Valuation Analyst @ September 2017 – Present (3.0 YEARS)

• Provide a conclusion of value for small and mid-sized closely held businesses for various purposes such as estate tax planning, gift taxation, marital dissolution, third-party or related-party sale, and ESOP reporting compliance, etc.
• Conduct in-depth client, industry, and market research, while preparing narrative reports to support valuation analysis of enterprises with revenues ranging from $1.0 million to $1.0 billion.
• Design, improve, and implement valuation models, incorporating industry changes for discounted cash flow, market multiple, market transaction, leveraged protective put, and option pricing analyses.
• Analyze, normalize, and make proper adjustments to the financial statements, as well as build and analyze financial projections.
• Develop models and reports supporting lack of marketability discounts derived from restricted stock transactions used in lack of marketability conclusions by analysts in the firm.

Product Specialist @ June 2017 – September 2017 (0.3 YEARS)

• Consistently met and exceeded sales goals; proven track record with overwhelmingly positive net promoter score
• Worked face-to-face with customers to answer technical questions and understand and quickly solve their complex technical issues

Resident Adviser @ August 2016 – August 2017 (1.0 YEARS)

• Enforced building policies to over 1,700 residents
• Managed administrative functions including room condition reports, maintenance requests, incident reports, and the room change requests
• Coordinated 20 building-wide events to build community engagement

Accounting Coordinator @ December 20015 – August 2016 ( 0.8 YEARS)

• Processed and posted invoices to the accounts payable and receivable general ledgers
• Reconciled invoices, departmental billings, employee reimbursements, cash receipts, vendor statements, and journal vouchers
• Assisted Business Manager with various business operations, including budget reconciliation and trial balance
• Processed $1.4 million in account charges for summer residents
• Extracted sales data from KX marketing software to create internal monthly tax reports
• Completed ST-1 and RHM-1 online tax forms to process monthly payments due

BACHELOR OF SCIENCE IN BUSINESS - FINANCE (BSB) JUNE 2017

Student Finance Association Member  September 2015 – June 2017

International Business Seminar in Paris – Luxury Marketing March 2017

Enrolled in Adventis’ Financial Modeling Certification (FMC™) Program

READING - WRITING - SPEAKING

READING - SPEAKING

READING - WRITING - SPEAKING

SPEAKING