David Dent

David Dent Email and Phone Number

Financial Analyst - Manager of Financial Planning & Analysis: Corporate Finance • Budgeting & Forecasting • Software Integration • Data Science • Accounting
David Dent's Location
San Diego Metropolitan Area, United States
David Dent's Contact Details

David Dent personal email

David Dent phone numbers

About David Dent

University of Chicago MBA with extensive corporate finance experience building accurate financial models, advising executives and clients, and growing assets. Expert Microsoft Excel financial modeling experience in corporate budgeting, valuation, accounting, capital expenditures, and investment analysis. Accomplished in software suites and enterprise resource planning including Microsoft Office, Oracle, SAP, and Yardi.CORE COMPETENCIES:• Corporate Budgeting and Forecasting• Financial Statement Modeling (IS, BS, and CF) • Variance Analysis• Business Intelligence, KPIs, and Data Science • Accounting Policy and Entry• Pricing Construction and Optimization

David Dent's Current Company Details

Financial Analyst - Manager of Financial Planning & Analysis: Corporate Finance • Budgeting & Forecasting • Software Integration • Data Science • Accounting
David Dent Work Experience Details
  • Uc San Diego
    Financial Analyst 3, Temporary Assignment
    Uc San Diego 2022 - 2023
    La Jolla, California, United States
    • BUDGETING AND FORECASTING: Worked with utilities operation to develop FY24 budget and forecast through FY28 of revenue, commodity expense, repairs and maintenance, salaries and benefits, and debt service. Entered all utilities budget model items in Oracle Hyperion Enterprise Planning and Budgeting Cloud Services financial system.• FINANCIAL MODELING: Prepared monthly utilities model and variance analysis including preparation of comments for operational and financial executive management. Used general ledger and project cost subledger to calculate revenue and expense as well as analyze transactions, trends, and balances by campus fund, account, and vendor.• ACCOUNTING: Performed utilities general ledger journal entries in Oracle Fusion Cloud and subledger for monthly reporting as well as to correct previous entries. Uploaded facilities management bills to record expenses. Prepared analysis for accrual journal entries. Researched general ledger and project cost subledger items to help campus customers understand transactions, recharge billings, and expenses.
    View
  • Scripps Health
    Senior Financial Analyst
    Scripps Health 2021 - 2022
    San Diego, California, United States
    Scripps is the largest healthcare provider in San Diego, with 15,000 employees serving 700,000 patients per year.• Led financial forecasting and analysis for $100 million capital budget for information technology division.• Managed annual budget process to collect input from department leaders and aggregate financial models and forecasts for use in corporate headquarters strategic planning.• Developed business intelligence dashboards of key performance indicators to monitor and discuss operating metrics, departmental targets, and uncover areas for improvement.
    View
  • Yardi Systems
    Senior Market Research Analyst
    Yardi Systems 2017 - 2019
    Centennial, Colorado, United States
    Yardi Systems develops and supports industry-leading investment and property management software for all types and sizes of real estate companies. Yardi Matrix offers the industry’s most comprehensive market intelligence tool for investment professionals, equity investors, lenders, and property managers who underwrite and manage real estate investments.• Lead developer of new research products, marketing to potential clients and development & publishing of research articles and investment analysis. Product development based on feedback from growing body of data analytics users active in Multifamily, Office, Self Storage, Hotel, and Industrial property types.• Developed the self-storage research product by analyzing Yardi Matrix commercial real estate data related to new supply levels and rental rates for the largest 100 US metro areas.• Marketed the Yardi data product in presentations to national and state trade conferences in commercial real estate across nine states, presenting to trade show floor and ballroom audiences.• Wrote the first Yardi research reports on self storage industry fundamentals and recent performance trends with expert analysis of property supply, local demand, and area demographics.• Generated prospects for Sales team and on-boarded new clients to develop client base and expand revenue, becoming one of the leading commercial property data science and research publishers.• Developed multifamily market analysis framework and managed several US markets.
    View
  • The Mayflower Fund
    Financial Analyst
    The Mayflower Fund 2014 - 2016
    San Diego, California, United States
    Boutique equity hedge fund launch initiated though unsuccessful• Developed portfolio strategy for long/short equity hedge fund based on demographic and macroeconomic trends that emerged after the Great Recession.• Researched and selected service providers for entity formation, prime brokerage, audit, and fund administration.• Marketed hedge fund and financial advisory service to high net worth potential investors.
  • Certis Capital Management, Inc.
    Financial Analyst
    Certis Capital Management, Inc. 2008 - 2013
    Santa Barbara, California, United States
