Graham Simon Email & Phone Number

Us

New York, Ny, Us

- Actively managed over $1.2 million by evaluating investment reports and identifying the most attractive opportunities across three portfolios with distinct individual strategies- Built spreadsheets for automated beta calculations and portfolio monitoring accessible to all Group members- Interviewed, trained, and mentored new analysts for a group that consistently places students at top financial firms

- Worked on Discounted Cash Flow models that included separate Revenue, Working Capital and Operational Expense models combined with the Gordon Growth Model- Used Comparable Analysis to value companies with industry specific multiples- Created an Excess Return model to value Trustmark Corporation- Wrote 4 research reports on Imperva (data security), McDonalds, Span America (medical equipment), and Target- Created multivariate linear, logarithmic, and logistic regressions for a revenue model- Utilized FactSet workspaces in order to more efficiently glean financial information

- Created Excel reports involving data sets with over 20,000 lines in order to provide the Admissions Office with current information about their counselors and prospective students- Designed and implemented data sheets and pivot tables within Talisma and Excel to produce automatically updating student information - Used SAS to find statistical significance in admissions variables - Researched AAU school statistics for school to school comparisons with the UO

New York, Ny, Us

- Constructed valuation models and pitch books for ongoing M&A and restructuring deals in the financial, mining, real estate, and tile manufacturing sectors- Performed in depth research on 656 malls to determine accurate cap rates for a potential real estate sale-leaseback- Reviewed bankruptcy filings and other court documents to enhance an internal restructuring fee database

Menasha, Wi, Us

- Implemented Salesforce reports capable of tracking over 30,000 donors within a capital campaign- Successfully migrated the office file system to a cloud based solution- Updated four Excel spreadsheets used for homeowner financial analysis and mortgage tracking faster than staff thought possible while adding workbook clearing macros- Managed office computers and printers as onsite IT support

- Utilized Banner and Talisma to log, track, and manage student information - Interacted with over one hundred students a day for the purpose of discerning problems within student accounts- Communicated with students both in person and over the phone in order to clarify their many confusions