Benjamin Rose Email & Phone Number

Marina Del Rey, CA

https://traineracademy.org/

San Francisco, CA

Performed analysis and constructed reports for buy-side financial due diligence including quality or earnings, net debt, and working capital analysis for target companies in the healthcare and technology industry space.

San Francisco

• Senior Associate, July 2012 – March 2013; early promotion within 2 years Associate, Sep. 2010 – June 2012
• Primary audit client is a public debt VC that focuses on high growth companies in five industry spaces.
• Lead senior on audit of public and private equity clients. Led engagements from start to finish, developed the audit plan and executed against that plan, improved organization and efficiency of the audit, worked.
• Audited reasonableness of models and assumptions for valuation of private equity, warrant and debt securities. Includes comparables model, DCF model, hypothetical market yield of debt model, enterprise value allocation.
• Performed pricing of financial instruments across various asset and derivative classes through PwC’s internal pricing and valuation groups, Bloomberg, IDC, broker quotes, and other pricing sources.
• Identified a material weakness and 2 control deficiencies through an audit with multiple errors and adjustments.

Portland, Oregon Area

Sourcing Intern, Summer 2009Constructed and presented analysis of sourcing base metrics. Performed workload analysis to justify proposed budgets. Compiled data from eight international liaison offices, and divisions at headquarters.

Assisted in building well-diversified client portfolios along with Senior Advisor. Improved client management database to increase efficiency and proficiency. Performed security analysis of positions in clients’ portfolios and holdings.