Functional Skills

Financial Planning & Analysis (FP&A)
Financial Modeling

Avg Response Time


Jobs Completed


Total Hours Logged


Years of Experience


Scharf Investments - Research Analyst
12/2011 - 06/2014
Global Equity/Fixed Income, $2.6 billion AUM

Cover 70+ stocks within 7-10 sectors/industries, in a long only, value oriented, global portfolio with a three to five year holding period. Conduct extensive research
Equity Research - Cover 70+ stocks within 7-10 sectors/industries, in a value oriented, global portfolio with a three to five year holding period. Conduct extensive research and present new ideas (equity and fixed income) to the Investment Committee

Rainbow Fund LP - Research Analyst
03/2011 - 12/2011
Researched and provided value oriented buy/short recommendations on emerging markets and domestic equities on a consulting engagement basis for a $250 million AUM long/short emerging markets fund.

o Areas of focus: Russian Utilities, Mining, Logistics and Energy Services
o Other consulting industry research projects: Domestic: Search Software, Cloud Computing; Retail; Commodity Royalty Trusts

Global Tel-Link - M&A Summer Associate
04/2010 - 07/2010
• Completed three acquisitions that increased the EBITDA from $50 million to over a $100 million dollars, by working with two private equity owners, Veritas Capital and Goldman Sachs Capital.
• Valued the acquisitions; modeled and forecasted all financial statements; performed sensitivity analysis and synergy adjustments; participated in all aspects of quality of earnings and tax analysis, due diligence, and financing negotiations.

Hahn Capital Management - Senior Research Analyst
03/2005 - 04/2010
Domestic Equity - Mid-Cap Value; $1 billion AUM - Long Only

• Research and Analysis – Covered 8 to 10 positions in a 30-stock portfolio with a a 3-5 year average holding period. Coverage responsibilities: financial forecasting and valuation modeling, competitor and industry analysis, frequent communication with senior management, sell-side analysts and customers, and financial statement due diligence. Present sell, add and reduce recommendations to the Investment Committee.

Corporate Strategy & Development
US Steel - M&A Due Diligence
03/2002 - 05/2003
• Analyzed operations, inventory management, and the business plan, performed ROI analysis on various product lines, and interviewed key management employees as part of the due diligence operations in the process of privatizing Serbian steel assets.
• Prepared an extensive financial analysis and contributed to the due diligence activities in the proposed $500 million sale of US Steel raw material operations to the Apollo Group