Created financial dashboards using SQL, Excel, and PowerBI skills by evaluating financial databases to advise on potential next steps for PWC clients resulting in at least a 10% revenue growth for each
Connected with several PwC consultants to assist in maintaining large financial projection models for various FP&A Initiatives
Improved on critical presentation skills that are needed for future career opportunities by providing insights and solutions to stakeholders
Advised small business partners on data visualization skills such as Pivot Tables and VLOOKUP, resulting in a more efficient data visualization practice.
Finance Analyst Intern
LCG Associates
05.2022 - 08.2022
Decreased risk of financial setbacks by 8% by evaluating budget risks and implementing financial solutions
Reviewed financial statements, cost and revenue analysis, P&L, gross margin, profitability, ROI, and KPIs for business review
Conducted standard financial due diligence of a $45 million acquisition such as risk factors and dashboard creation that streamlined financial trends such as budgeting, spending costs, and asset allocation
Contributed to senior team meetings and discussions to provide insights and recommendations on investment strategies
Studied firm specific Asset Liability Analysis methods such as current and historical funded ratio, growth rate of liability, duration of liability to assess the impact on assets and liabilities for clients decreasing costs by 5% and liabilities by 10%.
FP&A Intern
Childs Advisory Partners
05.2021 - 08.2021
Reviewed historical and current financial statements, cash flows, working capital, debts, assets, and liabilities for Aaron's Rent-to-Own's acquisition for their Inside Sales Department, creating $2 million in revenue by the end of the internship term
Assisted in M&A transactions by preparing pitch books, conducting due diligence, and creating detailed presentations for potential clients
Analyzed large datasets in Excel and generated reports to support decision-making, improving data analysis and visualization skills
Developed proficiency in financial software and strengthened Microsoft Office skills, especially in Excel and PowerPoint
Enhanced presentation skills and public speaking abilities through the creation and delivery of impactful presentations.