GPA: 3.86/4.00; Honors Program; selected coursework: Corporate Finance, Accounting, Valuation, Statistics

Finance Society Investment Fund Analyst; built weekly pitch memos covering public equities and industry catalysts

Middle-Market Advisory Firm

Built DCF, comparable company, and precedent transaction analyses for a sell-side healthcare services pitch, triangulating valuation range across 18 public comps and 12 precedent deals.

Drafted buyer universe of 90 strategic and sponsor targets by segment, acquisition history, and estimated check size, helping the team prioritize 24 outreach targets.

Reconciled revenue, EBITDA, working capital, and customer concentration schedules from a confidential information memorandum to identify diligence questions before management calls.

Formatted pitch-book pages, football-field output, and operating KPI tables under associate review, incorporating markups quickly while preserving source-link accuracy.

Student Investment Fund

Pitched a long equity recommendation after analyzing unit economics, same-store sales, margin bridge, and management guidance; recommendation was approved for a 4% portfolio position.

Created a quarterly earnings tracker comparing consensus estimates, reported results, and valuation movement across 14 consumer companies.

Led training session for 12 new analysts on comparable company selection, revenue build assumptions, and investment memo structure.

Search Fund Project

Screened 120 founder-owned software and services companies by revenue quality, customer concentration, churn, and owner succession risk.

Built three-statement operating model with downside case, debt capacity, and working-capital assumptions for a board-style investment memo.

Finance Society

Matched 36 underclass students with upperclass finance mentors and organized weekly technical prep covering accounting, valuation, and market discussion.

GPA: 3.82/4.00 | Honors Thesis: pricing sensitivity in subscription businesses

Consulting Club, Case Team Lead | Coached 18 members through profitability, market entry, and operations cases

Consumer Products Company

Segmented 42 SKUs by margin, velocity, and channel performance, identifying a pricing corridor expected to lift gross margin by 3.2 points without reducing top-quartile volume.

Interviewed 14 sales managers and synthesized purchase objections into an executive-ready go-to-market memo adopted for a regional pilot.

Built a weekly dashboard tracking sell-through, promotion depth, and inventory risk across 9 distributors, reducing manual reporting time by 6 hours per week.

Public Policy Research Lab

Cleaned and analyzed 28,000 survey responses in Excel and R to isolate drivers of program adoption across demographic and regional cohorts.

Presented findings to a 6-person faculty team, reframing recommendations around implementation cost and target-user behavior.

Built a one-page decision tree that helped the research team prioritize which recommendations were practical for low-staffed local agencies.

Campus Consulting Organization

Led 5-student team for a local nonprofit, mapping donor funnel drop-offs and recommending CRM changes projected to recover 120+ lapsed donors.

Designed interview guide, workplan, and final client deck so the team could translate messy qualitative feedback into 4 executable operating changes.

Accounting manager with 8 years across month-end close, GAAP reporting, reconciliations, audit support, and ERP process improvement. Managed close calendars, reviewed journal entries, strengthened controls, and improved reporting accuracy for multi-entity operations.

Multi-Entity Services Company

Managed monthly close for 6 entities, coordinating journal entries, accruals, flux analysis, and reconciliations to reduce close timeline from 9 days to 6 days.

Reviewed 80+ balance sheet reconciliations each month and implemented variance thresholds that reduced rework during controller review by 32%.

Partnered with operations to redesign revenue cut-off process, improving audit support documentation and eliminating recurring late adjustments.

Supervised 4 accountants, creating review checklists and training plans that improved consistency across AP, AR, and GL workflows.

Regional Manufacturing Company

Prepared journal entries, bank reconciliations, fixed asset schedules, and monthly reporting packages under GAAP.

Supported annual audit by preparing PBC schedules and resolving sample requests ahead of deadline.

Reconciled inventory and cost-of-goods schedules with operations, reducing recurring variance explanations during monthly controller review.

Certified Public Accountant (CPA) | State Board of Accountancy | Active