• Execute company accounting entries with integrated, rolling 3-year balance sheet, income statement, and cash flow forecast.• Restructure monthly close processes by streamlining accounting systems, automating complex journal entries, and synthesizing reporting processes, resulting in month end reporting going from a 40-day close to 7 days for over 2 years of reporting.• Partner with company executive staff to source, pitch, and raise equity and debt capital to optimize the company’s capital structure and identify the proper WACC by compiling market trends, analyzing company’s strategic fit, and highlighting company’s position in the space.• Identify improvement opportunities in company’s tools and processes to execute business growth. Procure, install, migrate, integrate, and implement internal systems to create a scalable infrastructure including the company’s CRM, marketing automation tool, support ticketing, commissions, HR platform, webinar software, 401(k), accounting software, cap table management, and software escrow.• Build, manage, and report on entire business’s leads and accounts to identify KPIs to arrive at a wholistic picture of company’s Go-to-Market funnel, leading to resource allocations for proper sales and marketing channels that maximize future growth.• Evaluate cross-functional areas of success, improvement, and growth strategies then synthesize and present to executive management and board of directors for 2 years on company’s operational and financial position.• Negotiate customer, vendor, and investor contracts while managing relationships and compliance for over 100 customers and vendors.

• Evaluated over 40 different chemical processes for 33 specialty and commodity high yield chemical companies by reviewing business operations, capital structures, key industry drivers, and relative value for bond pricing. Led to industry, sub-segment, and 3 individual bond recommendations to a 25 member team and 5 portfolio managers.• Interviewed over 10 CEOs, CFOs, and other executives to better understand business fundamentals, supply for chemical products, and demand from customers to refine and quantify opinion on macroeconomic trends and final industry overview.• Reviewed new high yield issuance by assessing company and capital structure risks, building a detailed financial model, and interviewing company executives, leading to the purchase of over $300M new high yield issuance.

• Evaluated over 20 strategic financial opportunities including: mergers, acquisitions, spin-offs, divestitures, cash flow harvesting, debt raises, and terminating businesses by utilizing DCF, IRR, NPV, comparable company, precedent transaction, and accretion/dilution analyses. Resulted in 4 acquisitions and 1 divestiture across 4 countries from $3M to $8B in size.• Revived under performing security business by assessing product shortfalls, developing targeted sales strategies, and implementing sales and engineering alignment. Resulted in 8.5% growth in revenues and 96% growth in operating income.• Guided negotiations with several buyers and built a 3 sheet statement model to forecast Veritas' free cash flow, which led to an $8B divestiture of Veritas to Carlyle.• Created and implemented processes aimed at designing organizational structures for 10 departments with 1,000 total employees for a software business with $300M in revenue by coordinating consultants, department leaders, and executives.• Set budgets, performed quarterly variance analyses, and presented to executives recommended actions for 8 business units. Led to resource allocation adjustments for 3 different business units, improving operating margins and revenue growth goals.• Received 3 promotions.

• A test based on a core curriculum of the CFA Institue standards. Some of the testable material includes: ethics, quantitative methods ie statistics, financial reporting, equity valuation, corporate finance, fixed income, and alternative investments. • I was tested in December 2010, June 2012, and June 2013 which had passing rates of 36%, 42%, and 49% respectively according to the CFA Institute.• I completed all 3 exams on the first attempt and in 2 and a half years.

• Prepared industry- and company-related materials to help senior bankers attract business and execute transactions.• Maintained sole ownership of all valuation analyses, including DCF, IRR, NPV, comparable company, precedent transaction, and accretion/dilution analyses, resulting in the completion of 5 IPOs, 2 follow-ons, and 2 sell-side M&A transactions from $150M to $800M in size.• Overhauled IPO-tracking system and aligned 10 analysts in 3 countries, reducing update time from 3 weeks to 4 hours.• Supported 6 senior bankers as the single analyst in the office and received 2 promotions, one after working 4 months.

• Evaluate commercial borrower’s financial viability by researching the sources and uses of cash in balance sheets, income statements, and other financial documents to show the economic position of a business.• Responsible for presenting recommendations for commercial loans of $500,000 to $10,000,000.• Build financial projections and models to determine future cash flow.• Help formulate covenant structures to allow for sufficient working capital while mitigating risks for the bank.

Reported on 25 different energy companies from Smart Grid technologies to Renewable energiesListened to over 30 conference calls conducted by chief officers of a targeted companyPrepared reports on potential investment opportunities by studying earnings, growth, and research summaries