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Click here or scroll down to respond to this candidate Candidate's Name
EMAIL AVAILABLE | LINKEDIN LINK AVAILABLE | PHONE NUMBER AVAILABLE
PROFESSIONAL EXPERIENCE___________________________________________________________________
Business Valuation Consultant; FORVIS; New York, New York July 2022 Current
Build and maintain financial models related to the monthly and quarterly valuations of distressed credit and equity
securities for hedge fund clients while communicating with company management in due diligence discussions
Perform valuations of senior secured NAV loans (total portfolio value $22 billion) using the discounted cash flow and
collateral analysis approaches for asset management clients
Apply discounted cash flow and multiples approach models to conclude on an enterprise value for target companies
Prepare valuations to comply with ASC 805 reporting requirements for assets ranging from $50 to $250 million, and if
necessary, write subsequent valuation reports to fulfill ASC 350 impairment testing regulations
Leverage Bloomberg and S&P Capital IQ resources to make spread adjustments to projected cash flow discount rates based
on credit exposure and market movements
UNDERGRADUATE EXPERIENCE_ ____ __________________________________________________________
Tiger Scholarship Fund Data Analyst; University of Missouri Athletics; Columbia, Missouri January 2022 May 2022
Collected and interpreted data using pivot tables analyzing more than 3,000 data inputs to detect inefficiencies in current
marketed population pools
Created potential target donor reports based on analysis of data across a variety of metrics to assist the ticket sales team in
their solicitation efforts and increase sources of revenue for the Athletic Department
Financial Student Manager; Office for Financial Success; Columbia, Missouri May 2021 May 2022
Supervised and trained a team of 8 counselors to assist students in achieving a healthy financial future
Developed and led financial literacy courses delivered to over 150 students each month
Coordinated presentations to expand campus outreach programs and carried out office administrative duties
Vice President of Internal Relations; Financial Management Association; Columbia, Missouri March 2020 May 2022
Facilitated bond and stock investment discussions for 50 members while providing insight into financial market strategies
Revitalized the University of Missouri FMA chapter by regaining national recognition and increasing membership trifold
Arranged for bimonthly professional speakers to discuss various job opportunities in the financial industry
Financial Student Counselor; Office for Financial Success; Columbia, Missouri March 2020 May 2021
Advised 25 undergraduate and graduate students with creating and monitoring long-term financial goals
Presented budgeting techniques and financial planning workshops, both in-person and online, to 80 students each month
EDUCATION________________________________________________________________________________
University of Missouri - Summa Cum Laude Honors Columbia, Missouri
Bachelor of Science in Business Administration Graduation Date: May 2022
Emphasis: Finance & Banking GPA: 3.9/4.0 (Major GPA: 3.93/4.00)
Minor: Economics Dean s List: 8/8 Semesters
CERTIFICATIONS
CFA Program Level 1 Candidate, CFA Institute August 2024
Investments, University of Missouri May 2022
RELEVANT PROJECTS___ ___
Healthcare Sector Analyst; Investment Fund Management January 2022 May 2022
Analyzed all 64 stocks in the Healthcare Sector of the S&P 500 using Excel s stock function tools and wrote sector reports
Systematically evaluated securities to add to the $2.157 million portfolio for the advancement of the University Endowment
FAANG Stocks Analyst; Introduction to Investments January 2021 May 2021
Computed arithmetic and geomean annualized returns to build a variance-covariance matrix for the FAANG stocks
Constructed a diverse portfolio as well as the optimal risky portfolio to maximize the Sharpe Ratio
LEADERSHIP & ACTIVITIES___________ ___________________________ ______________________________
Vice President; Association of Trulaske Businesswomen; Columbia, Missouri May 2021 May 2022
Educated members on career development skills such as creating resumes, LinkedIn profiles, and cover letters
Led external communications with industry leaders and collaborated with association chairs to host empowerment events
Member; University of Missouri Investment Group; Columbia, Missouri January 2019 May 2022
Attended biweekly meetings and yearly bootcamps to engage further with stock and company valuation processes
Networked with professionals in investment banking, private equity, and other asset management careers
HONORS AND AWARDS___________________________________ _____ ______________________________
CFA Society New York Candidate Member November 2023 Current
Financial Management Association Honors Society August 2021 Current
The National Society of Collegiate Scholars April 2019 May 2022
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