Audrey Wheeler - Managing Director Resume Simple
Accomplished finance professional with over 15 years of experience in financial reporting, analysis, and forecasting. Proven ability to manage multiple projects and consistently meeting deadlines under pressure.
  • loans, roi, investments, real estate, pipeline, investment banking, banking, business plans
  • due diligence, m a, and sales, lending, access, banking, marketing, financial statements, business development, real estate, operations, private equity, presentations
  • 2017-12-252017-12-25

    Managing Director

    Coastal Transport

    • Led the successful acquisition of a private equity firm in the brokerage, Aviation, and real estate industries. Developed and implemented a new business strategy and integration.
    • Analyzed business opportunities and developed a strategic plan for the company. This included the development of a new business plan, a successful implementation of a new product offering, and the creation of a real estate brokerage.
    • Managed business plan and developed a new product offering for a new pipeline, which resulted in a $1.5M revenue growth.
    • Develop and execute business plan for new business development opportunities including: Commercial lending, real estate, retail, and consumer loans.
    • Provided financial support to the investment banking team and the investment Committee. Developed and implemented a new process to track investments and provide strategic recommendations.
  • 2017-12-252017-12-25

    Sr. Associate

    Smeal College of Business

    • Assisted in due diligence for new business development opportunities. Managed the financial modeling of real estate investments, including the creation of a new sales and marketing plan.
    • Performed financial analysis of potential deals and articulate the impact on the financials, including the acquisition of a new private equity firm, the development of a new retail banking and leasing industry.
    • Developed and implemented a new financial model for the operations of the company, which included the creation of a new financial statements, a Series of a comprehensive sales and pricing model, and the development of a new
    • Conducted presentations to the Board of Directors and the Vice President of Finance to design and implement a new MS Access database to track and monitor the lending of the company.
    • Analyzed and reported on M&a deals and sales opportunities for the company. Worked with the CFO to develop and implement a new financial model.
    • Managed client relationships and provided financial advice to clients. Developed and implemented a new marketing plan. Increased sales by over 40%.