John Connor Iii, Cma Email & Phone Number

Since 1997 I have been involved in the financial services industry gaining experience in areas such as Public Finance, Investment Banking, Commercial Lending, Wealth Management and Management Accounting. To complement my accounting background and financial analysis skill set, I obtained the Certified Management Accountant designation in 2010. My key focus is helping owners of small to medium size businesses with financial opportunities and challenges in the below areas: • Financial planning and analysis (profit margins, capital budgeting, cash flow forecasting and modeling, financial statement projections, etc.)• Cash and liquidity management, including short term investments, bank treasury management products and corporate card programs• Finding capital to help businesses grow• Financing working capital needs, equipment purchases (including leases), commercial property (industrial, retail, and professional/medical office space) through traditional Bank loan and SBA loans • Managing interest rate risk including interest rate derivatives • Analyzing mergers and acquisitions

Listed skills include Commercial Lending, Loans, Finance, Financial Analysis, and 10 others.