George Elliott Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Chicago, Il, Us

Chicago, Il, Us

• Responsible for the creation, adaptation, and revision of financial models of private middle market firms of varying sizes, industries, levels of technological sophistication, and degrees of success• Worked with client executives and interface with company information systems to develop a deep understanding of each business – was tasked with learning the intricacies and building models for dozens of different firms each year• Managed ongoing budget process for $2.2 billion revenue client, including combining multiple divisions and working with client CEO to create projections through 2021 for presentation to client Board of Directors• Consulted face to face with business owners and client company executives to advise them in making decisions to maximize return, increase enterprise value, and achieve other company goals• Provided valuation, buy-side due diligence, capital raising, or restructuring solutions for client businesses• Executed buy-side and sell-side M&A by identifying and qualifying targets, performing due diligence, creating confidential information memoranda, pitching targets, adapting financial models, and joining in management meetings• Engaged in private placement transactions by creating bank pitches, performing due diligence, comparing term sheets, adapting financial models, and aiding in bank discussions

Chicago, Il, Us

• Completed Triton Analyst Training Program• Built, updated, and maintained financial models on client companies• Performed wide variety of analyses encompassing all parts of client company for use in finding and exploiting potential efficiencies and improve profitability• Assisted in due diligence of possible acquisition targets on behalf of client companies• Created macros in Microsoft Excel to streamline ongoing reporting tasks and improve efficiency

Chicago, Illinois, Us

• Worked with head of middle office to add risk element to performance attribution for portfolio managers• Used self-taught Varden skills to create links in PPM’s internal and external presentation materials resulting in automatically generated presentations and significant reduction in errors associated with recreating presentations by hand

New York, Ny, Us

• Analyzed client positions with regard to fundamental data, recent news, and other research in weekly reports to Advisor• Assisted Advisor in determining possible actions on client positions and helped clients understand weekly stock movements

Petaluma, Ca, Us

• Worked with CFO to build model on keg retrieval methods for different markets and distributors to optimize efficiency and minimize dollars spent on new kegs• Pitched efficiency model to CEO, CFO, and COO of Lagunitas as culmination of the internship