Martin Bouroncle Email & Phone Number

California, United States

San Francisco Bay Area

San Francisco Bay Area

• Developed and implemented an enterprise-wide financial model to automate the servicing of the firm’s active investment portfolio (over $400mm AUM with monthly volume of 20,000 transactions)
• Utilized SQL database to streamline reporting and develop business intelligence around the company’s treasury operations
• End-to-end process owner for a $40 million revolving credit facility and provided strategic insight to reduce cost and streamline operations
• Projected the company’s available investment capacity based on a dynamic model which forecasted future balance sheet utilization
• Produced various reports and presentations used by senior management and the board of directors
• Analyzed the company’s daily liquidity by modeling the cash burn rate, revenue projections, and restricted and unrestricted cash positions

San Francisco Bay Area

• Responsible for analyzing and coordinating 2 & 5 year strategic plans for the Safety & Health line of business through understanding the budgetary needs, creating custom financial models, and communicating with.
• Advised executives and senior leadership on opportunities and efficiencies within their $100 million expense and capital budget to reach affordability targets based on cost analysis
• Built and managed relationships with executives and senior management through monthly meetings to explain budget variances and forecast
• Developed financial models and verified financial data in benchmarking exercises for the Safety & Health line of business

San Francisco Bay Area

San Francisco Bay Area

• Collaborate with financial professionals to develop an operative understanding of investment management workflows and apply expert product knowledge to streamline unique investment strategies, including improving the.
• Support all steps of the investment research process by creating custom financial and quantitative models, researching economic and industry intelligence, and conducting portfolio analytics and returns attribution.
• Build, manage and maintain mutually beneficial, strategic relationships with a range of investment professionals, technology professionals and client services personnel, resulting in stronger connections, enhanced.