Acquisitions

• 2021 - Present

Management Development Program

• 2020 - 2021

Finance & Analytics

• 2018 - 2019

• Redesigned company model and led weekly forecasting meeting with CFO’s across 5 global regions reporting risks and opportunities for combined $10+B in annual revenue • Assisted with the design and building of presentations for Executive and Board level audiences through month and quarter-end cycles including earnings report • Performed ad-hoc financial and strategic analyses including new business models, KPI’s, and market trends based on website analytics and internally sourced data • Redesigned company model and led weekly forecasting meeting with CFO’s across 5 global regions reporting risks and opportunities for combined $10+B in annual revenue • Assisted with the design and building of presentations for Executive and Board level audiences through month and quarter-end cycles including earnings report • Performed ad-hoc financial and strategic analyses including new business models, KPI’s, and market trends based on website analytics and internally sourced data

Corporate Finance Intern

• 2018 - 2018

• Conducted budgeting, benchmarking, financial modeling, and other internal reporting tools to measure performances across plant • Utilized multiple Excel functions (Vlookup, Index/Match, Pivot Tables) to extract and organize information on 250+ unique machines to assist in the performance of a fixed asset inventory project • Supported in multiple month-end close accounting activities involving accounts payable/receivable, journal entries, and reconciliations • Conducted budgeting, benchmarking, financial modeling, and other internal reporting tools to measure performances across plant • Utilized multiple Excel functions (Vlookup, Index/Match, Pivot Tables) to extract and organize information on 250+ unique machines to assist in the performance of a fixed asset inventory project • Supported in multiple month-end close accounting activities involving accounts payable/receivable, journal entries, and reconciliations

Wealth Management Intern

• 2017 - 2017

• Evaluated portfolio management, risk assessment, and decision making for 300+ clients through Morningstar software based on clients’ goals and risk tolerance • Compiled prospective client list and cut from 520 to 28 totaling $26 million possible manageable assets • Assisted in seminar for 7,000 prospects by answering and recording information, assembling folders and presentation, and closed out by running financial analysis reports for the advisors • Evaluated portfolio management, risk assessment, and decision making for 300+ clients through Morningstar software based on clients’ goals and risk tolerance • Compiled prospective client list and cut from 520 to 28 totaling $26 million possible manageable assets • Assisted in seminar for 7,000 prospects by answering and recording information, assembling folders and presentation, and closed out by running financial analysis reports for the advisors