Small consulting firm specializing in integration of technical systems for small to medium sized medical practices. Specializes in healthcare
systems logistics and system migration. Also conducts data reconciliation as well as comprehensive market research and analysis for its clients. Performs market research, analysis and identifies new growth opportunities for clients and prospective clients.
• Management supervised a cross-functional team of 10+ skilled professionals to coordinate the planning and implementation of robust solutions for different projects.
• Research: Acted as a change agent, providing critical business insights and training to client teams to ensure the successful implementation of different products for their medical practice. On average, increased client revenue by 30% through product enhancements and process improvements.
• Integration: Identified, researched, and migrated client information from their existing platform to a more strategic platform for their

Middle-market investment banking firm specializing in the healthcare and technology space. Positioned to work on several transactions in the healthcare and education technology industries with senior bankers. Worked on multiple sell-side, buy-side and M&A deals in technology and healthcare, deals include telehealth, cancer detection, education technology, media, software, and physician services.
• CIM Preparation: Presently preparing multiple pitches for different clients, recently won a telehealth company deal, and is currently in the financing stage. Actively working on CIMs to pitch other prospective clients to secure deals.
• Financial Modelling: Worked on several financial models and pitchbooks, created extensive valuation reports including public and private comps., as well as DCF Analysis to present to clients and senior executives.
• Due Diligence: Currently performing preliminary due diligence on multiple projects and recently completed due diligence for an education techno

Global technology corporation that specializes in producing a variety of different financial software platforms. Accountability to analyze different client profiles to determine which transactions posed a fraud risk to the company and which ones were legitimate.
• Risk Analysis: Used various software to analyze Intuit's clients and determine if they were legitimate and connected to their business, verified client businesses in iBoss, and retrieved confidential information using various software to determine what type of risk the client posed to Intuit, ordered bank rating forms (BRF) for suspicious clients, and made salesforce records.
• Results: Gained extensive knowledge on different risk analysis software to assess select intuit clients, gained expertise in fraud loss mitigation on cards portfolio, increased the number of daily suspicious transactions reviewed by 15%, and reduced incidence of fraudulent transactions by 12%, reduced financial loss by 10% & gained knowledge in Sales

Middle-market industry-agnostic investment bank specializing in strategic financing transactions for both public & privately held companies. Provided analysis on various transactions of different deal sizes in renewable energy, TMT, consumer/retail, financial sponsors coverage, and healthcare coverage groups under the supervision of senior-level bankers. Increased client satisfaction, produced high-quality CIMs, developed financial modeling skills with accurate rates, provided notes on every transaction call with clients and performed due diligence.
• CIM Preparation: Contributed to confidential information memorandums containing proprietary client information along with risk assessment, financial assumptions, and product info to present to investors and private equity firms.
• Additional Experience: Prepared share-based disclosures in accordance with ASC-718 and IFRS2 regulations for compliance. Prepared financial forecasts and budgets. Accounted for cash payments and equity awards.