Dean Choksi

Dean Choksi

New York, NY, United States
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Dean Choksi

Dean Choksi

New York, NY, United States
Member since March 31, 2017
Dean has experience analyzing businesses and helping finance growth as an analyst, IRO, and treasurer. As treasurer of a recently restructured public company, he created and upgraded multiple finance functions. Prior to that, he developed the investor relations plan for 2 public companies and helped raise over $1.4 billion of capital. Dean enjoys freelancing because it allows him to work with a variety of companies to help accomplish their goals.
Dean is now available for hire
Career Highlights
Academic Highlights
Industry Expertise
  • Financial Services
Software Expertise
  • Microsoft Office
Other Expertise
  • Capital Raising
  • Equity Research
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Investor Communication Strategy
  • Investor Reporting
Employment
  • Treasurer | Senior Vice President of Finance
    Newtek Business Services Corp.
    2015 - 2016
    • Built and enhanced the multiple financial models for management reports, earnings forecasts, capital plans, capital raises, and liquidity management.
    • Developed policies and internal controls for capital management and asset valuation for SOX compliance.
    • Managed short and long-term liquidity needs to ensure sufficient liquidity to fund operations and maintain compliance with leverage ratios, debt covenants, and other relevant metrics.
    • Negotiated the credit agreements and amendments and managed relationships with lenders.
    Focus areas: Corporate Finance, Financial Modeling, Financial Planning & Analysis (FP&A), Working Capital Management, Capital Structure, Valuation Modeling, Cash Flow Forecasting, Discounted Cash Flow (DCF), Financial Strategy
  • Executive Director of Finance | Head of Investor Relations
    Fifth Street Management, LLC
    2012 - 2014
    • Developed all the aspects of a multi-channel investor relations program and played a key role in raising capital for 2 public closed-end funds.
    • Conceptualized and wrote the press releases, earnings call scripts, newsletters, debt and equity investor presentations, and educational materials.
    • Acted in a direct role—raising over $1.4 billion of equity and debt via 6 equity offerings, 3 unsecured debt offerings, and an IPO.
    Focus areas: Investor Communications, Investor Decks, Capital Raising, Bank Debt Raises, Equity Financing, Fundraising, Capital Structure, Financial Strategy
  • Equity Research Analyst
    UBS Investment Bank
    2010 - 2012
    • Acted as the lead equity research analyst covering the U.S. consumer and specialty finance sectors.
    • Developed investment theses by analyzing strategy, catalysts, earnings potential, and valuation. Constructed financial models to forecast key financial and operational metrics.
    • Wrote detailed research reports, time-sensitive research notes, and created presentations. Marketed extensively to investors.
    • Conducted due diligence on multiple public and private companies to help determine UBS’ involvement in potential investment banking transactions.
    Focus areas: Equity Research, Financial Modeling, Comparable Company Analysis, Ratio Analysis
  • Equity Research Analyst
    Barclays Capital (and Lehman Brothers)
    2006 - 2010
    • Acted as the senior member of the research team ranked #1 by Institutional Investor for Specialty Finance.
    • Wrote a high volume of detailed and thematic research reports on sectors under coverage as well as shorter company specific research notes.
    • Applied multiple equity valuation approaches (DCF, ratio analysis, comparable transactions and burn down analysis) to determine estimated intrinsic value per share and target price.
    • Built and maintained financial models and industry data files to forecast financial metrics and earnings. Utilized models to conduct sensitivity analysis of key earnings drivers and analyze trends and variances.
    Focus areas: Equity Research, Financial Modeling, Valuation Modeling, Valuation Multiples, Comparable Company Analysis, Ratio Analysis, Market Research
  • Equity Research Analyst
    RBC Capital Markets
    2004 - 2006
    • Built and maintained financial models for companies in the IT consulting and business services sectors.
    • Wrote time sensitive research notes and longer-term thematic reports.
    Focus areas: Equity Research, Comparable Company Analysis, Ratio Analysis, Valuation Modeling, Valuation Multiples
Education
  • Chartered Financial Analyst (CFA) in Financial Analysis
    CFA Institute - Charlottesville, VA, USA
    2003 - 2017
  • Bachelor's degree in Finance and Economics
    James Madison University - Harrisonburg, VA, USA
    1996 - 2000
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