David Haas Email & Phone Number

San Francisco, CA, US

New York, NY, US

New York City, New York, US

Camarillo, California, US

• Headed cross-functional team including product and engineering: analyzed market trends, created buy vs. build scenarios for data analytics division, and presented strategic recommendations to senior management
• Managed strategic transactions (investments, acquisitions, partnerships, and joint ventures) by leading negotiations and due diligence of potential partners & targets
• Supervised two junior team members, including providing guidance on due diligence, financial modeling, and market landscapes

• M&A and Capital Raising
• Executed 8 acquisitions totaling $800M in purchase price. Worked on all aspects of transactions including deal negotiation, modeling, due diligence (financial & real estate), financing, legal, and integration
• Raised over $1.5B of debt and equity capital. Worked with CFO to lead company through its first-ever rating agency process and worked with prospective investors on company diligence
• Formed and implemented hedging strategies for over $600M of debt to minimize interest rate risk
• Owned external reporting process including monthly & quarterly reports to board of directors and quarterly lender reporting FP&A and Strategic Finance
• Created and maintained comprehensive three-statement financial models for all divisions that track key operational metrics, cash flows, and debt compliance. Presented monthly variances and key takeaways to CFO

• Analyzed performance of portfolio companies and implemented changes, such as enhanced operating procedures and working capital improvements, to increase profitability and scalability.
• Performed due-diligence on prospective investments on qualitative and quantitative basis.

US

• Built and managed comprehensive investment return models including analysis of hotels, land development, homebuilders, condos and office buildings for real estate valuation, disposition, reporting, and underwriting of.
• Analyzed operations for a portfolio company and created and implemented restructuring plans to efficiently wind down operations.
• Created and presented a structure for Starwood to leverage separate operating portfolios to increase sales and returns.

Houston, Texas, US

• Served as liaison between management and PE owner and provided financial input on strategic decisions.
• Prepared financial statements, lead monthly and quarterly consolidating close and oversee all tax requirements.
• Managed daily activities for 10 people across the Accounting department, re-organized the department which made the group more efficient and scalable.
• Created a variety of complex financial models including 5-year financials projections with balance sheets and cash flow to help the board make informed strategic decisions.
• Implemented new budget process and taught procedures to over 40 people which resulted in quicker and more accurate business level forecasting.

Houston, Texas, US

• Designed monthly management reports and quarterly presentations to the Board of Directors to illustrate business trends. Conducted market assessments on all restaurants; recommendations resulted in over $3M in.
• Developed analytics and key performance metrics to ensure revenue growth and margin expansion including up-selling program that increased sales by over $1.5M and a discount program that lowered expenses by over $500K.
• Monitored and appraised organization financial stability including liquidity position and working capital trends, and implemented new cash flow forecast model that helped the company save over $100K.
• Evaluated multiple merger opportunities and advised the board on valuation and strategic of potential targets; led operational integration of acquired companies into B.R. Guest.

Charlotte, NC, US

• Assisted with the creation, modification and delivery of a global weekly report to head of global corporate bank to help them make informed strategic decisions.
• Reviewed and managed the risk profiles for 3 Healthcare bankers and worked with bankers to ensure that current and prospective credit clients meet bank guidelines and maximized banker performance.

GB

• Completed PwC's Transaction Services Rotation Program with rotations in Transaction Services and AuditTransaction Services – Financial Due Diligence
• Conducted both buy- and sell-side financial due diligence on operating in a broad range of industries including Professional Services, Automotive, Logistics, Media & Entertainment and Technology.
• Researched accounting literature for requirements by US GAAP, PCAOB, SEC and other sources of authoritative literature to investigate critical issues and presented in 'layman's' terms to client.
• Brought together a group of diverse partners for a global account meeting with Nokia.Audit
• Created new audit processes and documented findings on revenue recognition for Kaplan Education Services and investments for AIG.

US

Master Of Business Administration (Mba)

Bsba, Accounting And Finance