Courtney E.

Jerzyk
928 Sapphire St. Unit C ~ San Diego, CA 92109
cj10d2448@westpost.net ~ 203.671.0251
Objective Seeking a full-time finance position in a dynamic organization using m
y analytical abilities, problem solving skills and strategic planning experience
.
Work
Experience Cove Partners LLC, San Diego, CA Oct 2008-Present
Associate
* Performed both quantitative and qualitative research on industries and public
and privately-held companies for valuation purposes in connection with both buy
and sell-side going-private and leveraged buy-out transactions as well as the sa
le of a non-core division of a publicly-held client
* Developed pitch books and due-diligence materials for management and bank pres
entations
* Created, updated and analyzed detailed fully dynamic financial model projectio
ns using discounted cash flow and comparables analysis for use in transactions
* Met with clients to help assess financing needs and strategic plans
* Generated ideas for clients relating to potential acquisitions and financing a
lternatives
* Worked closely with senior management in raising over $20 million of capital f
or clients
Financial Analyst Dec 2006-Oct 2008
* Compiled due-diligence items to assist in the closing of debt financings on be
half of clients
* Actively participated in client strategic planning workshops and creation of s
trategic plans
* Wrote quarterly newsletters relating to current market conditions in specific
industries
* Communicated directly with clients to provide accurate and efficient solutions
in performing their financial research and analysis
New York Mercantile Exchange, COMEX Division (Gold Pit), New York, NY Summe
r 2006
Intern - Broker's Assistant
* Assisted in exercising trades between brokers and handled customer orders
* Gained knowledge of commodities and trading strategies specifically in gold, a
s well as market condition and regulations
* Allocated futures positions and placed orders through company brokers
* Combined market flow and charting techniques while combining numerous risk/rew
ard models and scenarios
Nature's Aide Vitamins, Old Saybrook, CT Summer 2005
Marketing and Telesales Intern
* Used strong interpersonal and communication skills to sell all natural vitamin
s to new and previous customers via telesales
* Achieved number one sales position of twelve within three weeks of joining th
e company
Education University of San Diego, San Diego, CA May 2007
Bachelor of Science in Business Administration
Major: Finance
Wall Street Corporate Finance Academy, New York, NY Oct 2008
Valuation and Financial Modeling Training
Coursework: Financial Statement Analysis, Financial Modeling, Comparables Analys
is, DCF
Computer
Skills Excel, Outlook, PowerPoint, Word, Publisher, Capital IQ, FactSet
Achievements High Honors at University of San Diego
USD Lacrosse Captain 2006-2007
Lacrosse coach for grades 6-8 in San Diego, CA