Ethan Kirkpatrick Email & Phone Number

Boston, Massachusetts, United States

Chicago, Illinois, United States

- Supported senior bankers in mergers and acquisitions (M&A) on both the buy and sell side, as well as debt financing through the public municipal bond market and private debt placement- Analyzed the capital markets, utilizing Bloomberg to produce weekly or ad-hoc reports and analyses used throughout the firm- Prepared client and market-facing materials such as confidential information memorandums, request for proposals (RFP), management presentations, and conference presentations- Developed financial models for company valuation and debt structure, working with the client to establish key financial and non-financial assumptions- Created summaries on industry, client, and financial market research for active deals ranging from $50-$200 million

Boston, Massachusetts, United States

- Led the $60 million Keurig accessory business for the finance team, focusing on pricing, capital expenditure, resource allocation, and profitability for new product development projects- Worked cross-functionally with product management, engineering, and other business partners to provide accurate assumptions for the P&L and increased profitability opportunities - Created a set of financial analyses for the accessories business to be better monitored on a quarterly basis, and improved the accuracy of new product development financials for the accessory business by roughly 20%- Led a Power BI training for the entire finance team, including the directors and vice president

Atlanta, Georgia, United States

- Created a Power BI report with Coca-Cola financial market data versus competitors by package with filters to analyze data by franchise, zone, flavor, and time period- Developed a Power BI dashboard from 5 linked data sources while analyzing and reporting financial and marketing data for the Occasion, Brand, Packaging, Price, & Channel team- Presented and led training on both dashboards and technology to the Revenue Growth Management and Commercial leadership team

Cincinnati, Ohio, United States

- Built and reviewed budgets within the BidApp software for RFP’s ranging from $3 to $75 million and led generation of payment schedules to be invoiced and sent to sponsors- Analyzed the rate of spending versus budget using Microsoft Excel valuations and Power Bi analytics- Collaborated with the in-house legal team to design and revise contracts to be sent to the sponsor

Cincinnati, Ohio, United States

- Updated 1,000+ courses in the school’s database, specifically the intended semester of offering and default grading policies per course record- Specifically indicated active versus inactive courses and maintained an Excel spreadsheet listing of progress and updates of university course records

Hamilton, Ohio, United States

- Met with the CFO to assist with analytical evaluation during contract negotiations with vendors- Redesigned the contract management system, analyzed contracts for expiration, termination clause and auto-renewal clause to enable management to renegotiate during appropriate renewal periods more efficiently and effectively - Evaluated and reported on regulatory limitations and fiscal impact of proposed changes saving the company over $10,000

Cincinnati, Ohio, United States

- Created a start-up lawn care business- Made over $25,000 in revenue and over $15,000 in profit- Led and communicated with over 10 employees

Bachelor'S Degree, Finance & Business Analytics

Activities and Societies: Finance Co-op Student of the Year, Pi Kappa Alpha Fraternity, PACE Leader, Career Success Teacher's Assistant.

Graduate

Activities and Societies: Basketball, Baseball, Business Professionals of America (BPA), Camp Kern Counselor