Jimmy Gallagher Email & Phone Number

New York City, Ny

Stamford, Ct

• Conduct M&A valuation analysis and due diligence on a recurring basis for potential corporate acquisitions, requiring responsibilities such as financial statement analysis, DCF and NPV calculations, and presentations to senior leaders • Carry out cash burn and financial statement analysis on prospective Venture investments for Synchrony’s Strategy organization, meeting with CEO’s and CFO’s virtually to discuss their business models and plans for future growth • Orchestrate the annual budget collection process for Synchrony’s Strategic Plan, communicating with 50+ leaders across the organization to consolidate and evaluate funding requests totaling over $250MM

Charlotte, Nc

• Analyze the portfolio's P&L and $2.3 billion Balance Sheet on a weekly basis to update quarterly forecasts and present these variances to platform FP&A leaders• Manage several of the team's client-facing and reporting responsibilities, such as the monthly construction of a Finance Dashboard for senior leaders and the preparation of a "Portfolio Review" deck for the TJX client team• Maintain the team's primary financial model as well as regularly build in enhancements, including a tool for P&L variance analysis and an updated methodology for forecasting the portfolio's BDME metric

Stamford, Ct

• Lead a weekly meeting with FP&A leaders from across the company to synthesize the financial forecasts of Synchrony’s three platforms and update the corporation’s economic outlook• Consolidated the company’s quarterly financial estimates on a weekly basis to prepare a preliminary Balance Sheet and P&L, as well as an Earnings Deck draft• Analyzed the company’s P&L movements weekly following adjustments to the corporation’s financial forecasts in order to construct a Net Income walk that was sent to the SVP of FP&A and CFO• Prepared a business-wide performance synopsis that our CFO utilized for study purposes ahead of the quarterly Earnings call by both producing and gathering Earnings prep materials• Updated a Risk-Adjusted Yield model that analyzed the relationship between a portfolio’s revenue streams and losses to assess potential business hazards on a quarterly basis

Costa Mesa, Ca

• Managed the weekly forecasting process for CareCredit's $10 billion portfolio in which I analyzed financial projections and adjusted them based on actuals and trends before presenting these updates to Synchrony’s senior FP&A leaders• Contributed to the execution of CareCredit’s 2020 Operating Plan by orchestrating the Late Fee, Application, New Account, Revolve Rate, and FICO Split analysis for the business as well as serving as a liaison between CareCredit and HQ• Evaluated several potential deals for the business’ Investment Review Sub-Committee, examining the potential ROA of different types of partnerships and presenting these findings to senior leaders, including the platform's CEO and CFO • Assisted in building a financial model for Pets Best, a company acquired by Synchrony in 2019, that forecasts future growth and profit margins for the pet insurance provider based on granular details such as the state, breed, and age of individual pets• Prepared the monthly financial package for the CFO and CEO of CareCredit that provided a holistic view of the business’ economic performance in the preceding month, including variance to plan analysis and commentaries

Waltham, Ma

• Operated the Zoom Meeting software system that allows hybrid students to attend graduate classes online• Monitored the audio and visual capabilities within the classroom to ensure online students can properly attend the class remotely• Troubleshoot any problems hybrid students may encounter

Stamford, Ct

• Constructed a DCF valuation of a startup company to supply the Synchrony Ventures team with an in-house assessment of the corporation’s monetary worth prior to a potential investment • Updated the Synchrony Ventures Tableau monitoring dashboard to reflect the second quarter financial performances of the companies in Synchrony’s current investment portfolio• Conducted extensive research of a specific industry and the companies within it to provide the entire Synchrony Ventures team with an informational PowerPoint prior to formal due diligence on a potential M&A deal

Greenwich, Ct

• Undertook daily responsibilities including: establishing new accounts on the firm’s books using Omgeo Alert; verifying trade details and reconciling any differences; allocating executed trades according to clients’ instructions via Omgeo Oasys or Flextrade; monitoring special situation transactions to ensure settlement• Participated in a company rotation program that provided first hand insight into the firm’s Cash, Algometric, Derivative, Program, International, Market Structure, and Sales Trading desks, as well as the Finance Department• Updated client stencil addresses so legal trade confirms and statements were sent to correct locations • Closed any client account that had not been active for 48 months by supervising the process on the books and records at Bank of America/Merrill Lynch

Hopewell Junction, New York

• Organized food displays and assist in preparation of ingredients and produce• Supervised all delivery transactions and provide superb customer service to 45+ customers per shift

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Honors Program, Intramural Basketball and Football

Education record

Activities and Societies: National Honors Society, Business Honors Society, Sociedad Honoraria Hispanica, Varsity Football Player