Denver Metropolitan Area
I am a modern Financial Professional with deep expertise in merging traditional finance with IT and the sophisticated technical knowledge required by today’s businesses. As a result of a recent M&A, I am currently employed but open to new career opportunities while concluding my role and assisting the related transition. My qualifications are unique in that they incorporate not only top-level quantitative analytical abilities, but also strategic and qualitative analysis. I earned an MBA in Finance from the University of Colorado’s Leeds School of Business, where I graduated first in my class and earned numerous accolades. I have a diverse work background in many aspects of finance. My experience includes FP&A, Wall Street level stock/equity research, venture capital, process improvement, managerial experience, hedge fund analysis, real estate, Fortune 500 corporate and utility accounting, and business consulting. I am highly skilled in advanced financial forecasting, budgeting, and valuation, and have strong verbal and writing skills. I am a well-trained administrator-level user of Oracle Hyperion Finance Management software and very knowledgeable in integrating database software with Excel and ERP systems. If you are interested in my qualifications, please feel free to contact me.
•Prepared and analyzed financial reports for CFO, executives, and management. •Developed new financial metric and trend reporting included in monthly executive packets, increasing insight and decision-making clarity. •Created and implemented Key Performance Indicators (KPI’s) to analyze performance and provide peer benchmarking. •Helped design and streamline new and more effective budgets and forecasts by working with department heads to accurately build useful, understandable, and accurate projections, and integrate them into the new Hyperion software platform. •Implemented financial and accounting software including Oracle ESSBASE, Planning, Hyperion Financial Management, DRM, FDM, Reporting, and SmartView. Chosen to be a System Administrator for Financial Oracle IT systems. •Used Hyperion to automate dozens of monthly financial reports reducing report preparation time from days to minutes. Utilized Hyperion to provide rapid ad-hoc analysis to support key decision makers. •Developed WACC for Treasury and Investor Relations and valuation metrics for top management including Net Present Value (NPV), Return on Invested Capital (ROIC), Payback Period, Internal Rate of Return (IRR), and Return on Investment (ROI). •Performed ad-hoc financial analysis and communicated recommendations for existing business needs, potential opportunities, and new project analysis. •Acted extensively as an internal consultant and partner for other departments and workgroups, working with critical personnel across the organization and in budgeting, forecasting, performance analysis, and capital decisions.
Venture Capital, Private Equity, and Digital Media Financial and Business Consulting •Utilize extensive financial background to provide all levels of financial consulting at for funds and portfolio companies in consulting role as Director of Finance for The Stage Fund, a Denver headquartered national venture capital and private equity group •Provide business strategies, consulting, and e-publishing services, including publishing across different digital mediums and enabling authors to adapt from traditional book publishing to the rapidly growing e-book industry •Create multi-faceted business and start-up plans, timing book releases across e-book platforms with concerted social media presences to maximize book sales while building customer bases
• Prepared in-depth financial forecasts and valuation models on all portfolio companies • Produced models to evaluate internal and external investments, including preparing financial requirements for negotiations that helped close a significant long-term deal on favorable terms • Analyzed potential merger and acquisition transactions (purchases, mergers, and sales) • Provided quantitative and qualitative market research reports on various industries • Prepared rolling 12 month forecasts, budgets, and capital requirements for portfolio companies • Revamped reporting to provide better insight into portfolio company financials, creating significant improvements in the quality and speed of financial data to enable executives to make fully informed decisions in real-time • Created debt analyses integrated with cash flow analyses to ensure compliance with leverage/bank covenants
• Developed, maintained, and coordinated the budget for wholesale transmission operations • Utilized SQL for advanced back-end large dataset querying for FP&A • Analyzed monthly trends and recommended forecast updates for senior management • Conducted complex assignments on special projects to improve financial analysis and forecasting • Led and prepared monthly meetings for primarily renewable energy purchases and analyzed financial and accounting impacts of long and short term purchase power agreements • Provided macroeconomic and microeconomic analysis to explain and analyze financial results
• Prepared in-depth financial forecasts and valuation models on over 20 different companies • Analyzed financial statements, SEC filings, and projections on telecom, data center, and internet companies • Provided quantitative and qualitative research on publicly traded companies • Wrote and published research reports and investment recommendations • Evaluated company capital structures and analyzed company debt and derivatives • Incorporated macroeconomic events and forecasts into company analysis and financial models • Met with company executives and visited company headquarters and locations as part of the research process