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 team efficiency and speed of feedback to sponsors.• 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 originators, managing the initial process with multiple sponsors.

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, company due diligence, transaction structuring, financial modeling, pricing, internal investment recommendation, approval memos and legal documentation.• 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 management meetings, diligence process, credit agreement negotiation, and closing process.• 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 management, or commercial finance. The program combines coursework, intensive job assignments and interactive seminars to equip you with exceptional technical, financial and business skills. The program is led by senior GE professionals and mentors and is committed to developing world-class financial leaders for exciting careers.Financial Planning & Analysis: GE Oil & Gas Subsea HQ- Aberdeen, UKRisk Analyst: GE Power Generation Services- Atlanta, Georgia (Jul'12-Jan'13)Financial Planning & Analysis: Aeroderivatives HQ- Houston, TX (Jan'12-Jul'12)Inventory & Materials Analyst: Thermal (Gas Turbines)- Greenville, SC (Jul'11-Jan'12)AWARDS/LEADERSHIP:GE Foundations of Leadership, Crotonville, NY• 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 Development Committee, Career Development Committee Lead• 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