Alex Holt Email & Phone Number

Vestavia Hills, Alabama, Us

• Burgers, Fries, Chicken & Pies• Oversee all Finance & Accounting, HR, IT...with some Vendor Management/Supply Chain and Marketing thrown in for good measure!• #StaySaucy

Birmingham, Al, Us

• Had a lot of fun working on really interesting projects from Atlanta to Austin to Bozeman, MT. Appreciate everything I learned from Rob, JV & Ben...and a bunch of other people, too!• Led financial analysis of all development opportunities, including the creation of complex financial models to evaluate the profitability and impact of different capital structures (traditional JV, mezz debt, pref equity).• Prepared debt and equity packages; review and negotiate all terms and structures to maximize profitability to Capstone.• Managed the CLOSING process (flow of DD and communication) and worked closely with outside legal teams to review and negotiate all DRAFT legal documents to ensure smooth transactions.

Dallas, Tx, Us

• Five years on a dedicated GCS/GWS account and one year on "The Platform"...Learned a lot from TKIV, Matt, CB, and RG• Prepared and analyzed financial feasibility models for new capital investment.• Guided and executed on portfolio planning and optimization activities, designed to reduce costs and improve efficiencies.

Birmingham, Alabama, Us

• First non-accounting job after public accounting. My family didn't understand what my job was...My mom still thinks I work for hospitals.• Integrally involved in the closing of over $570 million of sale-leaseback, debt, lease, construction, and sale agreements• Responsible for all aspects of due diligence, including preparing and analyzing complex financial models, peer comparisons, market research, bed-need analysis, and other third-party reports• Reviewed draft legal documents (including Leases, Purchase & Sale Agreements, Project Funding & Development Agreements, Operating Agreements) to ensure all deal terms were reflected• Monitored and analyzed operational and financial performance of investment portfolio, consisting of 78 facilities in 24 states ($2.1B)

Birmingham, Alabama, Us

• More debits and credits - greater responsibility in the preparation and review of client financial statements and related disclosures• Started to understand how SMB finance & accounting actually works...First taste of putting together ENTIRE financial statement packages for private companies (and ONE public company!)• Industry focus: Financial Services, Manufacturing, and Construction

Gb

• Baby CPA...Started in Tax ("TLS") before switching to Audit ("ABAS")…I also interned spring ‘04 before I went to grad school• Public accounting experience - performed substantive and analytical audit procedures, internal controls testing, and oversaw assigned audit areas from beginning to end• Industry focus: Healthcare, Manufacturing, and Retail

Master Of Accountancy (Macc)

Bachelor Of Science In Business Administration (Bsba) Accountancy