Rachel Gustafson
Lowell
Summary
Detail-oriented financial professional with extensive experience collaborating with a wide range of organizations, from large enterprises to small businesses. Demonstrated success in delivering comprehensive financial analyses, overseeing diverse projects, and offering strategic insights to drive optimal business performance. Seeking an opportunity to apply expertise in a dynamic corporate environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Associate, TAS
Doeren Mayhew
04.2024 - Current
- Performed in-depth financial analysis and due diligence for both buy-side and sell-side acquisitions, including evaluating financial statements, assessing key metrics, and identifying potential risks and opportunities.
- Analyzed historical financial performance, quality of earnings, working capital, and cash flow to provide clients with a clear understanding of the company's financial pictures.
- Prepared comprehensive due diligence reports summarizing findings and critical issues.
- Delivered presentations and facilitated discussions with senior management and other key stakeholders to communicate due diligence results.
Sell-side Equity Research Associate, Software-as-a-Service
William Blair
03.2022 - 04.2024
- Assist in covering 30+ public companies in the software industry
- Built and maintain financial models for each company and developed frameworks, including DCF, to evaluate valuation
- Prepare written reports to communicate investment theses, proprietary research, news events, and other opinions related to security analysis for internal and external stakeholders
- Prepare materials for and participate in buy-side investor meetings, including meetings with company executive management
- Attend industry conferences to deepen understanding of market landscape and emerging opportunities
- Identify and formulate new investment ideas, thematic whitepapers, and key trends within the technology and software industry
Senior Audit Associate
Ernst & Young
09.2018 - 03.2022
- Demonstrated expertise in Generally Accepted Accounting Principles to determine the appropriateness of financial statements and complex business transactions
- Effectively documented and articulated conclusions to firm and client executives
- Supported a client through the process of an initial public offering
- Responsibilities including providing feedback on IPO readiness and implementation of Sarbanes-Oxley Section 404
- Lead cross-functional coordination between assurance, tax, and technology risk team members
- Lead international coordination between US and five international teams to complete a global audit
Education
Master of Science - Accounting
Michigan State University
East Lansing, MI05-2018
Bachelor of Science - Accounting
Michigan State University
East Lansing, MI05-2017
Skills
- Data Interpretation, Analysis and Visualization, including PowerBI and Tableau
- Financial Statement Analysis, Modeling, and Forecasting
- Independent Project Management
Certification
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Timeline
Senior Associate, TAS
Doeren Mayhew
04.2024 - Current
Sell-side Equity Research Associate, Software-as-a-Service
William Blair
03.2022 - 04.2024
Senior Audit Associate
Ernst & Young
09.2018 - 03.2022
Master of Science - Accounting
Michigan State University
Bachelor of Science - Accounting
Michigan State University
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