- Analyzed financial statements and performance metrics of portfolio companies managing $36 million in assets, providing
- Assisted in the due diligence and valuation processes, facilitating $8 million in new mergers and acquisitions and contributing to successfully integrating new business units
- Managed financial reporting and budg eting for multiple business units, ensuring accurate and timely delivery of key financial
U
University of North Carolina at Charlotte
Economic Research Analyst
Charlotte, NC, US
February 2024 - May 2024
C
Central Piedmont Community College
Financial Analysis Intern
Charlotte, NC, US
October 2023 - December 2023
Skills
AccountingAnacondaAnalytical ThinkingAsset ManagementAutomationBusiness Analytics ApplicationsBusiness DevelopmentBusiness EfficiencyCapital MarketsCarrying out AssessmentsCase StudiesCommercial KnowledgeDecision Making SkillsDue DiligenceEconomic TheoriesEconomyFinancial AnalysisFinancial Data AnalysisFinancial PlanningForecasting SkillsInvestment StrategiesKnowledge of FinanceMacroeconomicsMarket DataMathematical FinanceMergers and AcquisitionsMicrosoft AccessMicrosoft AzureMicrosoft ExcelPerformance ManagementPersonalizationPlanning ProcessesPredictive Data AnalysisPredictive ModellingPresentationsPrivate EquityProgramming LanguagesPython (Programming Language)Risk AnalysisSafety PrinciplesScenario AnalysisStrategic ManagementStreamline