    Certis Capital Management is a dedicated multi-family office that offers third-party services in equity and fixed income investment management, private equity investing, real estate investment and analysis, valuation, venture capital investing, insurance evaluation, estate planning, generational wealth transfer issues, and accounting.• Built and managed client traditional and alternative investment portfolios including hedge funds, real estate, private equity and credit, venture capital, managed futures, stocks, and bonds.• Real estate investments included distribution, logistics, office, multifamily, hotel, and retail.• Chaired the firm Investment Committee by setting the agenda to review developments in all traditional and alternative asset classes. Performed qualitative and quantitative research to develop “buy / sell / hold” recommendations on all asset classes.• Helped to double third party family relationships from 5 to 10; interfaced with families regarding growth objectives and investment performance.
    View
  • Archstone
    Manager Of Financial Analysis; Senior Financial Analyst
    Archstone 2005 - 2008
    Englewood, Colorado, United States
    Archstone-Smith was a real estate investment trust that owned over 70,000 apartments. In 2007, the company was acquired by Tishman Speyer and Lehman Brothers for $22 billion.• Built pricing model utilized in establishing and negotiating $22 billion in asset value for entire company in conjunction with the company’s sale to Lehman Brothers and Tishman Speyer, representing the largest real estate buyout in US history.• Responsible for corporate, portfolio, and asset level financial analytics.• Developed and managed market analysis which included competitive assessment, demographics, and capital markets.• Conducted analysis for CEO, CFO, and Board related to publicly-traded peers, property strategy, mergers & acquisitions, real estate market analysis, and financing alternatives.• Calculated IRR for $2.8 billion of dispositions from 60 real estate property sales. Performed yield and cap rate valuation for $2 billion development real estate pipeline.• Published quarterly report to senior management including Wall Street analyst recommendations, macroeconomic data, real estate metrics such as construction starts, and same-store data across peers by city. As a result, management shifted out of property markets with declining dynamics and into markets with more positive momentum.• Built financial models for $2 billion European joint venture calculating shareholder value creation, rates of return, earnings impact, and leverage and debt coverage impact to company.• Furnished supporting calculations such as market capitalization, shareholder return, NAV, debt ratings, and IRR for 10-K, 10-Q, Shareholders’ Letter, Supplement, Prospectus, Board of Trustees, and Compensation Committee.• Broadcasted daily equity, debt, real estate, and market news to update senior management.
    View
  • Startek
    Senior Financial Analyst
    Startek 2003 - 2005
    Greenwood Village, Colorado, United States
    StarTek is a leading global provider of technology-enabled business process outsourcing solutions. The company provides omni-channel customer experience management, back office, and technology services to corporations around the world across a range of industries. The company has more than 45,000 outsourcing experts across 54 delivery campuses worldwide.• Developed annual budget for operating division that generated 90% of total revenue.• Introduced full suite of financial and operational metrics used to evaluate monthly productivity.• Built fully integrated financial models (income statement, balance sheet, and cash flow statement) to evaluate ROI of capital expenditure projects.• Developed pricing strategy and analysis used to negotiate with Fortune 500 clients and maintain profitability.• Wrote Management Discussion & Analysis section of the annual SEC filings and financial portion of the quarterly earnings release conference call scripts.• Created monthly reporting package using SAP to explain variances against budget and prior year results.
    View
  • Bear Stearns Companies
    Investment Banking Associate
    Bear Stearns Companies 1999 - 2002
    New York, New York, United States
    The Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading, and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase.• Served as sell-side advisor to News Corp. in $5.3 billion sale of Fox Family Worldwide to The Walt Disney Company. Wrote the 40-page confidential information memorandum that was distributed to potential buyers and which outlined the content, licensing, and distribution assets of Fox Family.• Acted in joint-lead manager capacity in $400 million senior notes offering and sole placement agent in $100 million private equity placement for Latin American telecom company.• Developed valuation and financing models as well as qualitative company and industry research for use in mergers & acquisitions and financing transactions (public and private debt and equity) for European specialty chemicals manufacturer, video-game software publisher Activision, and British/Canadian children’s media company.• Performed on-site due diligence and developed valuation model in $100 million buy-side M&A advisory role for New York media firm’s acquisition of Minnesota-based magazine publisher.
    View
  • Suntrust Robinson Humphrey
    Capital Markets And Credit Analyst
    Suntrust Robinson Humphrey 1996 - 1998
    Nashville, Tennessee, United States
    SunTrust Robinson Humphrey was a leading, full-service corporate and investment bank dedicated to helping clients successfully manage and grow their companies through a comprehensive range of strategic advisory, capital raising, risk management, financing, and investment solutions.• Created fully integrated models and qualitative analysis used for mergers & acquisitions advisory services, privately-placed equity and debt, operational and quantitative industry assessment, and capital structure analysis for companies with revenues ranging from $100 million to $20 billion.
    View

