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William Shekarian, Finance Expert in Gaithersburg, MD, United States
William Shekarian

Finance Expert in Gaithersburg, MD, United States

Member since April 24, 2021
William is an American University graduate with an MSF who has successfully delivered numerous debt and equity financings and advised on multiple acquisitions and divestitures. He has broad experience in conducting financial analysis with an emphasis on operational enhancement, commercial real estate deal evaluation, and budgetary processes. William is well versed in financial modeling, working on a variety of transactions. Freelancing allows him to interact with a diverse set of clients.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Accounting Services
  • Management Consulting
  • Finance
  • Investment Banking
  • Venture Capital & Private Equity
  • Manufacturing
  • Real Estate
  • Transportation

Other Expertise

Employment

  • Director of Financial Planning, Analysis, and Business Development

    2020 - PRESENT
    The Wills Group
    • Provided ad-hoc deal analysis conducting extensive Excel modeling for multiple potential acquisition opportunities, including physical sites and real estate, business operations, and hybrid deals mixing both sites and business operations.
    • Oversaw the development and analysis of all retail marketing's capital investment proposals, periodic reviews of total market planning, and development of model assumptions for all financial models.
    • Delivered financial models for over 40 development projects that have been approved with a total value of over $200 million while running the investment committee.
    • Planned the deal analysis and project delivery of over $60 million per year, with all Excel modeling and presentations provided. Obtained investment committee approval for all projects.
    • Underwrote and advised on multiple acquisition deals, providing all necessary financial analyses. Completed transactions include over $100 million of total value ranging in deal sizes from $5 to $60 million.
    • Led the development of the financial planning and analysis capability for a $1+ billion company. Managed the monthly, quarterly, and annual internal and external financial reporting processes, including those surrounding closing and board/exec reporting.
    Focus areas: Financial Modeling, Financial Analysis, Mergers & Acquisitions (M&A), Excel Modeling, Real Estate, DCF Modeling, M&A Modeling, Finance, Deal Analysis, Three-statement Modeling, Ad Hoc Modeling, Budget Management, P&L Analysis, Analysis, Presentations, Pitch Presentations, Financial Presentations, Executive Presentations, Microsoft Excel, Excel Reporting, Executive Summaries, Sales Forecasting, Commercial Real Estate, P&L Forecasting, Financial Forecasting, Financial Reporting, Valuation Modeling, Discounted Cash Flow (DCF), Discounted Cash Flow Analysis, Valuation, Financing, IRR, NPV, United States, Investments, Revenue & Expense Projections, Business Models, Pitch Decks, Investment Memoranda, Transportation & Shipping, Waterfall Modeling, Investment Modeling, Pitch Deck Consultant, Business Strategy, Market Research & Analysis, M&A (Buy-side), Business Development, Private Equity, Investment Analysis, Business Planning, Business Plan Consulting, Credit/Debt, Debt, Private Company Valuation, Financial Data, Cash Flow, Commercial Real Estate Finance (CREF), Deal Structuring, Investment Committee Advisory, Equity Investment, Investment Consulting, Project Evaluation, Real Estate Investment Trust (REIT)

  • Senior Consultant

    2018 - PRESENT
    Virginia Institute of Finance
    • Advised a multinational company with $300 million of annual revenue in financial process enhancements. The provided solution mitigated internal fraud and corrected for lack of proper oversight in the finance and accounting departments.
    • Developed in full and delivered six multi-day courses to clients in the MENA region. The courses were focused on finance and accounting topics.
    • Delivered management consultant and financial training to a variety of clients. The majority of these clients were in the MENA region, focusing on training revolving around Excel modeling, data analysis, and financial analysis.
    Focus areas: Training Workshops, Consulting, Financial Training, Business Consulting, Finance, Excel Modeling, Financial Modeling, Management Consulting, Ad Hoc Modeling, Budget Management, Analysis, Presentations, Financial Presentations, Executive Presentations, Microsoft Excel, Financial Forecasting, P&L Forecasting, Financial Planning & Analysis (FP&A), Valuation Modeling, Discounted Cash Flow (DCF), Discounted Cash Flow Analysis, Valuation, Venture Capital, IRR, NPV, Interim CFO, Three-statement Modeling, Startups, Business Models, Pitch Decks, Investment Memoranda, eCommerce, Pitch Deck Consultant, Business Strategy, FPA, Market Research & Analysis, Business Development, Manufacturing, Investment Analysis, Commercial Real Estate, Business Planning, Business Plan Consulting, Financial Analysis, Credit/Debt, Debt, Saudi Arabia, Private Company Valuation, Financial Data, Investment Consulting

