JOEY SEVERT
Dallas,TX
Summary
Highly efficient Associate, well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.
Overview
5
5
years of professional experience
Work History
Associate
KPMG Professional Services
11.2022 - Current
- Conducted comprehensive valuation analysis of various real assets
- Collaborated with a team of associates to provide accurate and timely valuation reports for clients
- Utilized advanced financial modeling techniques to determine the fair value of real assets
- Assisted in the preparation and presentation of valuation findings to senior management and clients
- Utilized various valuation techniques including cost approach, sales comparable approach, and the income approach
- Prepared detailed financial models and presentations for senior management, incorporating market trends, company performance
- Managed multiple valuation projects simultaneously, ensuring all deadlines were met
- Assisted in the preparation of quarterly and annual valuation reports for clients
- Assisted in the development and maintenance of financial models and databases to streamline the evaluation process for mergers, acquisitions, and audit reviews,
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Junior Analyst
Municipal Advisory Council of Texas
05.2019 - 08.2021
- Assisted bond analysts in compiling data on municipal bond issues in the state of Texas
- Observed and supported bond analysts in the evaluation of data and provision of data to bond rating agencies
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Enhanced team communication through effective scheduling, meeting coordination, and correspondence management.
- Recommended financial solutions to senior analysts based on detailed financial reporting.
Junior Analyst
Wells Fargo
05.2019 - 08.2019
- Trained alongside 11 other students selected for an investment banking course and mentorship program
- Completed 4-week intensive training program focused on core investment concepts and skills taught by the Associate
- Vice-President Investment Officer of the Wells Fargo Austin branch
- Developed a client-specific portfolio to pitch to a board after completing training
Education
Master of Science - Finance
The University of Texas
Austin, TX05.2022
Bachelor of Arts - Economics
The University of Texas
Austin, TX05.2021
Skills
- Computer Skills: MS Word, Excel, PowerPoint, Alteryx
- Complex Problem-Solving
- Time Management
- Attention to Detail
Interests
Basketball, Football, Golf, Fishing, Running, Reading, Politics
Affiliations
- National Organization of Business and Engineering
- Member of the Phi Gamma Delta Fraternity
Hobbies
Work Eligibility: Eligible to work in the U.S. with no restrictions
Timeline
Associate
KPMG Professional Services
11.2022 - Current
Junior Analyst
Municipal Advisory Council of Texas
05.2019 - 08.2021
Junior Analyst
Wells Fargo
05.2019 - 08.2019
Master of Science - Finance
The University of Texas
Bachelor of Arts - Economics
The University of Texas
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