Christopher Rocha Email & Phone Number

San Francisco, CA, US

San Francisco, California, US

• Generated over $75 million in transaction value for clients, supporting sell-side M&A advisory agreements through financial statement analysis, valuation analysis, and growth model creation
• Increased client total value by up to 20% through EBITDA reconstructions, P&L analysis, and performing ad hoc calculations throughout the LOI and APA deal stages
• Interacted with more than 3 clients simultaneously to collect key financial information and owner growth strategies to develop go-to-market collateral and confidential information memorandums (CIMs)
• Leveraged industry key metrics and tools such as S&P Capital IQ to support the development of growth and profitability models

Durango, Colorado, US

San Luis Obispo, California, US

• Executed a 5-year financials pro-forma for a local SaaS startup including capital structure and cash flow management strategy
• Utilized advanced Microsoft Excel skills to create and implement 3 different pricing and cost structures, and develop an investment schedule for investment values needed over the next 5 years
• Facilitated frequent correspondence with the business owner to ensure similar team and business owner strategies, conveying financial concepts in a digestible and understandable manner

Redwood City, California, US

• Analyzed 1000+ rows of data utilizing advanced techniques in Microsoft Excel such as VLOOKUP and Pivot Tables to create a comprehensive historical product-level detail workbook to augment executive-level decision-making
• Collaborated with the Accounting Controller in the accounts receivable workflow to process and analyze invoices totaling in the range of $1 million to $10 million in recurring annual revenue (ARR)
• Conducted support 6-figure budget variance analysis referencing quantitative and qualitative variance drivers
• Researched and compiled a report highlighting the firm’s fixed asset policy and tax exposure as a SaaS company

San Luis Obispo, California, US

• Facilitated the professional growth of students through résumé overhauls and mock interviews/interview preparation
• Processed up to 20 students a day, expertly guiding students through navigating career paths and opportunities

• Created financial models to conduct comparative analysis of 3 potential investment opportunities using metrics such as internal rate of return (IRR) and net present value (NPV)
• Produced a dynamic Microsoft Excel sheet to accurately maintain and report on a budget of over $300,000
• Increased operational efficiency by cutting costs by 30% through the evaluation and implementation of a money transfer system

New York, New York, US

Modesto, California, US

Undergraduate, Business Administration - Finance

Diploma Recipient For International Baccalaureate