Jack Wheatley Email and Phone Number
Jack Wheatley work email
- Valid
Jack Wheatley personal email
I have 3+ years of experience working in Corporate Development and M&A, currently serving as a Corporate Development & Strategic Planning Analyst with Steinway Musical Instruments, Inc., the parent company to Steinway & Sons, the piano manufacturer. In this role, I have combined technical skills of financial modeling and corporate reporting design with professional communication skills to lead the company through IPO preparation, monthly FP&A reporting, annual budgeting and forecasting, and other high level strategic projects director from CEO and CFO. My prior role provides experience in sell-side Mergers & Acquisition, working on behalf of middle market companies to close 19 deals valued at over $300mm in 18 months. These roles have provided me with extensive experience within manufacturing, business services, and retail industries, but willing and eager to work in any industry. I graduated in 2020 from Lehigh University's Integrated Business & Engineering (IBE) Program with a B.S. in Finance & Mechanical Engineering, with minors in Business Information Systems & Music.I bring to an organization an easygoing and reliable team members, always pushing to simplify and expedite processes, asking questions to ensure alignment across teams and departments, and taking pride in the accuracy and presentation of my work. I also value my technical skills (highly proficient in Excel, financial modeling, basic SQL, Python), and my communication and relationship-building skills to effectively work across departments and present information succinctly to equal team members and executives alike. I value in an organization respect and trust at all seniority levels, a commitment to the development and promotion of a younger workforce, and a growth mindset company-wide. My interests outside of work include music (piano, guitar, singing, songwriting), running, travel, and reading. Hybrid work preferable, but willing to be in-person full time or be remote full time.Feel free to reach out to me directly at jack.wheatley47@gmail.com!
Sun Mergers & Acquisitions
View- Website:
- sunmerger.com
- Employees:
- 13
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M And A AnalystSun Mergers & AcquisitionsJersey City, Nj, Us -
Corporate Development & Strategic Planning AnalystSteinway Musical Instruments Inc Dec 2021 - PresentReporting to Director of Corporate Development and CFO, responsible for all corporate level strategic projects, including but not limited to: IPO preparation, including S-1 prospectus writing and data tracking, Analyst Day Presentation building, IPO 3-Statement Financial Model building, and communicating with Equity Research Analysts; monthly, quarterly, and annual FP&A reporting for Global Leadership Team; annual strategic planning, budgeting, and forecasting across 13 global entities; mergers and acquisitions; ad hoc strategic projects directly from CEO, CFO, and CTO; general process improvement within corporate finance department. Directly involved with all aspects of preparing company for IPO since joining company to present, adapting and adjusting to changing market conditions and company forecast. Utilized automation within company EPM system to decrease monthly FP&A reporting time by 6+ hours and improve accuracy of reporting. Gained vast experience working with ambiguity when tasked with investigatory projects to identify expense & headcount trends in detail, and rectify when needed with local divisional finance teams while summarizing data in a clear, concise manner to be presented to C-Suite executives and Board of Directors. Extreme attention to detail within expenses using cost accounting knowledge, operating 7 manufacturing facilities in 3 states and 3 countries that required monthly variance analysis and accurate production planning. Strong communication skills, technical finance and accounting skills, attention to detail, and proactive decision making required for success within the role. -
M&A AnalystSun Mergers & Acquisitions Aug 2020 - Dec 2021Hasbrouck Heights, Nj, UsPerform sell-side M&A analysis, valuation services, and deal structure support for mid-market clients ranging between $2M-$40M in EBITDA. Work with senior partners to seek out and vet new clients, as well as provide support for existing deals, both on the M&A and Business Valuation sectors of the business. -
Corporate Development InternLegalshield Official May 2019 - Aug 2020Ada, Oklahoma, UsAssisted in financial, legal, strategic, and marketing efforts on 70+ M&A transactions, handling $2B+ worth of assets. Sourced products and companies across a wide variety of industries and presented weekly findings to C-Suite executives with research supported by financial models, valuation models, and financial forecasts, created using Excel, VBA, and SQL. Spent days doing due diligence and company/market research, company valuations, EBITDA multiple calculations, and negotiations with strategic partners. Worked closely with CEO, CFO, CPO, and SVP of Corporate Development in presenting new companies to expand LegalShield's product offerings and increase productivity by combining synergies. -
Trac FellowLehigh Lts Services Mar 2017 - Aug 2020Met weekly with 20-40 students/faculty a semester to review/edit business papers, essays, cover letters, speeches, publications, presentations, and more. Consistently worked with large business documents and made edits to make sure information was laid our in an organized, sensible fashion, suitable for all audiences.
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Tour Guide Coordinator/Admissions FellowLehigh Admissions May 2018 - May 2020Organized schedules for 70+ tour guides while giving multiple campus tours a week and interviewing prospective undergraduate students. Interviewed 10-12 students weekly and assessed them on their qualification for admission to Lehigh. Created write-ups for each student based on our conversations and assisted Admissions Counselors in their decision process. Represented university at events in front of prospective undergraduates, parents, faculty, and our board of trustees.
Jack Wheatley Education Details
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Lehigh UniversityIntegrated Business And Engineering
Frequently Asked Questions about Jack Wheatley
What company does Jack Wheatley work for?
Jack Wheatley works for Sun Mergers & Acquisitions
What is Jack Wheatley's role at the current company?
Jack Wheatley's current role is M and A Analyst.
What is Jack Wheatley's email address?
Jack Wheatley's email address is ja****@****ger.com
What schools did Jack Wheatley attend?
Jack Wheatley attended Lehigh University.
Who are Jack Wheatley's colleagues?
Jack Wheatley's colleagues are Dev Patel, Ed Odeven, Randi Goldberg, Daniel Struhs, Robert A. Eatroff, Ed O'deven, Tonya Graham.
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