Ted Briones Email and Phone Number

--Creation of an independently-operated private capital firm, with full management duties in all facets--Comprehensive provider of corporate financial analytic services addressing all aspects of business performance--Developed a wide variety of analyses and protocols to drive business growth, including revenue and income maximization plans, budgeting and KPI assessments, financial statement analysis and forecasts, corporate risk analytics, operations strategy and opportunity evaluations, and compliance reporting methods --Existing and prior clientele spans from small family-owned businesses to publicly-traded Fortune 500 companies

--Full-scale financial management and oversight for an industry-leading distribution firm--Complete budgetary development and performance tracking for revenues and expenses company-wide--Developed and integrated periodic corporate level reporting packages to provide enhanced insight into all aspects of organizational performance, including cash flow and key performance indicator analytics --Managed the reconciliation process and results for monthly, quarterly and year-end close processes--Provided quantitative and qualitative analyses of imperative importance for business success, including merger and acquisition opportunity analysis, expansion/contraction assessments, and other key management projects--Oversight of relevant software and IT systems to ensure financial compliance, timeliness and accuracy --Created and implemented quantitatively-driven statistical modelling techniques to enhance performance analysis and improve benchmark accuracy, including regression-based and scenario analytics--Developed innovative analytical reporting dashboards using new business intelligence tools and calculation techniques that increased process efficiency and provided actionable information quickly and accurately --Served as a key point of contact and provided ad hoc analyses for all departments including sales, corporate accounting, accounts receivable & customer credit, product procurement, operations/logistics, governmental regulatory compliance, legal compliance, and corporate executive management

--Quantitative model selection and fitting criteria for time series datasets, including residual analysis--Extensive research and advanced sorting processes for datasets with high levels of breadth and depth--Facilitate incorporation of the Bloomberg technology platform into current research structures

--Development and integration of corporate protocols for pivotal data research processes utilized by private & public companies, nonprofits, economic development firms and other organizations--Successful website redevelopment project that enhanced firm branding, image, presence, marketability and financial viability--Extensive quantitative research in economic factors critical to local & state economic development, including labor market analysis, commercial real estate market analysis, and quality of living metrics--Assistance with data-intensive requests for information from firms potentially seeking to relocate

--Supervision of all operations and protocols for a long-only equity fund, including risk assesment, performance measurement and analysis, portfolio management, and asset allocation methodologies--Development of unique tactical asset allocation techniques and innovative security selection practices--Extensive development and application of proprietary equity asset valuation structures--Identify superior investment opportunities within specified industry sectors to accelerate growth