24 month rotational program with rotations in Advice & Wealth Management FP&A, Strategic Transformation, and External Financial Reporting.

• Advised on ~$300MM Enterprise Value sell-side M&A process of industrial distribution company• Assisted in creation of Confidential Information Memorandum (CIM) distributed to potential buyers• Identified and profiled 15-30 potential acquisition targets for multiple public and private companies• Completed valuation case study of public company using discounted cash flow, LBO, public comparables and precedent transactions valuation methodologies and presented to senior investment… Show more • Advised on ~$300MM Enterprise Value sell-side M&A process of industrial distribution company• Assisted in creation of Confidential Information Memorandum (CIM) distributed to potential buyers• Identified and profiled 15-30 potential acquisition targets for multiple public and private companies• Completed valuation case study of public company using discounted cash flow, LBO, public comparables and precedent transactions valuation methodologies and presented to senior investment bankers• Performed industry dynamic research including market size, share, and industry specific metrics Show less

• Supported Medicare Part D team with ad hoc reporting requests for senior business leadership• Analyzed and prepared monthly and quarterly forecasts using Hyperion Essbase and Microsoft Excel• Revised and enhanced membership forecast model to better reflect seasonality and prior year trends• Created monthly reporting templates to assist team in comparing actual performance to prior forecasts• Determined financial impact of changing pharmaceutical prices and trends using SAS… Show more • Supported Medicare Part D team with ad hoc reporting requests for senior business leadership• Analyzed and prepared monthly and quarterly forecasts using Hyperion Essbase and Microsoft Excel• Revised and enhanced membership forecast model to better reflect seasonality and prior year trends• Created monthly reporting templates to assist team in comparing actual performance to prior forecasts• Determined financial impact of changing pharmaceutical prices and trends using SAS Enterprise Guide Show less

Provided a high degree of customer service to membersAssisted supervisors with continually changing needs of businessPromoted featured weekly products and services

Maintained records management database, processed administrative filing, revised records management procedure, reviewed inactive files.