• Perform industry specific research related to M&A activity & valuation. • Develop, edit, and finalize quarterly board presentations and additional materials as needed. • Develop financial model and SaaS KPI dashboard, including MRR and revenue recognition models. • Assist CEO with special projects, event coordination, and non-profit fundraising strategies.

• Demonstrated outstanding leadership skills while managing multiple projects, including strategic direction and execution. • Completed ad-hoc financial models in Microsoft Excel highlighting the benefits of new and existing programs. • Built financial models and led creation of a business plan and strategy and a managed a diverse team of five personnel for "Meals for Social Housing", a community engagement program. • Spearheaded community outreach and fundraising efforts for the "Adopt a School" Program, including building relationships with decision makers and preparing marketing materials. • Excelled as Interim Director overseeing the "Breakfast Program, " which provides meals to 90 schools. • Secured $15,000 in grant funds from Cummins as a result of co-leading a Six Sigma business process improvement project. • Forecasted future budgets and performed end of month reports.

Analyzed financial data, including private placement financing and merger and acquisition (M&A) transactions and created databases; also performed competitive analysis. • Performed in-depth industry research to support execution of financial transactions. • Took the initiative to create a bi-weekly competitive analysis reporting system for multiple clients, with research and information on up to 60 companies that featured transaction comparable analysis. • Developed a market index of diagnostics companies, including recent M&As and private placement transactions with comparable analysis and valuation for use in a publicly distributed quarterly report that was created in Adobe InDesign. • Conducted research on buy and sell side M&As and A-C round capital raising, including working directly with clients to create target lists and marketing materials in an effort to complete various of transactions. • Chosen to manage a large and complex Salesforce database project with more than 1,000 medical diagnostics companies, including leading a team of three interns on how to perform research; also created a tracking system in Salesforce. • Completed ad-hoc financial analysis for clients to help them better understand financing, pricing and valuation, including supporting the preparation and analysis of complex financial models.