Casey R. Email & Phone Number

Scottsdale, Arizona, United States

Scottsdale, Arizona

Brought on to monitor asset collection and investments, managing 100 clients representing ~$1.3BN in total investment. Analyze client and unit financial performance, identify risk, and provide strategies for high-risk clients to the Executive team.I approach all projects with a can do attitude and a hands on approach. Collaborate with Executive Management articulating proactive solutions, mitigation of risk, and providing a customer-centric approach to support rapidly changing business needs and new priorities.

Greater Atlanta Area

Established valuations and risk mitigation of target companies, and generate the framework forfinancial models in order to facilitate valuation reviews. Created whitepaper deal-specific executive orders to describe transaction and valuation fundamentals.I find the gaps in projects then fill them. Responsibilities included but not limited to the development of financial models, coordination of the due diligence process, development of written instructions analyzing potential target companies and monitored pre and post-closing obligations.

Greater Atlanta Area

Conducted quantitative analysis of financial data to inform investment decisions of Senior Management. Analyzed and benchmarked strategic initiatives towards long-term financial targets and compiled data in fuel, currency, and CapEx targets pertaining to profitability.With the support of mentorship, received a major promotion within 9 months.

Atlanta

Supported the senior team through producing documentation including pitch books and sellingmemoranda for multiple equity products. Performed extensive industry and company research with databases including Dealogic, Thomson Reuters, and S&P CapIQ, and conducted high-level financial analysis to determine appropriate financing structure for various Fortune 500 firms. Within a few weeks on the job, got certified for my Series 79, Series 63 and Series 7 with little prior knowledge.

Greater Atlanta Area

-Interned in the Equity Capital Markets group-Assisted in creation of pitch books, selling memoranda, and basic financial modeling-Successfully supported senior members with varying personalities and requests

London, United Kingdom

-Performed general accounting duties -Carried out daily banking, logged payment requests, and collected sufficient customer funds