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Paulius Uziela, CFA, Finance Expert in Vilnius, Vilnius County, Lithuania
Paulius Uziela, CFA

Finance Expert in Vilnius, Vilnius County, Lithuania

Member since April 13, 2019
Paulius has successfully closed eight seed/early-stage investments in AI, technology, SaaS, and telecommunications sectors. He also has experience working on debt transactions and biggest regional M&A deals in the Baltics while being employed at a leading consulting firm (Deloitte) and DNB bank. Paulius is CFA charterholder who enjoys freelancing to help clients on valuation, financial modeling, and fundraising projects.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Energy, Utilities & Waste
  • Finance
  • Investment Banking
  • Venture Capital & Private Equity
  • Manufacturing
  • Retail
  • Freight & Logistics Services
  • Financial Modeling

Other Expertise

Employment

  • Investment Project Manager

    2017 - PRESENT
    Koinvesticinis fondas
    • Prepared investment memos for 10+ investment cases, which included financial, market, competitor analysis, investment rationale, transaction description, and investment terms.
    • Successfully closed 8 seed/early-stage investments in AI, technology, SaaS, electronics, and telecommunications sectors. Funding round sizes ranged from USD $200,000 to USD $1.5 million.
    • Led meetings with co-investors, startups, and other relevant parties in facilitating negotiations and investment transactions.
    • Prepared valuation of the investments by fund for reporting purposes.
    Focus areas: Three Statement Operating Model, Financial Modeling, Valuation, Modeling, Startup Funding, Fundraising, Term Sheets, Venture Capital

  • Associate

    2015 - 2017
    Deloitte
    • Developed detailed valuation models of companies operating in the technology, energy, manufacturing, and wholesale sectors.
    • Completed valuation analysis of a complex IT company group consisting of 17 enterprises established in seven different countries.
    • Prepared numerous financial due diligence projects, which included EBITDA and net working capital (NWC) normalization, net debt calculation, KPIs, and management reports analysis.
    • Performed financial modeling of the price of services provided in a legal dispute between a rail carrier and the client.
    • Prepared numerous comparable company and precedent transaction analyses in conjunction with valuation and M&A mandates.
    Focus areas: Three Statement Operating Model, Financial Modeling, Mergers & Acquisitions (M&A), Modeling, Due Diligence, Valuation

  • Corporate Credit Analyst

    2014 - 2015
    DNB Bank
    • Prepared detailed financial analyses of companies operating in real estate, wholesale, retail, and manufacturing sectors.
    • Performed credit risk assessment taking into consideration the use of funds, profitability, scenario, NWC analysis, and financial projections.
    • Proposed appropriate financing structure, including debt schedule, financial and non-financial covenants, ring-fencing.
    Focus areas: Three Statement Operating Model, Financial Modeling, Credit Analysis, Business Loans, Modeling

  • Broker

    2012 - 2014
    DNB Bank
    • Performed fixed income sales for institutional clients and attracted more than 30 new investors.
    • Maintained existing relationships with investors by generating new investment ideas.
    • Acted as a market maker in the secondary market for Baltic Government bonds.
    Focus areas: Fixed Income, Financial Markets, Trading

Education

  • Bachelor's degree in Economics
    2008 - 2012
    ISM University of Management and Economics - Lithuania
  • Bachelor's degree in Business Administration
    2008 - 2012
    BI Norwegian Business School - Norway

Certifications

  • Assistant Business Appraisal
    SEPTEMBER 2016 - SEPTEMBER 2018
    Ministry of Finance of the Republic of Lithuania
  • Chartered Financial Analyst (CFA)
    AUGUST 2016 - PRESENT
    CFA institute
  • Financial Broker Licence
    OCTOBER 2012 - PRESENT
    Central Bank of the Republic of Lithuania

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