Erik Warren, Management Consultant in Yorktown Heights, NY, United States
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Erik Warren

Verified Expert  in Management Consulting

Bio

Erik's built and managed finance functions for global companies, with responsibilities ranging from reporting to managing capital raises for $200+ million infrastructure projects. As a freelancer, he can apply his broad set of financial skills to the challenges growing companies face. He has significant experience with mid-tier companies seeking to apply finance best practices, M&A due diligence and ready themselves for financing.

Career Highlights

Co-founder | Head of Financial Data Analytics
Rational Pilot
Director of Financial Planning and Analysis
Hibernia Networks
Senior Valuation Consultant
PricewaterhouseCoopers

Education Highlights

Master's Degree
Temple University
Bachelor's Degree
University of Florida

Case Studies

Expertise

  • Data Science
  • Due Diligence
  • Finance
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Financing
  • Forecasting
  • Fundraising

Work Experience

Director, Data Analytics

2018 - 2025
Frontier Communications
  • Developed and directed the data analytics program for the internal audit function at Frontier, a $6 billion revenue telecommunications provider.
  • Acted as an internal consultant, creating strategic data analyses and developing specialized KPI monitoring for multiple departments, including marketing, finance, sales operations, procurement, and HR.
  • Worked as a member of Frontier’s GenAI Oversight and Governance committees, focusing on implementing and adopting AI throughout the company while creating policies for security and development.
  • Reviewed firmwide data quality and data governance, which led to the introduction of new data governance policies and processes with platform implementation.
  • Planned and executed an audit staff upskilling initiative to improve RPA usage and acquisition of internal audit large data acquisition and testing.
Focus areas: Data Analytics, Generative Artificial Intelligence (GenAI), Robotic Process Automation (RPA), System Design, System Implementation, Board Presentations, Financial Forecasting, Financial Data Analytics, Excel Modeling, TMT, Econometrics, Financial Model Auditing, Microsoft Excel, Forecasting, Pandas, Data Science, Mergers & Acquisitions (M&A), Telecommunications, Market Research & Analysis, Organizational Design

Co-founder | Head of Financial Data Analytics

2015 - 2018
Rational Pilot
  • Developed and implemented a cloud-based statistical platform that was used to identify economically significant trends in business planning and forecasting. The platform used Django, Python, Pandas, NumPy, and StatsModels.
  • Developed and integrated a proprietary econometric financial analysis screening tool, leveraging Bloomberg, for a hedge fund client with $700 million AUM. The tool allowed the fund to broaden its investment opportunity set.
  • Created financial and operational metrics dashboards, integrating Power BI and ERP systems to track sales performance, customer and product revenue, and financial performance for a $10 million chemical company.
  • Employed statistical regression analysis to improve revenue forecasting by 50% for a publishing company. This allowed the company to allocate existing capital more effectively and helped to raise $2 million of equity funding.
  • Created proprietary momentum metrics to identify weaknesses in a client's largest customer (68% of sales), which allowed the company to engage with the customer and mitigate sales unit reductions.
  • Integrated client's Salesforce CRM data with proprietary Monte Carlo analysis to improve sales forecasting accuracy by 20%.
Focus areas: Data Science, Financial Data, Financial Forecasting, Financial Modeling, Financial Data Analytics, Excel Modeling, Financing, Microsoft Excel, Forecasting, Pandas, Finance, Fundraising, Market Research & Analysis

