Businesswoman Resume

Senior Financial Analyst - Ulta Beauty

March 2022 - Present

 - Oversee monthly and quarterly forecasting process for Haircare and strategic initiatives (BIPOC and Sparked!)

 - Support merchants through investment analysis, brand terms negotiations and one-off financial projections

Senior Associate - PwC Deals

September 2017 - November 2021

Select Transaction experience:

- $7bn Spin-off of XPO's supply chain business (GXO) (public)

- $4.3bn Joint Spin-off of Honeywell companies Resideo and Garrett Motion (public)

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Tours:

- Bankruptcy Recovery Services (2 months)

- Capital Markets Advisory (6 months)

- Audit (2 months)

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Roles and responsibilities:

- Advised on various segmentation projects and non-public carve-out processes

- Assessed 30 private company readiness for an IPO

- Analyzed KPIs and non-GAAP measures for multiple clients' equity stories

- Assisted multiple clients with documentation of various technical accounting matters: revenue recognition, discontinued operations, basis of presentation, corporate allocations, leasing, etc.

- Developed debt capital markets offering for PwC's Capital Markets Advisory group

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Business and people development:

 - Coffee and conversations - facilitating open dialogue between staff and partners on various topics (#stopasianhate, BLM, advancement of women, etc.)

- New York Metro IPO targeting initiative - identifying potential clients through data analytics and email communications

- Deployment Team - coordinated deployment and dissemination of practice-wide knowledge to a portion of New York Metro PwC Deals

Investment Banking Summer Analyst - Bank of America Merrill Lynch

June 2016 - August 2016
June 2015 - August 2015

Summer of 2016 - Consumer and Retail:

- Generated industry slides and content for a dual-track bake-off, 2 pitches, a profile and an on-going IPO process

- Performed LBO analysis of 14 retail companies for 2 financial sponsors with the potential to result in an acquisition

- Analyzed retail company through public comparable, precedent transaction and DCF analysis culminating in a recommendation for capstone project

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Summer of 2015 - Financial Institutions:

- Selected as 1 of 29 sophomores nationally for 10 week summer analyst program

- Facilitated $2.3bn in buyside offerings, $500mm in debt offerings and presented 5 pitches over the course of the summer

•   Performed accretion / dilution analysis, public comparable and precedent transaction analysis and projected AUM for an asset __ __ management company