Jeffrey Macy, Cfa Email and Phone Number
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LOOKING FOR A NEW OPPORTUNITY (Part-Time, Contract, etc.) to help your organization investigate new, or enhance business opportunities through a systematic approach to M&A, strategic partnerships, or internal company changes to drive future growth. If you are looking for someone to just close the company books and report on variances, and create financial reports, I AM NOT YOUR GUY, but if you want someone to think strategically and apply a rigorous financial and business process in making strategic business decisions then please contact me.Corporate Development / Investment / Finance professional with engineering background and experience performing detailed investment, M&A, strategy, competitive, sales and financial analysis through networking and research. Demonstrated ability to synthesize analysis into actionable business strategy through comprehensive models and written reports. Adept at building partnerships across businesses to align on strategies to hit business and financial targets. I can quickly build business acumen in any situation to solve business issues. In my first Wall St. job, I was promoted from an Associate to Sr. Analyst in 2 weeks after the Sr. Analyst left the company. I quickly built my coverage universe to re-instate the firms presence in the technical software industry, which strengthened the banks trading flow in these stocks and created more presence for the firm on the investment banking side of the house in this industry segment.My broad background in corporate finance, Wall St., and software engineering has allowed me to develop unique skills as a detailed problem solver who can zero in on the business needs of the company. I am well versed in analyzing business strategy, and performing financial and competitive analysis. I have a track record of improving business by applying analytical and communication skills to advance corporate goals.My Specialties include: Corporate Development, Market/Business Analysis, Industry and Competitive Analysis, Company Strategic Analysis, Equity Research, Financial and Business Modeling/Forecasting, Company Valuations, Relationship Building, Project & Program Management, Key Performance Indicators (KPIs), Process Improvement, Budgeting, Financial Planning & Analysis (FP&A), and Strategic Decision Quality.
Training The Street
View- Website:
- trainingthestreet.com
- Employees:
- 176
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Training The StreetPhoenix, Az, Us
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Teacher AssociateTraining The Street May 2023 - PresentNew York, Ny, UsSupporting the education of interns and new investment bankers and finance professionals.
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Personal Leave Of AbsenceSelf-Employed 2020 - 2023
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Sr. Financial AnalystFisher Investments 2018 - 2020Plano, Texas, UsBusiness partner providing budgeting, financial planning & analyses (FP&A), oversight and strategic analysis for Information Technology (IT), and Human Capital business groups -
Financial ConsultantSelf-Employed 2018 - 2018Financial and Strategic advisor to technology companies.Advised, and built financial model for secure identity startup.
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Hpc Programs Sales Enabling ManagerIntel Corporation 2017 - 2017Santa Clara, California, UsManaged performance analysis and industry metrics for High-Performance Computing Sales Efforts at Intel while helping to grow corporate sales and development. I Developed a critical weekly performance indicator package that is used throughout the organization for understanding progress towards meeting our world-wide corporate sales goals while also identifying business opportunities for organic growth.I took ownership of the sales enabling effort for our multi-core processor product, to drive creative thinking to meet our year-end sales goals and identify and resolve pricing, technical and other issues related to achieving sales targets. -
Datacenter Group Business Operations Manager - Industry Sales Group Within Sales And MarketingIntel Corporation 2016 - 2017Santa Clara, California, UsWorking within the Sales and Marketing Group, I delivered customer and business insight to a key business unit within Intel by analyzing Salesforce and other company and industry data. This information was used to measure performance and create change in marketing and business practices.I guided the development of key performance indicators (KPIs) for Data Center sales across a large matrix of stakeholders across business units to drive consensus agreement on objectives and engaged business owners to follow through on goals.
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Sr. Financial Specialist, Competition And Ecosystem Analyst - Data Center GroupIntel Corporation 2013 - 2016Santa Clara, California, UsPartnering with the competitive marketing team I provided critical financial and strategic business analysis about our competition to help drive future business decisions.I analyzed a competitor's M&A activity to understand the financial impact on competitor and our internal data center business which drove our competitive response strategy.I produced research to position our organization to add $2 billion over the next 5 years by leading a diversified team in understanding the effect of the Internet Of Things (IoT) and associated devices on our data center group business.
