Open to opportunities

Heather NGuyen

@heathernguyen

Message

Private Equity Valuation Associate with expertise in financial modeling.

United States

Message

What I'm looking for

I seek a role that offers growth opportunities and challenges in financial analysis.

I am a dedicated Private Equity Valuation Associate at Goldman Sachs, where I conduct quarterly valuation reviews for a $30 billion Private Equity portfolio, primarily focused on SaaS and tech companies. My role involves developing and maintaining financial models that enhance strategic planning and operational efficiency. I pride myself on establishing cross-functional relationships within the organization to ensure timely and accurate delivery of financial initiatives.

Throughout my career, I have successfully initiated and led projects that streamline processes, such as reducing preparation time for the Global Portfolio Review Meeting by 25%. My technical skills are complemented by my ability to develop Python-based financial models, which have significantly increased investment efficiency. With a strong foundation in finance from my M.B.A. at Baruch College and a Bachelor’s degree from the National University of Singapore, I am well-equipped to tackle complex financial challenges.

Experience

Work history, roles, and key accomplishments

Current

Private Equity Valuation Associate

Current

Goldman Sachs Co.

Jul 2020 - Present (4 years 11 months)

Conduct quarterly valuation reviews for a $30 Bn Private Equity portfolio, focusing on SaaS and tech companies. Develop financial models for strategic planning and enhance operational efficiency. Lead projects to streamline processes and improve financial reporting accuracy.

Valuation Financial Modeling Python Confluence Anaplan Strategic Planning Cross Functional Collaboration Financial Analysis Project Management

Business Valuation Consultant

Deloitte LLP

Jan 2019 - Jul 2020 (1 year 6 months)

Performed valuation analysis for hedge funds, private equity, and pension funds using various methodologies. Provided consultative services to assist clients with strategic investment decisions.

Valuation Financial Statements Market Research Strategic Consulting

Transaction & Modeling Intern

Deloitte LLP

Jan 2018 - Mar 2018 (2 months)

Advised clients on strategic decisions using financial modeling and analysis. Assisted with the development and governance of complex securities pricing and risk models.

Financial Modeling Financial Analysis Valuation Securities Pricing Risk Modeling Data Validation Governance

Junior Analyst

Fitch Ratings

Jun 2016 - Dec 2017 (1 year 6 months)

Calculated financial metrics to assess creditworthiness of bonds/loans. Developed a Python program to automate data collection from the SEC, significantly reducing task time.

Financial Metrics Python Data Automation Reporting Excel Risk Assessment Financial Reporting

M&A Analyst

Nymex Capital

Jul 2015 - Jul 2016 (11 months)

Conducted due diligence and comparative analysis for M&A transactions. Built DCF models and pro forma merger models to forecast synergies and negotiate acquisition strategies.