David Chan, Mba From Mit Email and Phone Number
I have over 25 years of experience in media and finance. Most recently, I was Executive Director of Financial, Planning & Analysis at WarnerMedia Discovery, supporting the CFO in forecasting and budgeting for Turner, HBO, and Warner Bros. Previously, I was VP of Strategy & Ventures for Sesame Workshop (the company behind Sesame Street), where my team provided strategic advice to the CEO, COO, CFO and business unit heads around business planning (entry, exit, and turnaround), market/competitive analysis, venture investments, and financial planning & analysis. I also held roles at Morgan Stanley (FP&A), JPMorgan Chase (Venture Capital) and at several startups.I was also a film producer after studying at NYU’s Graduate Film School. My last film - Down in Number 5 - was nominated for a Student Academy Award. I also received a screenwriting grant from the Alfred P. Sloan Foundation.I hold an MBA from MIT and BS cum laude in Economics & Finance from NYU. If my diverse set of skills and professional experience can help your company, I would love to hear from you at 917.969.8832 or david88@gmail.com.
S&P Global
View- Website:
- pitchbook.com/credit
- Employees:
- 16
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Senior Director Financial Planning And AnalysisS&P GlobalNew York, Ny, Us -
Senior Director Financial Planning & Analysis And Capital ManagementS&P Global Nov 2023 - PresentNew York, Ny, Us -
MentorEntrepreneurs Roundtable Accelerator Dec 2022 - PresentNew York, UsMentor in New York City's largest accelerator program, advising entrepreneurs on critical issues facing their startups: fund-raising, product/market fit, go-to-market strategy, teambuilding. -
Executive Director, Financial Planning & AnalysisWarner Bros. Discovery Dec 2018 - Nov 2022New York City, Us- Responsible for budget and forecasting of Warner Bros. Discovery divisions including basic & international networks, CNN, sports entertainment & HBO to support senior management (CEO, CFO)- Revamped team's deliverables and processes through two major restructurings- Coordinated annual budget/long-range planning process. Liaised with AT&T counterparts in strategy, finance and sourcing for broader parent company initiatives- Managed group's recruiting and hiring. Champion department's diversity, equity and inclusion initiatives- Promoted to Executive Director -
Vice President, Strategy & VenturesSesame Workshop Mar 2017 - Nov 2018New York, Ny, Us• Provided strategic consulting services to CEO, COO, CFO, and department heads across businesses: content & product licensing, show production, interactive, themed parks, publishing, formal education, & social impact• Developed company’s first multi-year financial forecast for presentation to the Board of Trustees. Collaborated with CFO and business unit heads to identify growth areas and formulate growth assumptions• Managed relationship with IBM Watson to develop smart-toy opportunity. Worked with multiple IBM contacts to identify & pitch toy companies, leading to first deal• Led company’s first venture direct investment in Kano (manufacturer of coding kits). Made investment recommendation to CEO based on market assessment, management interviews, financial projections, and other due diligence• Assessed and recommended startups for Sesame Ventures portfolio based on market evaluation, founder discussions and debriefs with our venture capital general partners -
Associate Director, Financial Planning & AnalysisWarnermedia Mar 2012 - Mar 2017New York, Ny, Us• Developed monthly reporting and analysis of Warner Bros. results to senior management and investor relations. Convey financial risks and opportunities of each business ($13B+ in revenue across film, TV, games, consumer products) to support decisions on strategy, operations, M&A, capital allocation• Evaluated impact of new initiatives including OTT offerings, mobile games & international expansion• Provided industry insights and analysis of trends to Strategy, Treasury and Investor Relations groups for presentations to board of directors, ratings agencies and investment community• Managed annual budget process: conduct due diligence discussions with Warner Bros. management, research market trends, benchmark competitors, model financial targets, and produce board materials• Forecasted and communicated performance of key releases (annually approximately 20 films, 20 home video titles, 30 broadcast TV series, and 10 video games) to management and determine their financial impacts• Received strong performance reviews every year since joining. Managed development of 2 analysts -
