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Nicoleta Bortan, Finance Expert in Cleveland, OH, United States
Nicoleta Bortan

Finance Expert in Cleveland, OH, United States

Member since November 9, 2020
Nicoleta is an experienced senior finance professional with a diverse background, specializing in capital raising, finance strategy (Carlyle Group portfolio company), risk management (RBS), and turnaround/restructuring situations. Nicoleta possesses strong interpersonal skills to manage multiple processes, synthesize, and relate complex quantitative information to drive results.
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Career Highlights

Education

Case studies

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Industry Expertise

  • Business Services
  • Accounting Services
  • Custom Software & IT Services
  • Education
  • Finance
  • Banking
  • Lending & Brokerage
  • Venture Capital & Private Equity

Other Expertise

  • 13-week Cash Flow
  • Critical Analysis
  • Critical Thinking
  • Financial Modeling
  • Negotiation
  • Strategic Initiatives

Employment

  • Co-founder

    2018 - PRESENT
    Aero Intellectus, Inc.
    • Co-founded Aero Intellectus, Inc., a company developing revolutionary software that ensures products are delivered with high safety guideline compliance and with system safety from multiple dimensions.
    • Managed all corporate financial, operational, HR, and legal functions for the startup.
    • Created all stakeholder materials including financial models, presentations, and ad-hoc analyses as required.
    Focus areas: Startups, SaaS, Technology, Legal Structuring, Operations, Finance, Financial Modeling, Business Models, Scenario Analysis, Forecasting, CFO, Financial Data Analytics, Microsoft Excel, Accounting, Financial Planning & Analysis (FP&A), Intuit QuickBooks, QuickBooks Online, Bookkeeping, P&L Forecasting, Business Plan Consulting, Business Planning, Budgeting, Profit & Loss (P&L), International Finance, P&L Management, Systems & Procedures, Analysis, Management, Taxation

  • Fractional CFO

    2017 - PRESENT
    FocusCFO Group, LLC.
    • Assessed and evaluated financial performance of clients' organizations with a focus on revenue strategies, profitability enhancement and cash flow, and long-term operational goals, budgets, and forecasts.
    • Identified, developed, and executed analyses of business initiatives, product launches and new service offerings and provided recommendations on potential risks and returns to boards.
    • Created and implemented enhanced financial and accounting systems, processes, tools, controls, and systems across organizations.
    • Maintained banking/financing relationships and strategic alliances with vendors and business partners.
    Focus areas: Corporate Finance, Turnaround, Nonprofits, Private Equity, Startups, Financing, Growth Capital Raising, Financial Modeling, Business Models, Scenario Analysis, Forecasting, SaaS, Venture Capital, CFO, Fundraising, Tax Planning, Waterfall Modeling, Financial Data Analytics, Microsoft Excel, Higher Education, Accounting, Financial Planning & Analysis (FP&A), Intuit QuickBooks, QuickBooks Online, Bookkeeping, Loans, P&L Forecasting, Business Plan Consulting, Business Planning, Budgeting, Profit & Loss (P&L), International Finance, P&L Management, Systems & Procedures, Analysis, Management, UK GAAP, Taxation, Financial Restructuring, Restructuring, Retail & Wholesale, Financial Statement Preparation, Private Company Valuation, Payroll & Benefits

  • Strategic Financial and Turnaround Consultant

    2016 - 2017
    BAP Finance (Contract)
    • Restructured business to include relationship and credit verticals to enhance growth and improve the overall credit approval process. Established new policies and procedures related to credit approvals and cash controls to minimize fraud.
    • Implemented new product pricing and compensation structures for relationship and portfolio managers to better align incentives within the organization.
    • Developed financial projection models to assist with the centralization of the cash management function. Assisted with the implementation of accrual accounting and provided guidance on IFRS standards to be external audit ready.
    • Created a framework to complement the loan tracking system to assist with marketing and loan appraisals, ongoing client management, inventory, recovery efforts, and the ability to analyze client trends.
    Focus areas: Finance Process Improvement, Key Performance Indicators (KPIs), Turnaround Consultant, Startups, Financial Modeling, Business Models, Scenario Analysis, Forecasting, Fundraising, Financial Data Analytics, Microsoft Excel, Accounting, Financial Planning & Analysis (FP&A), Bookkeeping, Loans, P&L Forecasting, Business Plan Consulting, Business Planning, Budgeting, Profit & Loss (P&L), International Finance, P&L Management, Systems & Procedures, Analysis, Management, Taxation, Financial Restructuring, Restructuring

