Summary
Overview
Work History
Education
Skills
Certification
Websites
Affiliations
References
Timeline
Generic

Aidan Marshall

Dallas

Summary

Dynamic Associate Consultant at Neudesic, an IBM Company, specializing in AI-powered solutions and cloud architecture. Proven track record in automating workflows and enhancing decision-making efficiency. Skilled in Azure and stakeholder management, I thrive on delivering impactful results while fostering collaboration across teams. Passionate about driving innovation in technology and finance.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate Consultant - Innovation Team

Neudesic, an IBM Company
Dallas
06.2025 - Current
  • Designed and delivered AI-powered “Digital Worker” solutions that automated multi-step workflows across financial services, retail, and utilities, reducing manual effort and accelerating decision-making.
  • Built and deployed industry demos (AI Concierge for Retail, AI Energy Advisor, etc.) using React, TypeScript, Tailwind CSS, and integrated them with Azure AI services and Azure DevOps pipelines to showcase enterprise-grade agentic AI.
  • Partnered with senior engineers to implement secure GitHub Actions workflows with federated identities and managed identities, ensuring compliance with enterprise security standards.
  • Created centralized demo catalog platforms with documentation and governance features to enable scalable reuse of AI solutions across industries.
  • Leveraged GitHub Copilot, OpenAI models, and Azure Machine Learning to rapidly prototype and iterate on AI solutions, cutting development cycles while maintaining accuracy and enterprise compliance.

M&A Integration & Finance Intern

Neudesic, an IBM Company
Irvine
05.2024 - 08.2024
  • Assisted in the integration process following Neudesic's acquisition by IBM, focusing on Azure cloud solutions and AI implementation in customer projects
  • Conducted financial analysis and participated in the month-end close process, proposing automation of manual processes to improve efficiency
  • Prepared and analyzed sales performance data, contributing to strategic business reviews with IBM leadership, and shadowed senior finance professionals to learn revenue accrual processes and compliance measures
  • Engaged in the quarter close process for a public company, ensuring the accuracy and timeliness of financial statements for SEC and public investor scrutiny
  • Began certification in Microsoft PowerBI and Power Automate to enhance data synthesis and automate outdated processes within the organization
  • Participated in the transition to a standardized reporting system for acquisition performance, adapting to new, more rigid reporting requirements

Investment Banking Intern

HamptonRock Partners
Dallas
03.2023 - 08.2023
  • Worked on 3 live deals and created valuations using comparable analysis, DCFs, and precedent transactions
  • Performed industry analysis for industrial PVF companies, waste processing providers, and OTC healthcare
  • Developed pitch decks utilizing Microsoft PowerPoint and Excel for numerous opportunities
  • Analyzed companies for potential synergy opportunities in oil & gas services sector
  • Provided market updates for executives at the firm in numerous sectors including oil & gas
  • Collaborated with other interns and team members to develop financial models for LBOs

Finance Intern

PriceSpider
Irvine
08.2019 - 08.2021
  • Provided cost synergy analysis for a lower middle market tech firm after acquisition of a competitor
  • Kept up-to-date records on company healthcare spending and tracked 4 budgets
  • Collaborated with 4 teammates to complete ARR rollforward on a monthly basis

Education

Bachelor of Business Administration - Finance

Southern Methodist University, Cox School of Business
Dallas, TX

Skills

  • Azure and AI Foundry
  • Pydantic AI
  • Power Apps
  • Python programming
  • Power BI analytics
  • Capital IQ research
  • AI implementation strategies
  • Cloud solutions architecture
  • Process analysis techniques
  • Business acumen development
  • Planning and execution skills
  • Stakeholder management
  • PitchBook analysis
  • SQL database management
  • Microsoft Office suite proficiency
  • NetSuite ERP solutions
  • Salesforce CRM expertise

Certification

  • DataBricks Fundamentals
  • GitHub Copilot
  • Microsoft AI Engineer (AI 102)
  • Microsoft Power Apps Fundamentals
  • Microsoft Azure AI Fundamentals
  • Microsoft Azure Fundamentals
  • Microsoft Excel Expert
  • Microsoft Excel Associate
  • DataCamp SQL Data Analyst

Affiliations

  • Day Trader
  • Video Games
  • Dallas Cowboys Football

References

References available upon request.

Timeline

Associate Consultant - Innovation Team

Neudesic, an IBM Company
06.2025 - Current

M&A Integration & Finance Intern

Neudesic, an IBM Company
05.2024 - 08.2024

Investment Banking Intern

HamptonRock Partners
03.2023 - 08.2023

Finance Intern

PriceSpider
08.2019 - 08.2021

Bachelor of Business Administration - Finance

Southern Methodist University, Cox School of Business

Similar Profiles

CREATE PROFILE
Aidan Marshall