SKILLS:
Proficient in: Microsoft applications, including Access and Excel
Experienced in: Capital IQ, IDEA, J.D.Edwards, BRIO Intelligence/Hyperlink, OneWorld, Business Valuation Manager Pro
EXPERIENCE:
Confidential
Business Valuation Consultant
Responsibilities:
- Provided valuation consulting services to global clients focusing on valuations for private equity acquisitions, goodwill impairment, purchase price allocations, estate planning/gift tax and intangible assets
- Supported litigation group in ad hoc projects including economic damages analyses involving lost profits calculations, breach of contract or lost wages and benefits analyses
- Assisted forensic group in intensive data mining and research to determine and calculate fraud in addition to identifying process weaknesses including operating inefficiencies and internal control risks
- Identified and strategized initiative on pursuing new business development opportunities within the industry as well as other Confidential service groups
- Participated in the recruiting and activities of the firm by attending career fairs, interviewing candidates for hire, new employees and contributing to firm image - building activities
- Created marketing material for various valuation services in addition to drafting initial client specific engagement proposals
- Planned and organized fund raising events to support local charities as a board member on the Confidential
Confidential
Business Valuation Analyst
Responsibilities:
- Prepared certified business valuations for clients, estate planning, retirement/exit strategy planning, intangible asset valuation, shareholder buy-outs & buy-ins, buy-sell agreements, mergers & acquisitions and capital infusion
- Performed intensive analysis of financial data and documents, including modeling/projections, strategic analysis, economic and statistical breakdowns, due diligence review, forensic accounting procedures
- Prepared Pro-Forma Balance Sheets, Income Statements, Cash Flow Statements, and other types of financial statements for companies based on management’s future outlook and goals
- Utilized strong presentation skills, including the ability to communicate with field consultants, project managers, management, as well as respective client to ensure that all project goals were properly met
Confidential
Business Analyst
Responsibilities:
- Managed and reconciled monthly ledger for over 30 clients, netting approximately 20 million dollars in business per month
- Generated and analyzed monthly reports to ensure that the sales budget is accurate from month to month
- Produced monthly trending report to forecast future sales and ensure current month sales are accurate
- Created various ad hoc financial reports to track sales
- Acted as central contact for Confidential sales reps and trading partners for all account issues
