Ms. M&A Tax To Saving The World (TM)
Big 4 CPA in M&A tax (primarily serving PE funds prior to joining the National Tax Office) balancing masters, professional success, and heavy community involvement. Consistent themes of D&I, financial literacy coaching, and process improvements through leading technology implementation and serving as technical champion.
Undergrad School: SEC School
Undergrad Major: Accounting, Psychology
Age: 27, Ethnicity: Hispanic or Latino
Other Degree/Certification: MS | Analytics
School Name: Georgia Tech
Extracurriculars: Organize volunteers for a domestic violence shelter, Financial literacy coaching for underserved communities, Awards in stand-up comedy.
Title: M&A Tax
Company: Top Firm
Length of Employment: 5 yrs
Big Life Wins:
-Youngest Manager at firm (most promote in five years; I was ready in three) in a “prestigious” field of tax, due to leading internal initiatives related to diversity & inclusion and standardization and analytics.
-Overcame hardship: cancer survivor, housing insecurity in high school, digital divide, survivor of parental violence, etc.
Post MBA Goal:
Transition to social entrepreneurship, community dev, emerging industry policy, nonprofit formation, etc. to use my financial background to better serve the underdeveloped communities I am from. Interested in Wharton’s BEPP program for this reason.
Target School: Wharton