Danielle Kauffman Email & Phone Number

Reading, Pennsylvania, United States

Reading, Pennsylvania Area

Valuation and Transaction Advisory Services

Reading, Pennsylvania Area

Healthcare and Insurance Mergers and Acquisitions Associate

Philadelphia, Pa

-Supported Managing Directors with debt modeling and financial analysis including credit and debt capacity analysis using Excel, Munex, DBC and other financial software- Partner with Bankers and product specialists to generate, evaluate and execute unique and appropriate capital structuring solutions for clients- Prepare and assist in the development of client presentation materials including client meeting pitches and Requests for Proposals- Actively participate in all stages of… Show more -Supported Managing Directors with debt modeling and financial analysis including credit and debt capacity analysis using Excel, Munex, DBC and other financial software- Partner with Bankers and product specialists to generate, evaluate and execute unique and appropriate capital structuring solutions for clients- Prepare and assist in the development of client presentation materials including client meeting pitches and Requests for Proposals- Actively participate in all stages of transaction execution, from the initial pitch to bond closing on tax-exempt bond issuances for Healthcare and Higher Education clients Show less

Greater Philadelphia Area

-Manage the credit quality and maintenance of twenty-six Healthcare and Public Finance accounts with approximately one billion dollars in hard credit exposure.-Compose approval documentation and provide recommendations on risk and reward decisions for requested credit transactions in conformity with credit policy guidelines.-Support Sales Management through the performance of in-depth financial analysis on prospective borrowers for the purpose of establishing ratings which… Show more -Manage the credit quality and maintenance of twenty-six Healthcare and Public Finance accounts with approximately one billion dollars in hard credit exposure.-Compose approval documentation and provide recommendations on risk and reward decisions for requested credit transactions in conformity with credit policy guidelines.-Support Sales Management through the performance of in-depth financial analysis on prospective borrowers for the purpose of establishing ratings which accurately reflect the inherent risks associated with those entities.-Continually develop expertise through specialized research in the healthcare and public finance industries. Show less

-Analyzed trends in the Probability of Default ratings of highly leveraged companies in an effort to reduce bank held reserves.-Utilized Moody's Methodology to determine the risk ratings of corporations lacking public debt ratings.-Performed in-depth research on credit clients to uncover potential credit risks.

Reading, Pennsylvania Area

-Worked closely with senior loan officer on various departmental activities including Line of Credit renewals.-Generated financial information for loan documents via Sageworks Analyst financial spreading software

Master Of Business Administration (M.B.A.), Business Administration And Management, General

B.S., Finance

Activities and Societies: Financial Management Association

Education record