
Brad is available for hire
Hire BradBrad Bowling
Verified Expert in Finance
Finance Expert
Location
Dallas, United States
Toptal Member Since
August 17, 2022
Brad is a highly credentialed CFA, CPA, and MBA professional with over ten years of experience in the finance and investment industry and has transacted over $350 million of new investments across various asset classes. He joined Toptal as a freelance consultant to continue building his portfolio of project experience and partner with top operators worldwide.
Career Highlights
Vice President, Investment Team
Corrum Capital Management
Senior Associate, Strategy and Process Consulting
Grant Thornton
Certification Highlights
Chartered Financial Analyst (CFA)
CFA institute
Case Studies
Expertise
Work Experience
Vice President, Investment Team
2017 - 2022
Corrum Capital Management
- Sourced, screened, underwrote, and executed prospective investments primarily in alt credit, direct debt, ABLs, and structured credit (additional experience in real assets, direct equity, work-outs, restructurings, fund investments, and secondaries).
- Led and performed all aspects of the diligence and investment process for over $350 million of new investments and ongoing management of $500 million of existing investments across multiple discretionary funds and SMAs.
- Involved in marketing and fundraising activities alongside senior firm management and was a significant participant and presenter in the final meeting that led to closing a new $25 million SMA with a large endowment.
Focus areas: M&A (Buy-side), Private Equity, Private Credit, Structured Products, Investments, Underwriting, Cash Flow, Fundraising, Fund of Funds, Private Equity Secondaries, Valuation, Debt Restructuring, Pitch Decks
Senior Associate, Strategy and Process Consulting
2015 - 2017
Grant Thornton
- Provided strategy and process consulting to C-Suite executives of mid-market companies with $50 million to $2.5 billion in revenues with a primary focus on adding value to clients’ finance and investment functions.
- Managed a client's process to create a $500 million investment fund and selected an advisor to manage the portfolio.
- Created an enterprise-wide consolidated cash flow model for a $1 billion revenue company.
- Authored a corporate cash reserve policy that helped to identify over $400 million in excess cash available for investment.
- Involved in the projects transaction services group, including enterprise, equity, and fair value calculations of business assets, components, and entities. Also participated in M&A buy-side due diligence and quality of earnings reports.
Focus areas: Cash Flow Modeling, Portfolio Management, Strategy, Valuation
Associate, Audit
2013 - 2015
PwC
- Provided audit services to hedge funds, PE firms, and asset managers ranging in size from $5 million to $75 billion in AUM.
- Analyzed, recreated, and tested various discounted cash flow, asset valuation, and corporate operating models.
- Studied partnership agreements to develop a thorough understanding of the GP and LP capital structure and flows, including waterfall calculations and promoting fees.
- Supervised, trained, and integrated new associates and interns on multiple engagement teams.
Focus areas: Private Equity, Mutual Funds, Hedge Funds
Education
2009 - 2011
Masters of Business Administration in Finance
University of Alabama - Tuscaloosa, AL
2004 - 2008
Bachelor's Degree in Economics
New Mexico State Univeristy - Las Cruces, NM
Certifications
AUGUST 2017 - PRESENT
Chartered Financial Analyst (CFA)
CFA institute
SEPTEMBER 2014 - PRESENT
Certified Public Accountant (CPA)
AICPA