Bill Moeder Email & Phone Number

San Diego, CA, US

San Diego, California, United States

San Diego, California, United States

Carlsbad, California, United States

San Diego, California

• Present models and projects to senior bankers to address questions related to financial statements and cash flow trends leading to review of line of credit agreements and customer’s capacity for new business with USB
• Assist in preflight presentations and underwriting proposals with VPs to write annual reviews, determine cash flow availability for proposed term loans, LOC’s and determine yearly probability of default rating
• Serve as Industry Specialist in Commercial Real Estate, Technology and National Corporate Banking
• Mentor and train new hires by quality controlling their work of analyzing financial statements and their data entry of company and personal tax returns to foster analytical skills and increase their reports accuracy
• Recognized in top of portfolio credit support team in FY 2021 for production and accuracy of bank spreads

San Diego, California, United States

• Completed LTM and QTA ad-hoc reports for company prospects, company tax returns, new money deals for portfolio managers to determine company’s credit risk and key ratios to identify the probability of default rating
• Collaborated daily with Portfolio and Relationship Managers on how changes in bank spreading nature and customer performance affect FCC and liquidity ratios, impact bank covenants, cash flow and customer metrics
• Mastered all USB industry and policy standards to produce accurate, detailed reports for Portfolio Managers

Darien, CT

• Developed asset valuation and financial reports by utilizing synergistic wealth management platforms (Addepar and Black Diamond) to allow clients to discuss and evaluate performance of assets versus benchmark index funds
• Client liaison for multiple clients with cumulative assets of up to $2.5B – managed dense projects to fill client’s financials into wealth management platforms to properly allocate assets and holdings amongst family.

Fairfield, Connecticut, United States

• Leveraged Excel to organize data for interactive usage and the creation of proforma documents for owners and management to optimize operational efficiencies and lower labor costs while growing YoY revenue
• Created inventory and sales tracking charts to reduce obsolete/lost inventory while finding meaningful liquor and food revenue generators with high margins to increase food and drink sales YoY while cutting costs
• Reviewed P&L’s on 5 distinct restaurants to analyze supply chain adjustments, sales tendencies and cyclical trends

Fairfield County, Connecticut, United States

• Worked in a high-paced, team-oriented environment utilizing hospitality and communication abilities
• Learned different responsibilities of all restaurant staff positions, mastered product knowledge
• Specialized in guest experience and going above and beyond for guests of restaurant

Orlando, Florida

• Evaluated the impact of competition, hospitality, and global expansion in The Walt Disney Company
• Analyzed the subsidiaries, corporate structure of TWDC and its synergistic relationship to produce equity
• Became an expert in the customer centric traditions of TWDC to create fruitful experiences in resort operations