David Sax Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

Portland, Oregon, United States

Portland, Oregon, United States

Same responsibilities as what I had at Columbia Financial Advisors, which joined Weaver in February 2023.

Portland, Oregon, United States

- In conjunction with a senior appraiser, estimate fair market value of common stock held by private companies and ESOPs by utilizing Discounted Cash Flow, Capitalization of Single-Period Free Cash Flow, Guideline Public Company, M&A, and Net Asset Value methods- In ESOP transactions, consult trustee in the negotiation of the purchasing price of the companies' shares in addition to benefits including warrants, stock appreciation rights, indemnification, etc. - Aid appraiser in conducting due diligence interviews with executives of client companies to obtain information centered around the companies' respective performances and their abilities to achieve their financial projections- Generate written industry and regional economic research in order to provide meaningful qualitative analysis of the market conditions that the companies are exposed to- Streamlined report writing process by creating Excel tables to link data to valuation reports, saving approximately five to ten hours per project by eliminating tedious revision processes- Passed BV201, a class provided by the American Society of Appraisers that teaches the Market Approach in valuation- Passed CFA Level I Exam

Hillsboro, Oregon, United States

- Consolidate bottoms-up forecasts of $300M+ annual opex budget dedicated to all non-manufacturing Intel workplaces in the U.S.- Prepare variance analysis from monthly actuals and compare with forecasts to report quarter-to-date spending picture to operations partners, to identify areas of potential improvement in forecasts, and to mitigate system errors.- Generate and track holistic long range financial projections and savings goal report for Corporate Services-specific budget for Intel's transition to a fully hybrid workspace.- Within team of analysts, improve monthly Close reporting process to generate 50% time savings for CS financial analysts.- Lead effort to transform non-manufacturing utilities forecasts to reduce monthly variances by projecting yearly data center/lab expansions' estimated additional kilowatt hours and accounting for seasonality of consumption with exponential smoothing forecasting method.- Map financial structure of Global Workplace Operations and Services during reorganization period in order to coordinate operation manager scope with funding.

Eugene, Oregon, United States

- Generate pro forma financial statements to value companies using Discounted Cash Flow analysis and Relative Valuation - Analyze industries and firm-specific organizational structure to gauge risk of investment- Persuaded M.I.G. to create long position in biopharmaceutical company AbbVie as portion of $50,000 investment portfolio of high ESG/CSR scoring companies

Eugene, Or, United States

- Led a team of three for investment analysis for Square using Discounted Cash Flow analysis and Relative Valuation- Presented research results on investment thesis to a group of thirty, resulting in group consensus to buy Square shares- Developed an educational system within investment analyst group to mentor first and second-year undergraduate students interested in valuation and the stock market, better preparing them for college courses and internships

Eugene, Or

- Collaborated with numerous hierarchies of administrative authority in the College of Business, from club leaders to Associate Dean, to communicate concerns from clubs and organizational shifts within the College of Business- Managed yearly capital allocation with a budget of $10,000 to clubs to organize events with specific goal of fostering diversity and inclusion- Directed initiative to be recognized by the UO student council finance senate, increasing event programming budget by 150%

Sacramento, California

- Utilized knowledge of G.A.A.P. to record lamb purchases, harvests, payables, and weekly reconciliations for the largest lamb product distribution and processing company in the U.S.- Independently constructed Excel model using VLookups to match receipt documents with farming companies to be reimbursed, saving 200+ hours of work per year- Analyzed developments in lamb pelt market to senior accountants to advise executives for future company decisions

Eugene, Oregon

- Collected approximately $78,000 in annual membership dues and fines at a 95% collection rate by developing monthly payment plan model for low-income members of the chapter- Saved $10,000+ in nine months to overtake lease of a fraternity house by conservatively allocating capital to chapter department leaders each academic term- Led presentations for announcements at weekly chapter meetings, typically involving budget and payment deadlines

Bachelor Of Science - Bs, Business Administration And Management, Concentrating In Finance, 3.77

Activities and Societies: Business Honors Program, Tamid at Oregon, The Dean’s Council for Inter-Club Coordination (DCICC), Alpha Sigma.

Master Of Science - Ms, Finance, 4.01

Activities and Societies: Beta Gamma Sigma Honor Society, Masters Investment Group, Lundquist College of Business Graduate Ambassador.