Phoenix Pittman Email & Phone Number

Houston, TX, US

Remote

• Perform Market Research on the autonomous driving and self-driving market covering 20+ firms
• Built financial modeling to predict financial statements for a potential Tier 1 OEM partnership ensuring quoted price is profitable

Newark, California, United States

• Conducted an Internal Audit of the Asia-Pacific Region covering $39.3M of transactions across seven trial balance account types
• Completed 15+ test sheets with corresponding evidence workbooks to test business process and IT controls for SOX compliance

Remote

• Problem-solved a 120% cost deficit through creation of new revenue streams that paid for 37% of new incremental housing costs
• Created a financial model with data from 990 forms and accounting records analyzing over $1.1M of transactions over 15 years
• Served as Interim Development Director from May 2023–August 2023 due to unforeseen events surrounding the existing Director

Remote

Spearhead a data analytics project tracking how the pandemic has effected enrollment and subsequently write recommendations on responses to concluded trends.

Austin, Texas, United States

Only first-year instructor chosen to teach the Teacher's Institute where I assisted current schoolteachers on how to adjust their pedagogy to adjust to current trends in the national debate circuit.

• Singlehandedly authored the first-ever UH BCO Casebook complete with 13 original cases and customized curriculum for BCO
• Developed 6 Internal Consulting Projects, 4 Case Competitions, and 4 External Consulting Projects to build members experience
• Oversaw 50+ events with 400+ attendees total reaching multiple first time offers and relationships at Bain, McKinsey and BCG

Led a eight-month long project writing the first-ever UH BCO Casebook with 13 Sample Cases, created the first-ever Internal Consulting Projects, expanded BCO's Mock Case Competitions, created and hired our first-ever Director of Recruiting, and led a change project dedicated to shifting communicative platforms.

Houston, Texas, United States

Began an eight-month long project to write the first-ever UH BCO Casebook, wrote new collaboration-based curriculum for bi-weekly Case Workshops, released a recruiting tracker that traces over 125 firms' open positions, and tripled case workshop attendance rates.

Houston, Texas, United States

Attend regular workshops, networking events, and professional development trainings about management consulting.

Houston, Texas, United States

Hired by C.T Bauer College of Business to tutor other undergraduate students in ACCT 3366: Frameworks of Financial Accounting and ACCT 3367: Intermediate Accounting 1.

Houston, Texas, United States

• Processed over 50 invoices a day upwards of $100M from energy trading for Accounts Receivable and Accounts Payable
• Collaborated with the Commodity Accountants for Accounts Receivable Aging and closing entries in accordance with GAAP
• Developed institutional memory for AP and G&A invoice approval sourcing that reduced daily misidentifications by over 25%

Houston, Texas, United States

• Designed financial modeling (NAV/DCF) for equity, asset and investment valuations up to $50M in a variety of diverse industries
• Prepared and edited comprehensive final reports to explain our specific valuation techniques and our rationale to clients
• Supported the San Antonio team in reviewing >1000 checks for the purpose of identifying cash flow in a $270M investigation

Houston, Texas, United States

• Performed Equity Research on $PBI to recommend a $30M investment, reaching a 48.6% total return as of my end date in June
• Reviewed $TSLA, $FSLR, $ENPH, and $CWEN for investment recommendations using DCF/CCA models and SEC filings
• Tailored a covered call strategy for $20M of AUM using over 30 years of data from $BXM, $PPUT and fund-specific sources

Remote

Created a one-of-a-kind online educational non-profit that served over 700 hours of live instruction to 200 students in a three year time-span through managing a team of over 100 instructors and staff.

Remote

Successfully completed a semester of mentorship and training in the Finance Vertical from investment bankers, private equity analysts and venture capital associates.

Houston, Texas, United States

Utilized SEC filings to create financial modeling and slide decks for six stock pitches in both the Tech, Media and Telecommunications group and Healthcare group concluding in a championship award in an international stock pitching competition judged by investment bankers from Jefferies and Evercore.

Bachelor Of Business Administration, Bba, Accounting And Finance, Major Gpa: 3.934/4.000

Certificate Of Readiness

Summer Venture In Management Program