Mark Joseph Heller, Cfa Email & Phone Number

Los Angeles, CA, US

Help lead Fresenius Kidney Care’s (FKC) joint venture finance organization. Financial oversight over approximately 125 JVs, representing over 300 clinics and $1.3 billion in annual revenue. Responsible for JV partner financial communications, monthly P&L/KPI reviews, balance sheet/cash flow management, annual budgeting, and partner cash distributions and.

Bad Homburg, Frankfurt, DE

Helped lead FMCNA’s Physician Solutions (FPS) finance organization. Responsible for financial modeling for all owned and managed practices, annual budgeting and quarterly forecast updates, cash flow analysis, monthly close reviews, and M&A due diligence and transaction execution.

Bad Homburg, Frankfurt, DE

• Worked with all lines of business, including compliance, legal, finance, HR, and operations in order to guide acquisitions through FMCNA’s due diligence process.
• Built detailed acquisition models. Ascertained if acquisitions met FMCNA’s benchmark return.
• Managed quarterly physician profit sharing process.
• Extensive operations analysis (referral rates, attrition, patient staging, etc.). Identified opportunities for improved practice operational and financial performance.
• Coordinated coding audits and third-party valuations.
• Drafted presentations for senior management.

Hong Kong, HK

• Primary coverage of Aixtron, Applied Materials, ASML, Cree, KLA-Tencor, Lam Research, Micron, SanDisk, and Veeco Instruments. Also previously covered A123 Systems, Cymer, First Solar, GT Advanced Technologies, MEMC.
• Coordinated non-deal roadshows in the US and Asia for companies under coverage.
• Worked closely with corporate investor relations and management teams to communicate and address key investor concerns and distill investment messaging.
• Authored multiple well regarded sector reports including a 200 page primer on semiconductor capital equipment, a 100 page report on ARM versus x86, and reports on Moore’s Law.
• Ranked second in the Financial Times 2012 U.S. stock picking survey (stock picks generated 30% excess return). Achieved top ranking in StarMine among over 100 semiconductor analysts (2011).
• Promoted to Director in 2012.

New York, NY, US

• U.S. solar analyst with primary coverage of Evergreen Solar, First Solar, and Sunpower.
• Primary semiconductor coverage included: Atheros, Netlogic, LSI, RFMD, and Skyworks.
• Assisted coverage on Broadcom, Cypress, IDT, Marvell, Silicon Labs, and PMC-Sierra.
• Authored winning Report of the Month (Merrill Lynch’s internal report writing award) for: o “Hindsight is 20/20” – Analyzed company stock option granting behavior. o “An inconvenient truth” – Solar sector downgrade in.
• Achieved Top 3 Bloomberg Absolute Return Ranking (BARR) on 50% of stock coverage.
• Promoted to Vice President in 2006.

Los Angeles, California, US

• Created and maintained detailed financial models for companies under coverage.
• Wrote initiating coverage and industry reports, research notes, and research flashes.
• Co-authored initiating coverage reports on ten companies including: Qualcomm, Amdocs, CSGSystems, Convergys, Portal Software, and Boston Communications.
• Wrote 300+ page report on the telecom billing sector.

San Francisco, CA, US

New York, New York, US

Master Of Business Administration (M.B.A.), Finance

Master'S Degree, Civil Engineering

Bachelor'S Degree, Civil/Architectural Engineering