Benjamin Rosen, Finance Expert in New York, NY, United States
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Benjamin Rosen

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
April 10, 2017

Ben is a finance professional with ten years of experience in investment management, M&A, strategy, and FP&A. His notable accomplishments include modeling for a $1 billion media/Saas acquisition, creating and executing a $400 million cost savings initiative, and leading the budget/commission planning process for a late-stage, venture-backed startup. He looks forward to working with small and large companies on funding, FP&A, and M&A projects.

Career Highlights

Financial Analyst
MJX Asset Management

Education Highlights

Master's Degree
New York University
Bachelor's Degree
Bowdoin College

Case Studies

Work Experience

Commercial Strategy Lead

2015 - PRESENT
Videology
  • Analyzed the revenue and gross profit across 100+ different agencies, advertisers, and publishers using various business models, including managed service, self-service, and license revenue.
  • Forecasted 18 months of revenue and profit for North America; prepared commentary and presentations for the senior leadership.
  • Created financial models with a focus on ROI for business development deals with advertisers, agencies, and broadcasters, resulting in $1 billion of potential sales.
  • Provided a sales quality customer analysis, including a pricing and competitor analysis, for a 15-person sales team in North America to generate over $150 million in sales.
Focus areas: Price Analysis, Budgeting, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A)

Manager, FP&A

2014 - 2015
News Corp.
  • Analyzed the revenue, profit, and cash flow across various business units with a focus on the UK and realtor units.
  • Monitored the global annual budget submission, generating $9 billion in revenue while working with team members.
  • Created a financial model designed to compare investment case and budget/projections as well as to implement cost-cutting for a $1 billion acquisition.
  • Created presentations to analyze equity compensation, EPS and cash flow in collaboration with the tax and treasury teams.
Focus areas: Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Budgeting, Mergers & Acquisitions (M&A), Sales Purchase Agreements

Senior Financial Analyst, Corporate FP&A

2012 - 2014
Avon Products
  • Analyzed the revenue, profit, and cash flow across four business units and the headquarter using various KPI's and metrics.
  • Created presentations and commentary to explain results and forecasts for the various board of directors meetings.
  • Assisted the CFO with a turn-around analysis to derive $400 million in savings, including restructuring costs, headcount and OPEX savings, non-cash charges, and currency fluctuations.
  • Modeled results for the consolidated P&L with variable revenue and cost inputs in order to perform sensitivity analysis.
  • Created and evaluated the financials for a $150 million of capital expenditure in order to determine which projects to complete.
  • Traveled to Brazil with the internal audit team in order to review cost control measures.
Focus areas: Capital Structure Analysis, Valuation Modeling, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

Financial Analyst

2007 - 2010
MJX Asset Management
  • Analyzed public and private companies based on fundamental financial strength and relative value analysis; generated trade ideas to pitch to the entire investment committee comprised of all analysts and portfolio managers which resulted in several executed trades.
  • Assisted a team of ten analysts and eight portfolio managers managing a $4.5 billion portfolio of senior and subordinated debt investments within CLO structures.
  • Modeled projections for individual companies based on economic assumptions and past performance.
  • Negotiated ten bankruptcies from the buy-side perspective with the goal of maximizing recoveries.
Focus areas: Debt Restructuring, Investment Memoranda, Investment Summaries, Comparable Company Analysis, Financial Modeling, Mergers & Acquisitions (M&A)
2010 - 2012

Master's Degree in Finance

New York University - New York, NY, USA

2003 - 2007

Bachelor's Degree in Economics

Bowdoin College - Brunswick, ME, USA

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