William Smith, Cfa Email & Phone Number

Plano, Texas, United States

Transaction Consulting Services - Perform both buy or sell side due diligence analysis on funding, acquisitions, or/and mergers, with services involving:o Project managemento Quality of earningso Financial due diligenceo Critical operational analyses

Plano, Texas, United States

Transaction Consulting Services - Perform both buy or sell side due diligence analysis on funding, acquisitions, or/and mergers, with services involving:o Quality of earningso Financial due diligenceo Critical operational analyses

Dallas/Fort Worth Area

Transaction Consulting Services - Perform both buy or sell side due diligence analysis on funding, acquisitions, or/and mergers, with services involving:o Quality of earningso Financial due diligenceo Critical operational analyses

Dallas/Fort Worth Area

Building and maintaining Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysisCo-authoring quarterly earning reviews and industry thought pieces based on findings from independent research Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)Meeting the special projects demands of the AnalystFormulating mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.Analyzing information obtained from management in order to conceptualize and define operational problemsPerforming validation and testing of models to ensure adequacy; reformulating models as necessaryInteracting with company management teams and investors

Corpus Christi, Texas Area

Teaching students grades 4th through 12th Managing students to ensure orderly conduct and completion of tasks in all subjects

Austin, Texas Area

Utilized MS Excel and Hyperion Brio Explorer to analyze ISV Revenue data covering IBM’s global operations in the areas of Smarter Cities, Energy & Utilities, the Public Sector, and TelecommunicationsEstablished and maintained information sharing relationships with IBM sales and marketing executives Generated quarterly and ad hoc financial reports and analysisDeveloped and implemented schedule changes that shortened reporting calendar by 25%

Corpus Christi, Texas Area

Successfully used higher-level Excel functions to create a model to test undergraduates on trend analysisEvaluated student projects for grading purposesTutored students in financial concepts

Corpus Christi, Texas Area

Entrusted to collect data and generate economic models for use in a chapter of a new economics textbookWorked with international doctoral students to edit their academic writing, so that the papers were more readable to an English-language audience; with the ultimate goal for the edited articles to be published in international economic journals

Corpus Christi, Texas Area

Mastered firm and regulatory procedures necessary to assist in managing client assetsUpdated and streamlined more than 1,000 client files, resulting in more efficient asset managementDeveloped organizational and time management procedures that allowed me to keep track of my tasks, prioritize them, and complete them in a timely fashionCompiled portfolio planners to determine asset positions and growth opportunities

Austin, Texas Area

Reviewed, documented, and digitized GLO’s collection of Civil War-era Confederate Scrip VouchersDoubled the number of historical information categories documented through internship projectFirst Archives Intern to finish an entire documentation and preservation project; and, did so two weeks earlyDesigned procedural manual to help improve the performance of future GLO Archives InternsWrote feature article published in GLO’s regular newsletterWorked with genealogists and researchers with archival searches

Master, Business Administration

Activities and Societies: Golden Key International Honour Society

Bachelor Of Arts, History

Minored in Mathematics