Elizabeth Davis, Finance Expert in Baltimore, MD, United States
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Elizabeth Davis

Verified Expert  in Finance

Finance Expert

Location
Baltimore, MD, United States
Toptal Member Since
November 10, 2016

Elizabeth is a dynamic professional with data intelligence, financial strategy, strategic consulting, and investment banking experience. She holds a Top Secret security clearance. Key skills include data analysis/analytics, strategic analysis, financial modeling, budgeting/forecasting, due diligence, and risk management. Freelancing gives her the opportunity to work on diverse projects and leverage her experience to provide maximum value.

Career Highlights

Director of Data Services
Vertical Knowledge

Education Highlights

Master's Degree
Darden Graduate School of Business at the University of Virginia
Bachelor's Degree
Pomona College

Case Studies

Work Experience

Director of Data Services

2012 - 2016
Vertical Knowledge
  • Worked directly with the sales team and clients to identify potential projects, including project feasibility research, scope development, determination of potential data sources, and management and execution of proof of concepts.
  • Led design, development, and execution of client reports. Engaged with clients and the code development team to ensure that client objectives and expectations were met.
  • Ensured the delivery of 100+ reports per week.
  • Identified key performance indicators relating to the company’s performance and reported it on a quarterly basis. Worked with senior management to implement and measure improvements on a consistent basis.
  • Developed a platform for monitoring client and project profitability, resulting in the company’s strategic re-focus on high-margin clients.
  • Managed a multi-million dollar, top-secret, web-based open source data collection, curation, and analytics platform from beta stage through global deployment.
  • Developed and led training across the United States, Europe, and the Middle East for multiple sectors of the military.
  • Co-led the design and execution of a confidential project devised to utilize social media for international clients.
Focus areas: Budgeting, Financial Modeling, Financial Analysis, Data Analysis, Operations Analytics

Manager, Corporate Financial Strategy & Valuation

2011 - 2012
Northrop Grumman
  • Developed and analyzed integrated financial models and valuations, including trading comparables, precedent transactions, discounted cash flow, and leveraged buyout analyses for mergers and acquisitions, divestitures, and joint venture activities on a global basis.
  • Identified potential acquisition targets and divestiture buyers through defense market and strategic analyses and developed acquisition/divestiture rationale.
  • Led on-site and remote due diligence activities to assess strategic fit and financial viability of acquisition, partnership, and joint venture candidates.
  • Crafted and participated in board and senior executive level presentations detailing transaction opportunities and activities, providing recommendations to the senior executive team.
  • Analyzed valuation analyses and wrote memoranda for internal company transfers.
  • Served as corporate liaison to and worked directly with investment bankers regarding divestitures, including development of offering memoranda, management presentations, and solicitation of bids.
  • Led joint venture reorganizations to increase competitiveness.
  • Managed in-depth company peer group analysis to determine company performance and competitiveness in industry.
  • Performed analyses for FAS 142 goodwill impairment tests; wrote corresponding white paper and process narratives.
  • Worked directly with the CFO to develop 2012 annual and long-term company goals, including in-depth analysis of anticipated company and company sector performance.
Focus areas: Strategy, Financial Reporting, Financial Modeling, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

Senior Consultant, Strategy & Innovation

2009 - 2011
IBM
  • Developed a systems integration plan and approach for the Department of Veterans Affairs’ Real Time Location System national program.
  • Analyzed the National Aeronautics and Space Administration workforce to develop workforce restructuring strategy; proposed workforce reduction resulting in long-term improvements in efficiencies and costs.
  • Modeled a new staffing matrix and developed a multi-phase Strategic Approach and Integration Plan for newly-created IBM shared services center (“SSC”).
  • Directed the establishment of the SSC, including job role redesign, realignment, and process reengineering, location preparation, recruiting, and training for six practice areas; estimated first-year cost savings of 20% per area.
  • Developed an execution and sustainment approach for relocation of additional employees from three practice areas to the SSC with estimated annual cost savings of 30% per area.
Focus areas: Strategy, Government

MBA Intern, Business Due Diligence

2008 - 2008
KPMG
  • Analyzed global market forces, government controls, and production inefficiencies to assess the environment for foreign direct investment in the sugar industry in Kisumu, Kenya.
  • Created financial models to analyze various ROI scenarios for investment and facilities improvement options.
  • Presented findings to representatives from the United Nations Millennium Cities Initiative and the Columbia University Program on International Investment.
  • Authored a white paper for the United Nations Millennium Cities Initiative entitled “Sugar in Kisumu, Kenya,” published February, 2009.
Focus areas: Due Diligence, Financial Modeling

Analyst

2004 - 2007
Headwaters MB
  • Created integrated financial models to analyze various operating scenarios and capital structure alternatives for mergers and acquisitions, leveraged buyouts, and debt/equity financings.
  • Performed valuation analyses based on trading comparables, precedent transactions, discounted cash flow, and leveraged buyout option for consumer products, defense, and telecommunications industry peer groups.
  • Managed in-depth business and financial due diligence to support financial valuations for clients.
  • Developed buy- and sell-side mergers and acquisitions marketing presentations, introductory discussion materials, and follow-up analyses.
  • Trained and mentored nine analyst recruits.
  • Executed five closed transactions totaling in excess of $700M.
  • Handled a $300M buy-side process for X-Rite, Inc., including preparing a merger and acquisition advisory, financing, and fairness opinion (2006 International/Cross Border Deal of the Year by M&A Advisor).
  • Contributed to the execution of a $125M debt syndicate for Asurion Corporation.
  • Involved in an undisclosed amount sell-side process for Coherent Technologies (sold to Lockheed Martin).
  • Handled an undisclosed amount sell-side process for Optima Bus Corporation, a portfolio company of American Capital Strategies (sold to Cerberus Capital Management).
  • Contributed to the execution of an undisclosed amount sell-side process for SPX Dock Products, a division of SPX Corporation (sold to Wynnchurch Capital).
Focus areas: Divestitures, Financial Modeling, Mergers & Acquisitions (M&A)
2007 - 2009

Master's Degree in Business Administration

Darden Graduate School of Business at the University of Virginia - Charlottesville, VA

2000 - 2004

Bachelor's Degree in Economics

Pomona College - Claremont, CA

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