Consistently ranked as a top performer in the company, exceeding sales targets and quotas through effective communication and negotiation skills.
Demonstrated ability to build strong, trust-based relationships with clients by actively listening to their needs, understanding their financial goals, and offering personalized solutions.
Upheld strict compliance with industry regulations and ethical standards while providing financial advice and solutions to clients. Maintained meticulous records, ensured confidentiality, and adhered to company policies, strong commitment to integrity and professionalism.
Business Analyst
Rare Nutrition Inc.
New Orleans
10.2022 - 08.2023
Comprehensive analysis of financial and operational performance to further identify areas of improvement and implementing strategies to increase profitability
Led market research initiatives to identify potential locations to acquire for new franchise outlets
Analyzing demographic data, competition, and market trends to inform expansion strategies
Provided ongoing support to franchisees, troubleshooting operating issues, and offering guidance on best practices to optimize business operations.
Financial Analyst Intern
Palm Beach Capital
West Palm Beach
07.2021 - 03.2022
Conducted research and due diligence to identify and evaluate 20 middle-market companies in the downstream oil and gas industry, contributing to investment decision-making process of one acquisition
Executed financial modeling and analysis for franchise acquisitions for portfolio company JAE, resulting in sound investment recommendations and three successful acquisitions
Member of deal team on a $320 subsequent sale of a portfolio company acquired just 24 months prior for 12 times less than closure price
Actively participated in quarterly meetings with C-suite executives and management teams, gaining valuable insights of their respective companies’ operations, current financial health, and strategic initiatives.
Education
Financial Technologies Bootcamp -
University of Miami
02.2024
Bachelor of Science in Business Administration; Finance Major -
Florida Atlantic University – FAU College of Business
05.2021
Skills
Financial Statement Analysis
M&A
Options, Futures & Derivatives
Investments
Python
SQL
Machine Learning
M&A and LBO Modeling
Microsoft Office
Certification
Completed Wall Street Prep self-study course covering valuation, M&A and LBO modeling
Completed Bloomberg Certification Program
Strengths
Critical Thinking
Problem Solving
Professionalism
Accelerated Learner
Hobbies and Interests
Sports
Philanthropy
Poker
Derivate Trading
Live Auctions
Timeline
Certified Debt Specialist
Beyond Finance
11.2023 - Current
Business Analyst
Rare Nutrition Inc.
10.2022 - 08.2023
Financial Analyst Intern
Palm Beach Capital
07.2021 - 03.2022
Financial Technologies Bootcamp -
University of Miami
Bachelor of Science in Business Administration; Finance Major -
Florida Atlantic University – FAU College of Business
Completed Wall Street Prep self-study course covering valuation, M&A and LBO modeling
Academic Program Director, Physical Therapist Assistant at Concorde Career CollegeAcademic Program Director, Physical Therapist Assistant at Concorde Career College