Junior Financial Analyst
Piedmont Capital Partners · Raleigh, NC
Mar, 2025 · Present
Own monthly FP&A and variance analysis for a 4-company Southeast portfolio (~$210M combined revenue); rebuilt contribution and fee bridges that cut unexplained opex variance by ~28%.
Maintain rolling 12-month driver-based forecasts with portfolio CFOs; kept forecast accuracy within ±4% for three consecutive quarters.
Produce quarterly investor update packs (P&L bridges, cash runway, KPI scorecards); shortened pack cycle from 7 to 4 business days.
Automate weekly cash and EBITDA flash workbook in Excel, saving ~4 analyst hours per week across the deal team.
Support annual planning and two add-on diligence scenarios (headcount, pricing, working capital) under tight IC timelines.
Finance / Analyst Intern
Blue Ridge Mutual Bank · Durham, NC
Jan, 2024 · Feb, 2025
Supported commercial credit and portfolio monitoring for middle-market relationships (~$90M commitments); prepared covenant check packs and collateral updates for credit committee.
Built branch and product-level margin and deposit mix analyses used in quarterly ALCO reviews; flagged fee leakage that informed a pricing tweak on two business checking packages.
Assisted month-end close for the commercial banking P&L; reconciled fee income accruals and helped move select flash reporting from T+6 to T+4.
Maintained Excel models for loan pipeline conversion and watch-list trends; standardized templates adopted by two new credit analysts.
Partnered with relationship managers on annual review memos, including peer comps and industry risk notes for manufacturing and professional-services names.
Analyst — NC State Student Investment Fund / Math & Finance Tutor
NC State University · Raleigh, NC
Aug, 2022 · Dec, 2023
Built DCF and comps packs for long-only equity pitches in consumer and industrials; contributed to a fund pitch that placed in a regional student competition (Top 6 of 22 teams).
Tracked fund holdings (~$1.2M simulated AUM) with weekly performance attribution and factor notes for the student IC.
Tutored undergraduate peers in corporate finance, statistics, and Excel modeling (~8 hrs/week); ran workshops on three-statement linkage and variance analysis.
Sourced and cleaned public filings for sector briefs used in weekly investment meetings.