Performed discounted cash flow valuation, financial management, and other financial models to create reports for potential acquisitions. Analyzed and prepared legal documents.
Prepared and analyzed financial models, forecasting, and consolidation of financials. Performed due diligence on potential acquisition targets.
Developed Excel models to calculate the value of the company’s investment portfolio. Created a model to track the performance of the client.
Analyzed and evaluated the company's financial performance and recommended investment strategies. Conducted industry research and analysis. Created and maintained a Series of valuations.
Analyzed and interpreted data to determine the impact of changes in the market. Wrote and presented the investment thesis to the Board of Directors.
Children's Medical Center
Performed cash management and banking relationships for the firm and its subsidiaries. Provided financial support to the Finance team.
Created and maintained a database of all data for the monthly reporting package. These reports were used to track and report on the performance of the business.
Created and maintained a model for the company's largest investment portfolio. Developed a new model to track the performance of the firm.
Assisted clients with the development of a new investment portfolio. The project was to be used by the company to ensure that the client is in line with the company's objectives.
Developed a comprehensive financial model to evaluate the performance of the client’s portfolios and recommended investment strategies to meet the client's needs and goals.
Improved the accuracy of the monthly financial reporting process by creating a new Excel template to track and report on the sales, gross margin, and revenue.
It is all about creating a CV with Gelver.com. That might stop here, but what ensues is that the AI starts searching jobs for you that correspond to the type of skills that you have entered. You can filter those results by location and title.