Executive Assistant Financial Analyst

Joanna Rivera

*** **** *** ****** #*, New York, NY 10035 ● 718-***-**** ● **********@*****.***

EDUCATION

Baruch College, Zicklin School of Business New York, NY Masters in Finance 06/20

Relevant courses: Corporate Finance, Quantitative Math, Advanced Investment Analysis, Derivatives, Financial Engineering

DeVry University New York, NY Bachelor of Science in Computer Information Systems 06/10

ACADEMIC EXPERIENCE

Stock Risk and Assessment

Formulated a regression model, assessed regression parameters, tested hypotheses about the parameters, and interpreted the meaning and significance of the results

Leveraged Buyout

Determined the appropriate acquisition premium and resulting transaction value; Created a capital schedule for the transaction to determine total leverage and equity requirements; Assessed the optimal capital structure for the transaction; Modeled a P&L, debt pay down schedule and summary cash flow schedule; Determined appropriate exit assumptions; and Calculated resulting investor returns and credit metrics.

Capital Budgeting Case Study

Identified and evaluated potential opportunities; Calculated the firm's WACC and the flotation costs for the project; Implemented a Cash Flow analysis to calculate and diagram the project's NPV profile.

EXPERIENCE

Lampert Debt Advisors New York, NY Senior Administrative Assistant/ Jr. Financial Analyst 01/20 to Present

Work with Sr. Analyst developing financial models and pitchbook materials.

Initiate a substantial amount of market research within the telecommunication, energy, healthcare, life science, retail, and consumer products sectors.

Daily maintenance of CRM ensuring data integrity; Customize CRM to meet specific company needs.

Assist in the roll out project for launching a new website.

Proactively arrange and participate in client video conference.

Attend internal meetings and conference calls to support preparation of ad hoc reports and marketing materials.

Maintain working calendars and schedules for meetings.

Perkins Coie LLP New York, NY Senior Legal Practice Assistant 03/12 to 06/19

Transferred with Pryor Cashman Finance/Restructuring and Bankruptcy practice.

Provided full range of administrative and operations support to Chairman, two Partners and three associates.

Built financial models on Excel incorporating charts, graphs, and advanced functions.

Prepared and submitted expense reports, invoices, and time entry data; ensured compliance with policies.

Conducted research, designed PowerPoint presentations for marketing meetings; liaised with departments to gather necessary materials and information.

Drafted Waiver, Opinion and Engagement letters for Trustees and Agents in capital markets and structured finance transactions.

Composed agendas, materials for meetings, and routine correspondence.

Performed cross-functional tasks and assist Event Coordinator with large and small-scale events.

Coordinated domestic and international travel, including flights, accommodations, dining, and ground transportations.

Translated legal documents from Spanish to English for pro bono clients.

Pryor Cashman LLP New York, NY Legal Executive Assistant. 03/02 to 03/12

Promoted within six months from a floater position to Legal Executive Assistant

Provided executive-level support to Managing Partner; handled one on one professional needs as well as day-to-day firm operations.

Maintain working knowledge of functional area policies and procedures and general knowledge of company policy and procedures.

Supported Partner and Associate specializing in Financial Transaction Practice.

Managed and consolidated schedules; ensured Partners and Associate were kept abreast of any sudden changes.

Acted as liaison between clients and Attorneys.

Prepared expense reports, audit letters, spreadsheets, charts, and correspondence using Excel, PowerPoint, and Visio.

Handled confidential and highly sensitive legal and non-legal information with discretion.

TECHNOLOGY AND LANGUAGE SKILLS

Computer: Microsoft Office Suite (Word, Excel, PowerPoint, Access, Outlook), Bloomberg, Workshare Compare, Adobe Acrobat & Photoshop, Skype, Macromedia Homesuite, Macromedia Flash, FrontPage/Dreamweaver, DealCloud, Expensify, Concur, Hummingbird billing, Elite Billing, Intapp billing, DTE billing, SQL, Visio, R Programming

Professional Development: Completed “The Infinite Actuary” Exam P study course; concepts learned include Discrete, Continuous and Multi-Variate Probability

Certification: Notary Public, State of New York; Completed Legal Business, Technical and Professional Skills certifications.

Languages: Fluent in Spanish

PROFESSIONAL MEMBERSHIPS

Member, 100 Women in Finance

Member, Association of Latino Professionals for America

Member, Zicklin Investment Club

VOLUNTEER ACTIVITIES

Brick by Brick New York, NY Volunteer

Sold 75% of raffle tickets for non-profit organization aiding communities in Uganda.

Developed strong relationships with volunteers, sponsors and Board members.

New Sanctuary Immigration Coalition New York, NY Volunteer

Provided translation services weekly as a team of three for individuals seeking assistance.

New York Cares New York, NY Volunteer

Facilitated monthly Bingo games to inpatient adults with disabilities.

Tutor adult ESL students with reading, writing, and speaking skills.

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