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Evan Glover, CFA, CPA, Finance Expert in Cincinnati, OH, United States
Evan Glover, CFA, CPA

Finance Expert in Cincinnati, OH, United States

Member since November 7, 2022
Evan is a CPA and CFA with expertise in complex financial analysis, investment analysis, and organizational risk management. With 6+ years of experience, he has worked in private equity, a hedge fund, a top-five bank in the United States, and a Fortune 500 company. Even was actively involved in an organization-wide transformation initiative that saved a company $100 million over three years. He has also worked with startups to raise capital and create detailed financial models.
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Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • Founder | Chief Investment Officer

    2022 - PRESENT
    Tetelestai Capital, LLC
    • Implemented actively-managed portfolio strategies for multiple private funds, client assets, and personal investments.
    • Developed proprietary investment research with actionable investment ideas for global markets during volatile market environments.
    • Managed investor relations and performance reporting for hedge fund clients.
    • Actively raised client assets to build an investment management business from the ground up.
    • Utilized derivatives to hedge portfolios for investment funds and client accounts.
    • Built volatility strategies for client portfolios to mitigate market risk during high-stress market environments.
    • Created and presented investor pitch decks on portfolio strategies and private funds to prospective clients.
    Focus areas: Alternative Investments, Portfolio Management, Stock Trading, Derivatives, Options Trading, Investor Relations, Hedge Funds, Economics, Investment Research, Investment Performance Reporting, Hedging, Equity Investment, Equity Research Analysis, Financial Analysis, Financial Statements, Futures & Options, Capital Raising, DCF Valuation, Value Investing, Performance Analysis, Investment Capital Raising, Valuation, Peer Comparison, Inventory, Trend Analysis, Consumer Trends, Stock Analysis, Asset Valuation, Technical Analysis, Discounted Cash Flow (DCF), Interest Rate Risk, Financial Presentations, Data Analysis, FX, Global Banking, Operational Finance, Annual Budgets, CAPEX, Cash Management, Financial Consultation, Financial Modeling, Investments, Ethics, Pro Forma Financial Statements, Tax Reporting, Depreciation, Investment Funds, Financial Planning & Analysis (FP&A), Financial Regulations, Finance, Technical Writing, Microsoft Excel, Zoom, Microsoft Teams, Microsoft PowerPoint, Microsoft Word, Cost Efficiency, Financials, Pitch Decks, Fundraising, Reporting, Business Strategy, Due Diligence, Three-statement Modeling, Excel Expert, Financial Services, Asset Management, Bookkeeping, Profit & Loss (P&L), P&L Management, Equity Research, Trade Finance, Business Models, Startups, Business Modeling, Business Planning, Investment Manager, Investment Thesis, Volatility, Risk Management, Equity Markets, Fund Management, Pricing Models, Energy, Budgeting, Cash Flow, Analysis, Systems & Procedures, Small Business, Small Business Consultants, United States, Research, CFO, Bank Reconciliation, Reconciliation, Equity Derivatives, Stock Market, Chartered Financial Analyst (CFA), Fundamental Analysis

  • Financial Consultant

    2021 - 2023
    Freelance Clients
    • Consulted on a client's startup business and financial strategy in the events sector.
    • Implemented financial reporting and oversaw the client's bookkeeping.
    • Led the creation of the organization's legal entities and onboarded the client's CRM system.
    • Advised on the client's budget and tax planning strategies.
    • Managed the client's initial revenue growth from zero to approximately $100,000.
    • Advised on a healthcare startup in the early stages of formation.
    • Created a financial model for a healthcare startup, including valuation, growth metrics, and exit strategy.
    • Worked as a Fractional CFO for a consumer business building financial models and organizing the accounting work for the company.
    Focus areas: Accounting, Financials, Corporate Strategy, Business Strategy, Three-statement Modeling, Excel Expert, Bookkeeping, Profit & Loss (P&L), Business Models, Startups, Business Modeling, Business Plan Consulting, Business Planning, Budget Management, Pricing Models, Budgeting, Cash Flow, Analysis, Administrative Procedures, Systems & Procedures, Small Business, Small Business Consultants, United States, Pricing, eCommerce, Early-stage Startups, Fractional CFO, Tax Accounting, Bank Reconciliation, Reconciliation, Performance Improvement

