Experience
FP&A - 13-week cash flow/covenant compliance models; external financial reporting; financial exhibits; budgets and presentations with Excel and PowerPoint.
Technology - automated improvements for financial processes for logistics company, trained company personnel.
- Implemented Excel-based dash boards for providing insight to management of developing P&L trends.
- Mentored junior financial staff in analytic methods for identifying revenue enhancing opportunities (including creating RFPs and examining trends in volume and margin for over 20 different product lines and over 100 SKUs).
- Conducted financial due diligence and interviewed C-Level managers and private equity sponsors to develop an understanding of risks and opportunities in financing private middle market companies.
- Managed, directed and reviewed work product of junior financial analysts.
- Valuation methodologies included comparable company, transaction multiples, DCF and LBO analyses.
- Managed sector coverage of financial services sector, homebuilders, real estate, building products, consumer goods, and retailers for first lien, second lien, and high yield loans and bonds.
- Performed accounting analyses of loans in the primary and secondary syndicated markets, including both performing and distressed credits.