Valuation Analyst Resume
Santa Clara, CA
SUMMARY:
Intellectually curious with a passion for learning and influencing changes for increased business efficiency. Blends strong technical skills, detailed analysis and problem solving to implement long - standing financial and business solutions. Excellent knowledge in valuations, investment products, budgeting and financial planning. Hands-on leader drawing on proven strengths in communication and relationship building to motivate teams, drive performance and ensure optimal compliance in order to meet company goals.
PROFESSIONAL EXPERIENCE:
Confidential, Santa Clara, CA
Valuation Analyst
Responsibilities:
- Valuations including SWOT analysis, market and industry research, business drivers and risks, current business model assessment including costs, future financial projections modeling all from industry resources and pitch decks
- Assessing KPI’s and importance, valuation methods and concluding remarks for investment profile of valuation
- Determining intrinsic market value of pre-seed private companies through price-to-revenue and discounted cash flow based on noted comparable companies and market research.
- Completed 12 valuations ranging from 15 to 25 pages of industry, market, business risks and financial model analysis primarily focused on fintech, financial services and food services sectors
Confidential, San Carlos, CA
Operations Finance Analyst
Responsibilities:
- Team reduced loan funding time from average of 48 hours down to 4 hours by creating more efficient directives in salesforce database and operations processes while refining fraudulent application analysis.
- Created formal operations training processes to reduce on-boarding time 50%
- Project with competitor analysis and market landscape to identify bottlenecks and pain-points for customers in order to gain access to revenues that were not previously part of the sales funnel
- Apply financial acumen to spearhead diversity of investment vehicles, including protection products, college savings, alternative investing, and tax-enabled strategies.
- Business and individual fact finding for implementation of strategies to coincide with client financial plans.
- Streamline returns for specific client risk levels by utilizing Excel to perform Monte Carlo simulations, Morningstar, and Riskalyze platforms to analyze process fees, returns and standard deviations.
Confidential, Dublin, CA
Head Teacher | Trainer
Responsibilities:
- Improved operations designing new procedures regarding student/teacher data management.
- Mentor and train new teachers in the expanding region to reduce adjustment times of teaching blocks in 3 students to 1 teacher ratio to build trust in one of most competitive student areas in country (high schools in top 200 nationally)
- Majority of students are top 5% in classes - setting up lesson plans and strategies to guide them to reaching dream schools - Ivy league, top 50 universities - resulting in increased SAT math scores in 100% of students (with greater than 5 classes) and 100% passing AP Calc/Physics/Chemistry test scores.
Confidential, Pleasanton, CA
IT Recruiter
Responsibilities:
- Responsibilities included sourcing candidates in IT positions (junior developers through CTOs), conducting phone interviews, scheduling with hiring managers and ensuring timely on-boarding practice after hires, resulting in hiring of 45 new hires and rotation of more candidates from one client to another after contracts expired
- Initiated social media campaign to increase candidate database from 300 to 900 by sourcing job sites, networking and scraping social media sites to better organize by technology and experience, maintaining warm leads and prioritization
- Consistently met target gross margins of organization by negotiating between hiring managers and candidates.
