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Miki Mitsuoka, Finance Expert in Los Angeles, CA, United States
Miki Mitsuoka

Finance Expert in Los Angeles, CA, United States

Member since December 27, 2016
Miki is an experienced finance professional with over ten years of experience. She has worked closely with C-level executives providing complex analysis, including M&A transactions and due diligence, forecasting, budgeting, modeling, company valuations, and ROI analysis. She has earned the CFA designation and passed all four CPA exams. Miki enjoys the flexibility of freelancing while helping clients with their financial analysis needs.
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Career Highlights

Education

Case studies

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Employment

  • Senior Associate

    2014 - PRESENT
    BCMS Corporate
    • Conducted sell-side advisory for 30+ mid-sized companies in various industries including healthcare, technology, and business services.
    • Evaluated valuation considerations utilizing DCF models, precedent transactions, and public comparable data.
    • Interviewed the C-suite of client companies and conducted in-depth industry research in order to create detailed, confidential information memorandums; memorandums served as primary sales tool and were distributed to potential buyers.
    • Spearheaded due diligence processes with corporate buyers and financial sponsors, including liaising with diligence providers, building complex operating models, and negotiating purchase agreements with counsel.
    • Contributed to the Sell-Side Engagement for $25M Manufacturer of Floor Coating Solutions: Successfully supported a negotiation resulting in a 150% increase in purchase price on account of strong company performance and increases in comparable valuations. Drafted a CIM summarizing the company’s business model, customers, value proposition, areas of growth, industry trends, summary of management team, and financial overview. Built detailed financial models in order to stress test various operating scenarios and to run sensitivity analyses on profitability based on levels of productivity, growth, and sales expansion.
    Focus areas: Capital Structure Analysis, Profitability Analysis, Cost Reduction & Optimization, Three Statement Operating Model, Market Research, Financial Risk Assessment, Financial Modeling, Revenue & Expense Projections, Due Diligence, Data Analysis, Working Capital Management, Discounted Cash Flow (DCF), Comparable Company Analysis, Cost Benchmarking, Financial Benchmarking, Business Planning, Variance Analysis, Ratio Analysis, Valuation, Mergers & Acquisitions (M&A)

  • Senior Associate

    2013 - 2014
    Alvarez & Marsal
    • Evaluated valuation considerations utilizing DCF models, precedent transactions, and public comparable data.
    • Developed marketing initiative with CapIQ and created innovative marketing material to target firms which had recently made acquisitions for valuation services.
    • Built a relationship with a local CPA firm, which resulted in multiple pitch opportunities.
    Focus areas: Three Statement Operating Model, Profitability Analysis, Market Research, Fairness Opinion Reports, Revenue & Expense Projections, Discounted Cash Flow (DCF), Comparable Company Analysis, Financial Benchmarking, 409A Valuation, Variance Analysis, Ratio Analysis, Due Diligence, Financial Modeling, Valuation

  • Senior Financial Analyst

    2010 - 2012
    Edmunds.com
    • Coordinated with the CFO in creating the annual budget, tracking monthly performance, reporting quarterly covenant compliance, and conducting valuation of company stock under various scenarios.
    • Analyzed cost-cutting strategies and made recommendations to the CFO; recommendations resulted in $10M annual savings through aggressive cost reduction, resulting in subsequent compliance with bank loan covenants.
    • Revamped a monthly performance dashboard and forecasting tools by creating a new three-statement forecasting model that integrated Oracle data feeds to provide seamless, real-time updates.
    Focus areas: Cost Reduction & Optimization, Ratio Analysis, Profitability Analysis, Three Statement Operating Model, Working Capital Management, Debtor & Creditor Management, Business Planning, Variance Analysis, Comparable Company Analysis, Discounted Cash Flow (DCF), Financial Benchmarking, Financial Reporting, Revenue & Expense Projections, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling

  • Senior Portfolio Management Analyst

    2008 - 2010
    Wilshire Associates
    • Liaised with portfolio managers to conduct due diligence on new investments and prepare target asset allocation models for funds; findings were ultimately presented to the investment committee for approval.
    • Created a fund performance tool that automated the firm’s monthly reporting and cut reporting time in half.
    Focus areas: Financial Risk Assessment, Portfolio Analysis, Market Research, Investor Relations, Financial Modeling, Equity Research, Financial Benchmarking, Data Analysis

  • Analyst

    2006 - 2007
    Duff and Phelps
    • Conducted valuation analysis utilizing market research, DCF models, option pricing analysis, and cost approach.
    Focus areas: Valuation, Market Research, Fairness Opinion Reports, Financial Modeling, Revenue & Expense Projections, Due Diligence, Data Analysis, Discounted Cash Flow (DCF), Comparable Company Analysis, Financial Benchmarking, 409A Valuation, Ratio Analysis

Education

  • Certificate of Accounting in Accounting
    2011 - 2012
    University of California Los Angeles - California, USA
  • Chartered Financial Analyst (CFA) in Chartered Financial Analysis
    2007 - 2010
    Chartered Financial Analyst - United States
  • Bachelor's degree in Business Administration
    2003 - 2006
    University of Southern California - California

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