● Created the company’s annual and 5 year budget plan using a bottoms up leads-based approach with projections built out by sales channel, product type, and renewal type
● Built financial models to project the profitability of proposed sales partnerships and made recommendations to the terms of the agreement

● Performed complex financial modeling to evaluate the accounting, cash flow and leverage effects of various transactions including capital raises (senior, mezzanine and equity), sell-side M&A and financial restructuring and distressed M&A
● Determined company valuations using discounted cash flow, comparable company and precedent transaction analysis

● Performed detailed valuations of private and public securities in the context of transactions, strategic planning and financial reporting
● Utilized trading comparables, precedent transactions, discounted cash flows, sum-of-the-parts and liquidation analyses to determine company valuations
● Executed purchase price and goodwill allocations for domestic and international companies in connection with mergers and acquisitions

● Planned and performed audits, reviews, and Sarbanes-Oxley 404 (Internal Controls) procedures for private and publicly
● held companies within the telecommunications, healthcare, manufacturing, and advertising industries
● Analyzed financial statement areas during the planning stage of the audit to identify risk areas that would be further investigated during fieldwork
● Ensured full financial statement disclosure adherence to SEC guidelines