Principal Transactions Group
2011 - 2014 (about 3 years)
Advised on multiple offerings 5 per week, and advisory deals in the debt, equities markets. Structure hybrid financing, acquisition of principal holdings, and off shore entities....more * Perform financial analysis, WACC with multiple DCF analysis, NPV and IRR calculation, for corporate asset finance transactions. Assist with writing structured principal funding memoranda. * Argentina Acquisition. Manage offshore subsidiary accounting, VAT filings, record monthly accruals and consolidation JEs. Calcula
Led audit teams of 3-5, manage client budgets of $30k - 120k. Managed client correspondence, on requests and audit timelines, review client financials to develop audit strategy....more Clients include real estate, construction, transportation and logistics, A133 and pension audit. * Perform risk assessments, comparative balance sheet reviews, and year over year flux analysis. Prepare audit committee presentations. * Medium sized private and government entities. Audit staffing & planning, and review of
Assurance Staff San Francisco, CA * Participation in engagements from planning to issuance, research, analysis and presentation of complex reporting-carve-outs, PCAOB audits,...more internal control testing of Fortune 500 company audits. * Audit of Cash and Cash Equivalents, Account Receivable, Notes Receivable, Construction in Progress (CIP in development and developer books), Investments, PP&E, Deferred tax asset, Accounts payable, Accrued liabilities, Bond Payable, Lease Liabilities, Notes Payables,
I'm passionate about numbers and strategy. I love finance, FP&A calculations, and intelligent decision making. I love making sense of what accounting books, so I decided to get a CPA so we can talk.
I love being around enthusiastic people who are engulfed with their work and share a passion.