As an M&A transaction services associate, Jerod saved a buy-side institutional client £3 million by correctly modeling normalized working capital of their £400 million target. Over his 13 year career as a CPA and CFA charter holder, Jerod has excelled at helping executive decision-makers harness the value underlying their businesses. He enjoys working with a diverse client base from the backdrop of the west coast.
Designed, prepared, and presented weekly, monthly, quarterly and annual reporting packages for senior executive management and external lenders.
Identified control weaknesses and designed and implemented preventative control procedures to safeguard company assets across all manufacturing divisions.
Coordinated monthly and quarterly forecasts and annual budget activities, in addition to consolidated and presented results and key assumptions to senior executive management.
Provided financial analysis on all major strategic capital projects related to the manufacturing business from DCF and NPV assumptions and calculations, through to post-project evaluation.
Built and provided standardized sensitivity tools for operations accountants to use to quickly and easily identify the financial impact of opportunities and issues at their divisions.
Led the user acceptance testing (UAT) portion of a Dynamics 365 finance system implementation to ensure system configurations and standard operating procedures met the current and future needs of the manufacturing business.
Designed and constructed detailed financial models to capture key performance indicators of group companies and reported results to senior executive management, including recommendations for decision making.
Built and presented business cases for major capital expenditures with respect to systems and infrastructure improvements, then designed and implemented changes with input from team members.
Negotiated procurement contracts with key suppliers that fit with the objectives of the business.
Prepared and presented weekly, monthly, and annual reporting packages for senior executive management, external lenders, and insurance providers.
Prepared daily cash flow forecasts and traded three currencies in the spot markets across group companies.
Prepared teaser document, prospectus report, and valuation for a sell-side client in the oil and gas services industry looking to exit the northern Alberta oil patch.
Prepared an independent industry research report for a high net worth investor looking to buy into the e-discovery software business.
Prepared independent valuation of a medical accessibility solutions manufacturer looking for a strategic buyer.
Designed, implemented, and executed a new client acceptance screening process for all prospective new clients to ensure fit from an investment perspective in line with the stated objectives and values of the firm.
Created a paperless, virtual office environment where contractors, employees, and customers could work seamlessly from any location through the use of purpose-built apps and cloud-based SAAS solutions.
Focus areas: Financial Modeling, Process Improvement, Market Research, Due Diligence, Corporate Finance, Valuation
M&A Transaction Services Associate
2007 - 2010
Led the preparation and presented the trading section of a buy-side financial due diligence report for a Canadian pension fund looking to purchase a national UK gaming company (transaction value: £400 million).
Led the preparation of a buy-side financial due diligence report for a UK plc client looking to acquire a waste management company in the UK (transaction value: £8 million).
Analyzed historical and projected balance sheet, P&L, and cash flow accounts to produce a long-form and financial projections report for a company in the real estate development, retail and hotel property management industries in the UAE in preparation for an IPO on the LSE (transaction value: £2 billion).
Analyzed historical financial statements, projected a 3-year business plan and supporting management reporting data to produce a current trading analysis as part of a vendor due diligence report for use by prospective purchasers of a major UK based facilities management company looking to sell a major portion of its UK business.
Analyzed cash flow forecasts and profit and loss projections for a company that was looking to acquire a smaller competitor in the printing industry. Duties also included testing assumptions of forecasts by applying sensitivities, conducting interviews with target management, and producing a PowerPoint-based report highlighting the key findings of the analysis.
Performed desk-based research and liaised with KPMG offices in Asia to analyze economic and market variables in order to produce a comprehensive report on the state of the commercial real estate industry in South East Asia for an international property development company.