Director of Financial Planning and Analysis

2011 - 2015
Hibernia Networks
  • Trained and managed a multinational finance team that delivered budgets and long-term financial models for a $150+ million revenue telecommunication network provider with fifteen subsidiaries and $600+ million of submarine and terrestrial assets.
  • Completed $42 million debt refinancing with Fortress, reducing interest expense and increasing corporate operational funding. Delivered models and investor presentations while managing due diligence and investor requests.
  • Created scenario models, investor presentations, and managed due diligence for successful financing of Hibernia’s $200+ million transatlantic fiber optic system, Project Express.
  • Created models, board presentations, and scenario analysis for a North American fiber-optic network transition project, successfully reducing capital expenditures by $8 million.
  • Evaluated and implemented cloud-based financial software, Host Analytics, transitioning from an Excel-based environment.
Focus areas: Investments, Budgeting, Project Finance, Capital Structuring, Financial Planning & Analysis (FP&A), Financial Forecasting, Financial Modeling, Three-statement Modeling, Budgeting Consultant, Financial Data Analytics, Excel Modeling, TMT, Financing, Pitch Decks, Econometrics, Financial Model Auditing, Microsoft Excel, Forecasting, Due Diligence, Mergers & Acquisitions (M&A), Telecommunications, Finance, Fundraising, DCF Modeling, M&A (Sell-side), Growth Strategy, Organizational Design

Vice President, Private Placements

2005 - 2011
Westminster Securities
  • Prepared more than 20 companies for private equity and private investments in public entity (PIPE) investments, creating financial models, coordinating due diligence and managing senior management presentations. Worked with funds such as D.E. Shaw, Ospraie, and Viking Global.
  • Managed the sell-side due diligence process for wind energy client that successfully raised $800 million in private equity investment.
  • Led a $20 million sell-side process for a Chinese coal blending company, creating the investor presentation and driving deal negotiations to a successful close.
  • Advised a hedge fund client on a successful investment in a $12 million and gas drilling company.
  • Created a Bloomberg-based client screening tool to identify companies that the firm could target for capital structure advisory.
Focus areas: Investment Banking, Capital Structuring, Private Equity, Financial Modeling, Three-statement Modeling, Valuation, Mergers & Acquisitions (M&A), Budgeting Consultant, Financial Data Analytics, Excel Modeling, TMT, Financing, Pitch Decks, Financial Model Auditing, Microsoft Excel, Forecasting, Due Diligence, Finance, Fundraising, DCF Modeling, M&A (Sell-side), Growth Strategy, Organizational Design

Senior Equity Analyst

2000 - 2005
Kaufman Brothers
  • Led the coverage as well as built full financial statement and valuation models of telecommunication service and infrastructure providers including Verizon, AT&T, Quanta Services, and MasTec.
  • Created equity research reports, industry research studies, and economic impact reviews for all covered companies.
  • Executed short and long-term financial forecasts, incorporating primary and secondary research, including meetings with senior management and industry contacts, as well as channel checks.
  • Supervised equity research team of eight as the Supervisory Analyst/Compliance Officer. Reviewed and edited all written research for content, quality, and compliance with SRO, Finra, and SEC regulations.
Focus areas: Investments, Equity Research, Financial Forecasting, Financial Modeling, Three-statement Modeling, Valuation, Financial Data Analytics, Excel Modeling, TMT, Financing, Pitch Decks, Econometrics, Financial Model Auditing, Microsoft Excel, Forecasting, Due Diligence, Mergers & Acquisitions (M&A), Telecommunications, Finance, Fundraising, DCF Modeling, M&A (Sell-side), Market Research & Analysis, Growth Strategy

