Ben Cooper Email & Phone Number

California, United States

San Jose, California, United States

Santa Rosa, California, United States

• Used strong attention to detail for financial and risk analysis to originate high quality credits that met borrowers' need while minimizing credit risk.
• Conducted detailed financial analysis to highlight each borrower's unique financial risks and communicated my analysis concisely and in a timely manner to credit managers.
• Advised relationship managers on borrower specific loan structures while minimizing credit risk and providing excellent customer service.
• Managed a portfolio of 48 borrowers providing timely compliance with loan covenants and borrower requested servicing actions to minimize AAC's credit risk while providing excellent customer service to satisfy all.
• Contributed to the integration of nCino's loan origination software with Salesforce, working cross-functionally to deliver a seamless transition by providing feedback to capably influence decision makers.

• Basking Filter is a water management company focused on the mitigation of storm water and algae infestation of surface water. Our proprietary technology provides a self-cleaning fluid dynamic that extends the life of.
• Customer discovery and development: arranged interviews with prospective customers, potential business partners, and technical experts/advisers
• Refine the product market fit to inform our go-to market strategy
• Market research and segmentation into TAM/SAM/SOM
• Financial modeling and cost analysis to estimate time to positive cashflowAccomplishments:
• Winner of 2020 Provost's Innovation Challenge and Spark Grant at the University of Oregon

• Performed fundamental financial analysis on selected equities and pitched those equities in a presentation format for one of the two student run equity funds: Emerging Markets Fund (EMF) or Impact Fund.
• Used MS Excel to build DCF Models incorporating industry trends and risk assessments to arrive at informed and accurate valuations.
• Forecasted the three accounting statements using Microsoft Excel and communicated variances between forecasted and actual statements by leveraging industry and business to research to identify business key drivers.
• Used MS Word and PowerPoint to make professional quality valuation reports and pitch decks to transparently communicate my research and conclusions.
• Delivered investment pitch to influence all stakeholders (30+ investment peers and fund managers) to my BUY/SELL/HOLD recommendation.Fall 2019 - Successfully pitched Waste Management with a BUY recommendation.

Portland

• 2020 champions of the Portland competition. Conducted and presented a comprehensive fundamental financial analysis of Schnitzer Steel Industries (SSI). Judges said our report is one of the best they've ever read.
• Led my team in assigning deliverables, meeting deadlines, and arranging meetings with our stakeholders, including our CFA and academic advisors, and integrating their feedback into our analysis.
• Built our DCF Model with Excel to analyze SSI's financial performance under various economic conditions leveraging data analysis to determine SSI's key business drivers and evaluate my model's price prediction.
• Forecasted SSI's accounting statements to assess its financial and business performance using financial ratio analysis.
• Critically assessed SSI's supply chain performance for future potential cost reductions and process improvements. Used that research to inform DCF Model and valuation report.
• Contributed the writing, editing, and formatting of my team’s valuation report.

Saratoga, CA

• Managed a minimum of 14 unique ferments per season derived from 7 estate-grown varietals, which resulted in at least 12 unique wines annually.
• Improved wine quality through systematizing all tasks related to wine production, notably record keeping and sanitation, thereby reducing levels and incidence of wine spoilage.
• Systematized and improved sanitation procedures without use of environmentally harmful chemicals nor by increasing winery water consumption--water consumption fell 35% over a 5 year period.
• Optimized wine flavor and quality through accurate grape cluster sampling, chemical analysis, and tasting of the samples to determine optimal harvest dates.
• Developed tartaric acid addition protocol by leveraging hard won winemaking experience to improve (lower) wine pH and add more structure to the wines' flavor and mouth-feel.
• Converted entire winemaking program to autochthonous fermentation program, reducing labor hours and input costs.

Mba, Cameron Center For Finance And Securities Analysis

Activities and Societies: UO Toastmasters - VP of Membership; UO Masters Investment Group - Equity Analyst

Bachelor Of Arts (B.A.), Geography W/ Gis Emphasis