About

Provide conclusions of value for various purposes such as management planning, estate tax, gift tax, marital dissolution, sale or purchase, and ESOP reporting compliance, etc.
Valuation of business enterprises, real estate holding companies, restricted shares, preferred shares, warrants, options, promissory notes, private equity interests, and undivided real estate interests.
Perform complex valuations utilizing Black Scholes model and Monte Carlo simulations.
Conduct in-depth client, industry, and market research, while preparing narrative reports to support valuation analysis.
Design, improve, and implement valuation models, incorporating industry changes for discounted cash flow, market multiple, market transaction, net asset, leveraged protective put, and option pricing analyses.
Analyze, normalize, and adjust financial statements, as well as build and analyze financial projections.
Develop database models and reports supporting lack of marketability discounts derived from thousands of restricted stock transactions used in lack of marketability conclusions by analysts in the firm.
Train and mentor new analysts at the firm, as well as review their work.

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 Senior Accountant with various accounting 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.