William Yeatts, Finance Expert in Washington, DC, United States
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William Yeatts

Verified Expert  in Finance

Finance Expert

Location
Washington, DC, United States
Toptal 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.

Excel ExpertFinancial ForecastingInvestment BankingCorporate FinanceFinancial Planning & Analysis (FP&A)Financial ModelingValuationRevenue & Expense ProjectionsEconomicsEquity ResearchFinancial ReportingMarket ResearchMergers & Acquisitions (M&A)

Case Studies

Work Experience

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
2008 - 2012

Bachelor's Degree in Economics; Business and Finance Concentration

North Carolina State University - Raleigh, North Carolina, USA

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