Microsoft Office Power Bi

Kailen Kershner

**** ******** **. *** #**** · Houston TX 77098 · 650-***-**** · ****************@*****.*** EDUCATION

Southern Methodist University, Cox School of Business Dallas, Texas Bachelor of Business Administration - Finance May 2020 Southern Methodist University, Dedman College of Humanities and Sciences Minor in Political Science

Certifications: Securities Industry Essentials Exam Series 7 Series 63 Series 79 Microsoft Office Excel Expert Program Competency: Microsoft Excel Microsoft PowerPoint Microsoft Office Power BI AdobePro EXPERIENCE

Statesman Corporate Finance Houston, Texas

Investment Banking Analyst September 2021 - Present

Actively staffed on four sell-side engagements and one capital raise at an industry agnostic generalist firm operating in the lower-middle-market ($3mm - $50mm EBITDA).

Assisted in all phases of transactions including market/industry research, building marketing materials, financial analysis, marketing, and due diligence.

Performed financial valuation analysis using discounted cash flow, trading comparables, precedent transaction comparables, and leveraged buyout methodologies.

Selective Deal Experience

Technology and Process Based Residential Builder Surveying Provider (Under LOI) o Drafted the financial presentation, executive summary, confidential information memorandum (CIM), and management presentations to highlight potential for geographic expansion. Currently tasked with leading due diligence efforts.

o Worked with the client’s CFO to create a scenario analysis for timing of the sale. Deal originally marketed during a month when a material slowdown in the company's forward indicator was recognized. o Financing for buyers is limited due to the cyclicality of the residential-construction industry.

Latin Cuisine Producer, Importer, and Distributor (Marketing) o Performed sales analysis in Power BI to illustrate sales performance by region/market, customer concentration, customer retention, and sales seasonality.

Designer and Manufacturer of Window Treatments and Bedding (Pre-Marketing)

Commercial Glass and Door Contractor (Pre-Marketing)

Subsea Asset Inspection Services Using Remote Operated Vehicles (Under LOI)

Distributor and Manufacturer of Cathodic Protection Materials (Under LOI)

Regional Provider of Fire Sprinkler Service and Installation (Closed August 2023)

Engineering, Fabrication, and Manufacturing of Tube Heat Exchangers (Closed June 2023)

Niche Manufacturer of Agriculture Handling Equipment (Closed March 2023)

Custom Spring Manufacturer (Closed November 2022)

Specialty Packaged Food Manufacturer (Closed March 2022) The Vanguard Group Inc. Dallas, Texas

Financial Services Associate April 2021 – September 2021

Developed an understanding of client financial solutions and general knowledge of Vanguard funds, products, and services to help educate clients and increase financial literacy. U.S. Small Business Administration Dallas, Texas

Loan Analyst May 2020 – April 2021

Analyzed and processed over $10 million of EIDL (economic injury disaster loan) files for homeowners and small businesses struggling from COVID-19, hurricanes, fires, and floods throughout the United States.

Advised borrowers of final recommendation on eligibility, loan terms and conditions, interest rates, payment amounts, and prepayment penalties based on Small Business Administration guidelines. LEADERSHIP AND ACTIVITIES

Nonprofit Fundraising for the Wounded Warrior Project

Fundraised $16,000 to help integrate the healthiest and most well-rounded generation of US veterans. Nonprofit Fundraising for PLAN International

Raised $9,500 to provide children in over 50 of the world’s poorest nations with clean water, food, and housing. ADDITIONAL INFORMATION

Interests: Triathlon Training, Sports Journalism, Fintech, Cryptocurrency, International Politics, Alternative Music

Contact this candidate