Vice President, Financial Planning & AnalysisMorgan Stanley Feb 2007 - Mar 2012New York, Ny, Us• Coordinated production of annual, firm-wide, multi-year budget across all 20 products for presentation to senior management and Board of Directors. Collaborated with Risk Management to develop outlook on 20 macroeconomic & market metrics as basis for business units to forecast P&L• Forecasted, analyzed and disclosed firm's long-term compensation expense ($2.9B) and its impacts to earnings per share and ROE. Research, apply and document related accounting pronouncements• Drafted key sections of firm's Comprehensive Capital Adequacy Report (“CCAR”) to the Federal Reserve. Reviewed narratives with unit heads which required understanding of relationships between products & economic environment. Participated in review sessions with regulators, leading to more-than-satisfactory grade• Developed and presented winning efficiency idea for Finance Department-wide contest to CFO. Lead implementation and training of screen capture software for 1,800 users in Finance organization -
Film/Tv Producer & WriterIndependent Film Sep 2002 - Feb 2009• Producer of several award-winning films, including Down in Number 5 which earned the 2010 Academy Award Silver Medal for Student Film• Directed Second Light at Angkor which was screened for Bill Clinton and Nelson Mandela. Other films selected for Cannes and Slamdance. Winner of Sloan Grant for screenwriting.• Responsible for all aspects of production from funding to distribution: - Pre-production: script consultation, budgeting, fund-raising, staffing, scheduling, location scouting - Production: oversee cast and crew, expense management, contingency planning - Post-production: rights and legal clearance, secure distribution, marketing, festival strategy
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Associate, Venture CapitalJpmorgan Chase May 2001 - Jan 2002New York, Ny, Us• Served as primary contact for technology investment opportunities. Responsible for analyzing business plans, conducting due diligence, and developing commercial relationships with potential investments• Collaborated with internal business leaders across lines of business – consumer bank, credit card, card processing, automotive finance – to advance technology initiatives by seeking investment and partnership• Selected projects: developing consumer payments strategy, identifying intellectual property acquisition targets, and reviewing automotive finance value chain for online transformation opportunities -
Director Of Business DevelopmentQpass Aug 1998 - Mar 2001• Managed commercial & investment relationships with AT&T, Citibank, American Express, HNC Software and Accenture as well as venture investors• Successfully restructured agreements with 2 major financial institutions to secure $1.5 million in marketing commitments and generate 5 additional business initiatives• Lead business initiative for development of online wallet: defined user and financial institution partners' functional requirements, developed marketing plan and implemented program with first customer• Responsible for $2 million marketing plan: positioning, branding, collateral, shows and sales training• Headed marketing launch of company’s inaugural product and media distribution partnerships, including The New York Times, The Wall Street Journal, Bloomberg, USA Today and Washington Post
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Summer AssociateAtkearney Jun 1997 - Aug 1997Chicago, Illinois, Us• Conducted overview of the marketing efforts in the transportation industry, covering 25 competitors• Evaluated direct materials cost reduction opportunity for aerospace company. Worked with business unit managers to develop a 2-year, $180 million cost reduction program based on expenditures of $1.5 billion -
AssociateNomura Securities Aug 1993 - Aug 1996Tokyo, Jp• Led teams in deal sourcing and execution: M&A, JVs, capital raising and licensing agreements• Developed, coordinated and reviewed analyses: comparable companies/transactions, discounted cash flow, regressions, option pricing, dilution, debt covenants. Conducted due diligence with senior management• Prepared S-1s and S-3s for public equity offerings: reviewed all financial disclosures• Selected transactions: $100M software JV, $50M sale of semiconductor equipment manufacturer, $30 M ADS offering of Latin American PC manufacturer, $33M IPO of Australian medical device company
David Chan, Mba From Mit Education Details
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Mit Sloan School Of ManagementNew Product & Venture Development -
Nyu Stern School Of BusinessEconomics And Finance -
Stuyvesant High SchoolHigh School -
St. Bartholowmew'S Grade SchoolValedictorian
Frequently Asked Questions about David Chan, Mba From Mit
What company does David Chan, Mba From Mit work for?
David Chan, Mba From Mit works for S&p Global
What is David Chan, Mba From Mit's role at the current company?
David Chan, Mba From Mit's current role is Senior Director Financial Planning and Analysis.
What schools did David Chan, Mba From Mit attend?
David Chan, Mba From Mit attended Mit Sloan School Of Management, Nyu Stern School Of Business, Stuyvesant High School, St. Bartholowmew's Grade School.
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