Finance and acquisitions expert with a talent for identifying, analyzing, and modeling financial performance and growth strategies. Skilled at evaluating potential investments, analyzing strategic opportunities, and creating detailed financial models and presentations to support recommendations.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	3/2007 - Present
Mellon Bank	(Confidential)	9/2006 - 3/2007
Bank of America	(Confidential)	1/2006 - 8/2006
First Federal Bank	(Confidential)	7/2004 - 1/2006
Mamco International	(Confidential)	7/1999 - 6/2004

SCHOOL	MAJOR	YEAR	DEGREE
Santa Clara University	Finance	1999	Bachelor Degree

Highlights:

Companies I like:

Private equity, banks, entertainment, real estate development

Time Management
Detail Oriented
Financial Forecasting
Budgeting
Forecasting
Variance Analysis
Account Analysis
Reconciliation
Financial Accounting
Statistical
Report Writing
SOX Compliance
SAP
P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership
financial modeling
acquisitions analysis
competitive analysis
valuation analysis
due diligence
strategic planning
Excel
PowerPoint

• acquisitions
• private equity
• corporate development
• strategic planning
• modeling
• investment firm

Developed strategic, financing, and tactical plans for expansion, restructuring, and M&A initiatives. Performed industry research, due diligence, and valuation analyses.