financial management major

Objective: Employment in Financial Services or Management Consulting utilizing my research and analytics skills.

Clemson University Financial Management Major & Accounting Minor May 2017

Financial Modeling and Spreadsheet Applications

oGained extensive experience constructing informative analyses via Excel spreadsheets.

oCreated comprehensive financial evaluations of companies for decision making purposes.

oEvaluated firm project ROI utilizing cost of capital and estimated cash flows.

oDeveloped a proficiency in identifying pivotal attributes influencing forecasted results.

Portfolio Management and Theory

oDeveloped an understanding of investment portfolio management.

oAssessed industry similarities and differences as well as company deviations within an industry.

oIdentified and evaluated industry and company specific data to determine portfolio selections.

oEvaluated portfolio performances and determined if they were under/over performing against similar asset groups.

oAssessed bond performance and duration for a portfolio of bonds.

oEvaluated Markowitz Portfolio Theory, Capital Asset Pricing Theory, and Arbitrage Pricing Theory.

Financial Management

oDiagnosed agency relationships namely stockholders/creditors and stockholders/managers.

oComputed, analyzed, and interpreted financial statements with an emphasis on cash flow.

oDeveloped fundamental financial forecasting skills necessary for time value analysis.

oEvaluated valuation techniques of annuities, perpetuities, corporate bonds, preferred stock, and common stock.

oAssessed risk vs. return for valuation and capital budgeting purposes.

oAnalyzed capital budgeting and project selection techniques used by corporate financial managers.

International Financial Management

oStudied the principles of international finance, and decision analysis of multinational enterprises.

oAssessed methods to hedge various foreign exchange risks with currency options, futures, forwards, and swaps.

oDealt with international capital budgeting challenges.

Risk Management and Insurance

oAscertained risk exposures and identified proper risk management options through insurance or alternative routes.

oExamined legal aspects of insurance, taxation effects, policy evaluation, and retirement preparation.

Real Estate Investment Analysis

oAppraised alternative real estate investments using discounted cash flow analyses in Excel considering the varying financing options from an equity investor perspective.

oPerformed subdivision analysis with Excel to examine various pricing and sales velocity scenarios.

oGained a working knowledge of legal principles of real estate including ownership, creation of deeds, mortgages and government regulations.

oUsed time-value-of-money formulas to calculate mortgage payments, interest, and balances as well as cash flow analysis on income-producing properties

Business Statistics

oAnalyzed and created regressions including linear, cubic, quartic, logarithmic, exponential, and power.

oIdentified the correct statistical test for various hypothesis, and interpreted the results.

oApplied rules of probability and extended these principles to discrete and continuous probability distributions.

oBecame very familiar with Excel and the TI-84 Plus graphing calculator.

Other:

Interests

Tennis, golf, travel, cycling, weight lifting, watersports, video gaming, music and reading.

Current Groups

Clemson Young Alumni of Atlanta, Atlanta Clemson Club, and Alpha Sigma Phi alum.

Former Groups

Woodward Academy graduate ’12, Clemson finance club, Clemson club tennis, and Alpha Sigma Phi fraternity.

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