  • Officer | Financial Analyst

    2018 - 2022
    U.S. Bank
    • Implemented an original transformation tracking system for the bank and coordinated with my team to realize over $100 million in transformational expense savings over three years.
    • Maintained the monthly cash-level reporting and analysis for $1.2 billion in banking assets.
    • Developed a proprietary model to analyze the profitability of the bank's cash vaults.
    • Managed forecasts and annual budgets for $125 million in technology operating expenses.
    • Assisted and eventually led the business line stress test analysis in 2020 and 2021 by utilizing financial models to build the future outlook for risk reporting.
    • Prepared financial and executive summaries for 15+ capital projects—some valued at over $25 million—to present to the bank's investment committee.
    • Led month-end reporting and analysis for over 10 business lines within the bank with duties ranging from senior management presentations to month-end journal entry submissions.
    Focus areas: Corporate Finance, Financial Consultation, Financial Planning & Analysis (FP&A), Capital Expenditure Planning, Cash Management, CAPEX, Financial Analysis, Budget Modeling, Annual Budgets, Operational Finance, Global Banking, FX, Financial Modeling, Data Analysis, Market Research, Inventory, Trend Analysis, Consumer Trends, Valuation, Asset Valuation, Financial Presentations, Financial Training, Investments, Ethics, Financial Statements, Pro Forma Financial Statements, Depreciation, Financial Regulations, Finance, Microsoft Excel, Skype, Microsoft Teams, Microsoft PowerPoint, Microsoft Word, Collaboration, Cost Efficiency, Financials, Forecasting, P&L Analysis, P&L Forecasting, Revenue & Expense Projections, Reporting, Business Strategy, Due Diligence, Project Finance, Three-statement Modeling, Excel Expert, Financial Services, Profit & Loss (P&L), P&L Management, RiskMetrics, Budget Management, Risk Management, Budgeting, Analysis, Administrative Procedures, Systems & Procedures, United States, Debt

  • Financial Analyst

    2017 - 2018
    Newell Brands
    • Managed the $125 million budget reporting for the gaming division of Newell Brands in 2018.
    • Created quarterly forecasts for sales revenue and SG&A expenses for six subsidiaries of Newell Brands.
    • Analyzed profit and loss reports from the company's European and APAC divisions.
    • Assisted in integrating a new, company-wide financial reporting system and trained associates on the reporting tools.
    • Built internal financial models to value aspects of the business for future investments and leases.
    Focus areas: Accounting, Budget Modeling, Annual Budgets, Financial Presentations, Pro Forma Financial Statements, System Integration, Tax Reporting, Corporate Finance, Consumer Trends, Data Analysis, Financial Training, Operational Finance, Financial Modeling, Financial Statements, Financial Planning & Analysis (FP&A), Finance, Microsoft Excel, Skype, Microsoft PowerPoint, Microsoft Word, Collaboration, Cost Efficiency, Financials, P&L Forecasting, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Excel Expert, Profit & Loss (P&L), P&L Management, Budget Management, Budgeting, Analysis, United States

  • Accounting Associate

    2016 - 2017
    PLK Communities
    • Created and analyzed financial models for real estate investments, including property valuations and interest rate projections.
    • Led the onboarding process when switching the company-wide accounting software by auditing data, working with software developers, and test-running data in a simulated environment.
    • Participated in weekly financial meetings with upper-level management and worked closely with the CFO on financial projects.
    • Worked with 100+ vendors to manage accounts payable for the company.
    • Conducted quarter-end and year-end audits for more than five of the core investments.
    Focus areas: Accounting, Audits, Interest Rate Risk, Financial Analysis, Annual Budgets, Budget Modeling, System Integration, Data Analysis, Financial Training, Operational Finance, Corporate Finance, Financial Modeling, Financial Statements, Pro Forma Financial Statements, Tax Reporting, Economics, Financial Planning & Analysis (FP&A), Finance, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Collaboration, Cost Efficiency, Financials, Excel Expert, Real Estate, Private Equity, Analysis, United States, Accounts Payable, Family Office, Tax Accounting, Bank Reconciliation, Reconciliation

Education

  • Bachelor's Degree in Accounting and Pre-medical Studies
    2012 - 2016
    Miami University - Oxford, OH, USA

Certifications

  • Chartered Financial Analyst (CFA)
    AUGUST 2021 - PRESENT
    CFA Institute
  • Series 65
    MAY 2021 - PRESENT
    FINRA Organization
  • Certified Public Accountant (CPA)
    OCTOBER 2017 - PRESENT
    Accountancy Board of Ohio

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