Dean is available for hire
Hire DeanDean Choksi
Verified Expert in Finance
Finance Expert
Location
New York, NY, United States
Toptal Member Since
April 7, 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.
Career Highlights
Treasurer | Senior Vice President of Finance
Newtek Business Services Corp.
Executive Director of Finance | Head of Investor Relations
Fifth Street Management, LLC
Equity Research Analyst
UBS Investment Bank
Education Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's Degree
James Madison University
Case Studies
Industry Expertise
Other Expertise
Work Experience
Treasurer | Senior Vice President of Finance
2015 - 2016
Newtek Business Services Corp.
- 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: Strategy, Discounted Cash Flow (DCF), Cash Flow Forecasting, Valuation Modeling, Capital Structuring, Working Capital Management, Financial Planning & Analysis (FP&A), Financial Modeling, Corporate Finance
Executive Director of Finance | Head of Investor Relations
2012 - 2014
Fifth Street Management, LLC
- 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: Strategy, Capital Structuring, Fundraising, Equity Financing, Bank Debt Raises, Capital Raising, Investor Presentations, Investor Relations
Equity Research Analyst
2010 - 2012
UBS Investment Bank
- 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: Ratio Analysis, Comparable Company Analysis, Financial Modeling, Equity Research
Equity Research Analyst
2006 - 2010
Barclays Capital (and Lehman Brothers)
- 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: Market Research, Ratio Analysis, Comparable Company Analysis, Valuation Multiples, Valuation Modeling, Financial Modeling, Equity Research
Equity Research Analyst
2004 - 2006
RBC Capital Markets
- 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: Valuation Multiples, Valuation Modeling, Ratio Analysis, Comparable Company Analysis, Equity Research
Education
2003 - 2017
Chartered Financial Analyst (CFA) in Financial Analysis
CFA Institute - Charlottesville, VA, USA
1996 - 2000
Bachelor's Degree in Finance and Economics
James Madison University - Harrisonburg, VA, USA
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