Mergers & acquisitionsSupported deal execution for buy-side and sell-side M&A transactions across multiple industries including: technology, healthcare, consumer goods and manufacturing. Focused on analyzing target companies and their key risks.

• Guided clients in various industries through the complex regulatory and technical accounting aspects of deals• Prepared carve-out financial statements for divestitures of high-profile clients• Built Excel financial models for clients undergoing M&A deals to assist in the development of forecasts and valuation of assets

• Created comprehensive reports and team white papers pertaining to private equity metrics, small-cap value, and tactical asset allocation and rebalancing to present data and guide investment strategies for clients• Performed extensive research and quantitative analysis on different asset classes using Zephyr performance analysis software to assess multimillion-dollar portfolio accounts

• Oversaw the development and delivery of “Bank on It,” a unique educational and promotional outreach program used to teach the fundamentals of finance to children in primary and secondary schools• Gathered and analyzed qualitative and quantitative data on consumers and competitors to narrow the company’s target market• Monitored and managed the company’s social media accounts: Twitter, Instagram, and Pinterest

• Collaborated with the Director of Development to prepare for the not-for-profit organization’s expansion of a new facility• Decreased costs by managing and leading teams of high school volunteers for charity events, typically in groups of 8-10• Reviewed integral financial documents for use in Silent Auction event