● Stock and crypto-asset trading using market & industry research, price analysis, strategy back-testing, volume fluctuation, chart analysis, and economic factors ● Collaborated with an online community of analysts through weekly virtual meetings; presented innovative strategy recommendations, discussed portfolio fund allocations, and identified undervalued assets● Purchased (August 2016), managed, and sold an income-generating property; supported 9 tenants over 6 years

Reliant Business Valuation provides business appraisals to over 150 regional and national lenders. Sr. Financial Analysts are responsible for constructing several 90-page appraisal reports per week in a fast-paced, deadline-driven environment.Responsibilities throughout the appraisal process:● Extensive use of Microsoft Excel to calculate a fair value of the subject business including revenue, expense, and profit variance; ratio analysis; cost analysis; adjusting financials to represent normalized operations; comparable transactions and performance multiples; calculation of a capitalization rate through risk analysis and WACC; forecasting and discounted cash flow● Maintained communication with bank executives, offered guidance on valuation status and loan funding/approval● Wrote synopses that explain financial models within the report and guided readers through valuation methods used● Created an automated process for customized questionnaire generation by linking a catalog of Excel formulas to a Word template, which contributed to decreasing the company’s turnaround time by 20%● Reviewed P&L statements, balance sheets, credit write-ups, loan proposals, contracts, purchase agreements, bank statements, and general ledgers; maintained an understanding of GAAP● Interviewed business owners/management, discussed financial discrepancies, and gathered supporting documentsResponsibilities outside of the direct Sr. Financial Analyst role:● Worked with cross-functional teams from multiple departments to develop and execute operational efficiency improvements in support of our quickly growing company● Interviewed and trained new hires; created exercises used within the interview process as well as training manuals for junior analysts● Managed the company’s database of 4,000+ completed appraisals along with the key metrics from each report● Attended conferences to represent Reliant Business Valuation and maintain client relationships