Austin, Texas - United StatesIndustry
Areas of Strength:• Quantitative and qualitative outlooks• Project planning and management expertise• Presentation and communication skills• Dedicated to information transparency• Technically proficient• Notably analytic and creative• Highly personable• Experienced in forecasting, cash flow management, daily financial operations, and reporting protocolsFinance: Development of flexible financial models and valuation analyses that integrate raw operational and forward-looking financial data, comparable company details, and historical transaction precedents. These analyses are used to help key decision makers in the process and negotiation of investment, capital restructuring, refinancing, and exit strategies.Accounting: Creation of multifunctional reports to assist in optimizing day-to-day efficiencies and internal controls as well as recognizing areas in need of improvement. Use of financial and accounting principals to assess company health and planning needs. Report discussions keep management apprised of key business metrics and internal trends.Investigation and correction of account variances; month-end closing activities and reconciliation; development and implementation of key policies and procedures.FINRA Series 7 and 63 General Securities licenses.6+ Years financial / investment analysis.8+ Years experience in the printing, presentation and graphics industry. Advanced user in Adobe Creative Suite; Website design & management using html/CSS markup, and Google Analytics.
I am good at
Business building: from branding to sales to analysis
Skills and Expertise
Capital Use of Funds Cost Analysis Budget Preparation Cash Forecasting Investor Reporting/Relations Equity & Investment Analysis Financial Statement & Ratio Analysis Proforma Modeling Transactional Modeling Capital Structure Negotiation & Assessment Due Diligence Contract Draft & Review Securities Filings GL & COA Maintenance Month-end Close Auditor Assistance Policy & Procedures Development & Implementation Journal Entries Statement Reconciliation AR / APProfile views: 275