Jen supports senior team members through a variety of functions, including financial analysis and modeling of valuation and transaction alternatives, evaluating business operations, ownership capital structure and competitive landscape, developing presentations for use in client meetings, conducting industry, market, and competitive research, and assisting with business development and origination opportunities.

PROFESSIONAL EXPERIENCE

Prior to joining Verit, Jen was a Consulting Manager at Mazars USA LLP, focusing on valuation and other financial advisory services for middle market clients. Prior to that, Jen worked at KPMG LLP in the Economic and Valuation Services group, performing valuations of public and private companies.

Specific responsibilities included financial and business due diligence, financial statement analysis and modeling, performing valuations utilizing discounted cash flow, guideline public company, and precedent transaction analysis valuation methodologies, and analyzing leveraged transactions.

Jen is currently pursuing her MBA at the University of Chicago Booth School of Business. Jen is also a CFA® charterholder.

AFFILIATIONS

The CFA Institute; the CFA Society of Chicago.

EDUCATION

Bachelor of Science Degree with a double major in Finance and Accountancy and a minor in Mathematics – from the University of Illinois (Urbana-Champaign).

senior advisors