• 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.

• Consistently 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.

• Enforced building policy and performed conflict and crisis management for 1,700 residents.
• Managed administrative functions including room condition reports, maintenance requests, incident reports, and the room change requests.
• Lead, budgeted, and marketed 20 programs, consisting of academic and professional resident development.

• 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.

Chartered Financial Analyst Institute
Passed CFA Exam Level I (December 2019)

National Association of Certified Valuators and Analysts (NACVA)
November 2018

• 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