Work with strategic buyers and sellers to conduct financial due diligence, in the middle market, on over 15 transactions with a cumulative deal value of over $450 million
Analyze and manipulate data to create a workbook displaying target companies' historical financial performance, enabling the team to understand any fluctuations, trends or variances.
Led comprehensive quality of earnings and working capital analyses, identifying financial risks, uncovering value drivers, and providing actionable insights to support informed decision-making.
Facilitated management calls and synthesized insights, providing strategic recommendations on Quality of Earnings (QoE) and Net Working Capital (NWC) adjustments to guide deal team leadership
Perform a variety of analysis to gain an understanding of different metrics such as gross margin, customer and vendor concentrations, headcount fluctuations, cash flow, DSO and DPO
Directed offshore M&A advisory teams by assigning tasks, providing strategic guidance, and enforcing quality standards to ensure accurate, high-impact deliverables
Audit Associate
EisnerAmper
Minneapolis, MN
09.2022 - 08.2024
Assist in conducting over 20 financial statements audits of private businesses
Analyzed trends in financial data to investigate fluctuations.
Draft reports and present findings to audit engagement senior management and partners, including technical accounting memos and analytic work papers, to communicate results of analyses.
Communicate effectively with client personnel at all levels, from staff accountants through CFOs, and with engagement team members from staff through partners.
Audit Intern
Lurie LLP
Minneapolis, MN
01.2022 - 09.2022
Assist in conducting financial statement audits of businesses
Enhance skill sets in the areas of financial accounting, auditing, and general business principals
Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues
Education
Bachelor of Science - Finance And Accounting
ST. THOMAS UNIVERSITY
St Paul, MN
05.2023
Associate of Science - Business Administration And Management
NORTH HENNEPIN COMMUNITY COLLEGE
Minneapolis, MN
05.2021
Skills
Financial analysis
Problem Solving
GAAP Accounting Practices
Attention to detail
Data analysis
Client relationship development
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Transaction Advisory Associate
Redpath and Company
09.2024 - Current
Audit Associate
EisnerAmper
09.2022 - 08.2024
Audit Intern
Lurie LLP
01.2022 - 09.2022
Bachelor of Science - Finance And Accounting
ST. THOMAS UNIVERSITY
Associate of Science - Business Administration And Management