Functional Skills
Divestitures
Accounting
Marketing Analytics
Forecasting / Projections
Quality Assurance
Leadership Development
Commercial Due Diligence
Data Collection / Research
Corporate Finance
Financial Modeling
Inventory Management
M&A Support
Sales Forecasting
Business Development
Business Operations
Software Skills
Salesforce
Prism
Sector Experience
Energy
Experience
Phoenix Capital Group Holdings, LLC
Corporate Strategy & Development
Senior Financial Analyst
1/2022 - 10/2024
• Lead and manage all aspects of direct asset investment underwriting, $520 MM of completed A&D transactions to date
• Daily responsibilities: Due diligence of investment opportunities, net asset valuations, craft and manage complex financial
models, transaction structuring and bid recommendations, support technical engineering analysis, data room management, prepare internal / external presentation materials
• Facilitate corporate bond offering transactions, issue investment memoranda, communicate returns to investors
• Daily responsibilities: Due diligence of investment opportunities, net asset valuations, craft and manage complex financial
models, transaction structuring and bid recommendations, support technical engineering analysis, data room management, prepare internal / external presentation materials
• Facilitate corporate bond offering transactions, issue investment memoranda, communicate returns to investors
Tilden Coil Constructors Inc
Finance
Finance Intern
12/2020 - 1/2022
• Supported a construction management company with accounting and financing needs on 18 projects
• Daily responsibilities: Bank reconciliations, AP/AR reporting, project expense audits, data
collection, ad hoc net present value analysis
• Designed models to identify planning and coordination risks and reduce variable construction expenses, which was found to lower average over-budget building costs by up to 80%
• Daily responsibilities: Bank reconciliations, AP/AR reporting, project expense audits, data
collection, ad hoc net present value analysis
• Designed models to identify planning and coordination risks and reduce variable construction expenses, which was found to lower average over-budget building costs by up to 80%