Christopher Whipple Email & Phone Number

Fort Myers, Fl, Us

Chicago, Illinois, Us

Us

- Provide practice development for the private equity industry team by participation in marketing.- Act as the client leader for assigned private equity groups.- Lead and participate in M&A quality of earnings due diligence engagements.- Analyze financial and operational results of targets through reviewing accounting records and conducting interviews with management.- Prepare and evaluate pro forma financial information.- Identify issues for purchase price reductions, deal structuring or deal termination.- Evaluate effects of seasonality and cyclicality on cash flow requirements.- Perform industry and company research on acquisition targets.- Manage expectations of service and review the work of staff and seniors.

Us

- Lead and participate in M&A quality of earnings due diligence engagements.- Analyze financial and operational results of targets through reviewing accounting records and conducting interviews with management.- Prepare and evaluate pro forma financial information.- Identify issues for purchase price reductions, deal structuring or deal termination.- Evaluate effects of seasonality and cyclicality on cash flow requirements.- Perform industry and company research on acquisition targets.- Manage expectations of service and review the work of staff.

London, Gb

- Worked alongside EY colleagues in the Financial Services Office (FSO) and contributed to engagement teams within the Insurance and Wealth & Asset Management sectors- Completed audit procedures and documentation for higher risk areas (e.g. revenue, financial instruments, and income taxes)- Participated in client engagements during a transaction (e.g. initial public offering (IPO), business combination or debt offering)- Maintained productive working relationships with audit clients- Informed engagement leaders of audit engagement status

St. Petersburg, Florida, Us

- Interacted with Raymond James Financial Advisors, senior leadership, and management at alternative investment fund partners to troubleshoot service issues including new investments, commission payments, pricing, client statements, and redemptions. - Employed technological concepts such as database design in order to work with IT professionals in implementing process improvement and risk mitigation projects. - Helped run the operational infrastructure of Raymond James proprietary hedge fund and private equity funds. In addition, supported operational due diligence efforts on funds on the Raymond James platform. - Engaged Raymond James Financial Advisors, alternative investment Fund Sponsors, and many home office departments to holistically support all operational aspects of the Alternative Investment platform. - Submitted client investments to fund sponsors, conducted client suitability reviews on purchases, generated client trade confirms, updated positions and valuations on client statements, paid Financial Advisor commissions, processed redemptions, and maintained account performance details. - Continually worked with Fund Sponsors to improve the Financial Advisor and client experience with respect to the investment.

Gb

- Performed mathematical accuracy, internal consistency, yearly tie-out’s, and overall review of client quarterly and annual financial statements. - Tested details and controls for assets, equity, expenses, liabilities, and revenue including understanding policies and auditing procedures. - Prepared templates for Management Representation Letters, Audit, and Integrated Audit engagements.- Implemented Risk Assurance testing of manual and IT controls of client systems and organizations.- Completed analytical assistance on client Income Statements, Balance Sheets, and Statements of Cash Flows utilizing Microsoft Excel.- Interacted with various levels of firm management through both written and verbal form. Consistently demonstrated teamwork and participated in a wide range of projects.

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, Finance