Senior Valuation Consultant

1998 - 2000
PricewaterhouseCoopers
  • Executed valuation and capital structure optimization client engagements for some of PwC's top 100 clients including Apple, Verizon, AT&T, GE, and Vodafone.
  • Implemented a comprehensive shareholder value analysis for Verizon's option on Vodafone's ownership in Verizon Wireless. The analysis included discounted cash flow (DCF), economic value added, comparable company and real option valuations.
  • Delivered sum-of-parts and DCF scenario valuation analysis and created senior management presentation for Bell Atlantic/GTE merger.
  • Created and executed business unit-level portfolio merger/acquisition/spin-off valuation analysis using Capital IQ, regression, and Monte Carlo analysis for GE's Corporate Treasury Structure group.
  • Served as valuation consultant for PwC consulting teams in industries such as IT, Telecom, Lodging & Leisure, Automotive, Pharmaceutical and Consumer Goods.
  • Integrated PwC's proprietary internal shareholder value analysis model with Capital IQ, reducing analyst setup time from 12 hours to 2 hours for a completed model.
Focus areas: Capital Structuring, Valuation, Financial Forecasting, Financial Modeling, Three-statement Modeling, Financial Data Analytics, Excel Modeling, TMT, Financing, Pitch Decks, Econometrics, Financial Model Auditing, Microsoft Excel, Forecasting, Due Diligence, Mergers & Acquisitions (M&A), Telecommunications, Finance, Fundraising, DCF Modeling, M&A (Sell-side), Market Research & Analysis

Senior Financial Analyst

1995 - 1998
Metromedia International Telecommunications
  • Budgeted and tracked performance of wireless telecommunications joint ventures with revenue of $60 million in Eastern Europe, the former Soviet Union, and China.
  • Created detailed operational and financial models for 40 joint ventures, managing the budgeting process with field personnel and joint venture partners.
  • Evaluated and performed due diligence on 15+ acquisition targets and proposed projects, presenting diligence results to senior management.
  • Built an Excel-based management reporting system which combined actual, budgeted, and forecasted financial and operational metrics, tracking over 40 joint ventures on a monthly basis.
  • Evaluated and implemented a $120,000 Hyperion ERP package for reporting and financial consolidations.
Focus areas: Capital Structuring, Capital Budgeting, Financial Forecasting, Financial Modeling, Three-statement Modeling, Financial Data Analytics, Excel Modeling, TMT, Financing, Pitch Decks, Financial Model Auditing, Microsoft Excel, Forecasting, Due Diligence, Mergers & Acquisitions (M&A), Telecommunications, Finance, Fundraising, Organizational Design

Education

1993 - 1995

Master's Degree in Economics

Temple University - Philadelphia, PN, USA

1987 - 1991

Bachelor's Degree in Economics

University of Florida - Gainesville, FL, USA

Skills

Finance

Financial Model Auditing, Capital Budgeting, Financial Modeling, Monthly Recurring Revenue (MRR), Valuation, Three-statement Modeling, Equity Research, Financial Planning & Analysis (FP&A), Due Diligence, Forecasting, P&L Forecasting, Sales Expense Forecasting, Cash Flow Forecasting, Budgeting, Fundraising, Cash Flow, Revenue & Expense Projections, Private Equity, Mergers & Acquisitions (M&A), M&A (Sell-side), Financial Systems, Financial Reporting, Project Finance, International Finance, Equity Financing, CCAR, Capital Structuring, Capital Structure Analysis

Output Software

Microsoft Excel, Excel 2016

Data & Analysis Software

Financial Data, Pandas, Capital IQ, Microsoft Dynamics CRM, SAS, Host Analytics, Adaptive Insights, SQL

Industry Expertise

Telecommunications, Real Estate, Energy, Capital Markets

Geographic Expertise

United States, North America, Ireland, Europe

Other

Dashboards, Pitch Decks, Financial Data Analytics, Annual Budgets, Financing, Investment Banking, TMT, Investment Research, Excel Modeling, Econometrics, Financial Forecasting, Budget Modeling, Consulting, Budgeting Consultant, Data Analytics, Robotic Process Automation (RPA), Python 3, Finance, DCF Modeling, Growth Strategy, Data Science, Statistics, Excel Macros, Microsoft Power BI, Python, Economic Analysis, Generative Artificial Intelligence (GenAI), System Implementation, Databricks, Market Research & Analysis, Organizational Design, Investments, Microsoft Dynamics Great Plains (GP) ERP, Financial Reporting Dashboards, Analysis of Variance (ANOVA), Strategic Planning & Execution, Hedge Funds, System Design, Board Presentations

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