Andrea Gomez
Atlanta,GA
Summary
Dynamic and results-oriented Private Equity Analyst with 1+ years of experience in financial reporting, fund accounting, and regulatory compliance within the private equity industry. Detail-oriented team player with strong organizational skills with track record of managing complex fund structure and ensuring accuracy in financial statement. Seeking to leverage expertise in private equity to contribute to a dynamic investment team.
Overview
8
8
years of professional experience
Work History
Private Equity Analyst
Ernst & Young (EY)
2023.01 - Current
- Lead team of analysts to provide accurate and timely financial information to fund managers and investors, as well as to ensure compliance with regulatory and accounting standards.
- Review and perform accounting and administrative functions, including, recording investment and investor transactions, pricing, and reconciliation of portfolios, compiling trial balances and financial statements, effecting investor allocations, and investor reporting for alternative investment funds.
- Evaluate and analyze all aspects of fund accounting, including NAV calculations, capital calls, distributions, and financial reporting for multiple private equity funds.
- Conduct due diligence reviews of fund documents, offering memorandums, partnership agreements, and financial statement to ensure alignment with fund terms and compliance with regulatory requirements.
- Collaborate with cross-functional teams to enhance operational efficiency, streamline workflow, and optimize client service delivery.
- Contribute to valuation process for portfolio investments, including reviewing valuation reports and performing analysis to support fair value determinations.
- Attend and actively participate in client meetings.
- Improved operational efficiency within the team by implementing standardized processes for deal sourcing, due diligence, and monitoring activities.
- Contributed to firm''s overall performance by actively participating in fundraising activities for new funds or follow-on investments.
Sales Lead
La-Z-Boy Furniture and Galleries Company
2016.10 - 2022.12
- Trained, coached, and mentored new sales associates for maximum performance.
- As sales lead employee, have written over $800K in annual sales.
- Boosted sales performance by implementing strategic sales plans and effective team management.
- Established strong rapport with clients through active listening techniques, understanding their unique needs and proposing tailored solutions.
- Increased profitability and built sales pipeline by leveraging multiple marketing channels and sales techniques.
Junior Business Coordinator Intern
ProCare Therapy
2022.05 - 2022.08
- Facilitated communication with clients and team members to improve business strategy and operation.
- Conducted financial activities for monthly reconciliation and to assist with the annual budget.
- Developed new proposals, contracts, and procedures to draw in more clients and streamline work operations.
Education
BBA - International Business
Georgia Gwinnett College
Lawrenceville, GASkills
- Analytical Thinking
- Investran, WorKiva, Microsoft Visio
- Strategic Management and Planning
- Financial Reporting
- Investment Analysis
- Financial statement analysis
- Portfolio Management
- Private equity fund administration
- Investment Valuation
- Advance MS Office Package
- Lead Generation
Leadership Experience
LATINX Professional Network at Ernst & Young - Atlanta, GA
- Lead and Organized meetings by supporting goals, plans, and initiatives with compliance to LATINX policies.
- Organized seminars, team building activities and collaboration with other branch offices.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Private Equity Analyst
Ernst & Young (EY)
2023.01 - Current
Junior Business Coordinator Intern
ProCare Therapy
2022.05 - 2022.08
Sales Lead
La-Z-Boy Furniture and Galleries Company
2016.10 - 2022.12
BBA - International Business
Georgia Gwinnett College
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