toptal.com
Contact us: +1.888.867.7001
William Yeatts, Finance Expert in Washington, DC, United States
William Yeatts

Finance Expert in Washington, DC, United States

Member since March 17, 2022
William has in-depth experience in strategic finance, including M&A, corporate finance advisory, FP&A, treasury, and public company investor relations. His expertise spans small teams working on targeted projects to large teams tackling tactical, enterprise-level processes. William has led teams, managed reviews, and completed multiple acquisitions in digital IT services and cybersecurity. He has a passion for numbers and leverages financial decision-making to guide business leaders.
William is now available for hire
Hire William

Case studies

Load more...

Industry Expertise

  • Business Services
  • Management Consulting
  • Custom Software & IT Services
  • Finance
  • Investment Banking
  • Venture Capital & Private Equity
  • Government
  • Building Materials

Software Expertise

Other Expertise

Employment

  • Director: FP&A and Treasury

    2020 - 2022
    MAG Aerospace
    • Led the team that generated analyses for strategic cash management and deployment initiatives, including organic and inorganic investments and debt capital transactions.
    • Managed the capital asset review process for new, material CAPEX projects; reduced overall CAPEX spend, improved use of the existing base of assets, and facilitated fixed asset reconciliation with a controller.
    • Built and maintained internal cash flow and forecast models; coordinated with business unit finance directors to provide a rolling four-quarter view of expected firm performance.
    • Led annual planning process; completed overhaul in response to corporate restructuring.
    Focus areas: Treasury, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Financial Forecasting, Revenue & Expense Projections, Forecasting, Financial Modeling, Valuation, P&L Forecasting, IRR, Business Analysis, Data Analysis, Financial Reporting, Business Modeling, Excel Expert

  • Senior Associate: Investor Relations and Capital Strategy

    2019 - 2020
    Booz Allen Hamilton
    • Partnered with treasury to create value-based, dynamic capital structure and deployment framework designed to maximize shareholder value through economic and budget cycles.
    • Analyzed financial statements and operating reports to prepare and review quarterly and annual filings (8-K, 10-K, 10-Q). Drafted the CFO’s portion of the earnings call transcript.
    • Collaborated with the FP&A, treasury, strategy, and communications teams to align on financial outlooks, current performance, and messaging. Prepared earnings slides, investor presentations, and conference presentations.
    • Engaged with analysts and investors to answer questions related to models, strategic initiatives, and operating plans.
    Focus areas: Dividend Policy, Cost of Debt, Cost of Capital, Capital Structure Optimization, Capital Structure Analysis, DCF Valuation, Valuation Multiples, Investor Relations, Investor Reporting, Investor Presentations, Financial Forecasting, Revenue & Expense Projections, Forecasting, Financial Modeling, Business Models, Valuation, P&L Forecasting, IRR, Business Analysis, Equity Research, Data Analysis, Equity Research Analysis, Financial Reporting, Pricing Models, Business Modeling, Excel Expert

  • Senior Associate: Corporate Development and Capital Strategy

    2016 - 2019
    Booz Allen Hamilton
    • Partnered with treasury to pitch and execute the firm’s inaugural unsecured note offering in April ’17.
    • Completed multiple acquisitions in both digital IT services and cybersecurity industries.
    • Collaborated with operators and senior management to create organic and inorganic growth strategies, including strategic divestitures, “buy vs. build” analyses, joint venture agreements, and minority equity investments.
    Focus areas: Mergers & Acquisitions (M&A), Cost of Debt, Cost of Capital, Weighted Average Cost of Capital (WACC), Cash Flow Analysis, M&A Modeling, Discounted Cash Flow (DCF), Five-year Projections, Debt Raises, Financial Forecasting, Revenue & Expense Projections, Forecasting, Financial Modeling, Business Models, Valuation, P&L Forecasting, IRR, Business Analysis, Data Analysis, Financial Reporting, Software as a Service (SaaS), Pricing Models, Business Modeling, Excel Expert, Investment Banking

  • Investment Bank: Coverage Analyst (Building Products and Homebuilding)

    2013 - 2016
    Wells Fargo Securities
    • Evaluated various business combinations' strategic and financial implications, such as pro forma growth and profitability, leverage characteristics, equity ownership, cash flow, and accretion and dilution.
    • Prepared and delivered transaction proposals and related analyses to management and the board of directors.
    • Performed corporate valuations using leveraged buyout, discounted cash flow, comparable companies, and precedent transaction analyses.
    Focus areas: Mergers & Acquisitions (M&A), Debt Raises, Corporate Finance, Cost of Capital, Dividend Policy, Financial Forecasting, Revenue & Expense Projections, Forecasting, Financial Modeling, Business Models, Valuation, P&L Forecasting, IRR, Business Analysis, Equity Research, Data Analysis, Equity Research Analysis, Financial Reporting, Manufacturing, Pricing Models, Business Modeling, Excel Expert, Investment Banking

Education

  • Bachelor's Degree in Economics; Business and Finance Concentration
    2008 - 2012
    North Carolina State University - Raleigh, North Carolina, USA

To view more profiles

Join Toptal
Share it with others
Hire the top 3% of freelance finance experts TM