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Name Nameson

Address
City
Number
Email

EDUCATION
Non-Target School
Bachelor of Science - Finance
Minor - Global Business

GPA of 3.619 out of 4.0

Deans List (Fall 2011, Fall 2012, Spring 2013, Spring 2014)

Recipient of XXXYYY Scholarship

Studied Abroad in Barcelona, Spain during Summer 2013

Winner of Business Communications Case Competition, Fall 2013

3rd Place in (Investment Firm) Portfolio Challenge, Spring 2014

XXXXX, Arizona
Expected May 2015

EXPERIENCE
Boutique M&A Advisory Firm
XXXXX, Arizona
Analyst Intern
Aug 2014-Present
Research and source strategic acquisition targets and public shells for mid-market M&A advisory firm through
databases
and public listings based on client criteria and industry analysis
Conduct competitive & SWOT analysis, DCF/APV/NPV valuations, and assist with due diligence by examining
financial statements, relevant reports and operating documents
Analyze precedent transactions and industry multiples to help determine offer price
Major Bank
XXXXXX, MI
Escrow Intern
May 2014-Aug 2014
Prepared models to project future tax and insurance payments based on historical activity, and projected client base
and trends for use by upper management
Researched and reported on disbursement activity for investors through use of SQL
Recipient of Engineered To Amaze-Process Improvement Award for projects related to quantifying escrow
operational efficiency and streamlining reporting processes
Recognizable Startup
XXXXXX, Arizona
Operations Specialist
Sep 2013-Present
Assist in the management of Operations Support staff by running office hours and onboarding sessions
Coordinate outreach efforts to prospective candidates by organizing call teams and composing email messaging
Develop strategies with regional management to increase number of candidates by conducting market research
and determining business needs, resulting in XXXXX becoming Startups fastest growing small city
LEADERSHIP

Alpha Beta Delta Fraternity, Treasurer


Elected position for management of all fraternity financial assets, including property
Forecasted dues and expenses and budgeted based on estimates
Financial Management Association, Member
Biweekly analysis of finance industry and stock market
National Society of Collegiate Scholars, Member
Honor Society. Competitive admission based on GPA and previous community involvement

Nov 2012 Nov 2013

Sep 2013 - Present


Nov 2012 - Present

Other Information

Skills: Financial Modeling, SQL Server Management Studio, Microsoft Access, Data Mining, Bloomberg Terminal Certified

Test Scores: ACT: 31, BAT: 630 (98th Percentile)


References Available Upon Request

Interests: Financial Markets, Statistics, Traveling, International Business, Current Events, History

References Available Upon Request

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