Erich Marriott, Cma Email & Phone Number

Litchfield, Ct, Us

Shelton, Connecticut, United States

• The Long Hill Company (Long Hill) is a multidisciplinary team of executive-level professionals (clinical, financial, and management) specializing in stabilizing, enhancing, and rebuilding of distressed healthcare organizations.• Functioned as Controller reporting to Sr. VP of Finance of 11 Senior Living facilities in the Houston and Waco Texas region with a combined revenue of over $51 million. Facilities came under Long Hill Management after ownership defaulted on debt and was in the process of reorganization. Responsible for closing books and reporting to bondholder trustee monthly financials, KPI’s and credit metrics for covenant compliance. • Key part of transition of ERP systems as well as lead effort of vendor contract renegotiation across I/T, HR, utility, operating and support services for 12 communities under management.

Farmington, Ct

• Led due diligence efforts for sale of company to private-equity buyer in December 2020 working with M&A consultant, legal, tax, audit, lenders and buyer. Company sold at valuation over 10x adjusted EBITDA.• Supervised staff and vendors responsible for payables, receivables, annual audit, payroll, treasury and HR. • Relationship manager for audit/tax accountants, PE owner and mezzanine lenders. • Key project oversight for ERP upgrade of Dynamics GP, SalesPad and Basecamp project management package.• Led effort to transition to new payroll provider, 401k administrator and insurance providers streamlining and reducing administrative burden. • Oversaw reprogramming of ERP system updating revenue recognition formulas for conformity to ASC-606 framework for software-as-a-service organizations. • Maintained, updated and closed monthly financial statements and tracked KPIs for ongoing operations. • Ran annual budget process and managed costing and inventory records for product lines that BroadcastMed sold – event production and subscription services.

Litchfield Ct

Gray Enterprises, LLC | 2018 - 2019• Bookkeeping (Quickbooks), payables/receivables management, accounting and banking vendor management for start-up retail golf concern.WINVIAN Farm Relais & Chateaux | Consulting - Interim Controller & Corporate Advisory (2017)• Monitored and reported monthly, quarterly and annual cash flows to present periodic analysis to owners and prepare budget for upcoming fiscal year. • Summarized, reported, projected and recommended operational and financial changes to maintain covenant compliance for commercial real estate loans.Thomaston Savings Bank | Consulting Credit Analyst – Commercial Lending Group (2016• Assessed credit worthiness of key commercial borrowers for bank’s annual risk review process. • Scored loans within bank risk framework to calculate rating for management loan committee and highlighted key upgrades and downgrades to portfolio.• Ran and summarized financials for borrowers with immediate loan renewals and annual reviews.

Greater New York City Area

• Led credit coverage for Homebuilder, Telecommunications, Cable and Satellite industries for high yield and investment grade markets for both bonds and commercial syndicated loans.• Identified actionable credit content and published relevant, unbiased commentary and analysis on companies, credits and corporate securities within coverage universe.• Utilized existing functionality on BLOOMBERG PROFESSIONAL and third-party data sources to gather, curate and analyze financial statement, company, security and industry level data.• Partnered to build a new fixed income research team from the ground up within Bloomberg Intelligence by spearheading the product development, organizational formation and hiring of talent.

Greater New York City Area

• Managed overall business and development strategy for key capital structure and credit analysis product and functionality for BLOOMBERG PROFESSIONAL terminal services. Increased usage of credit analysis software product by 15% while cutting expenses by over 30%.• Designed and built key credit analysis functionality for BLOOMBERG PROFESSIONAL product by managing group of over 45 data analysts and 4 R&D personnel globally.• Catered to the core corporate credit analyst user base across both high yield and investment grade corporate bond sectors by enhancing and developing key credit analysis suite of products.

Skillman, Nj

• Led seven-member team responsible for Telecom, Cable and Satellite sectors in fixed income capital structure group.• Contributed to daily Leverage Finance BRIEF published by Bloomberg through writing, data aggregation and idea generation.• Analyzed and researched recourse, obligors, guarantors and rank of securities to support Bloomberg’s capital structure analysis product suite.

Greater New York City Area

• Worked with sales and trading team to formulate relative value trading and investment opportunities within the High Yield markets – cash bonds, loans and CDS.• Built, updated and formulated financial models for companies in coverage universe and performed due diligence leveraged finance and capital markets teams to bring new bond issues to market.

Mba, Finance, Gpa 3.8

Activities and Societies: Financial Management Association - National Honors Society; Omicron Delta Epsilon - International Honor Society.

B.S.B.A, Finance

Related Coursework: Accounting, investment finance, information technology, marketing

Education record