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Financial Specialist,Venture Capital - Intel CapitalIntel Corporation 2007 - 2013Santa Clara, California, UsPartnered in the equity investment and M&A decisions within Intel Capital by providing financial and strategic analysis and due diligence on target companies.I guided company executives on avoiding poor investments by building detailed financial models for investment opportunities totaling $300M+ into 4 different companies. I reviewed company strategy and potential market position within respective industries and derived the target company valuations resulting in strong business case recommendations against capital investments. I recommended a Media Company acquisition which would give a head start for Intel in developing media services.I led our annual budget and planning process and quarterly reporting, as well as our investment manager bonus compensation team within Intel capital.
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Sr. Financial Analyst, Lithography - Technology Development GroupIntel Corporation 2005 - 2007Santa Clara, California, UsKey partner with our process development team to determine future lithography needs by performing financial analysis and industry research.Engineered millions in capital avoidance in lithography equipment by influencing design team to change their physical layout reducing the need for additional lithography equipment.
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Vice President, Sr. Research AnalystC.E. Unterberg, Towbin 2004 - 2005UsSr. lead equity research analyst for under followed small-cap companies in various industries.My initial report on an under-followed company fueled a 30% gain in stock price after initiating research coverage. -
Investment ConsultantSelf-Employed 2003 - 2004Provided independent equity research to various clients, including assisting a major online entity start their equity research program.Created a new investment advisory firm in partnership with another Wall St. analyst to provide custom investor relations and company investment research.
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Vice President, Sr. Research AnalystNeedham & Company 2000 - 2003New York, New York, UsAs a Sr. Wall St. Analyst I reinstated company’s presence within technical software segment after the previous Sr. Analyst left the company. I was promoted to the Sr. analyst within two weeks of starting with the company. I followed the Electronic Design Automation (EDA) having experience as a Software Engineer within EDA, and other technical software companies. I published comprehensive industry and business analysis utilized by institutional investors to make decisions. I was given special recognition from various institutions, including Fidelity for providing quality investment research.My research provided an industry presence that enabled Needham & Company to lead a $23M private placement and co-manage $43M IPO.
Jeffrey Macy, Cfa Skills
Jeffrey Macy, Cfa Education Details
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Indiana University BloomingtonFinance -
University Of PortlandElectrical Engineering
Frequently Asked Questions about Jeffrey Macy, Cfa
What company does Jeffrey Macy, Cfa work for?
Jeffrey Macy, Cfa works for Training The Street
What is Jeffrey Macy, Cfa's role at the current company?
Jeffrey Macy, Cfa's current role is Corporate Finance / Investment Professional / Corporate Development seeking Phoenix, AZ/ Hybrid or remote USA position.
What is Jeffrey Macy, Cfa's email address?
Jeffrey Macy, Cfa's email address is je****@****yco.com
What is Jeffrey Macy, Cfa's direct phone number?
Jeffrey Macy, Cfa's direct phone number is +150370*****
What schools did Jeffrey Macy, Cfa attend?
Jeffrey Macy, Cfa attended Indiana University Bloomington, University Of Portland.
What are some of Jeffrey Macy, Cfa's interests?
Jeffrey Macy, Cfa has interest in The Simpsons (Tv Series), Banana Republic, Ncis, Glee (Tv Series), Amtrak, How I Met Your Mother (Tv Series), New Age, The Big Bang Theory (Tv Series), Los Angeles Lakers, Good Eats.
What skills is Jeffrey Macy, Cfa known for?
Jeffrey Macy, Cfa has skills like Financial Modeling, Business Analysis, Strategy, Sarbanes Oxley Act, Financial Analysis, Analysis, Finance, Management, Market Research, Competitive Analysis, Valuation, Leadership.
Who are Jeffrey Macy, Cfa's colleagues?
Jeffrey Macy, Cfa's colleagues are Kimberly Male Mba, Cpa, Cma, Afm, Wafaa Youssef, Alex Lue, Erin Dowling Bailey, K. Michael Silk, Taylor Made, Eugenio Suarez.
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