  • Vice President

    2013 - 2016
    RBS Citizens
    • Managed client relationships with total credit exposure exceeding $1.0 billion across multiple industries.
    • Analyzed, structured, risk graded, approved, and documented credit exposures resulting from loans, derivatives, FX, treasury services, and capital markets products; collaborated across product groups to provide innovative client solutions.
    • Negotiated credit agreement and related documents in conjunction with legal counsel to ensure terms were appropriate and consistent with approval to reflect bank’s risk appetite.
    • Managed distressed credits through the restructuring process and worked closely with the Corporate Workout Group to transition distressed borrowers.
    Focus areas: Corporate Finance, Banking & Finance, Debt Financing, Financial Modeling, Business Models, Scenario Analysis, Forecasting, Financial Data Analytics, Microsoft Excel, Higher Education, Financial Planning & Analysis (FP&A), Loans, P&L Forecasting, Profit & Loss (P&L), International Finance, Analysis, Management

  • Vice President

    2010 - 2013
    Parkland Financial
    • Focused on business development, deal origination, and execution. Developed and managed new client relationships to originate private placements of debt and credit tenant lease transactions.
    • Delivered extensive origination support, including creating marketing materials, presenting to potential clients, and identifying new opportunities to execute more than $300.0 million in financing transactions.
    • Executed transactions for tenants including Walgreens, Cleveland State University, Clarian Health, The University of Toledo Foundation, and The City of Philadelphia, as well as contract monetization for ABB and Tyco International, Ltd.
    Focus areas: Debt Raises, Debt Financing, Private Placements, Credit Tenant Leases, Waterfall Modeling, Financial Data Analytics, Microsoft Excel, Financial Planning & Analysis (FP&A), Loans, P&L Forecasting, Profit & Loss (P&L), Analysis

  • Lead Consultant

    2008 - 2010
    Training the Street, Inc.
    • Developed curriculum and delivered seminars on public and acquisition comparables, DCF, LBO, credit, and merger consequences models.
    • Distinguished for leading over 150 rigorous, hands-on seminars to groups of 30-100 in seminars lasting from one to ten days with attendees from large banks, investment firms, and educators and students from the top 20 business schools.
    • Demonstrated depth of valuation and financial modeling knowledge through communicating information and assisting attendees through one-on-one attention for case studies. Consistently ranked high in evaluations.
    Focus areas: Comparable Company Analysis, Transaction Comparables, M&A Modeling, Leveraged Buyout Modeling, Valuation, DCF Modeling, Financial Data Analytics, Microsoft Excel, Financial Planning & Analysis (FP&A), Loans, Business Planning, Profit & Loss (P&L), International Finance, Analysis, Private Company Valuation

  • Finance Strategy Manager

    2007 - 2008
    Veyance Technologies
    • Directed a $1.3 billion global debt portfolio consisting of first and second lien debt and interest rate hedges. Managed credit origination, structuring, negotiation, and ongoing relationships for a private equity portfolio company.
    • Analyzed competing strategic initiatives by building and utilizing liquidity modeling to effectively implement cost-saving strategies across all departments including restructuring activities.
    • Presented quarterly portfolio financial performance and commentary to investors to manage and maintain relationships effectively.
    Focus areas: Investor Reporting, Investor Presentations, Risk Management, Private Equity, Forecasting, CFO, Waterfall Modeling, Financial Data Analytics, Microsoft Excel, Financial Planning & Analysis (FP&A), Loans, P&L Forecasting, Business Plan Consulting, Business Planning, Budgeting, Profit & Loss (P&L), International Finance, P&L Management, Systems & Procedures, Analysis, Management, Financial Statement Preparation, Private Company Valuation

  • Associate

    2003 - 2007
    KeyBanc Capital Markets
    • Participated in a wide range of equity transactions. Drafted SEC documents and created roadshow presentations for multiple clients including First Potomac Realty Trust, Superior Well Services, and Meadowbrook Insurance Group.
    • Supervised a team of seven analysts participating in the Corporate and Investment Banking Rotational Analyst Program.
    • Completed comprehensive rotations with the Real Estate Capital–Income Property Group, Debt Capital Markets, Technology Institutional Banking, and Portfolio Management.
    Focus areas: Investment Banking, Equity Capital, Forecasting, Waterfall Modeling, Financial Planning & Analysis (FP&A), P&L Forecasting, Business Plan Consulting, Profit & Loss (P&L), Analysis, Private Company Valuation

Education

  • Master's Degree in Business Administration (MBA)
    2014 - 2016
    University of Chicago Booth School of Business - Chicago, Illinois, USA
  • Bachelor's Degree in Accounting, Spanish
    1999 - 2003
    Ohio University - Athens, Ohio, USA

Certifications

  • CPA
    MARCH 2006 - PRESENT
    Accountancy Board of Ohio

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