Evan Turner, CFA, CAMS
Verified Expert in Finance
Management Consulting Expert
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
Education Highlights
Certification Highlights
Case Studies
Forecasting for a Cannabis Cultivation (Cash Flows & Biomass Production)
Full Business Development Plan - Financial Services Company
Expertise
- Cash Flow Forecasting
- Credit Analysis
- Credit Risk
- Financial Analysis
- Modeling
- P&L Forecasting
- Pro Forma Financial Statements
- Underwriting
Work Experience
Principal
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.
Senior Director: National Channel Sales
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%.
Credit Analyst
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.
Education
Bachelor's Degree in Corporate Reporting and Analysis
Boston College - Boston, MA, USA
Bachelor's Degree in Finance
Boston College - Boston, MA, USA
Certifications
Certified Anti-Money Laundering Specialist
ACAMS
Chartered Financial Analyst (CFA)
CFA institute
Skills
Finance
Credit Risk, Credit Analysis, Financial Modeling, Private Equity, Credit/Debt, Accounting, Pro Forma Financial Statements, P&L Forecasting, Cash Flow Forecasting, Valuation, Credit Reviews, Debt Workouts, Credit Underwriting, Market Research
Output Software
Microsoft PowerPoint
Other
Strategy, Business Modeling, Business Strategy, Business Models, Sales, Client Relationship Management, Financing, Go-to-market Strategy, Go-to-market Plans, Excel 365, Word 2016, Finance, Modeling, Case Studies, Financial Statement Preparation, Financial Analysis, Portfolio Reporting, Portfolio Management, Know Your Customer (KYC), Underwriting, Pitch Decks, Presentations, Business Plan Consulting, Solar, Growth Strategy, Executive Presentations, Strategic Planning, Management Consulting, Marketing, Statistics, Operational Flow, DCF Modeling, Excel Modeling, Pro Forma Analysis, Channel Sales, Business Development, Partnerships, Compliance, Sales Forecasting, Financial Forecasting, Pitch Presentations, Board Presentations, Launch Strategy, Positioning, Renewables
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