Michael Birk, Mba Email & Phone Number

Englewood, Co

•Prepared and analyzed financial reports for CFO, executives, and management.•Developed new financial metric and trend reporting included in monthly executive packets, increasing insight and decision-making clarity.•Created and implemented Key Performance Indicators (KPI’s) to analyze performance and provide peer benchmarking.•Helped design and streamline new and more effective budgets and forecasts by working with department heads to accurately build useful, understandable, and accurate projections, and integrate them into the new Hyperion software platform.•Implemented financial and accounting software including Oracle ESSBASE, Planning, Hyperion Financial Management, DRM, FDM, Reporting, and SmartView. Chosen to be a System Administrator for Financial Oracle IT systems. •Used Hyperion to automate dozens of monthly financial reports reducing report preparation time from days to minutes. Utilized Hyperion to provide rapid ad-hoc analysis to support key decision makers.•Developed WACC for Treasury and Investor Relations and valuation metrics for top management including Net Present Value (NPV), Return on Invested Capital (ROIC), Payback Period, Internal Rate of Return (IRR), and Return on Investment (ROI). •Performed ad-hoc financial analysis and communicated recommendations for existing business needs, potential opportunities, and new project analysis.•Acted extensively as an internal consultant and partner for other departments and workgroups, working with critical personnel across the organization and in budgeting, forecasting, performance analysis, and capital decisions.

Greater Denver Area

Venture Capital, Private Equity, and Digital Media Financial and Business Consulting•Utilize extensive financial background to provide all levels of financial consulting at for funds and portfolio companies in consulting role as Director of Finance for The Stage Fund, a Denver headquartered national venture capital and private equity group•Provide business strategies, consulting, and e-publishing services, including publishing across different digital mediums and enabling authors to adapt from traditional book publishing to the rapidly growing e-book industry•Create multi-faceted business and start-up plans, timing book releases across e-book platforms with concerted social media presences to maximize book sales while building customer bases

Greater Denver Area

• Prepared in-depth financial forecasts and valuation models on all portfolio companies• Produced models to evaluate internal and external investments, including preparing financial requirements for negotiations that helped close a significant long-term deal on favorable terms• Analyzed potential merger and acquisition transactions (purchases, mergers, and sales)• Provided quantitative and qualitative market research reports on various industries • Prepared rolling 12 month forecasts, budgets, and capital requirements for portfolio companies• Revamped reporting to provide better insight into portfolio company financials, creating significant improvements in the quality and speed of financial data to enable executives to make fully informed decisions in real-time• Created debt analyses integrated with cash flow analyses to ensure compliance with leverage/bank covenants

Greater Denver Area

• Developed, maintained, and coordinated the budget for wholesale transmission operations• Utilized SQL for advanced back-end large dataset querying for FP&A• Analyzed monthly trends and recommended forecast updates for senior management• Conducted complex assignments on special projects to improve financial analysis and forecasting• Led and prepared monthly meetings for primarily renewable energy purchases and analyzed financial and accounting impacts of long and short term purchase power agreements • Provided macroeconomic and microeconomic analysis to explain and analyze financial results

Greater Denver Area

• Prepared in-depth financial forecasts and valuation models on over 20 different companies• Analyzed financial statements, SEC filings, and projections on telecom, data center, and internet companies• Provided quantitative and qualitative research on publicly traded companies• Wrote and published research reports and investment recommendations• Evaluated company capital structures and analyzed company debt and derivatives• Incorporated macroeconomic events and forecasts into company analysis and financial models• Met with company executives and visited company headquarters and locations as part of the research process

Boulder, Co

• Worked with CIO, portfolio managers, and analysts on hedge fund analysis projects for a $600 million portfolio • Prepared and presented economic indicators presentations before portfolio meetings on a monthly basis• Actively researched and screened new investments for the investment committee• Performed regression analysis and other statistical analysis to identify correlation and risk factors• Used Bloomberg software daily for economic research and analysis

Greater Denver Area

• Performed accounting for complex securities including domestic and foreign securities, bonds, bank loans, TIPS, options, swaps, structured notes, mortgage backed securities, and money market securities• Worked directly with money market traders to implement and verify trades and to report yields and assets• Assigned to a special team of accountants for a large scale system conversion to implement a new accounting system that increased the efficiency and accuracy of the Investment Accounting department • Prepared bank reconciliations and compiled data and schedules for periodic financial reports

Greater Denver Area

• Provided reporting, analysis and accounting on over $6 billion in mortgage backed securities and investor funds• Worked under the CFO and the Investor Reporting management team to manage large securities, undertake transfer deals, and achieve the maximum success for our investors’ mortgage backed securities

Mba, Finance, Class Rank - 1St

Activities and Societies: University of Colorado MBA Finance Club President (Spring 2008-Spring 2009), Beta Gamma Sigma, Passed CFA Level.

Bachelor'S Degree In Business Administration, Business Administration And Management, General. Studied International Business. Minor In Spanish.

Graduated Cum Laude