March 2024 - Present
Lumen Technologies
Senior Analyst - Treasury & Capital Markets
- Facilitate completion and execution of transaction support agreement, extending $12B in near-term maturities.
- Manage corporate debt model forecasting cash and GAAP interest expense for $20B of instruments.
- Monitor covenant compliance across a complex entity structure and dynamic credit environment.
July 2022 - March 2024
Lumen Technologies
Finance and Accounting Rotational Analyst
Treasury & Capital Markets
- Collaborated with partner banks and legal counsel to set and execute upon leveraged finance strategies.
- Forecasted weekly inflows and liabilities to ensure adequate liquidity and efficient cash management.
- Prepared SEC deliverables for use in quarterly and annual financial reporting.
Consolidation and Proforma
- Maintained proforma financial statements and processed adjustments to accurately reflect changing business structure.
- Utilized Oracle Hyperion Essbase and Anaplan to support due diligence, conduct ad hoc analysis, and perform data validation.
- Drafted monthly presentations for the senior leadership team highlighting key variances in financial results.
Network Expense
- Audited vendor billing to realize $250,000 of net dispute contribution.
- Created monthly reporting utilizing PowerBI to prevent late payment of dark fiber invoices.
- Filed tax exemptions to maintain accurate billing of resold services.
July 2022 - Present
University of Kansas
Lawrence, Kansas
Bachelor of Science, Finance; GPA – 3.7
Relevant Coursework
Financial Modeling
Business Valuation
Markets and Intermediaries
Financial and Managerial Accounting
Applied Portfolio Management
Corporate Finance
Business Analytics
Rock Chalk Investment Club (President)
- Grew weekly meeting attendance from 30 to 60 members through engaging presentations analyzing popular investing topics.
- Managed a diverse executive team and expanded the online presence of the club through a new website and social media initiatives.
- Transitioned in-person activities to online platforms to safely respond to the COVID-19 pandemic.
Applied Portfolio Management
- Formulated and clearly communicated a weekly evaluation of a new investment opportunity.
- Participated in voting on investment opportunities in a $2M actively managed fund.
- Constructed DCF and relative valuation financial models to value current and prospective portfolio holdings.
Global Business Initiative
- Discussed relevant supply chain, marketing, and financial issues that affect multinational corporations.
- Explored careers in international business through interviews with current Amazon, Microsoft, and Google employees.
- Helped KU exchange students adapt to life in the US through club events and mentorship.
August 2018 - December 2021