Kade Tanner Email & Phone Number

Salt Lake City Metropolitan Area

Salt Lake City Metropolitan Area

Pleasant Grove, Utah, United States

▪ Operational and capital budgeting, forecasting, financial planning, and variance analysis▪ Emphasis on cash and inventory forecasting through complex global structure of transfer pricing▪ Reduced excess inventory by $100M+ bringing back necessary capital to fuel growth▪ Creation and tracking of KPI’s across multiple departments requiring strong partnerships▪ Regular financial and KPI performance reporting to board of executives including CFO and CEO▪ Financial performance tracking, budget to actual, and analysis across various strategic investments▪ DCF modeling for wide variety investments ranging from software to global manufacturing projects▪ Partnered closely with data analytics to increase report visibility and simplicity for C-suite▪ Due diligence, modeling, forecasting, and board approval on 2 global manufacturing facilities

▪ Valuation and financial modeling for equity deals to vertically integrate supply chain▪ DCF and valuation model creation used to make $50M+ investments▪ Presentation creation for the board on equity partnerships and investment performance▪ Tracked investment performance against capital budget and provided financial performance analysis

Pleasant Grove, Utah

- Researched and cultivated critical competitive analysis data on competing industry companies- Organized data into useful graphs, spreadsheets and presentations for senior leadership- Provided strategic insight to various departments within company to aide in processes and efficiency- Created market surveys sent out to thousands of customers and analyzed the data upon completion

Greater Atlanta Area

▪ Researched and documented public filings of companies across various industries▪ Created journal entries involved in the divesting of companies' assets and liabilities▪ Assisted in the completion of S-1 documentation, including pro formas and disclosures▪ Created presentations used by clients to assist with the understanding of complex accounting issues