Andrew Bitner Email & Phone Number

Cincinnati, Oh, Us

Responsibilities include the financial/marketing deliverables, project management, and external negotiation involved in the full end-to-end sell-side M&A deal process, including frequent direct working relationships with executives of the selling companiesAdditional aspects of this role include helping senior bankers earn the business of prospective clients, coordinating/reviewing analyst's deliverables, as well as a variety of ad hoc research and operational tasks

Cincinnati, Oh, Us

New York, Ny, Us

Applied problem-solving frameworks and quantitative forecasting analysis to high-value opportunities across Chase Consumer Bank, providing detailed recommendations ranked to optimize impact. Projects required advanced written and verbal communication skills in order to present and articulate solutions to senior leaders.

New York, Ny, Us

Personally owned the development and GTM strategy of a new fixed rate loan product, considering legal, risk structure, operational, and profitability factors. Built out reporting processes on a recurring and ad hoc basis for various initiatives. Conducted financial analysis and projections for program budget planning.

New York, Ny, Us

Led the execution of the foundational risk strategy component for the Zelle Dynamic Limits project that gave ~12 million customers access to higher payment limits and increased total annual Zelle payments by 13 million. Partnered with team members and key stakeholders to build out the risk strategies required to launch a new payment rail product.

Dallas, Texas, Us

Coached and led the student analysts in the valuation and analysis of potential investable companies, while building out the systemic analytical and data gathering processes of the Beyond Angel Network in addition to ad hoc modeling, valuation and analysis for the YJ1 Fund.

Dallas, Texas, Us

Led an 8-intern team to conduct due diligence on startups to screen for investable companies and to be subject experts for potential angel investors. Produced 7 full investment decks including deal ask/exit analysis, business model analysis, and financial projections. Worked with the program director to make key organizational and procedural decisions

Us

Covered the semiconductor and software sectors by conducting in-depth research and building financial models for target companies considered by this Family Office Hedge Fund during this internship.Spent 200+ hours researching and modeling Zoom Video Communications for a pitch to the CEO and entire Investment Strategy Committee. Shares have since met and exceeded the long-term price targets.

Dayton, Oh, Us

Led a big-data driven study of consumer behavior tendencies for use throughout the organization which uncovered insights that were deemed significant by top management and widely distributed to business customers.

Austin, Texas, Us

Created a productivity metrics system that was implemented firmwide. Developed project management skills as a member/leader of several project teams. Conducted website data and project efficiency analysis, research, online lead generation, document proofing, and business plan development. Peer coached for writing skills.