David Dent Skills

Alternative Investments Disney Capital Structure Financial Performance Chemical Budgeting And Forecasting Insurance Sales Derivatives Finance Investor Relations Return On Investment Asset Managment Business Administration Strategic Financial Planning Buyers Entrepreneurship Real Estate Bear Assessment Texas Management Revenue Dividend Policy Corporate Events Metrics Hedge Funds Investment Management Financial Structuring Correlation Nashville Chain Covenants Latin Accounting Mergers Valuation Financial Planning Symbol Portfolio Management Capital Markets Forecasting Telecommunications Cell Bloomberg Nyse Asset Allocation Strategy Balance Sheet Family Office Industry Research Equity Research Strategies Acquisitions Emerging Markets Testing Asset Management Denver Risk Management Microsoft Publisher Qualitative Research Fox News Private Equity Corporate Fp&a American Research Start Up Ventures Shares Capital Call Centers Commercial Real Estate Venture Capital Chicago Cost Reduction Analysis Financial Markets Los Angeles Financing Alternatives P&l Apartments Cash Flow Fixed Income Majors Corporate Finance Private Debt Debt Financial Modeling Srt Financial Risk Modeling Negotiation Real Estate Private Equity Strategic Planning Licensing Suite Credit Measurements Investment Banking Media Pricing Chartered Financial Analyst Internal Audit Shareholder Value Capital Markets Analysis Distribution Banking Real Estate Economics Magazines Cables Accounting Policy New York Investments Factset Buy Side Software Financial Services Compliance Video Equities Wealth Management Trustees Mutual Funds Investment Strategies Firstcall Asset Interest Rates Financial Analysis Commercial Real Estate Analysis Budgets Financial Transactions Englewood Financial Reporting Due Diligence Trading Conceptual Modeling Mergers And Acquisitions Employee Benefits

David Dent Education Details

Frequently Asked Questions about David Dent

What is David Dent's role at the current company?

David Dent's current role is Financial Analyst - Manager of Financial Planning & Analysis: Corporate Finance • Budgeting & Forecasting • Software Integration • Data Science • Accounting.

What is David Dent's email address?

David Dent's email address is da****@****ail.com

What is David Dent's direct phone number?

David Dent's direct phone number is +132353*****

What schools did David Dent attend?

David Dent attended The University Of Chicago Booth School Of Business, Texas A&m University, Klein Oak High School.

What skills is David Dent known for?

David Dent has skills like Alternative Investments, Disney, Capital Structure, Financial Performance, Chemical, Budgeting And Forecasting, Insurance, Sales, Derivatives, Finance, Investor Relations, Return On Investment.

Not the David Dent you were looking for?

  • David Dent

    David Dent
    Vice President - Operations-Damage Assessment
    Atlanta Metropolitan Area
    6
    stormsl.com, bellsouth.net, hotmail.com, comcast.net, disasterresourcegroup.com, disasterresourcegroup.com

    4 +140447XXXXX

  • David Dent

    David Dent
    Business Manager
    Fort Wayne, In
    2
    grabillcabinets.com, fwpools.com
  • David Dent

    David Dent
    Annapolis, Md
    5
    veritivcorp.com, cascades.com, afflink.com, crimson.ua.edu, shurtape.com

    4 +144348XXXXX

  • David Dent

    David Dent
    "It Specialist(Training)| Comptia A+ & Microsoft Azure Certified | Experienced In Technical Support, Security Operations, And Leadership | Usmc Veteran"
    Whiteville, Nc
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.