M A Middle Market

Jose R. Mejia

********@***.*** **** E Weldon Ave 85016 480-***-**** https://www.linkedin.com/in/josermejia/ EDUCATION

W. P. Carey School of Business, Arizona State University Tempe, Arizona Bachelor of Science: Finance Expected Graduation: May 2025 Cumulative GPA: 3.80/4.00

Awards and Honors: Dean’s List; Barack Obama Scholarship; New American University Scholar; Honors Society Recipient PROFESSIONAL EXPERIENCE

Columbia West Capital Scottsdale, Arizona

M&A Analyst August 2023 – December 2023

• Provide guidance to middle market firms with enterprise values between $25M-$150M, EBITDA $2M-$8M throughout M&A cycle

• Create pitch decks, client pitch books, management presentations, trial balances, and CIMs leveraging S&P Capital IQ/Pitchbooks

• Built financial models through market analyses across legal, healthcare, corporate resulting in a 95% accuracy rate for projected valuations

• Assisted in building a sell side financial analysis by identifying comparable companies and acquisitions for various middle market comps

• Conduct comprehensive financial due diligence performing variance analysis on budget vs. actuals and benchmarking industry performance Charterwood LLC Tempe, Arizona

Acquisitions Analyst February 2023 – May 2023

• Executed market research trends for 80+ potential private acquisitions, using analytics to evaluate strategic fit/present data driven proposals

• Examined company financials and developed revenue projection models to assess acquisition targets, enhancing accuracy of deals by 15%

• Analyzed prospective deals’ operational metrics and risk profiles encompassing equity, real estate, debt to assess ownership/synergy gains Access Distributed Tempe, Arizona

Finance Fellow September 2022 – May 2023

• Conducted due diligence on Campbell’s Soup and Levi’s by analyzing financial statements, market position, and growth opportunities

• Completed extensive curriculum encompassing subjects including financial modeling, accounting, valuation, M&A, LBO

• Executed financial analysis for company transactions, including economic impact, return projections, and exit strategies Early Warning Scottsdale, Arizona

Business Operations Analyst May 2024 – August 2024

• Conducted comprehensive data analysis to identify emerging fraud trends and patterns through statistical methods and machine learning

• Prepared dynamic PowerPoint presentations to communicate financial performance, operational changes, and strategic recommendations

• Utilized Tableau to create interactive dashboards that provided real-time insights into customer behavior and transaction patterns LEADERSHIP AND PROFESSIONAL DEVELOPMENT

SEO Career New York, New York

SEO EDGE Fellow August 2023 – Present

• Developed valuations, constructing financial models for publicly traded companies, refining equity research and industry segment analysis

• Learn business fundamentals to compete successfully for internship opportunities

• Complete industry-specific training and assessments focused on developing technical skills, institutional knowledge, and attention to detail Tamid Group Tempe, Arizona

Education Member January 2023 – May 2023

• Participated in a stock pitch for Blackstone and Zebra technologies leveraging a buy-side analysis based on a 30% upside through forecasting

• Contributing to a diverse global portfolio overseeing investments in sectors such as: Technology, Industrials, Health Care

• Victorious in Soda Stream case study that encompassed: competitor analysis, SWOT, market sizing, consumer segmentation Investment Banking Industry Scholars Tempe, Arizona Member May 2023 – August 2023

• Highly selective career program featured in Businessweek designed to teach skills associated with investment banking Goldman Sachs Virtual Insight Series Tempe, Arizona Apprentice May 2023 – July 2023

• Conducted an equity research report of a publicly traded company, assessing its financial health, market position, and growth potential

• Gained exposure to capital markets, risk- return assessment, and fundamental investment analysis Investment Banking & Finance Club Tempe, Arizona

Member November 2022 – March 2023

• Participated in weekly sessions that provided in-depth coverage of fundamental accounting, valuation, and enterprise/equity value principles

• Engaged in weekly market discussions analyzing current industry trends, notable deals, and significant transactions to interpret market movements BNP Paribas Ascend Exploratory Summit Tempe, Arizona Apprentice February 2023 – February 2023

• Competed in an Asset Finance and Securitization case analyzing credit ratings, cash flow projections, and underlying asset quality for returns

• Delivered strategic investment insights addressing asset-backed securities scenarios across diverse sponsor portfolios evaluating risk structures SKILLS & INTERESTS

Skills: Microsoft Office Suite (PowerPoint, Word, Excel), S&P CAPITAL IQ, Pitchbooks, Tableau Interests: Golf, F1 Racing, Real Madrid, Hiking

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