Finance Professional - Investment Analysis & Modeling

ELAINE B. WILLIAMS

Chicago, IL 312-***-**** ******************@*****.***

PROFESSIONAL SUMMARY

Finance professional with experience in investment analysis, valuation, financial modeling, due diligence, capital markets, and corporate finance. Background includes evaluating public and private investments, conducting company and industry research, supporting lending and transaction execution, and developing financial analyses for investment and valuation decisions. Advanced Excel, Bloomberg, Capital IQ, and financial modeling skills with experience presenting analytical findings to internal and external stakeholders. PROFESSIONAL EXPERIENCE

KMW COMMUNITIES Financial Real Estate Associate

Chicago, IL March 2026 – Present

• Conduct market, demographic, and competitive analysis to evaluate investment and development opportunities.

• Analyze operating performance, project budgets, and projected cash flows to support investment decisions and capital allocation.

• Perform financial modeling and feasibility analysis for commercial real estate projects and acquisitions.

• Coordinate due diligence efforts with lenders, consultants, attorneys, and external stakeholders.

• Prepare investment memoranda, financial analyses, and executive presentations supporting strategic business decisions.

ALLSTATE INVESTMENTS Quantitative Financial & Data Analyst November 2022 – September 2025

• Performed quantitative analysis and financial modeling supporting public and private market investment decisions.

• Conducted company, industry, and macroeconomic research to evaluate investment opportunities and portfolio risks.

• Produced portfolio monitoring and performance reports utilized by investment professionals and senior management.

• Partnered with business units to assess financial risks, opportunities, and strategic initiatives.

• Developed analytical tools and process improvements that enhanced investment research and reporting efficiency.

• Designed an Excel VBA and Bloomberg-based M-Score model to identify potential earnings manipulation and strengthen due diligence processes. MURRAY DEVINE VALUATION ADVISORS Financial Analyst Co-op September 2021 – March 2022

• Developed valuation analyses for debt and equity securities using income, market, transaction, and option-pricing methodologies.

• Performed financial statement analysis, industry research, and comparable company analysis supporting valuation conclusions.

• Assisted in preparing valuation reports and supporting documentation for financial reporting engagements.

• Responded to client and auditor due diligence requests through financial analysis and supporting research.

• Evaluated operating performance, financial assumptions, and market data to support valuation recommendations.

CIBC Debt Capital Markets / Commercial Real Estate Intern January 2021 – March 2021

• Supported origination and underwriting of warehouse loans, CMBS transactions, and structured finance facilities.

• Applied financial analysis, cash flow modeling, DSCR, LTV, and LTC metrics to evaluate financing opportunities.

• Conducted market research and transaction analysis supporting capital markets activities.

• Assisted in preparing presentations, underwriting materials, and financing recommendations.

• Utilized risk rating methodologies to assess borrower credit quality and loan pricing. BMO HARRIS BANK Commercial Banking – Sponsor Finance Intern October 2020 – December 2020

• Analyzed middle-market technology, business services, and financial services companies for sponsor-backed financing opportunities.

• Evaluated leveraged buyouts, dividend recapitalizations, acquisition financings, and add-on transactions.

• Conducted financial statement analysis, credit assessments, and industry research supporting lending decisions.

• Assisted with due diligence, annual reviews, and investment memoranda for senior banking professionals.

• Assessed company performance and risk factors using quantitative and qualitative analysis. EDUCATION

DREXEL UNIVERSITY

Bachelor of Science in Finance

Minor: Business Consulting

WHARTON SCHOOL OF BUSINESS

Private Equity Prep Certificate 2024

TECHNICAL SKILLS

Financial Modeling • Valuation • Investment Analysis • Due Diligence • Mergers & Acquisitions • Corporate Finance • Capital Markets • Financial Statement Analysis • Comparable Company Analysis • Transaction Analysis • Industry Research • Portfolio Management • Excel • PowerPoint • Bloomberg • Capital IQ • FactSet • SQL • Power BI • Tableau • eVestment • Aladdin

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