Boston, Massachusetts, United States
I am a second-year at Northeastern University pursuing a major in Business Administration with a concentration in Accounting and Finance. I am passionate about this industry and I plan on obtaining a CFA license.
VAS • Delivered valuation analyses across real estate, affordable housing, and conservation equity funds, including market research on mitigation credits in Texas valued at $200K-$400K+ per credit, helping clients anticipate regulatory-driven pricing shifts • Conducted in-depth comparative appraisals for 39+ entities in Valcre, integrating GIS mapping, flood map/wetlands data, and parcel reports; streamlined appraisal packages for senior appraisers and clients, minimizing investment risks • Orchestrated direct market outreach to brokers and landowners covering 13,000+ acres of agricultural and quarry land in Argentina, sourcing comparable sales data to analyze how acreage size and location influenced valuation TAS • Executed end-to-end financial due diligence on $5M-$150M buy and sell-side M&A transactions across consumer, healthcare, fitness franchising, and construction industries, providing analysis that directly shaped investor strategies • Built and refined Quality of Earnings, trial balances, IS/BS reconciliations, and EBITDA bridges, uncovering $7.2M+ in EBITDA adjustments that materially influenced enterprise values • Designed KPI dashboards and pivot models that identified hidden cost drivers, including headcount trends ($4K per employee/month) and 10x system reporting discrepancies, enabling more accurate forecasting
•Spearheaded the completion of 25+ fund risk assessments utilizing the Bloomberg terminal and Refinitiv for testing procedures, aiding in the issuance of new funds on a weekly basis •Identified discrepancies within 20+ lead sheets, containing 30+ entries each, by conducting comprehensive audits on client financials, leveraging Excel and other company-oriented audit tools while ensuring compliance with industry regulations •Fostered effective communication and collaboration with engagement team members, clients, and external parties based in India to successfully fulfill designated responsibilities •Facilitated the issuance of company’s 10K, financial statements, and the consolidation of internal controls during busy season with the support of various engagement teams within both the consumer and financial service industries
•Organized purchase orders and negotiated $5k inventory purchases with overseas vendors from Alibaba to develop student kits •Drove the number of new sales leads from 10 to 30/month and achieved a lead conversion rate of 7% after 3 months by designing quarterly KPIs for the territory sales team •Initiated events for company all-hands meetings and other Zoom facilitated team-building activities
•Administered the transfer of data from 30+ client tax statements including W2, W9, 1040, and 1099 forms into QuickBooks •Analyzed the basic methodology of accountant consulting by analyzing interactions between my mentor and various clients •Elevated Microsoft Excel skills further by completing tasks daily using provided sample data
•Provided positive customer experience and resolve customer issues while maintaining thorough communication and patience •Cleaned and organized store to present a suitable and aesthetically pleasing environment for both colleagues and customers •Engaged in teambuilding activities and strengthened relationships with coworkers to improve efficiency and workplace culture