Driven [Job Title] with expertise in financial management, auditing, expense reporting and budget creation. Desires a senior-level analyst role.
Microsoft Office (specializing in Excel)
GAAP and statutory reporting
Excellent communication skills
Knowledge of ERP (Enterprise Resource Planning) software
Financial and operational reporting
Transaction Advisory Senior Associate, 06/2015 to Current BDO USA, LLP
Responsible for working on and managing buy-side and sell-side financial and accounting due diligence engagements for strategic and financial buyers in the middle market and private equity community.
Advisory experience includes working on carve-outs and add-on acquisitions.
Analyze financial forecasts, historical earnings, assets and liabilities of target client to determine core recurring earnings of the business.
Senior Assurance Associate, 10/2012 to 06/2015 BDO USA, LLP
Execute all phases of the audit process for both public and private clients including planning, performing substantive testing and financial analysis, and presenting findings to management.
Industries include manufacturing and distribution, media and entertainment, and insurance.
Draft reports and present findings to audit engagement senior management and partners, including technical accounting memos and analytic work papers, to communicate results of analyses.
Challenge, reform, and streamline process flow, internal control, and financial reporting procedures for key client processes.
Leverage industry research, technical resources and analytical skills to perform multiple audits of Fiscal Year-End Financials Statement Audits and other reporting attestations under U.S.
Assistant to Controller, 05/2011 to 06/2012 TILMAN BRISENDINE INC
Generated, maintained, and updated reports for the use of over 20 client's books and records using Quickbooks; clients include household, manufacturing, retail, construction, and architecture.
Prepared bank and credit reconciliations, reconciled balance sheet and income statement accounts, entered and reconciled payroll, created and completed various tax forms, arranged and analyzed cost basis spreadsheets for clients with up to $3 million in revenue.
Intern, 06/2010 to 09/2010 CASTNER JOSEPHS RETIREMENT GROUP
Cold called current as well as prospective clients with assets of up to $5 million, including follow-up with corporate decision makers.
Assisted wealth managers and partners in construction of presentations and spreadsheets for prospective clients as well as company research.
Participant, 11/2009 to 12/2009 PWC XACT CASE COMPETITION
Explored strategic alternatives for a distressed Aeronautics company, such as raising capital through a government funded program or reorganizing their total liabilities.
Advised on the divesture of assets and use of proceeds to service debt through our "Cash for Copters" program, successfully enabling the company to solve its liquidity and solvency issues; placed second overall.
External Vice President, 09/2010 to 06/2012 ALPHA EPSILON PI FRATERNITY
Appropriated the total and facilitate the use of a $150,000 budget as well as supervise house maintenance and functions.
ACTIVITIES, 02/2010 Edge Corporation Financial Modeling Training
Reviewed topics on corporate finance and financial accounting relevant to investment banking
transactions and analyst responsibilities, with special emphasis on corporate valuation.
Member, 09/2009 to 06/2012 The Finance Connection
Bachelor of Arts: Business- Economics Accounting Sports Management, June 2012 University of California - Santa Barbara
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Companies Worked For:
BDO USA, LLP
TILMAN BRISENDINE INC
CASTNER JOSEPHS RETIREMENT GROUP
PWC XACT CASE COMPETITION
ALPHA EPSILON PI FRATERNITY
Edge Corporation Financial Modeling Training
The Finance Connection
University of California
Job Titles Held:
Transaction Advisory Senior Associate
Senior Assurance Associate
Assistant to Controller
External Vice President
Bachelor of Arts : Business- Economics Accounting Sports Management , June 2012
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