Keith Harbison Email & Phone Number

Greater St. Louis Area

Work on new transactions as well as existing portfolio companies- Perform due diligence during new transactions-- Industry and competitor research--- Provide written reports on largest competitors - Financial ModelingWork on portfolio companies- Industry research and analysis- Data analysis-- Work with large data sets to interpret and summarize historic information and identify trends-- Analyze seasonality of businesses to project future sales and customer behavior-- Create reports examining the information

Greater St. Louis Area

Assisted in the closing for a $25 million acquisition of 73 Jamba Juice franchises in Southern California - Built Risk Matrix for the 100 Stores considered in the original deal terms.-- Identified and eliminated stores deemed to hurt short-term profitability post transaction. - Helped manage expenses in excess of $1 million during acquisition.- Created and updated a project tracking tool to monitor all projects of the acquisition from team members around the country. - Helped implement new operating system for all stores in acquisition.- Set up document sharing tool for stores to report sales, service orders, and other expenses to district managers and Vitaligent headquarters.- Performed due diligence on stores in acquisition to check for encumbrances-- Updated and organized all landlord, store district manager, and general manager contact and store information.

Greater Los Angeles Area

Manufacturing Facility - Discovered reasons for over budget production costs by analyzing the laminated liquid product packaging process.- Designed and implemented a cost reduction program which achieved annual savings of $50,000.Corporate Office - Partnered with the finance department in processing product orders - Retired and electronically transported fixed assets from manufacturing plants across the country Distribution center - Learned about the management of a distribution center and the process involved in a national distribution chain

Greater St. Louis Area

- Performed industry research - Researched and analyzed investment opportunities in publicly traded companies.- Processed customer invoices and assisted in managing over 100 customer accounts.

Master Of Science In Finance (Msf), Accounting And Finance

Bachelor Of Business Administration (B.B.A.), Finance, General

Activities and Societies: Phi Delta Theta Fraternity, Alpha Lambda Delta – National Honor Society, The National Society of Collegiate.

International Economies, History

SMU in Oxford from June 2013 - August 2013