Functional Skills
M&A Support
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Finance Transformation
Sector Experience
Healthcare
Telecom
Energy
Technology
Languages
Spanish
4
hours
Avg Response Time
103
jobs
Jobs Completed
2268
hours
Total Hours Logged
25
years
Years of Experience
Bulge Bracket Investment Banks
Experience
BRIC Advisory
Finance
Project Consultant
- Assisted in business development and deal execution efforts of financial advisory firm specializing in development bank lending
- Helped funds and project companies raise debt and equity capital
- Participated in and managed all aspects of deal execution including creation of financial models, investment memoranda and borrower presentations
- Helped funds and project companies raise debt and equity capital
- Participated in and managed all aspects of deal execution including creation of financial models, investment memoranda and borrower presentations
Bloomberg, L.P.
Other
Contributing Writer & Editor
- Regularly wrote on business subjects covering economics, finance, investment and international trade for Bloomberg Institute
- Edited work of writers ensuring well written, logically structured content, consistent with Bloomberg’s editorial standards
- Edited work of writers ensuring well written, logically structured content, consistent with Bloomberg’s editorial standards
MD Sass
Finance
Portfolio Manager
- Analyzed investments for $800 million hybrid private equity/hedge fund targeting undervalued companies and securities
- Created valuation models based on liquidation values, asset values, sum-of-parts, and underlying cash flows
- Evaluated spin-offs, liquidations, undervalued equities, turnarounds, and balance sheet restructurings
- Conducted due diligence into company prospects by speaking with management, competitors, suppliers, and customers
- Created valuation models based on liquidation values, asset values, sum-of-parts, and underlying cash flows
- Evaluated spin-offs, liquidations, undervalued equities, turnarounds, and balance sheet restructurings
- Conducted due diligence into company prospects by speaking with management, competitors, suppliers, and customers
JPMorgan Chase & Co
Finance
Vice President
- Built sophisticated models to evaluate returns for leveraged buyouts, recaps, growth capital, and add-on investments
- Developed strategic and financial criteria with portfolio companies to identify candidates for future acquisition
- Worked closely with CEOs of portfolio companies to extend product lines, improve profitability and enter new markets
- Developed strategic and financial criteria with portfolio companies to identify candidates for future acquisition
- Worked closely with CEOs of portfolio companies to extend product lines, improve profitability and enter new markets