Experience

Libertee Grounds
• United States
• Restaurants
• 1 - 100 Employee
• Co-Owner

  • Jan 2021 - Present


FinServ Consulting LLC

• Consultant

  • Jun 2018 - Jan 2021

  - Assisted the Corporate Accounting team as a business analyst for a $32 billion systemic trading Hedge Fund ○ Reconciled data and created spreadsheets for expense ownership allocations to streamline the company’s expense approval process by aiding to create a new hierarchy within the company’s current structure ○ Created budget slides to be reviewed by management to analyze the 2017 year and forecast the following 2018 budget ○ Cleaned and reviewed the company’s Fixed Asset… Show more - Assisted the Corporate Accounting team as a business analyst for a $32 billion systemic trading Hedge Fund ○ Reconciled data and created spreadsheets for expense ownership allocations to streamline the company’s expense approval process by aiding to create a new hierarchy within the company’s current structure ○ Created budget slides to be reviewed by management to analyze the 2017 year and forecast the following 2018 budget ○ Cleaned and reviewed the company’s Fixed Asset depreciation schedule by resetting and creating depreciation formulas for new and existing rent leases

• Analyst

  • Aug 2016 - Jun 2018

  • Served as the lead business analyst on an applicant tracking system implementation for a global investment bank. ○ Presented weekly status reports to the client, detailing the project’s progress and communicating upcoming deadlines and deliverables. ○ Designed and executed user acceptance testing to ensure the platform meet or exceeded all of the client’s requirements. ○ Configured and updated business processes and security permissions and provided system support for the… Show more • Served as the lead business analyst on an applicant tracking system implementation for a global investment bank. ○ Presented weekly status reports to the client, detailing the project’s progress and communicating upcoming deadlines and deliverables. ○ Designed and executed user acceptance testing to ensure the platform meet or exceeded all of the client’s requirements. ○ Configured and updated business processes and security permissions and provided system support for the platform. ○ Created policy documentation and user guides to inform and train the client on how to use the applicant tracking platform. • Assisted in managing the implementation of an accounting software for a $2 billion hedge fund. o Created a project plan to communicate all tasks necessary to drive the project to completion within the project’s timeline o Conducted an analysis of the hedge fund’s current software infrastructure in an effort to create a future state process flow diagram after the implementation of the new software, displaying the functionality and role of the engine. o Reconciled the fund’s incoming financial data into the new accounting software to ensure a successful migration. • Facilitated the assessment of an emerging medical corporation’s current business processes around a newly migrated ERP system in order to eliminate inefficiencies around the firm’s current workflow o Documented and analyzed the operations of each functional team in regards to the firm’s new ERP software to determine any redundancies in work to create a more resourceful impact o Assisted in the creation of a recommendations matrix to display how the firm can create more impact in their employees’ day-to-day responsibilities.



Cedar Lake Partners

• Investment Management

• Business Analyst Co-Op

  • Mar 2015 - Sep 2015

  • Built and qualified company lists in Excel for technology-enabled service industries to generate proprietary deal flow for sourcing in potential acquisitions of companies • Screened potential acquisitions against investment criteria of $2Million + in EBITDA and assisted in due diligence of qualified targets by analyzing financials and assessing growth opportunities of the company • Processed non-disclosure agreements for target companies, and LOI’s in RightSigniture and Salesforce to… Show more • Built and qualified company lists in Excel for technology-enabled service industries to generate proprietary deal flow for sourcing in potential acquisitions of companies • Screened potential acquisitions against investment criteria of $2Million + in EBITDA and assisted in due diligence of qualified targets by analyzing financials and assessing growth opportunities of the company • Processed non-disclosure agreements for target companies, and LOI’s in RightSigniture and Salesforce to organize and qualify companies of interest for acquirement • Facilitated the transition on the buy-side of a target healthcare tech company in Arizona by assisting in the creation of an investor deck, organizing incoming files, and streamlining business processes Show less • Built and qualified company lists in Excel for technology-enabled service industries to generate proprietary deal flow for sourcing in potential acquisitions of companies • Screened potential acquisitions against investment criteria of $2Million + in EBITDA and assisted in due diligence of qualified targets by analyzing financials and assessing growth opportunities of the company • Processed non-disclosure agreements for target companies, and LOI’s in RightSigniture and Salesforce to… Show more • Built and qualified company lists in Excel for technology-enabled service industries to generate proprietary deal flow for sourcing in potential acquisitions of companies • Screened potential acquisitions against investment criteria of $2Million + in EBITDA and assisted in due diligence of qualified targets by analyzing financials and assessing growth opportunities of the company • Processed non-disclosure agreements for target companies, and LOI’s in RightSigniture and Salesforce to organize and qualify companies of interest for acquirement • Facilitated the transition on the buy-side of a target healthcare tech company in Arizona by assisting in the creation of an investor deck, organizing incoming files, and streamlining business processes Show less



CIMB Securities Ltd.

• Financial Services

• Equity Research International Co-Op

  • Apr 2014 - Sep 2014

  • Researched foreign investment regulations in compliance with FII and FPI guidelines to align with industry standards for equity research analysts to abide by changing reform • Assisted equity research associates in creating analysis reports in excel and word documents in emerging oil and gas sectors to pitch to potential clients • Utilized excel to create financial statements of various companies throughout India’s economic structure to evaluate a company’s worth and future cash flows… Show more • Researched foreign investment regulations in compliance with FII and FPI guidelines to align with industry standards for equity research analysts to abide by changing reform • Assisted equity research associates in creating analysis reports in excel and word documents in emerging oil and gas sectors to pitch to potential clients • Utilized excel to create financial statements of various companies throughout India’s economic structure to evaluate a company’s worth and future cash flows relative to competitors in the market Show less • Researched foreign investment regulations in compliance with FII and FPI guidelines to align with industry standards for equity research analysts to abide by changing reform • Assisted equity research associates in creating analysis reports in excel and word documents in emerging oil and gas sectors to pitch to potential clients • Utilized excel to create financial statements of various companies throughout India’s economic structure to evaluate a company’s worth and future cash flows… Show more • Researched foreign investment regulations in compliance with FII and FPI guidelines to align with industry standards for equity research analysts to abide by changing reform • Assisted equity research associates in creating analysis reports in excel and word documents in emerging oil and gas sectors to pitch to potential clients • Utilized excel to create financial statements of various companies throughout India’s economic structure to evaluate a company’s worth and future cash flows relative to competitors in the market Show less