Sam Williams Email & Phone Number

New York, NY, US

New York, NY, US

New York, NY, US

New York, NY, US

GB

• Advised executive management of financial services companies throughout the M&A process in order to successfully integrate or separate businesses, while directly supporting achievement and reporting of financial and.
• Designed strategy and managed end-to-end process to identify, approve, execute, and track ~$500m in synergies across $20bn integration; leveraged Alteryx and PowerBI to automate processes, reduce errors, and accelerate.
• Supported client Technology executives through divestiture to drive information gathering, documentation, and sale of IT organization and 33 business applications
• Conducted buy-side operational and IT due diligence for private equity and corporate buyers to analyze the scalability, risks, and integration effort of target companies by building dynamic financial models
• Collaborated with partners in RFPs and deal pursuits; developed materials showcasing key digital and automation capabilities which supported successful engagements ranging in transaction size from $100m to $20bn

GB

• Developed a Business Strategy and Targeting tool for Fortune 500 Insurance client; joined Experian consumer data with available business data to find targets for inorganic and organic growth initiatives across.
• Successfully piloted an in-house synergy and integration tool on a $20bn deal; developed best practices, user guides, and training materials for a practice-wide rollout to 20+ projects
• Led training series to upskill 150+ staff in data analytics and visualization through Alteryx, Tableau and Power BI

Austin, TX, US

• Designed integrated client-screening system and produce client-mapping tool using VBA which cut process times by 80%
• Conducted portfolio attributions analysis and assisted on Visioning Exercises servicing client accounts of over $10bn
• Conducted eight-week research project on FinTech in Wealth Management to present to 50+ colleagues and leadership

• Identified and modeled eight small-cap equity investment theses as lead analyst and supervisor for Project Alpha column
• Provided investment analyses and conducted financial research utilizing Bloomberg Terminal and other research tools
• Collated historical trade data and calculated total return for long / short equity and uncovered options portfolios
• Edited, coded, and published content for the website and newsletters

Involved with print and online coverage of various collegiate sporting events as well as features on in-depth topics and issues.

• Created and maintained company website on houzz.com to expand web presence
• Managed filing and archive system
• Increased frequency of online reviews for the company through client outreachKimball Bonamici Designs Houzz Page:http://www.houzz.com/pro/kimballbonamici/kimball-bonamici-designs

Bachelor Of Business Administration - Bba, Finance

Bachelor Of Arts - Ba, Plan Ii Honors Program

Finance, General