Case studies
Model for Publicly Traded company - OSI Systems- DCF Valuation
- DCF Modeling
- Aerospace & Defense
- Three-statement Modeling
- Market Opportunity Analysis
- Valuation
Kevin Shuller
Finance Expert in Denver, CO, United States
Member since December 13, 2019
Kevin has finance experience at companies with as many as 10,000 employees and as few as nine. His FP&A work contributed $55 million of net income at Omnicare. He covered the industrials, materials, consumer, and agriculture industries over seven years of equity analysis at T. Rowe Price and RMB Capital (a Barrons’ Top 50 RIA). Kevin loves freelancing because it allows him to learn new things and solve interesting problems.
Kevin is now available for hire
Career Highlights
- Shine Investment Advisory Services
- RMB Capital Management
- Omnicare, Inc.
Education
- Cornell University
Select Certifications
- CFA Institute
Software Expertise
Other Expertise
- Business Strategy
- Credit Analysis
- Equity Research
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Three-statement Modeling
- Valuation
Employment
Founder and CIO
2021 - PRESENTCedar Peak Wealth Advisors- Founded the Registered Investment Advisory firm in Colorado to provide investment management and financial planning services to high-net-worth individuals and families. Developed all policies and processes for serving clients.
- Designed and maintained model portfolios serving a wide range of risk tolerances. These portfolios are global across asset classes. They also feature individual stocks, leveraging my equity research expertise.
- Built a customizable process to help clients identify personal financial goals. Worked with each client to implement an evidence-driven investment portfolio that matches the client's needs.
Focus areas: Planning, Finance, Investment Research, Investment Ideas, Equity ResearchDirector of Investments
2018 - 2019Shine Investment Advisory Services- Developed a third-party relationship to apply a quantitative risk model to portfolio construction. This identified unseen risks and allowed us to reduce expected volatility by 25 basis points.
- Performed investment and operational due diligence on current and potential holdings for $650 million of client assets.
- Set agenda and ran weekly meetings to keep senior advisors updated on investment and economic issues.
- Created a library of slide decks for internal and external use. These included investor FAQs (e.g. China and Emerging Markets updates), simplifying current academic research, and product summaries.
- Improved procedures for using legacy software systems to automate trade recommendations. This saved four hours per week and reduced the error rate.
Focus areas: Financial Modeling, Quantitative Research, Communication Strategy, Trading, Due Diligence, Portfolio ManagementEquity Analyst
2011 - 2017RMB Capital Management- Built and maintained bespoke financial models for over 30 companies that I covered. Used corporate valuation principles to search for the best investment opportunities across the capital structure.
- Performed deep due diligence on holdings for a $130 million hedge fund. Recommendations generated 400 basis points of alpha over the final three years at the fund.
- Advised portfolio companies' C-Suite on corporate strategy-analyzing industry structure, competitive advantages, and capital allocation strategies.
- Co-founded the RMB's recruiting committee and was the top-rated mentor in the internship program all years involved.
- Wrote the quarterly update letter to LPs. Maintained IR slide deck and met with potential fund investors.
Focus areas: Equity Research, Financial Modeling, Valuation, Credit Risk, Risk Models, Accounting, Industry Analysis, Company Strategy, Investment Research, Due DiligenceEquity Analyst Intern
2009 - 2009T. Rowe Price- Built a fully integrated financial model and wrote 25-page initiation reports on each company covered.
- Wrote a comprehensive Industry Overview report on the Credit Bureaus immediately after the 2008 credit crisis.
- Made recommendations that lead to a $25 million investment with an estimated 20% annualized return.
- Presented industry overview and stock recommendations to T. Rowe Price's team of analysts, PM, and firm senior management including CEO and CIO.
Focus areas: Equity Research, Financial Modeling, Valuation, Industry Analysis, Company Analysis, Equity ValuationSenior Financial Analyst - Operations Finance
2003 - 2008Omnicare, Inc.- Modeled revenue and margin impact of Medicare Part D implementation that would affect $2.5 billion in pharmacy revenue.
- Designed databases to find underreimbursed claims by insurance companies leading to $30 additional net income and cash collected.
- Refreshed the financial reporting package used by the CFO. I increased its production frequency from monthly to semi-weekly.
- Helped build and maintain the database used to protect the company against third-party billing audits, saving the company $27 million over several years.
- Helped identify and track financial KPIs at a pharmacy level to help improve profitability.
Focus areas: Financial Modeling, Database Management, System Design, Revenue Optimization, Revenue Modeling, Budgeting, Financial Planning & Analysis (FP&A)
Education
- Master's Degree in Business Administration (MBA) Focused on Capital Markets2008 - 2010Cornell University - Ithaca, New York, USA
- Bachelor's Degree in Finance and Accountancy1999 - 2003Miami University - Oxford, Ohio, USA
Certifications
- Chartered Financial Analyst (CFA)OCTOBER 2012 - PRESENTCFA Institute
