Work with strategic buyers and sellers to conduct financial due diligence, in the middle market, on transactions with a cumulative deal value of over $500 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
Perform a variety of analysis to gain an understanding of different metrics such as gross margin, customer and vendor concentrations, cash flow, revenue recognition, DSO and DPO
Draft due diligence reports detailing the quality of earnings, working capital considerations, historical and forward-looking revenue, and cost trends
Associate
Clifton Larson Allen
05.2023 - 06.2025
Conducted financial statement and internal control analyses for clients with revenues exceeding $1 billion in construction, real estate, telecom, non-profit, and private equity industries
Consulted clients on consolidations, restructuring, cash flow management, and refinancing strategies to enhance profitability and operational effectiveness.
Implemented data-driven solutions for improved efficiency and cost-effectiveness
Academic Tutor
Montana State University
08.2019 - 09.2022
Assisted students in the Jake Jabs College of Business to acquire learning strategies and efficient study habits
Subject matter expertise: spreadsheet and database analysis, business statistics, financial accounting, economics
Student-Athlete
Montana State
06.2018 - 01.2022
Varsity Athlete (#88) playing the tight end position for the NCAA- Division I Football Championship Subdivision (FCS)
Practice up to 20 hours a week for 31 weeks of the year, all while maintaining a full course load with a 3.75 GPA
Exercise leadership skills, practice self-discipline, demonstrate excellent teamwork and strong work ethic
MSU President’s list (2019, 2020, 2021)
Market Analyst
Unico Mechanical
05.2020 - 07.2020
Identified key drivers and trends in the power industry
Produced market report, utilized by managers to identify areas of expansion
Created future forecast of energy mix by analyzing future mandates, laws, and societal pressures
Education
Bachelor of Science - Business Finance
Montana State University | Jake Jabs College of Business
Bozeman, MT
05.2021
Skills
Financial modeling
Strategic financial analysis
Financial reporting
Microsoft Office
Leadership
Client relationship management
Problem-solving
Project Management
Timeline
Senior Associate
Clifton Larson Allen
06.2025 - Current
Associate
Clifton Larson Allen
05.2023 - 06.2025
Market Analyst
Unico Mechanical
05.2020 - 07.2020
Academic Tutor
Montana State University
08.2019 - 09.2022
Student-Athlete
Montana State
06.2018 - 01.2022
Bachelor of Science - Business Finance
Montana State University | Jake Jabs College of Business
Associate Accountant at Clifton Larson Allen (CPAs, Consultants Wealth Advisors)Associate Accountant at Clifton Larson Allen (CPAs, Consultants Wealth Advisors)