Reed Fleming Email & Phone Number

Denver, Us

Monroe, Louisiana , Us

• Constructed a detailed PnL and Cash Flows model that provides the Senior Leadership Team with key performance indicators including EBITDA, Change in Working Capital, Unlevered Cash Flows, and Free Cash Flows. Maintain the report monthly and publish results in a PowerPoint deck that is presented to the Board of Directors.• Partner with the Director of Corporate Finance to assist in the development and execution of the Revenue, OPEX, Direct Costs and Fixed Costs forecasting schedules. Build complex models to analyze actuals and forecasts, assess operational drivers and provide insight about performance.• Built a debt cash flow valuation model for Lumen’s $33B comprehensive debt portfolio. The model analyzes the debt instruments’ present value of cash flows, call option rights, yields, and integrates market yields to provide upper management with strategic insight regarding paydown and reissuance opportunities.

• Conducted investment due diligence on early-stage technology-focused private equity investments analyzing deal terms, markets, products, financials, legal protections, and business models. Additionally, I built complex financial models analyzing valuation and potential investment scenarios. I prepared written due diligence memos, presented these reports, and made investment recommendations to the PE firm’s President.• Managed relationships with the PE firm’s portfolio companies’ executives. Led calls to discuss changes to the management team, company finances, legal matters, performance results, valuations, and upcoming goals.• Developed and maintained an Excel macro-enabled portfolio management dashboard to track the P/E firm’s portfolio company information, investment details, conversion rights, financing round details, and valuation positions as well as investment performance and return metrics. • Wrote Intuitive’s bi-annual investor reports providing insight to fund performance, portfolio companies, policy changes, and fund outlook.

Boulder, Colorado, Us

• University of Colorado’s graduate student-managed venture capital fund that invests in early-stage companies.• Conducted investment due diligence, sourced deals, managed relationships, built cap tables, and provided financial mentorship to startups.• Leader of the fund’s Law, PhD, and MBA student recruitment. During my tenure, DCVF received a record number of applicants.

Boulder, Colorado, Us

Wayzata, Minnesota, Us

• Developed a trial balance for the tax department that accurately converted the company’s financial trial balance into a tax trial balance.• Conducted Cargill’s Meals & Entertainment Project partnering with controllers across Cargill, helping identify a $19.2M tax deduction.• Prepared Federal Income and State Income and Franchise tax returns, including Consolidated and Combined returns for over 30 BUs.• Participated in Cargill’s Research and Development Project to determine if company expenses qualified for the R&D Tax credit. Helpedgenerate a $9.5M tax credit.

• Managed daily Accrued Interest, Cash and Forward Settlement reconciliations for an emerging markets fund with over $120 Million in daily transactions.• Conducted bond valuations, verified stock transactions and prices and researched corporate activity on Bloomberg.• Completed monthly Balance Sheet reconciliations verifying accounting entries matched with support statements.

Washington, Dc, Us

• Interned for the Broker-Dealer Inspection department.• Preformed pre-examination research for exam managers on topics including: Fraud, Alternative Trading systems and manipulated stocks.• Executed in field examinations at small, medium and bulge bracket firms.

Master Of Business Administration - Mba, Finance & Entrepreneurship

Bachelor'S Degree, Accounting