CARLY FINANCE
123 West 116
th
Street, Apt 8C
New York, NY 10027
COLUMBIA BUSINESS SCHOOL
MBA, Finance, May 2015
Honors: Dean’s List (two semesters)
Leadership: Co-President- Columbia Finance Organization; VP Communications- Energy Club & General Management Assoc.
Member: Columbia Student Investment Management Association, Columbia Women in Business, Dance Club, Gourmet Club,
Green Business Club, Healthcare Industry Association, and Real Estate Association
NEW YORK UNIVERSITY: STERN
BS, Finance and CPA Accounting, May 2009
Honors: Magna Cum Laude, Honors Program scholar, Dean’s Honor Key, and Dean’s List Honors (seven semesters)
Leadership: Vice President- Polish Club
CHEVRON CORPORATION
Finance MBA Development Program Intern
Assessed the competitive threat posed by a mid-sized player undergoing significant operational restructuring, and presented
conclusions to the Corporate Strategic Planning group; analysis focused on relative reserve replacement rates, earnings-per-
barrel, cash margin-per-barrel, capex growth, and major capital project IRR, among other metrics
Investigated the accounting treatment of BP’s interest in Rosneft’s income and reserves, and suggested modeling adjustments
to improve comparability between majors
Interviewed project managers across Chevron’s international units to update profitability forecasts for major projects
BANK OF AMERICA MERRILL LYNCH
High Yield Fixed Income Research Associate (2012-2013)
Educated internal and external clients about the credit quality of 68 sub-investment grade corporations in the building
materials, business services, machinery, general industrials, mining, and coal sectors
Developed and pitched investment ideas to cross-functional trading desk during morning meetings and teach-in presentations
Assumed senior analyst responsibilities from October 2012 to June 2013, approximately two years ahead of the traditional
analyst advancement timeline, to facilitate internal reorganization efforts
Marketed 83 bond deals ($200 million to $1.2 billion in size) from 2010 to 2013, facilitating debt issuance for refinancing,
capital expenditure, and acquisition purposes
Initiated coverage of Mueller Water Products bonds as a senior research analyst
Hosted 12 industrial and mining companies at the 2012 Bank of America Leveraged Finance Conference
Mentored two summer interns and four members of the 2012 analyst class as part of the junior analyst development program
High Yield Fixed Income Research Analyst (2009-2011)
Constructed and maintained financial models for all companies under coverage to reflect historical and estimated operating
performance, sources and uses of cash flow, and leverage trajectory
Published over 150 weekly reports and five quarterly books which highlighted relevant issuer-specific and industry-wide
events, provided corporate overviews and financial forecasts for companies under coverage, and summarized trading levels
Recruited New York University and Columbia University students for undergraduate summer program and full-time
positions for the 2010 and 2011 seasons through résumé review, interview preparation, and campus presentations
MOORE CAPITAL MANAGEMENT
Research Intern
Earned scholarship and internship opportunity at a macro hedge fund through a school-wide competition
Explained potential implications of the sub-prime crisis, based on the relationship between the Federal Reserve’s Open
Market Committee and the U.S. economy, in a presentation to peers
Volunteer: Care packages to Centrum Zdrowia Dziecka children’s hospital in Warsaw, Poland
Professional study: Uniform CPA Exam, Series 7, Series 63
Published: “Theory and Evidence…Drilling for Oil in the Arctic National Wildlife Refuge: A Cost-Benefit Analysis”
Interests: Traveling, hiking, cycling, dancing (Latin), swimming, contributing to family business