting – Completed full-cycle accounting close, including financial statement preparation for $700M bank as well as consolidating subsidiary data from five entities into holding company financial statements totaling $1.1B in Assets- Financial Review – Conducted thorough reviews of financial statements for five entities residing beneath holding company- Fixed Income Accounting – Booked all Available for Sale Securities transactions for portfolio ranging from $50M to $250M

- Operations Audit - Conducted thorough operational audits of 73 stores against company policy and procedure- Consulting – Developed improved operational procedures for common audit infractions and effectively presented these procedures to District Management and Audit Management- Leadership and Coaching – Trained three less-tenured auditors on specialty store audits and served as their mentor- Risk Assessment – Determined risk and materiality of internal audit infractions for reporting to Management