  • Real Estate Financial Modeling Expert

    2021 - 2022
    Clayton Properties Group II, Inc. d/b/a Oakwood Homes
    • Prepared a robust financial model that will be used internally and will allow for external fundraising to bring in other institutional investors.
    • Developed a roll-up waterfall model capturing multiple individual investment models into one master fund.
    • Supported ongoing enhancements and additional functionalities to the model and trained newly onboarded staff for updates and model maintenance.
    Focus areas: Financial Modeling, Forecasting, Waterfall Modeling, Investment Committee Advisory, Investment Consulting, Project Evaluation, Investments

  • Senior Management Consultant

    2014 - 2020
    Chenega
    • Provided critical analysis of FY11-FY16 USCG C4IT acquisitions, with a total spend of over $2.4 billion, to provide insight and direction for potential IT acquisition strategy overhaul with recommendations and presentations to the C4IT leadership.
    • Managed the investment review committee with an annual $25.6 mullion capital investment fund, which included reviewing, prioritizing, and making recommendations on all investment requests.
    • Oversaw the budget process to include formulation, presentation, and execution of the annual division budget request, exceeding $40 million per year, and developed trusted partnerships with the client.
    Focus areas: Management Consulting, Financial Analysis, Excel Modeling, Modeling Cases, Budgeting Consultant, Annual Budgets, Budget Management, Analysis, Excel Reporting, SWOT Analysis, Financial Planning & Analysis (FP&A), Financial Reporting, Budgeting, Budget Modeling, United States, Investment Memoranda, Business Strategy, FPA, Market Research, Market Research & Analysis, Technology, Investment Analysis, Business Planning, Strategy, Government Contracting, Financial Data

  • Senior Functional Consultant

    2017 - 2018
    Aptitude Software
    • Designed, configured, and delivered solutions to clients related to proprietary financial software.
    • Delivered a revenue recognition project, a solution to comply with ASC 606 and IFRS 15 for a large US telecom company.
    • Focused on market research, functional design, and implementation to ensure client success.
    Focus areas: Finance, Accounting, Market Research, Technology, Financial Data

  • VP of Finance and Operations

    2015 - 2018
    FRB Realty Capital
    • Identified, originated, structured, and negotiated to finance a pipeline of commercial real estate transactions in excess of $250 million.
    • Oversaw all HR matters, including recruitment and selection of 8+ individuals, and trained them to ensure continued success in their roles with the firm.
    • Valued and underwrote properties using a variety of techniques, including DCF, NOI scenario analysis and cap rates, and comps analysis, and then packaged into pitch book presentations for discussion involving a total value in excess of $750 million.
    • Underwrote, structured, and negotiated multiple CRE transactions, including a $130 million acquisition financing for trophy asset acquisition in NYC's CBD.
    • Modeled all facets of deals and transactions, capturing all financial details in Excel for presentation to various capital providers.
    • Produced, on average, a minimum of five fully developed deal presentations per month, capturing relevant Excel modeling and financial analysis.
    Focus areas: Debt Financing, Commercial Real Estate, Investment Banking, Deal Analysis, Real Estate, DCF Modeling, Finance, Debt Raises, Excel Modeling, Financial Modeling, Three-statement Modeling, Ad Hoc Modeling, Analysis, Presentations, Investor Presentations, Pitch Presentations, Financial Presentations, Executive Presentations, Microsoft Excel, Financial Reporting, Valuation Modeling, Discounted Cash Flow (DCF), Discounted Cash Flow Analysis, Valuation, Financing, Venture Capital, Fundraising, IRR, NPV, United States, Investments, Revenue & Expense Projections, CFO, Startups, Initial Public Offerings, Business Models, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Pitch Decks, Investment Memoranda, Waterfall Modeling, Investment Modeling, Pitch Deck Consultant, Business Strategy, Market Research, Business Development, Private Equity, Investment Analysis, Self Storage, Business Planning, Business Plan Consulting, Residential Real Estate, Financial Analysis, Credit/Debt, Debt, Debt Restructuring, Private Company Valuation, Financial Data, Cash Flow, QuickBooks Online, Underwriting, Commercial Real Estate Finance (CREF), Deal Structuring, Investment Consulting, Investment Committee Advisory, Equity Investment, Project Evaluation, Real Estate Investment Trust (REIT)

