Senior Financial Analyst

• Jun 2023 - Present

Analyst - Investments

• Jul 2019 - Jun 2023

• Coordinate & interpret key findings with third-party advisors using the DD process • Participate in preparing NDAs, investment proposals, & scoping memos to appoint advisors• Conduct a high-level overview of figures relating to portfolio companies • Analyze & review potential acquisition targets to identify & determine their suitability • Interpret key Sale & Purchase Agreements & Shareholder Agreement clauses • Evaluate & align the figures with financial statements to identify financial performance & business value• Research financial statements & reports written to help with benchmarking using Capital IQ & Preqin• Contribute to weekly team meetings by reporting on the progress of current deals • Conducted Discounted Cashflow Modeling to establish net present value, discounted rate & cash flow Show less

Management Associate

• Jan 2018 - Jul 2019

• Facilitated the DD process by shadowing colleagues & acquired key knowledge on presentation skills• Established the process of internal and external DD, and supported senior team members • Rotated through the Asset Management, Finance, Hospitality, and Treasury departments • Supported the DD process by collecting and assessing all legal documentation and policies • Attended & gained knowledge in training on the importance of collaborating with third-party providers • Collaborated with team members to discover how to develop and implement acquisition strategies • Participated in on-the-job training as part of the process to gain knowledge and skills • Drafted detailed analysis reports in a clear, concise manner to enable effective decision-making Show less

Business Analyst

• Jan 2020 - Jan 2021

• Provided Comparable transactions and company analyses for all entities for their valuation report • Drafted a report for the entities by working on the company overview to assist management • Compiled WACCs and analyses for the entities to establish the present value of the entities • Evaluated & identified business drivers & trends analysis for generating profits & business sustainability • Monitored and conducted pro forma adjustments to establish the financial outlook of a company • Performed normalization adjustments on financial statements unrelated to business operations • Determined the working capital of companies to highlight disparities between liabilities and assets • Communicated and collaborated with the valuations department to prepare valuation analyses • Established companies health, accurate pictures of the company’s worth and the transferable values • Replicated the SWOT analysis and included it in the report to provide new insights & monitor changes • Undertook trading & transaction comparable analyses for companies using comparable companies • Performed leveraged buyout analyses in order to identify and determine the price to be paid Show less

Summer Intern

• Jun 2016 - Aug 2016