Eric Klein Email & Phone Number

Pittsburgh, Pennsylvania, US

• Underwrote complex leveraged finance transactions within a variety of technology/software spaces. o Financings included: Leveraged buyouts, Dividend recapitalizations, Mergers & Acquisitions, and General working.
• Created and presented credit offerings and prescreens to PNC’s Credit Committee and Senior Management.
• Built comprehensive three-statement financial models as part of the due diligence process to determine loan structure & financial covenants.
• Monitored and managed a portfolio of 10 technology/software companies comprising of approximately $400MM of credit commitments.
• Worked through problem credits and defaults to minimize/prevent losses to the bank.
• Communicated with external counsel to negotiate loan documents and amendments.

Pittsburgh, Pennsylvania, US

San Jose, CA, US

• Managed a portfolio of 20+ venture backed companies (deposit and credit) ranging from early (Series A) to late stage (post IPO). Portfolio contained approximately +$70 million in credit and +100 million in deposits.
• Monitored credit clients on a monthly basis to confirm covenant compliance, borrowing capacity, and watched for early signs of deterioration.
• Underwrote new loans, loan renewals, and modifications ranging from $1 million to $40 million in exposure.
• Oversaw entire life cycle of loan production from prospecting to loan closing. Frequently participated in meetings with outside counsel to negotiate loan agreements and drafting of legal work.
• Assisted relationship managers with creating competitive proposals for prospects seeking credit facilities to finance runway extensions, acquisitions, and working capital.
• Participated in calls with private and institutional investors for purposes of due diligence and marketing.

Cleveland, Ohio, US

• Worked with the Washington sales team to identify/mitigate risks of middle market companies (between 10 Million and 2 Billion in revenue) to create competitively priced proposals for prospective borrowers.
• Analyzed borrowers in the Middle Market Washington Portfolio on an ongoing basis to identify signs of credit deterioration and/or improvements in the portfolio.
• Underwrote new loans and loan renewals for clients ranging from $.5 Million to $40 Million in exposure
• Completed a rigorous 10-week bank analyst training program that consisted of Advanced Excel Modeling (Train the Street), Intermediate Accounting, Credit Analysis and Business Professionalism.

New York, New York, US

• Managed two eight-week projects on an internal consulting team within Operations.
• Analyzed the process for undertaking small scale tech projects and improved the current process to save time and increase quality of the final product.
• Created an Excel model to help project managers better track budgets and forecasts for their project portfolio.

Seattle, WA, US

• Used financial models to prepared World Wide operations budgets and forecasts for senior management.
• Analyzed headcount trends in over 30 cost centers to identify inefficiencies and make recommendations for cost savings.
• Created excel macros to automate monthly forecasts and actuals reports which improved accuracy and efficiency.

London, GB

• Compiled expenses from multiple providers to report health care spending for over 25 clients.
• Assisted actuaries in preparing renewals to forecast incremental increases to health and benefits spending on employee plans.

• Analyzed economic reports in both German and English to prepare a 2013 economic forecast for the bank’s board of directors.
• Assisted risk management in preparing monthly reports about market risks to their portfolio.
• Used German to effectively communicate in a professional environment.