Evan is available for hire
Hire EvanEvan Turner, CFA, CAMS
Verified Expert in Finance
Management Consulting Expert
Location
Beverly Hills, CA, United States
Toptal Member Since
March 4, 2022
Evan is a Boston College finance and corporate reporting and analysis graduate who maintains a CFA designation. He is a seasoned investment professional and startup executor who has founded, scaled, and exited businesses himself and grown those of his clients. Evan enjoys consulting for clients seeking executive-level expertise from an operator who knows how to identify opportunities, scale them from the ground up, and generate outsized returns for investors.
Career Highlights
Principal
Turner Advisory Services
Senior Director: National Channel Sales
SITO Mobile
Credit Analyst
Bank of Tokyo-Mitsubishi
Education Highlights
Bachelor's Degree
Boston College
Bachelor's Degree
Boston College
Certification Highlights
Chartered Financial Analyst (CFA)
CFA institute
Case Studies
Expertise
Work Experience
Principal
2011 - PRESENT
Turner Advisory Services
- Worked as a lead analyst providing outsourced real estate investment guidance for firms lacking in-house real estate expertise.
- Developed and utilized DCF models to optimize “lease versus own” decisions for corporate clients, often those with nationwide footprints.
- Generated pro forma cash flows and budgets; created private placements offering memoranda and served as an investor resource.
- Performed detailed credit reviews and due diligence to assist with business acquisitions and dispositions.
Focus areas: Underwriting, Credit Underwriting, DCF Modeling, Excel Modeling, Pro Forma Analysis, Pro Forma Financial Statements, Market Research, Cash Flow Forecasting, Credit Analysis, Business Modeling, Financial Modeling, Business Strategy, Business Models, Executive Presentations, Strategic Planning, Management Consulting, Sales, Client Relationship Management, Strategy, Go-to-market Strategy, Go-to-market Plans
Senior Director: National Channel Sales
2011 - 2016
SITO Mobile
- Acquired as SITO purchased our start-up mobile advertising business in 2014; I was one of three original employees of the start-up (launched in 2011); focused on entity growth and viability for future rollup.
- Grew revenue by 15 times in less than two years; achieved the stated goal of value creation, resulting in an entity sale in July 2014.
- Built viable sales channel strategies, including go-to-market sales positioning and sales training for over 150 sales personnel.
- Developed financial forecasts and pricing models; maintained gross margins >75% and net margins >50%.
- Assisted with transition after acquisition, the start-up's core technology offering accounted for >50% of SITO’s 2015 total revenue ($8 million of $15.8 million) and was its growth engine.
- Established five new sales partnerships and scaled their sales organizations; 2015 total revenue of $2.7 million. Created an exclusive, nationwide media partnership in Canada with minimum revenue thresholds and payment guarantees.
- Created a new product line (Audience Data) and revenue stream with no CapEx. Closed SITO’s first data deal with a net margin of 85%.
Focus areas: Channel Sales, Business Development, Strategy, Partnerships, Business Strategy, Business Models, Growth Strategy, Executive Presentations, Strategic Planning, Sales, Client Relationship Management, Go-to-market Strategy, Go-to-market Plans
Credit Analyst
2008 - 2010
Bank of Tokyo-Mitsubishi
- Underwrote and co-managed asset-backed financings of marine container, shipping and railroad assets worth $750 million.
- Conducted quantitative analysis (DCF) to evaluate obligor creditworthiness, forecast cash flows, and assess collateral pools.
- Presented findings and recommendations to the investment committee; closed ten deals valued at more than $350 million.
- Created a cost-free “call option” on container collateral; option value to BTMU: $2 million.
Focus areas: Credit Analysis, Portfolio Reporting, Portfolio Management, Credit Reviews, Know Your Customer (KYC), Underwriting, Pitch Decks, Presentations, Debt Workouts, Executive Presentations, Client Relationship Management, Financing, Strategy
Education
2002 - 2006
Bachelor's Degree in Corporate Reporting and Analysis
Boston College - Boston, MA, USA
2002 - 2006
Bachelor's Degree in Finance
Boston College - Boston, MA, USA
Certifications
JUNE 2021 - PRESENT
Certified Anti-Money Laundering Specialist
ACAMS
SEPTEMBER 2011 - PRESENT
Chartered Financial Analyst (CFA)
CFA institute
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