Madison, Wisconsin, United States
Specialized in mathematical applications in practical economic models. Hands-on experience in financial analysis, financial modeling, and valuation methods. Interested in ECM and DCM structures. Looking for an opportunity to learn more regarding Finance and related fields.
- Designed a comprehensive communications framework to increase campus-wide utilization of employee engagement tools. - Reviewed and analyzed ~500 staff recruitment materials to streamline workflow by identifying inefficiencies. - Facilitated the conversion of paper documents into digital files and securely uploaded them to a cloud-based storage system. - Audited employment history to ensure personnel documents are in place. - Utilized Tableau to access personnel data for employment history and data analytics.
- Collaborated with senior team members to develop and refine a 20-page investor pitch deck for a NASDAQ Pre-IPO fundraising round. - Collaborated on a 37-page IPO pitch book and draft term sheet for two clients targeting listing on Nasdaq. - Delivered insights on market dynamics, regulatory trends, and peer benchmarking to inform strategic positioning and valuation discussions to support meetings with potential NASDAQ Capital Market IPO candidate in the medical sector. - Benchmarked a client’s financial and operational performance against 15+ regional and global publicly listed comparable companies to assess relative valuation and scalability to understand their standing in the regional and global market. - Built and audited Excel models incorporating revenue growth, margin assumptions, and trading multiples to support valuation conclusions.
• Presented financial models of the equity swap valued at $2.5B for the Uber-Grab Southeast Asia acquisition. • Delivered a detailed 18-page strategic report, including 2 key recommendations with implementation timelines as a case study. • Performed scenario and sensitivity analysis on key value drivers, including GMV growth and CAGR to evaluate the impact on post-merger equity value.
• Demonstrated a 30.7% annual return on a mock portfolio over two years of paper trading on Investopedia. • Directed financial market studies to identify 5 undervalued companies within each potential performing industry. • Participate in regular meetings to discuss potential investments and the performance of current investments.
- Managed event logistics, coordinated with volunteers, and implemented engagement strategies, leading to the participation of 150 attendees, achieving a satisfaction rate of 87%. - Engaged with multiple stakeholders, including internal teams and external partners, to ensure smooth execution of events and operational efficiency. - Conducted structured interviews to assess candidates’ suitability for the See The Voices 2.0 volunteering experience. - Surpassed key performance indicators established by the Vice President, demonstrating exceptional organizational, leadership, and problem-solving skills.