Evan Turner, CFA, CAMS, Management Consulting Expert in Beverly Hills, United States
Evan Turner, CFA, CAMS

Management Consulting Expert in Beverly Hills, United States

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.
Evan is now available for hire

Career Highlights

Education

Case studies

Expertise

  • Cash Flow Forecasting
  • Credit Analysis
  • Credit Risk
  • Financial Analysis
  • Modeling
  • P&L Forecasting
  • Pro Forma Financial Statements
  • Underwriting

Employment

  • 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
  • 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
  • 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

Education

  • Bachelor's Degree in Corporate Reporting and Analysis
    2002 - 2006
    Boston College - Boston, MA, USA
  • Bachelor's Degree in Finance
    2002 - 2006
    Boston College - Boston, MA, USA

Certifications

  • Certified Anti-Money Laundering Specialist
    JUNE 2021 - PRESENT
    ACAMS
  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2011 - PRESENT
    CFA institute

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