Blake Roberts Email & Phone Number

• Key Accomplishments
• Led valuation for gift tax and estate planning purposes, specializing in alternative investments such as carried interest, GP stakes, and derivatives.
• Developed and reviewed sophisticated financial models to determine the fair market value for equity-related transactions.
• Conducted comprehensive market research to support valuation assumptions.
• Prepared detailed and compliant valuation reports for various partners and external clients.
• Cultivated and maintained strong relationships with high-net-worth clients and their estate planning team.

• Key Accomplishments:
• Conducted fair market value appraisals for gift tax and estate planning purposes.
• Specialized in appraising various interests in hedge funds and private investment vehicles.
• Developed and maintained complex financial models using the three key appraisal methodologies.
• Delivered comprehensive valuation reports, effectively communicating complex financial data to clients.
• Assisted clients in understanding the strategic implications of appraisal results.

Rochester, New York

• Key Accomplishments:
• Prepare comprehensive valuation analysis and reporting packages utilizing the income approach, the market approach, and the asset/cost approach.
• Determined fair market value for diverse entities, from operating companies and ESOPs to holding companies and various types of funds.
• Utilized complex industry and company-specific data to perform accurate business enterprise valuations.
• Developed and presented extensive financial models and analysis to clients and senior executives, facilitating informed decision-making.

• Key Accomplishments:
• Streamlined month-end close process by implementing automated financial models, improving operational efficiency.
• Developed and implemented financial analysis tools to manage variable expenses, driving cost optimization across the North American region.
• Saved the organization thousands annually through a detailed analysis of IT user variances.
• Coordinated the financial closing process for the North American region, ensuring accuracy and timeliness in financial reporting.
• Informed financial planning by developing budgets and forecasts using trend and target analysis.

• Key Accomplishments:
• Implemented automated financial models, significantly improving operational efficiency and time management within the department.
• Monitored and reported KPIs for all U.S. collection facilities, identifying critical productivity and profitability risks and opportunities.
• Developed complex financial models by integrating data from multiple internal databases, driving informed strategic planning and business decisions.

130 Perinton Parkway Fairport Ny, 14450

• Key Accomplishments:
• Audited U.S. expense reports, enforcing internal compliance and identifying cost-saving opportunities.
• Managed intercompany workflow, reducing outstanding accounts receivables balance through monthly reconciliations.
• Contributed to month-end close process by preparing journal entries for balance sheet and P&L items.

Master Of Business Administration (M.B.A.), Management Information Systems, General

Dual Concentrations in both Finance and Management Information Systems

Bachelor Of Science - Bs, Finance, General

Major in Finance Minor in Marketing

Associate Of Arts And Sciences (Aas), Liberal Arts And Sciences/Liberal Studies