Kaylen James Email & Phone Number

Denver, Co, Us

Greater Denver Area

Greater Denver Area

Dallas/Fort Worth Area

- Led modeling of De-REIT alternatives for potential go-private, acquisition and asset exchange scenarios which resulted in a $1.3 billion merger offer from Oncor Electric Delivery Company LLC - Developed model which integrated InfraREIT and Sharyland’s lessor-lessee financial statements into a standard C-Corporation utility view - Worked with Tax department to develop tax financials for integrated C-Corporation utility (for which only summary detail had previously been modeled due to the company’s REIT status) - Modeled regulatory assets, liabilities, and related tariffs which were previously not a part of InfraREIT’s financials- Developed multi-year plan projections focused on corporate strategy initiatives through complex financial modeling- Worked closely with affiliates to annually draft and validate our leases, which provide the contractual basis for all of InfraREIT’s revenue (~$200 million)- Performed economic modeling of new strategic investments and corporate development projects (totaling $500 million in funding), focused on forecasting metrics and returns to InfraREIT and its shareholders- Managed InfraREIT’s G&A forecasting process by working closely with each department head to create comprehensive, detailed budgets which consistently met forecasting targets (never missed Non-GAAP EPS guidance due to G&A)- Corresponded with affiliated companies to create economic models that provide advice and insight on tenant financial health- Evaluated potential rate case settlement scenarios which involved modeling customer tariffs, including potential implementation of DCRF filings to enable more prompt recovery of distribution capex investments- Created a flexible model to identify optimal TCOS filing dates given various levels of capex and expected in-service dates- Prepared output summaries, presentations and other briefing material which are relied upon by senior management, InfraREIT’s Board of Directors and Hunt affiliates

Dallas/Fort Worth Area

- Analyzed businesses, securities and intangible assets through the construction of NPV and IRR models, and the evaluation of comparable company and transaction valuation multiples; ultimately used to assess potential M&A, and tax and financial reporting scenarios for both public and private companies ranging from small VC startups to Fortune 500 corporations- Developed discounted cash flow and three-statement models to calculate company enterprise values for acquisition opportunities and goodwill impairment tests- Performed extensive industry research and analysis encompassing airlines, healthcare, technology, utilities, insurance, industrial products and telecommunications clients- Utilized the multi-period excess earnings approach, with/without approach, relief from royalty approach, and cost approach to value identifiable intangible assets including customer relationships, backlog, trademarks/trade names, developed technology, permits and licenses, and assembled workforce - Served as a valuation specialist to support the assurance practice through evaluating the methodologies and assumptions used in valuations performed for PwC audit clients in accordance with relevant accounting standards

Dallas/Fort Worth Area

Nashville, Tn

- Specialized in optimism of 401k accounts through diverse facets of financial planning- Developed, presented, and implemented a prospecting/marketing plan for advisors with over $10 million of assets under management

Nashville, Tn

- Graded projects, homework, and tests for Financial Accounting- Held office hours weekly to provide additional help with the material for over 150 students per semester

Chicago, Il

- Utilized technical skills to create comprehensive models, portfolio reviews and account breakdowns- Analyzed a variety of different asset classes to reach a given solution- Incorporated economic events in daily discussions and exercises to further develop investing planning opportunities

Orlando, Fl

- Composed tax returns and organized personal finances via QuickBooks and Pro Series- Researched new tax laws and created multiple financial Excel models

Master Of Accountancy, Valuation

Bachelor Of Science, Economics, Dean'S List

Activities and Societies: Alpha Kappa Psi Business Fraternity, Member of Delta Delta Delta Sorority, AcFee Committee Member - Special.

Education record

Cours Pratique, Phonétique, and French Culture

Education record

Business Analysis and Valuation