• •• Build and maintain integrated 3-statement financial models (P&L, balance sheet, cash flow) for $2B consumer banking business unit
• •• Lead monthly close process including variance analysis, management commentary, and executive presentations for 8 cost centers totaling $400M spend
• •• Developed rolling 18-month forecast model improving quarterly budget accuracy from 85% to 97%, adopted as FP&A team standard
• •• Present financial insights and strategic recommendations to CFO and C-suite in quarterly business reviews
• •• Automated 15+ recurring reports using Power BI and VBA macros, saving finance team 30+ hours monthly and reducing error rates by 90%

• •• Performed financial due diligence on 6 M&A transactions across technology and healthcare sectors totaling $1.2B in aggregate deal value
• •• Built DCF, comparable company, and precedent transaction valuation models for client advisory engagements
• •• Prepared quality of earnings reports and working capital analyses for buy-side private equity clients
• •• Automated engagement reporting workflows using VBA, saving 20 hours per engagement cycle
• •• Collaborated with cross-functional teams of 5-8 professionals across audit, tax, and legal disciplines on complex transactions

• •• Supported equity research team covering technology sector with financial model updates and industry analysis
• •• Built comp tables and financial summaries for 12 companies under coverage, used in published research notes
• •• Presented investment thesis on cloud computing growth to senior analyst team, recommendation adopted in Q4 outlook report

GPA: 3.7/4.0. Dean's List. Finance Club VP. Beta Gamma Sigma Honor Society.

Passed CFA Level I (2022). Level II candidate (June 2026).

• •• Lead audit engagements for 8 mid-market clients across manufacturing, retail, and technology sectors with revenues of $50M-$500M
• •• Manage team of 3-4 staff associates, reviewing workpapers and providing technical guidance on complex accounting issues
• •• Identified $2.3M revenue recognition error during quarterly review, preventing material misstatement in client financial reports
• •• Streamlined audit testing procedures using data analytics (ACL, IDEA), reducing fieldwork hours by 20% across engagements
• •• Present audit findings and recommendations to client C-suite and audit committees at quarterly and year-end meetings

• •• Performed financial statement audits for 12+ clients in accordance with GAAP and PCAOB standards
• •• Tested internal controls for SOX 404 compliance across revenue, inventory, and financial close processes
• •• Prepared tax provisions (ASC 740) and deferred tax calculations for 5 corporate clients
• •• Automated recurring audit schedules using Excel VBA macros, saving 15+ hours per engagement cycle
• •• Received "Above & Beyond" award for exceptional client service during busy season (top 10% of associates)

• •• Supported audit team on Fortune 500 consumer products engagement during busy season
• •• Performed substantive testing on accounts receivable, inventory, and fixed assets totaling $800M+
• •• Prepared audit documentation and compiled management letter points for partner review

Completed 150 credit-hour CPA requirement. Beta Alpha Psi Honor Society.

GPA: 3.7. Dean's List. Accounting Club treasurer.