Sam Overby

Experience

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  Scholars of Finance

  Jan 2022 - Apr 2023

  - Facilitated a monthly financial health analysis to ensure we were driving a fiscal year net profit and produced quarterly process reports of all revenue & expenses to compare with our projected budget to monitor our cash burn rate and runway and ensure our organization is growing sustainably- Developed a student-run fund-of-fund structure that worked within the private equity and venture capital spaces with a focus on investing in emerging fund managers to further our company mission while delivering learning opportunities to our students on how to steward capital to serve the greater good Show less - Ensured $50,000 in program funding was distributed effectively among 32+ top business schools, including Harvard, Wharton, and Stanford, then collaborated with chapter leadership on managing their finances to further our mission - Oversaw that $1.8 million in donations was categorized in our financial model correctly, allocated appropriately, and then collaborated with the executive team to create and distribute receipts to our donors - Designed and implemented financial processes to centralize all revenue & expense management for the upcoming fiscal year while shifting from a cash-basis method of accounting to accrual accounting Show less

  • Financial Management Associate

    Apr 2022 - Apr 2023

  • Financial Analyst Intern - National Team

    Jan 2022 - Apr 2022
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  David S. Kidwell Funds Enterprise

  Feb 2022 - May 2022

  Equity Research Intern

  - Compiled research on current market trends in the financial services industry while actively monitoring all media coverage to help the team make informed decisions to grow our $50 million investment portfolio - Coordinated with our fund leadership team to assess our research and conduct a statistical cost-benefit analysis on companies for our growth equity fund while determining our upcoming investment strategies

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  Piper Sandler

  May 2023 - Aug 2023

  Investment Banking Summer Analyst

  - Selected Project Experience: Facilitated a pitch for the sale of a leading CRM provider with included company research, discussion materials, operating financial model, and valuation football field spanning comparable company, precedent transaction, leveraged buyout, and discounted cash flow analyses

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  Piper Sandler

  Jun 2024 - now

  Investment Banking Analyst

  Technology Group