Evan Turner, CFA, CAMS, Finance Expert in Beverly Hills, CA, United States
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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

Turner Advisory Services
Credit Analyst
Bank of Tokyo-Mitsubishi

Education Highlights

Bachelor's Degree
Boston College
Bachelor's Degree
Boston College

Certification Highlights

Case Studies

Work Experience


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
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


Certified Anti-Money Laundering Specialist



Chartered Financial Analyst (CFA)

CFA institute


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


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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