FP&A Consultant for Augment AnalyticsConducted FP&A projects for a major consumer financing company and distressed debt fundConstructed waterfall analyses of credit risk and loan servicing costsAuthor of https://thedailytearsheet.com/Advisor / Consultant for Agile Trading TechnologiesM&A Advisor for Sterling Point AdvisorsWriter / Analyst for The Motley FoolAuthor of https://weeklytearsheet.substack.com/Provider of financial planning and analysis servicesProvider of capital markets advisory services

Chief Financial Officer, overseeing Finance / Accounting, Capital Markets, and Servicing functionsManage Budgeting, Modeling, Planning, Counterparty Relationships, and ReportingSupervise secondary marketing, lock desk, and pricing, and in-house servicing ops,

Supervise lock desk, secondary marketing, and post-closingInterest rate risk management, hedging and trading of newly originated mortgage pipeline and TBA securitiesUse data analysis and financial analysis to set pricing to cover costs and maintain competitivenessRisk analysis, including prepayment and credit riskManage relationships with correspondent lendersImplemented Ginnie Mae Securitization and Fannie Mae Direct Selling - increased gain on sale 35 basis pointsImplement lean manufacturing principles to firmwide operations, reduced cycle times 10%Negotiate Warehouse line agreementsManage MSR portfolioConduct all financial modeling and forecasting, budgeting, and financial analysisMergers and Acquisitions analysisProvide economic forecasts and analysis for sales teamAuthor of blog - The Daily Tearsheet

Publishing analyst, covering the REIT sector, homebuilders, and M&APublished 25 articles a weekWork has been cited in numerous publications

Responsible for trade idea generation, bottoms-up fundamental equity analysis, antitrust analysis for $200MM event-driven hedge fund. Responsible for covering all international event-driven situations and half of US situations. Additional responsibilities include trade execution and portfolio hedging. Increased international book focus and profitability to become roughly 35-40% of fund's performance. Generated profitable deep-value trade ideas in diverse sectors. Established dialogue with management to enhance shareholder value. Conducted antitrust analysis and regulatory analysis. Liaised with counsel to evaluate regulatory risk. Attended regulatory hearings. Took lead in overhauling portfolio hedging strategies. De-emphasized use of index options and increased use short ideas and exchange-traded sector funds.