Participated in multiple loan underwriting assignments and conducted credit risk analysis, analyzing the financial statements of potential borrowers, leading to final loan approval􏰀Identified key risks by evaluating credit reports􏰀Involved in reviewing equipment financing requests from companies in a variety of industries and handled transactions of different sizes financing various asset types and classes

Anticipated tasks include developing and administering surveys to top PwC leaders to assess company Talent acquisition needs and tacticConduct market research on hiring trends within the management consulting industry. Working with a team to produce competency models and gap analysis to build an effective workforceCreate final results that can be used by partners within the management consulting division to implement a new talent acquisition strategy for the next five years

Researched to identify potential businesses needing access to the capital markets and services that the bank could provide.Conducted markets and industry research necessary to provide recommendations for potential businesses customers, to the bank.Developed marketing strategies and marketing materials targeted specifically to the businesses identified.

Analyzed debt holdings of Questar, Trans Canada, Enbridge Energy, and Gulfstream Natural GasDetermined firm-specific risk by analyzing capital structure, comparable companies, and future ability to service debtsComposed 25+ page reports containing recommendations of buy/sell/hold for each debt holding to present to the investment committee that oversees the company’s $3.1 billion assets under management

Modeled industry and company analyses using financial ratios, and valuation methods/ metrics (DCF, beta, WACC, CAPM, FCFE, FCFF, DDM, relative P/E, P/B) to determine the intrinsic value and derive a buy and sell priceResearched multiple small and large cap companies using a variety of tools (Compustat, Bloomberg, SEC filings, ZACKS mean & standard deviation)Made recommendations to portfolio managers and executives based on industry and company evaluations

Hired and supervised a team of 17 day laborers for a three-week contracted project; provided all interviews, training, payment, and wardrobe selection for team

Representing the brand in corporate and promotional events; brand activationPresenting the brand image and products to businesses

Increased overall customers orders by 50% by contacting and bringing in new customersWorked with production department to ensure customer requirements were fulfilled