Functional Skills
Software Skills
Sector Experience
Languages
Years of Experience
Member Since
Experience
Built integrated financial statement model, developed earnings and tax forecast, and streamlined client billing process.
Collaborated with Channel Sales Finance on cross-business and cross-regional initiatives for North America.
Delivered analytical solutions and research insights on new ventures within Houston Electric organization.
ECONOMIC RESEARCH ANALYST – BUSINESS DEVELOPMENT
Provided financial, economic, business, and demographic research and analysis to internal management and regional economic development allies to support business and job growth within electric service territory.
Representative client work: Created business plan, integrated financial statement model, break-even analysis, loan amortization, and earnings forecast for local childcare company. Resulted in successful procurement of $400k loan to finance expansion of flagship facility and open second location.
Applied financial modeling, analysis, and forecasting methodologies to performance reporting process for major outage management in the Americas.
ASSOCIATE – DB CONSULTING
Advised internal clients in Asset Management, Private Banking, and Global Technology Services.
Developed business plan and product offerings for online high net worth wealth advisory platform.
FINANCIAL ANALYST – ECOMMERCE, PRISMSCHOLARS
Developed business plan for online learning venture and partnership with Microsoft. Findings used by senior management in eCommerce, Information Technology, and Human Resources.