Peoria, Illinois, United States
Highly motivated and enthusiastic accounting professional with proven experience in financial reporting, analysis, planning, cost, and management. Reputation for investigating and resolving issues and constantly striving for process improvement. Independent, creative, and critical thinker with sound judgment and strategic decision-making competencies as well as ability to prioritize and manage time effectively. Possesses exceptional verbal/written communication skills and the ability to work autonomously and as a team player. Proven ability to learn and master new skills quickly and thoroughly. Adaptable to change and responds to challenges with confidence, determination, and focus.
Cat Digital (Jun 2016 - Oct 2023) Earthmoving Division (Dec 2010 - Jun 2016)
• Provided valuation and consulting services for small and medium-sized privately held companies in various industries throughout the United States and Canada for purposes including gift & estate tax determinations (U.S.), estate planning, succession planning, retirement/exit strategy planning, intangible asset valuation, shareholder buy-outs & buy-ins, buy-sell/shareholder/partnership agreements, family business disputes, marital dissolution, mergers & acquisitions, third-party or related-party sale, capital infusion, and third-party investor purposes • Valued companies utilizing Capitalization of Earnings, Discounted Cash Flow, Weighted Average Cost of Capital (WACC), Build-Up Method, Asset, and Market Methodologies • Developed and prepared both Actuals and Pro-Forma Balance Sheets, Income Statements, Cash Flow Statements and other types of financial statements and reports in accordance with U.S. GAAP and International Financial Reporting Standards • Trained and managed newly hired Valuation Analysts; as well as, reviewed and critiqued valuation reports