Kate O'Linn Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Capital Markets

Chicago, Illinois, United States

Chicago, IL

• Responsible for providing initial assessment and structuring recommendation for new deals by developing high level credit memos which outline key focus areas, rationale, and summarize businesses; process increases deal.
• Coordinate with capital markets, strategic partners, and risk deal teams to ensure consolidated and consistent feedback to multiple sponsors for deals’ transition to underwriting phase.
• Develop key focus question lists, conduct initial diligence calls with sponsor, participate in industry expert calls, attend management meetings, provide comparable transactions, and issue term sheets to support.

Chicago, IL

• Responsible for underwriting and structuring cash flow financing transactions – closed 30+ agented transactions (worked on 100+). Key deliverables include credit analysis, valuation comparisons, industry research.
• Acted as primary liaison between capital markets, originations, and underwriting team throughout deal process. Managed underwriting-related communication with private equity sponsors and borrowers throughout initial.
• Managed credit related activity and borrower relationships for 15+ Antares’ agented portfolio companies.
• Mentored and trained junior deal team members, focused on financial modeling, covenants, and identifying strengths and risks.

Greater Chicago Area

Greater Chicago Area

Greater Atlanta Area

• Financial Planning & Analysis: GE Power & Water, Power Generation Services Repairs, B/S & I/S
• Led financial planning, forecasting, and analysis for ~$1B fulfilment arm of GE PGS across 38 global repair facilities
• Drove key planning cycles including bi-weekly pacing and 2014 forecast; as well as closing activities for both the P&L and BS
• Recognized by senior management for taking on additional responsibilities and driving execution of 3Q close during a period of high personnel turnover. Acknowledged for energy, can do spirit, and execution.

Greenville, SC; Houston, TX; Atlanta, GA; Aberdeen, United Kingdom

• FMP is an intensive two-year entry-level program spanning four rotational assignments. These assignments may include: financial planning, accounting, operations analysis, auditing, forecasting, treasury/cash.
• Week-long intensive training in leadership development ranging from soft skills in teamwork, interacting with different social styles, presentation skills, and adaptability in quickly changing environmentsFMP Career.
• Organized roundtables with executives to drive engagement across global FMP/PFLP populationsFMP Midwest Conference Committee, Energy FMP Committee Lead
• Selected for leadership role to design and deliver FMP Midwest Conference for 200+ FMPs across all GE businessesFMP Corporate Honors
• Highest award for performance in GE FMP coursework; invited to corporate HQ to meet CFO Jeff Bornstein and other senior leaders

Ponte Vedra Beach, FL

Master Of Business Administration With Distinction

Bachelor'S Degree, Finance, 4.0/4.0

Education record