Kristin Coffey, Cva, Cdfa Email & Phone Number

Managing Director of South Park Advisors, an independent business valuation firm. We provide services to business owners, attorneys, accountants, commercial bankers, trust departments and financial planners. We at South Park Advisors foster open communication, trust, and respect, both internally and with our clients.

• Managed a team of analysts.• Generated revenue through the expansion of CTBK's client and referral bases. Cross-sold company services.• Further enhanced my experience in preparing in-depth business valuations for internal and external clients in a variety of industries for various purposes. • Expanded my experience to include litigation engagements.• Represented CTBK in the Rochester market.

Rochester, New York Area

• Supported Partners with cross-selling company services and enhance client service.• Prepared in-depth business valuations for internal and external clients in a variety of industries for various purposes.• Played a leadership role in representing ValuQuest in the Rochester office and Rochester market.

Rochester, New York Area

• Generated business and cultivated referral sources, growing the valuation practice to $225M annually.• Prepared in-depth business valuation for internal and external clients in a variety of industries for various purposes.• Developed and reported valuation department production/statistics to managing partners.• Supported Partners, strategically plan and implement cross-sell company services.

Rochester, New York Area

• Prepared in-depth equity and debt analyses (fundamental financial modeling and comparative analysis) for private and public companies in all industries ranging in size from ~ $1 million > $1 billion.• Managed ~ 6–10 valuation projects simultaneously producing ~ 35–45 in-depth valuation reports per year.• Surpassed production goals established by management in each year with Empire, increasing billings at a compound annual growth rate of ~ 20%.• Researched and wrote industry analysis for a variety of industries including banking, real estate, restaurants, construction, among others.• Conducted due diligence meetings with owners, principals, and executive management teams to extract key financial and operational data to perform detailed financial analyses.• Communicated results with company executives, attorneys, and accountants, building and maintaining client relationships and securing new business.

Rochester, New York Area

Procurement Analyst - 2004-2005 • Negotiated and managed complex company contracts to minimize financial and legal risks.• Analyzed trends and assisted in strengthening the company’s competitive position.• Formulated requests for proposals, quotation, bid analysis and risk evaluations.• Lead cross-functional sourcing teams through key sourcing steps including demand analysis, supply market analysis, development of competitive bidding documents, quantitative and qualitative evaluation of bids and negotiations.Credit Analyst - 1999-2003• Controlled and managed the credit risk of over 45 counterparties with an aggregate potential credit exposure of $130 million.• Analyzed financial and operational condition of counterparties to recommend internal ratings and credit limits.• Measured, monitored and reported current and potential credit exposure on a monthly basis and, when necessary, take action to mitigate credit risk.• Consulted with individuals from within RG&E and outside the organization to negotiate credit-related terms of RG&E’s contract and agreements.• Managed, coordinated and developed Manage Financial Integrity’s annual process plan and measures and monthly and quarterly reporting against these measures.

Rochester, New York Area

• Prepared and reported against the annual operating plan of $1.2 million in expenses and semi-annual re-estimate, including objectives, projects financial performance and outcomes.• Assisted in strategic and operation planning.

Rochester, New York Area

• Prepared monthly forecasts and analysis, annual budgets with revenues of $163 million and expenses of $42 million, semi-annual re-estimates and long range plans.• Advised management regarding forecasts, budgets and long range plans and ensured their accuracy.• Prepared FCC reporting and modeling based on regulatory needs.• Computed month-end analysis including rate/volume variance analysis to budget and forecasts in areas where there are major variances.

Mba, Finance

Ba, Political Science & Psychology

Activities and Societies: Public Policy Term, Washington, D.C.