Over the past three years, I have been leading my teams to transform and digitize the financial reporting and compliance process of multiple Fortune 500 corporate clients (Rev $20B – 120B size). I’ve also been providing various automation solutions both internally and externally, leveraging my knowledge in data analytics and regulations.
Undergrad School: Gustavus Adolphus College
Undergrad Major: Accounting
Age: 31, Ethnicity: Asian or Indian
Other Degree/Certification: Master of Science in Accounting
School Name: University of Virginia
Extracurriculars: School's Symphony Orchestra, Chief Editor of Firm Newsletter
Company: Top Firm
Length of Employment: 1 yr
Title: Senior Associate
Length of Employment: 2 yrs, 6 mos
(1) Leveraging data analytics, I created robust, dynamic dashboards showcasing different levels of financial insights to the C-Suites (VP of Finance, CFO) that turned their imagination into reality. (2) Replaced hundreds of work documents with one comprehensive automation model and saved the team budget by one third.
Would like to get into finance (but not necessarily IB) and leverage data analytics to assist future clients in M&A strategy.
Target School: Chicago Booth
Considering: Kellogg, Yale
Jeff earned his BA in American Studies at Yale. Jeff worked as an Associate at VO2 Partners, a private equity firm focused on health and wellness ... View Featured Coach
Our Partner Sites: Poets&Quants for Execs | Poets&Quants for Undergrads | Tipping the Scales | We See Genius
Accelerate with a recurring monthly subscription or single-payment quarterly subscription and add these member-only benefits:
A single-payment annual subscription to take advantage of P&Qs extensive network and add these benefits only for P&Q Insiders:
You can cancel your membership at any time. We do not offer refunds, however, delivery and accompanying benefits will continue for the remainder of the current billing period. You may cancel by emailing email@example.com or, you may notify us of your intent to cancel at any time by emailing firstname.lastname@example.org.
We have relationships with business schools and employers who are actively looking into offering community or corporate memberships. Please check back with us at a later date. We will update this page with news about partnerships like these that may offer a free or discounted membership.