Forrest Thomas Email & Phone Number

Denver, Colorado, United States

Destination Pet LLC is a leading provider of pet care and veterinary services with a strong industry presence consisting of roughly 200 locations across the United States. Focused on rapid nationwide expansion via the acquisition and buildout of top-quality pet facilities.Provided performance reports to executives and board members. Worked directly with operations, regional, and field managers to improve margins without impacting service quality. Created and managed budget, utilizing… Show more Destination Pet LLC is a leading provider of pet care and veterinary services with a strong industry presence consisting of roughly 200 locations across the United States. Focused on rapid nationwide expansion via the acquisition and buildout of top-quality pet facilities.Provided performance reports to executives and board members. Worked directly with operations, regional, and field managers to improve margins without impacting service quality. Created and managed budget, utilizing relationships with key stakeholders developed through collaboration on company-wide and cross department projects, to ensure accuracy.• Prepared monthly, quarterly, and yearly management financials and board materials• Worked with and advised C suite and senior executives on various projects as well as ad hoc inquires• Created budgets for businesses under management and set rest of year budgets for new acquisitions• Utilized SQL, Python, and Models to create and distribute reports on daily, weekly, and monthly basis• Held regular recurring meetings with Regional and Center Managers to evaluate and improve performance - Decreased costs (often labor) by establishing best practices / SOPs and improved management - Facilitated customer growth by implementing regionally / business specific marketing campaigns - Optimized revenue by identifying market needs and adjusting service offering rates to market• Assisted M&A team with valuation, underwriting, and cash proofing of potential acquisitions• Created workflows and assist training new employees as well as existing employees on best practices Show less

Denver, Co

Client: TWJ InvestmentsResidential Real Estate Acquisitions company with a diverse portfolio of properties in the city of Denver.• Facilitated property acquisition through valuation, market research as well as appraisal and due diligence

Denver, Colorado

Keesen Landscape Management is landscape management business operating for over 45 years in the greater Denver area. Well known and highly regarded in the commercial landscaping space, generating roughly $25 million in revenue annually across 4 branches.Preparation of annual budget and monthly performance reports for Private Equity partners. Commission and bonus calculation for business development and management positions. Collaborated with manager to improve… Show more Keesen Landscape Management is landscape management business operating for over 45 years in the greater Denver area. Well known and highly regarded in the commercial landscaping space, generating roughly $25 million in revenue annually across 4 branches.Preparation of annual budget and monthly performance reports for Private Equity partners. Commission and bonus calculation for business development and management positions. Collaborated with manager to improve operations.• Developed annual company budget accounting for 3 distinct revenue streams and 7 sub-divisions• Projected revenues and expenses, accounting for industry nuances (complex seasonal implications) • Worked with executives and team managers (20+) to account for intricate branch differences• Prepared monthly MD&A (Management Discussion & Analysis) report for the private equity team• Detailed analysis of processes / performance vs. expectations for direct / indirect expense budgets• Provided specific account of department behavior down to root / transaction level as necessary• Supplied private equity team with monthly run rate and client retention figures through root cause analysis• Gauged financial performance by assessing the value of 1000+ contracts, new wins, losses, etc.• Determined quantity and cause of lost contracts through comparison of current and past customers• Assessed contract quality through gross margin analysis improving overall performance, targeting most profitable and terminating non-beneficial relationships when necessary• Calculated monthly commissions for 3 business developers and quarterly bonuses for all Managers (20+)• Advised managers throughout the week on resource allocation to better achieve target gross margins Show less

Denver, Co

Client: United AutomotiveTruck and large vehicle acquisition, shipping & resale company.• Identified opportunities through market research and defined business strategy for investorsClient: ATYA ManagementHair salon management and social networking software startup.• Identified opportunities though market research and provided strategic advice regarding business plan

Boulder, Co

Red Dot Storage is an industry leader in self-storage, operating 100s of locations throughout the United States. Focused on growth through the acquisition of existing self-storage businesses improving margins through operational improvements and expense reduction.Initial member of and eventually oversaw finance and acquisitions team. Contributed to significant overall company growth, increasing portfolio of businesses undermanagement through rapid thoroughly analyzed, strategic… Show more Red Dot Storage is an industry leader in self-storage, operating 100s of locations throughout the United States. Focused on growth through the acquisition of existing self-storage businesses improving margins through operational improvements and expense reduction.Initial member of and eventually oversaw finance and acquisitions team. Contributed to significant overall company growth, increasing portfolio of businesses undermanagement through rapid thoroughly analyzed, strategic acquisitions.• Underwrote over 700 storage facilities: increasing Red Dot’s portfolio from 35 to over 100 properties• Closed on 63 properties resulting in over $110 million in acquisitions• Trained, mentored and oversaw acquisition team (8+); focused on market research, acquisitions, and sales• Streamlined due diligence and underwriting process by enhancing pricing model / acquisition methodologies• Created market research process and Cash-on-cash, NPV / DEPR models and market saturation templates• Presented 200+ personally underwritten and 50+ subordinate underwritten deals to investment committee• Reported financial performance as a whole and by location to capital partners on a monthly basis• Facilitated sale of ancillary assets on properties, generating income outside of normal business activities Show less

