Responsible for the research and analysis of financial statements and management of the firm's valuation models using Excel. This included the creation of a new investment model.
Analyzed and evaluated financial statements and industry trends, and provided recommendations to CEO and CFO. Managed the company's investment portfolio.
Developed a comprehensive financial model to track the performance of the client’s portfolio of a new investment opportunity. Created a detailed report of the firm’s current holdings and future growth.
Prepared and presented investment memoranda to senior management. Developed and maintained financial models and reports. Created and maintained a model to track and analyze the performance of the portfolio.
Eastern Shore Community College
Assisted in testing and implementing new reports to ensure accuracy and efficiency. Worked with the team to create a system to track and report on the status of the projects.
Developed a model to forecast the impact of the new product launches and the analysis of the market. Presented the findings to the CFO.
Developed and maintained relationships with various financial institutions. Conducted extensive market research and analyzed the impact of the company.