President, MBA Finance Association (2012 thru 2013 school year).Teaching Assistant for undergraduate business capstone course.

Developed five-year financial forecast for Texas retail electricity market given adjusting customer growth and retention scenarios to generate budgets for quarterly SEC reporting.Created three-year financial model for retail electricity and natural gas markets in eight states with four commission structures and adjusting customer growth and retention scenarios.

Optimized the year end process for larger tax clients by implementing a strategy for summarizing significant tax events during the year and potential tax saving strategies.Oversaw and managed many of firm’s largest tax clients; including prioritizing, scheduling and delegating work for responsible personnel.Trained, developed, and mentored interns and junior accounting personnel through formal coaching sessions and constructive feedback sessions.Assisted with due diligence by interviewing target’s accounting personnel and tax preparers. Also, reviewed prior tax filings to determine potential outstanding tax liabilities.Served as Board Member for BKD Foundation Committee for Houston office, which was responsible for allocating over $100,000 per year to local charitable organizations.

Established and built relationships with clients to understand financial needs, answer questions, and generate tax savings through careful liaisons with CFO, taxation director, and state authorities.

Developed a 10-year federal income tax projection for client through careful financial modeling.Forecasted state income tax liabilities for acquisition targets under various income and profit scenarios.

Realized a new business opportunity worth $74,100 with a Fortune Global 100 company by successfully delivering on previous business engagement.