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.
• 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.

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.

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