About
I’m a senior valuation associate with over 6 years of experience, currently working remotely at Business Valuation Group, Inc. in Chicago.
Work Experience

Senior Valuation Associate, Business Valuation Group, Inc.September 2017 – Present

  • 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, Apple, Inc. June 2017 – September 2017

  • 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.

Resident Adviser, DePaul University August 2016 – August 2017

  • 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.

Accounting Coordinator, CBRE Group, Inc. Feb 2012-Nov 2016

  • 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.
Education
Bachelor of Science in Business DePaul University – June 2017Chicago, Illinois
  • 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
Certifications
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Chartered Financial Analyst (CFA) candidate for Level II
Chartered Financial Analyst Institute
Passed CFA Exam Level I (December 2019)
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Certified Valuation Analyst (CVA)
National Association of Certified Valuators and Analysts (NACVA)
November 2018
Languages
English (Native)
Reading – Writing – Speaking
French (Intermediate)
Reading – Speaking
Spanish (Native)
Reading – Writing – Speaking
Italian (Beginner)
Speaking
Call
Call
(+1) 630 656 4597
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