  • Financial Management Consultant

    2013 - 2017
    World Bank Group
    • Led the business planning and budgeting process, including developing and maintaining tools, models, and scenarios, reviewing unit submissions, and preparing management presentations for a $60+ million vice presidential unit.
    • Oversaw and managed two major reorganizations of the ECR VPU, assisted in planning and facilitating a major integration and separation of units, involving 300+ staff with the budget, space, facility, and logistics planning.
    • Led the end-to-end planning, design, and development process for reporting automation within four VPU, involving coordination with 15+ resource management staff and 1,000 end users to ensure reports were delivered on time.
    • Managed and delivered the first VPU-wide implementation of WB-mandated BPS budgeting tool, IPS, communicated all milestones to the client, and collected feedback from the client for subsequent enhancements.
    • Provided ad-hoc modeling services to leadership, developing financial presentations and executive presentations.
    Focus areas: Budgeting, Budget Modeling, Forecasting, Finance, Excel Modeling, Ad Hoc Modeling, Budgeting Consultant, Annual Budgets, Budget Management, Analysis, Presentations, Microsoft Excel, Excel Reporting, Executive Summaries, Financial Planning & Analysis (FP&A), Financial Reporting, IRR, NPV, United States, FPA, Investment Analysis, Financial Analysis, Financial Data

  • Program Analyst

    2011 - 2013
    Kelly Government Solutions
    • Modeled all phases of the annual $120 million division budget process using Excel to include formulation, presentation, and execution, providing analysis and recommendations on multiple potential scenarios.
    • Acted as a special advisor to the branch chief and deputy branch chief on all budget activities within the division.
    • Assembled accurate financial data for presentation to management to make critical decisions. Organized the results of analyses into coherent written or graphical reports and presentations to be used by the management.
    • Conducted monthly audits, providing analysis, interpretation, and guidance to several senior administrators and managers.
    Focus areas: Financial Management, Excel Modeling, Budgeting Consultant, Annual Budgets, Budget Management, Analysis, Presentations, Microsoft Excel, Excel Reporting, Financial Reporting, Budgeting, Budget Modeling, United States, Financial Analysis, Government Contracting, Financial Data

  • Financial Analyst

    2009 - 2011
    Standard Technology
    • Provided financial analysis for reimbursement management of over $400 million in contracts for air force healthcare facilities.
    • Implemented new proprietary financial data management software to allow multiple sources of documents to be integrated into Excel for analysis.
    • Managed the planning, budgeting, and execution of SG5 ($12.45 million), SG6 ($64.09 million), and SG9 ($6.67 million) directorates.
    • Conducted sensitivity and scenario analysis on contract projections to predict and prevent excessive variances in the execution of contracts.
    • Provided Excel modeling services, using functions including VLOOKUPS, OFFSET, CHOOSE, and INDEX to manipulate data.
    Focus areas: Budgeting, Excel Modeling, Budgeting Consultant, Annual Budgets, Budget Management, Analysis, Presentations, Microsoft Excel, United States, Financial Analysis, Government Contracting, Aerospace & Defense, Financial Data

Education

  • Master's Degree in Finance
    2008 - 2009
    American University - Washington, DC
  • Bachelor's Degree in Business Administration with a Double Specialization in Finance and Accounting
    2006 - 2008
    American University - Washington, DC

Certifications

  • CFA
    FEBRUARY 2022 - PRESENT
    CFA institute
  • Excel Associate
    MARCH 2020 - PRESENT
    Certiport | Pearson Education, Inc.
  • Microsoft Office Specialist Excel Expert
    MARCH 2020 - PRESENT
    Certiport | Pearson Education, Inc.
  • Advanced Financial Modeler (AFM)
    MARCH 2020 - PRESENT
    Financial Modeling Institute
  • Certified Fraud Examiner (CFE)
    FEBRUARY 2020 - PRESENT
    Association of Certified Fraud Examiners
  • Certificate in International Financial Reporting (Cert IFR)
    FEBRUARY 2020 - PRESENT
    ACCA
  • Entry Certificate in Business Analysis (ECBA)
    NOVEMBER 2019 - PRESENT
    International Institute of Business Analysis (IIBA)
  • Commercial Real Estate, Cornell Certificate Program
    SEPTEMBER 2019 - PRESENT
    Cornell University

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