Ben Williams
San Francisco/Boston
Summary
Results-driven Finance and Accounting student studying Business Administration and Management. Proven internship experience in diverse financial industries, including 1.5 years at a successful Private Equity Company. Proficient in creating DCF models and accounting statements.
Overview
6
6
years of professional experience
Work History
Financial Director
Swipe Athletics
08.2023 - Current
- Created an action plan to funnel inventory from suppliers to customers through work with the marketing team.
- Successfully achieved break-even and continued to profit after 3 months of operations, starting from a $2.5k loan.
- Worked initially in the financial department to ensure and provide guidance for healthy budgeting allocations of all departments.
- Currently taking on the responsibility to scale operations, specifically through social media marketing
Intern
Mucker Capital
07.2023 - Current
- Worked with partners within the firm to efficiently source contacts for fundraising opportunities.
- Assisted in the fundraising of 4+ portfolio companies rounds (Seed-Series C)
- Analyzed previous term sheets and gained understanding in the approaches firms take in equity investment contracts.
- Gained experience in sourcing, including practice with outreach emails and multiple calls with portfolio company CEOs.
- Utilized modern industry tools to create financial analysis documents for purposes of investment opportunities
- Worked with CGO of ServiceTitan to develop market understanding, specifically through experience cold-calling
Weekend Manager
Mathnasium - The Math Learning Center
Mill Valley, California, United States
02.2019 - 11.2023
- Worked as Tutor & Weekend Manager for 4+ Years
- Responsible for onboarding new customers, including working in sales and providing customer service.
- Managed the daily operations of the store including opening and closing procedures.
- Managed shifts in absence of store manager to deliver excellent customer service while promoting sales.
Achieving Member
Junior Economic Club
San Fransisco, CA
08.2022 - 02.2023
- Participated in economic discussions with other members of JEC.
- Discussed and networked with founders of companies looking to share their experience within different industries.
Intern
NewGen Surgical Inc
San Rafael, California, United States
09.2022 - 10.2022
- Worked Alongside CFO and CEO to Prepare Financial Statements for Quarterly Reports.
- Provided operational organization within previous customers through advanced Excel skills.
- Assisted in sourcing investors for Series C fundraising round.
Education
BBA - Finance
Babson College
Wellesley, MA05-2027
Some College (No Degree) - Essentials of Finance
Wharton University of Pennsylvania
Philadelphia, PAHigh School Diploma -
Bay School of San Fransisco
San Fransisco06-2023
Skills
- Advanced in Excel
- Sales
- Risk Assessment
- Prospecting and Networking
- Project Management
- Capital Raising
- Due diligence
Timeline
Financial Director
Swipe Athletics
08.2023 - Current
Intern
Mucker Capital
07.2023 - Current
Intern
NewGen Surgical Inc
09.2022 - 10.2022
Achieving Member
Junior Economic Club
08.2022 - 02.2023
Weekend Manager
Mathnasium - The Math Learning Center
02.2019 - 11.2023
BBA - Finance
Babson College
Some College (No Degree) - Essentials of Finance
Wharton University of Pennsylvania
High School Diploma -
Bay School of San Fransisco
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