- SaaS model firm that bolsters property performance for 500K+ owners and operators through data-driven online resources
- Integrate data from CRM Salesforce, Sage Intacct, and payroll systems to produce comprehensive quarterly reporting packages
- Deliver 10+ Financial Variance Plans, Headcount Reports, and KPI Dashboards monthly to the team leaders and board of directors
- Update financial models during M&A transactions in the SaaS real estate sector, ensuring seamless integration during acquisitions
- Contributed to the DCF analysis and valuation used for the $12MM private equity-backed acquisition of The Shadow Agency LLC
E
Exit Partners
Investment Banking Analyst Intern
Plano, TX, US
March 2024 - May 2024
H
Harrier Investment Group
Argyle, TX, US
June 2023 - August 2023
Skills
Accounting ControlBuilding CodesBusiness AdministrationCatalysisConsultingCorporate FinanceCustomer Relationship ManagementCyclingDashboardsDeregulationDiscounted Cash FlowEconomyEvent ManagementFinancial ModelingFinancial PlanningFinancial SecuritiesFood PreparationGoogle SuiteHard Work and DedicationHealth CareInvestment BankingKnowledge of AutismKnowledge of FinanceLeveraged BuyoutMarket ResearchMentoringMergers and AcquisitionsMicrosoft OfficePayroll ManagementPrivate EquityProfitability AnalysisProperty DevelopmentProperty ManagementQuarterly ReportsReal EstateReal Estate InvestingRegulatory ComplianceRenovation SkillsResearch SkillsRole-PlayingSage AccountingSalesSalesforce.ComSecurities ResearchSoftware as a ServiceStock ControlStock MarketsStrategic ThinkingStyles of LearningSubcontractors Relationship ManagementSustainable TechnologiesTable TennisTeam ManagementTennisTrading