FP&A and Corporate Development

Led initiative to develop M&A division through the creation of firm standard financial models used to evaluate transactions utilizing discounted cash flow, accretion/dilution, comparable company and precedent transactions analysis. Participated in due diligence, drafted SEC documents and prepared valuation analyses and marketing materials. Completed equity and M&A transactions totaling over $1 billion in value.

Performed financial modeling and analysis including pro forma merger and acquisition, discounted cash flow, comparable company and precedent transactions analyses. Created rating agency and initial public offering presentations, participated in due diligence, drafted SEC documents and prepared valuation analyses, confidential offering memoranda and marketing materials. Completed equity, debt and M&A transactions totaling over $5 billion in value.

Generated investment recommendations based on macroeconomic trends for market neutral fund focused on long/short deep value and special situations equities involved in restructurings and turnarounds. Provided in-depth fundamental research and constructed detailed financial models to evaluate perceived mis-pricings in a combined statistical/fundamental framework. Assisted portfolio managers in daily reconciliation of trades and developed and maintained quantitative models to analyze portfolio risk, performance and market exposure. Personal stock selections delivered returns of 11.2% versus 7.6% for the benchmark S&P 500.