
Completing analysis or various financial ad-hoc financial scenarios. Financial statement preparation and review. Assisting with individual tax return planning and preparation.
Supported a portfolio of hotel properties with accounting and financial and variance analysis. Researched and prepared annual budgets, forecasting and market analysis.
Audited financial statements and provided financial performance analysis and recommendations. Created customized financial reporting and monitoring tools. Performed due diligence and research for potential acquisition targets.
Preformed forecasting, budgeting and ad-hoc accounting and analysis. Participated in financial audits of governmental and not-for-profit organizations. Prepared tax planning and income tax returns.
Researched various businesses and industries and analyzed acquisition and investment opportunities. Drafted investment memorandums and participated in negotiations and structuring of acquisitions.
Advised clients on business model selection and transaction structure. Performed due diligence and modeling of transactions. Negotiated contracts to ensure profitability and legal requirements were met.