Michael Estabrooks Email & Phone Number

Columbus, Oh, Us

Columbus, Ohio Metropolitan Area

A Global Payments Subsidiary

Columbus, Ohio Metropolitan Area

A Global Payments Subsidiary

Columbus, Ohio Metropolitan Area

Supporting Managed Food Service (MFS) and Quick Service Restaurant (QSR) business units within Global Payments.

Lansdale, Pa

- Constructed and modeled sales metrics to identify trends and future forecasting of the sales pipeline and KPIs for success- Built pricing templates for our sales teams to quickly scope out pricing for new brands and requests factoring in size of opportunity, products bundled together, and additional business requirements- Assisted in the integration of 4 business units into 1 P&L and Balance Sheet view for multiple leaders- Drove P&L view to a customer level profitability to identify areas for customer service to better assist or to improve our pricing on future deals

Lansdale, Pa

- Coordinate and integrate efforts and activities with the CFO, CEO, and Department Leadership throughout the company to deliver complex financial models and analysis, including pro-forma views of the performance of the business- Deliver crisp and concise communication of complete financial models and analysis to Senior Management and Board of Directors- Lead operational analysis initiatives including product line profitability, customer profitability, and other business-level performance measurements- Work closely with Accounting team in the preparation of accurate financial results and support the monthly financial review process- Due diligence for proposed acquisitions, including modeling, verification of assumptions and variance analysis vs priced assumptions- Analyze operational and financial data to identify trends/drivers with an eye towards driving improvement in the business- Financial modeling of new product and operational initiative across the organization- Support pricing proposals for new and existing products, customers and geogrpahies

King Of Prussia, Pa

- Responsible for analyzing weekly changes in sales and fraud rates to determine if new rules need to be created and alert internal business groups of potential impact to their organization- Leverage technical chargeback expertise and historical chargeback trend data to assist the risk management team when creating new rules to deter future fraud- Analyze chargebacks by researching order details, order history, and 3rd party databases to gather appropriate documentation and send final analysis to the financial institution- Built a business case for increased investment (R&D, talent, technology, etc.) based on client profitability, specifically related to the payments, tax, and fraud - Developed on-boarding training videos and materials for new chargeback employees to increase training efficiency and consistency across teams- Identified the opportunity to review client contracts to ensure billing for fraud and claims was reflective of services rendered

Bethlehem, Pa

- Execute due diligence of 45 prospective real estate, natural gas, and oil deals- Responsible for aggregation, analysis, interpretation, and reporting of third party research for deals as well as maintenance of the research library - Work closely with both internal and field financial advisors to identify and address their research needs- Developed a tracking tool to monitor the deal review workflow to increase transparency between home office and field financial advisors- Ensures accuracy and completion of client documentation when on boarding new clients - Assists with operational functions such as taking and placing orders, answering client inquries, and maintaining compliance library

Erie, Pennsylvania Area

- Organized team meeting agendas to ensure efficiency - Delegated tasks to team members based on their interests and strengths - Executed a SWOT-analysis for Consol Energy as well as their competitors- Researched government laws and regulations that could significantly impact Consol Energy- Created a pro forma statement five years into the future and discounted it back to the present value - Performed a sensitivity analysis on the fluctuations of natural gas and coal and evaluated the effects on stock price and revenues- Placed 3rd in the region (Pennsylvania/West Virginia)

Erie, Pa

- Identified the need for 3D products for college organizations- Conducted market research across four college campuses to develop the market strategy- Developed small business plan including supply chain distribution- Researched various designs using CAD software- Engineered various designs using CAD software- Streamlined order purchasing and product browsing by creating a website- Managed company website

Basking Ridge, Nj

- Identified employees desire to have viable commodity and golds funds for their 401k plans- Analyzed and Evaluated Mutual Fund Managers to determine well managed funds- Presented research on the current market for the Investment Committee to assist in their preparation for a meeting- Assisted with administrative tax work including contacting customers for Tax Exemption Certificates- Cataloged and organized State Tax Returns

Basking Ridge, Nj

- Researched daily Foreign Exchange rates via Bloomberg and created a database for currency swaps and hedging- Verified market choices by researching Money Market funds across the United States- Presented Money Market research to the Vice President of Treasury and Assistant Treasurer- Spent a week shadowing with Avaya Financial Advisors participating in discussions about market choices and 401k plans

Bachelor’S Degree, Bs Finance & Bs International Business

Activities and Societies: Investment Club, Finance Club, Blue and White SocietyAdvanced Financial Management (Corporate Finance) Portfolio.

High School

Activities and Societies: Tech Crew Leader, Sound Board Operator, Varsity Golf Team Captain, Varsity Golf MVP, Niedig Leadership Award,