XXXXXXX
Address | Phone | Email
PROFESSIONAL EXPERIENCE
XXXX Inc.
Senior Consultant
Consultant
Intern
XXXX, California
September 2011 – Present
June 2009 – September 2011
May 2008 – August 2008
Perform complex data analysis, develop financial models including discounted cash flows, draft expert reports, create
presentations for clients, and perform research in connection with financial restatements, commercial damages disputes,
shareholder lawsuits, and board of director investigations.
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Financial Restatement – Computer hardware manufacturer
Assisted with restatement of financials for $1 billion market-cap, publicly traded company. Reviewed accounts
receivable aging reports, studied relevant accounting literature, and collaborated with CFO, Controller, and
external auditors to develop model to calculate proper bad debt reserves. Enabled client to restate financials in
timely manner and minimize financial consequences.
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Stock Option Backdating Investigation – Enterprise software company
Identified and reviewed key forensic documents, SEC filings, grant approval documents, minutes of board of
director meetings, and relevant email correspondence. Drafted sections of expert report detailing our findings.
Clients acquitted on all charges as a result of our analyses.
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Purchase Price Dispute – Consumer electronics manufacturer
Drafted expert report for accounting investigation, leading to client being awarded $18 million judgment.
Identified relevant accounting literature, reviewed sales programs and credits against accounts receivable, and
determined whether acquired company recorded reserves in accordance with GAAP.
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Lost Profits Lawsuit – Leading enterprise software company
Created discounted cash flow models to support lost profits damages claim. Responsible for coordinating team of
ten consultants. Client awarded $1.2 billion judgment based on our analyses.
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Breach of Fiduciary Duty Lawsuit – Investment trust manager
Assisted with defense of trustee of multi-billion dollar fund against breach of fiduciary duty lawsuit initiated by
beneficiaries. Developed model to calculate gains achieved through trustee’s investment strategy vs. gains
achieved through hypothetical diversification strategy. Our analyses resulted in dismissal of the lawsuit.
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Healthcare Reimbursement Lawsuit – Major U.S. municipality
Managed team of 30 professionals in defense of large municipality against federal government investigation and
lawsuit regarding improper healthcare reimbursements. Developed methodology to analyze data from over 17,000
patient files. Utilized Access database and Excel pivot tables. Reached highly favorable settlement for our client.
XXXXX LLC
XXXXX, California
Principal
January 2012 – Present
 Responsible for investment strategy and financial management of private real estate investment company.
Completed successful acquisition of first commercial property, currently earning positive cash flow.
EDUCATION
XXXXX
XXXXX, California
Bachelor of Science in Business Administration, Finance Emphasis
Class of 2009
 Relevant Coursework: Financial Management, Investments, Statistics, Financial Accounting, Economics
XXXXXX Investment Group, Founding Member
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Meet weekly to present stocks for consideration for group portfolio and discuss current market events
CERTIFICATIONS & SKILLS
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Level II candidate in the CFA program (awaiting results from June 2013, Level II exam)
Breaking Into Wall Street financial modeling course
Manage personal equity portfolio
Interests: Skiing, Autocross, Fly Fishing, Spear Fishing