Kurt Zimmermann Email & Phone Number

Corporate:o Overhauled annual budgeting process and constructed new financial projection methodology.o Modeled, structured and executed the refinancing of the company's debt to include variable rate and swapped fixed rate tranches, lowering the company's cost of capital by more than 1%.o Created value for shareholders by identifying and implementing accounting standards and practices that allow for de minimus expensing or accelerated depreciation of capital assets.Management:o Directed and collaborated with accounting staff to conduct day to day business activities.o Applied forensic accounting techniques to investigate and resolve discrepancies in general ledger accounts and 'clean' mis-identified transactions.o Directed revenue, expense and journalizing activities.o Produced monthly financial statements for Brawner's third-party clients.Operating Businesses:o Executed acquisition of marina assets of out Chapter 7o Led multi-million dollar redevelopment, and marina operating turnaround.o Led conversion to accrual job-cost accounting to create management-useful data to improve margins and better direct investment among the marina's lines of business.

Portland, Oregon, Us

Financial Planning & Analysis - sample clients:Online Executive Coaching and Training start-up - Chief Financial Officero Constructed dynamic, financial model including stress-testing of sales pipeline and fulfillment variables.o Structured and revised business plan narrative and supporting data. o Advised on capital raise options and negotiated terms with lenders and investors.Education and Talent Development Software-as-a-Service client:o Built dynamic, case-triggered financial model with dashboard inputs and outputs to enable management to make informed decisions and defend projection assumptions to investors.o Managed variances from plan by proposing cost- and time- ranked remedies.o Dissected acquisition proposals to develop and refine negotiating tactics for business being pursued by a publicly-traded buyer. Enabled client to negotiate for better terms from a position of strength.Telecom client:o Synthesized large volumes of data from disparate sources into federally prescribed RFP format in support of bids on rural telecom contracts.Retail client:o Overhauled and professionalized business plan including rigorous study and prioritization of near- and mid-term objectives.o Established legal, financial and online point of sale infrastructure.o Implemented and refined inventory and pricing strategies.Accounting and Tax - sample clients:Not-for-profit entity:o Financial statement Reviewo Tax return preparationGovernment entity:o Financial statement Audit

Co-founder of Garcia-Trujillo, an investment bank focused on 'Global Hispanic' markets:o Designed and managed the bank's financial performance and analysis infrastructure.o Built confidence and trust with investors, raised $1.6 M in seed capital, reported monthly results.o Constructed financial models and methodology to utilize unique EB-5 immigrant visa funding vehicle.o Coordinated activities of professionals located in four different cities.Packaged Food client: o Analyzed business fundamentals, constructed financial model, wrote investment memorandum and built management presentation to support capital raise.Health & Beauty Products client:o Developed strategic goals and tactical priorities for Mexican company to penetrate new markets in the Southwestern United States.Medical Technology client:o Co-wrote business plan, strategic objectives, phased implementation for medical technology company spun off from parent company.Additional clients drawn from the electric utility, professional sports, news & social media, security technology, cement, and options exchange industries.

Arlington, Va, Us

Trained in Credit Suisse & DLJ methodologies and models. o Highly proficient in every element of sell-side and buy-side mergers and acquisitions (M&A) transactions with a focus on the "middle-market".o Produced excellent work product on very tight timeframes with minimal oversight.Expert Financial Modeling:o Built dynamic elements to financial models which automatically replicate through the models including case/scenario switches, variable timing and effectiveness of new hires in sales, variable timing of product launch dates. o Designed and coded financial model dashboards to consolidate output, allow for rapid adjustment of inputs and flag operating metrics such as cash flow, quick ratio and leverage constraints.Diverse Industry knowledge:o Researched, analyzed, structured and published analyses of multiple client industries including SaaS (software-as-a-service), structured settlements and insurance products, pharmaceutical marketing, textiles, outerwear fashion, security technology, IT services, private equity, recycling & waste, health management, industrial design, financial technology and other industries.o Leveraged in-depth industry research to win business in client pitches, and also within investment memoranda and management presentations to maximize sale prices for clients.Superior writing and presentation skills:o Praised by private equity buyers for authoring "among the best" investment memoranda they had ever read, blending punchy, on-point industry trend analysis and key dynamics with company-specific strategy and result.o Developed prospects into interested buyers on the strength of investment memoranda I wrote on behalf of clients involved in mergers, acquisitions and capital raises. o Drafted highly effective management presentations and coached client management teams in their use and delivery to maximize investor interest.

Armonk, New York, Ny, Us

o Designed, refined and operated financial controls and reports for five IBM consulting practices which previously lacked timely operating metrics to support executive decision-making.o Designed decision-making, procedural and technical information security solutions for 19 clients across multiple industries including retail, government, telecom, education, software, banking, insurance, and long-term healthcare. o Built an information evaluation framework for a major US retailer; the tools I created were shared with IBM consultancy practices worldwide for reuse on other client engagements.

San Mateo, California, Us

o Built financial models for companies within hospital management and the medical/surgical supply industries; defended buy/sell recommendations in front of portfolio management team.o Reverse-engineered custom-built mainframe applications which lacked documentation thereby making it feasible to perform upgrades and improvements to these systems.

Mba, Finance, Quantitative Analysis, System Dynamics, Entrepreneurship

Ba, International Relations, Biology

Professional Development, 11 Courses In Upper-Level Accounting

Toward Pomona College Ba, Economics

Toward Pomona College Ba, Political Science

Toward Pomona College Ba, Organic Chemistry

Prior To Mba Enrollment, Accounting, Statistics