Corporate Strategist
2016 - PRESENT
CIRCOR
- Worked with the executive team to develop corporate strategy and built the corresponding financial model to double company revenues in three years, from $500 million to $1 billion.
- Built a detailed acquisition model to better assess the overall impact of future company acquisitions.
- Served as the financial lead on plant consolidation, which included financial modeling, budgeting, and cost control.
- Built a financial model for the successful divestiture of a $150 million European business unit that was presented to the Board of Directors.
- Created a 13-week cash flow forecast for the company to better assess working capital and capital expenditure needs.
Focus areas: Controller, Budgeting, Cash Flow Modeling, 13-week Cash Flow, Cash Flow Forecasting, Finance Strategy, Pitch Decks, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), M&A Modeling
Investment Banking Consultant
2014 - 2016
Hourly Nerd
- Developed models for trading, transaction, discounted cash flow analysis, dividend discounting, and leveraged buyouts to assess the financial viability of small-cap Chinese listed manufacturing and technology firms.
- Developed a pitch deck for a private equity firm with $1 billion in assets, considering an equity investment or potential buyout of Tinder, an online dating app.
- Prepared valuation, three statement operating model, and pitch deck for an early stage, venture composite manufacturer in the southeast US seeking $10 million in Series A capital.
- Developed valuation models for a hedge fund to assess the feasibility of a management buyout by a client company to determine whether hedge fund shareholders would benefit more from the management buyout or the going concern of the client company.
- Prepared initiating coverage equity research reports for small and micro-cap public companies in the oil and gas and apparel sectors.
Focus areas: Three-statement Modeling, Investor Presentations, Equity Valuation, Private Equity Valuation, Valuation Analysis, Valuation Multiples, Valuation Modeling, Purchase Price Allocation, Pitch Decks, Investment Memoranda, Investment Portfolio Management, Portfolio Analysis, M&A Modeling, Mergers & Acquisitions (M&A)
Financial Analyst
2011 - 2013
Advance America
- Developed financial models such as sensitivity analysis, cash flow, and valuation to the executive team for expanding the company’s product portfolio from short-term loans to prepaid cards, wire transfer, and longer-term installment loans.
- Led the financial team in a successful $100 million divestiture of the UK subsidiary. Developed discounted cash flow, comparable transactions, and comparable company valuation models to determine the sale price.
- Established reporting procedures for regional and divisional management to provide up-to-date results for all products.
- Assisted the management in the review and update of loan disclosures for compliance with regulatory requirements.
- Audited the fixed asset processes and provided alternatives to improve lease smoothing and inventory monitoring systems.
Focus areas: Financial Planning & Analysis (FP&A), Cash Flow Forecasting, Financial Model Auditing, Financial Modeling, Valuation Analysis, Valuation Modeling, Pro Forma Financial Statements, Integrated Financial Statements, Financial Statements, Strategy, Financial Regulations