New York

Midpoint Trade Brook Company, New York, NY June 2014 – September 2015Sales, marketing, and distribution company representing over 250 independent publishers nationwide as well as across the United Kingdom, Canada, and Australia.Directly assisted ownership and executive team with analysis of company performance and client management.• Worked with 250+ customers and their accounting teams to accurately reflect account balances• Processed backlogged and current publisher… Show more Midpoint Trade Brook Company, New York, NY June 2014 – September 2015Sales, marketing, and distribution company representing over 250 independent publishers nationwide as well as across the United Kingdom, Canada, and Australia.Directly assisted ownership and executive team with analysis of company performance and client management.• Worked with 250+ customers and their accounting teams to accurately reflect account balances• Processed backlogged and current publisher payments to maintain A/R and collect outstanding invoices• Maintained status of publisher sales, returns, and account specific factors (deductions / credits) • Provided CEO and director of finance with monthly reports assessing financial performance• Maintained the daily System Admin Interface updates, using technical knowledge to troubleshoot issues• Provided regular and ad hoc support / assistance to the accounting, marketing, and editing departments Show less

New York, New York

FactSet Research Systems provides software and financial data solutions for investment professionals. Offering financial services, such as: business advisory; data consolidation; market analytics; portfolio data management; client support; etc.Ensured S&P content on FactSet’s platform was accurate and displayed as desired, per the request of the client (S&P).• Worked directly with S&P on integrating and releasing their product on FactSet• Identified and resolved client… Show more FactSet Research Systems provides software and financial data solutions for investment professionals. Offering financial services, such as: business advisory; data consolidation; market analytics; portfolio data management; client support; etc.Ensured S&P content on FactSet’s platform was accurate and displayed as desired, per the request of the client (S&P).• Worked directly with S&P on integrating and releasing their product on FactSet• Identified and resolved client content issues such as improper values or corporate action applications• Organized and orchestrated work with indices teams based in the US, England, India, and the Philippines Show less

New York, New York

S&P is a rating agency that publishes financial research and analysis on stocks, bonds, and commodities. Ranking the credit-worthiness of borrowers by rating their debt or other securities using a standardized ratings scale.Scrubbed vast data archives identifying and reconciling past mis-applied corporate actions, facilitating accurate reporting.• Assisted Index Dev Group with long / short-term assignments using proprietary software and Bloomberg• Created index summaries;… Show more S&P is a rating agency that publishes financial research and analysis on stocks, bonds, and commodities. Ranking the credit-worthiness of borrowers by rating their debt or other securities using a standardized ratings scale.Scrubbed vast data archives identifying and reconciling past mis-applied corporate actions, facilitating accurate reporting.• Assisted Index Dev Group with long / short-term assignments using proprietary software and Bloomberg• Created index summaries; corrected corporate action errors and ensured index calculation accuracy Show less

Stamford, Connecticut

Rockit Solutions is a subsidiary of Rockefeller & Co. focused on data aggregation.• Ran searches for unaccounted trades on database, updated new trades, and corrected old trades• Assisted members of the New Accounts team, created accounts for new clients• Adjust RockIT Solution's database when there were discrepancies between the banks recognition of dividends and our own, as well as when there were any other corporate actions that needed to be recognized

New York, New York

Interned on JPMorgan's Internet and Media Equity Research team under Imran Khan.• Conducted equity research on private and emerging internet companies, developing one page reports consisting of descriptions, management team, investors, competitors, growth opportunities, customers/partners, and metrics• Worked on company report summaries and news highlights for Google, Yahoo!, and eBay• Created spread sheets tracking the growth and history of both niche and recently launched… Show more Interned on JPMorgan's Internet and Media Equity Research team under Imran Khan.• Conducted equity research on private and emerging internet companies, developing one page reports consisting of descriptions, management team, investors, competitors, growth opportunities, customers/partners, and metrics• Worked on company report summaries and news highlights for Google, Yahoo!, and eBay• Created spread sheets tracking the growth and history of both niche and recently launched cable networks Show less

Dhaka, Bangladesh

SOPRIET is a microfinance and healthcare non-profit organization located in Bangladesh.• Assisted Mosleh-Uddin, founder and president of SOPIRET• Participated in meetings with officials from SOPIRET, other NGOs, clients and the Bengali government to discuss goals and expectations for several projects• Analyzed results from past and on-going projects• Traveled extensively throughout Bangladesh visiting field sites and various project facilities

Greenwich, Connecticut

Oracle Partners is a highly successful healthcare, pharmaceuticals, and biotech hedge fund.• Generated reports based upon financial news regarding our current and potential holdings• Wrote the morning report summarizing the most important issues. Reviewed daily activities with the traders

Bachelor Of Science, Finance

Studied abroad in Prague, Czech Republic Co-founder of the Caldy Whitridge Memorial Endowed Scholarship Fund

Education record