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Finance and Accounting

Deloitte

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M&A Advisory Summer Analyst (June 2024 – July 2024)

  • Performed due diligence and comparable company analysis for a $600 million buy-side M&A transaction

  • Presented acquisition recommendations based on valuation summary, historical performance, management, industry outlook, and client base of two targets

  • Applied the design thinking framework to solve youth community engagement challenges of a 6,400-person not-for-profit organization by soliciting stakeholder goals, conducting user empathy mapping, and iteratively testing solutions​

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ARCC Consulting – Accounting and Tax Solutions

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Winter Intern (December 2023)

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This experience at ARCC Consulting provided invaluable exposure to diverse financial, operational, and legal aspects of business management at a tax, accounting & business services firm. Analytical, problem-solving, and communication skills were developed, while gaining practical and hands-on experience in client project management and workflow optimization. The experience prepared me to be detail-oriented, adaptable, and results-driven to meaningfully contribute to a team.

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  • Financial Analysis & Reporting (Tax and Audit):

    • Review and analysis of financial statements (P&L, BS, CFS)

    • Tax return preparation process & review, including Forms 1040, W2, 1099, 1120, 1065; Schedules C, K1s, K1Ps; and state, federal, & international filings.

    • Calculation and application of tax credits, rebates, and incentives.

  • Operational Efficiency & Compliance (Advisory and Assurance):

    • Implementation of internal process trackers, templates, and accountability metrics

    • Reconciliation of A/R, A/P, inventory, loans, credit cards, and bank accounts

    • Development and enforcement of transaction categorization using account rules in QuickBooks Desktop.

  • Project Management & Client Support:

    • Various client-facing projects included:

      • Trusts (simple and complex) and estate asset management. Included tax returns and legal consultants.

      • A/P, A/R aging analysis and inventory account reconciliation to generate improvement strategies.

      • Management of an account containing a settlement from a disability lawsuit.

  • Additional Skills:

    • Gained exposure to various legal entities (S corp, C corp, LLC, partnership).

    • Learned about PPP loan forgiveness procedures and IRS OIC programs.

    • Managed paper shredding process to ensure data security compliance.

    • Assisted with bill pay using physical checks.

    • Gained exposure to Microsoft Office Suite and QuickBooks Desktop

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