Functional Skills
Financial Modeling
Sector Experience
Healthcare
Retail
Media & Entertainment
Financial Services
Business Services
Languages
English
Mandarin
1
hour
Avg Response Time
4
jobs
Jobs Completed
214
hours
Total Hours Logged
12
years
Years of Experience
Experience
McNally Capital
Finance
Vice President
Evaluate and execute prospective investment opportunities in the specialty finance, structured finance, financial settlement, and receivable finance for control-oriented investments for the firm's portfolio
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
777 Partners
Finance
Vice President
Evaluate and execute prospective investment opportunities in the specialty finance, structured finance, financial settlement, and receivable finance for control-oriented investments for the firm's portfolio
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Trendi
Start-Up
Co-Founder & CFO
Co-Founder & CFO of a young startup called Trendi (mytrendi.com) with primary responsibilities including financial planning, financial and operational oversight, valuation, investor meetings and presentations, and capital raising which are important to the success of Trendi
Comvest Partners
Finance
Private Equity Associate
Evaluate and execute prospective investment opportunities in the healthcare, consumer & retail, business services, and industrials sector for a multi-billion private equity fund
Monitor and analyze strategic alternatives and potential add-on acquisitions for portfolio companies
Monitor and analyze strategic alternatives and potential add-on acquisitions for portfolio companies
Jefferies
Finance
Investment Banking Analyst
Investment Banking Analyst in the Restructuring & Recapitalization Group
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings
Morgan Joseph TriArtisan
Finance
Investment Banking Analyst
Investment Banking Analyst in the Recapitalization & Restructuring Group
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings