Nick Mcinally, Cfa Email & Phone Number

Financial analysis is a wildly ambitious endeavor, and there are two things that fascinate me most about its application in practice. First: the concept of forecasting and how rational, yet simultaneously irrational the process can be. And second: the challenge of communicating in ways that motivate and persuade decision makers within a framework that demands optimization - so, you are effectively trying to predict the future with imperfect, competing priorities. It is enough to make some people break out in a cold sweat. Thankfully, my diverse experience, lifelong obsession with problem-solving, and passion for serving decision makers and clients ensure I will never be such a person; I have always embraced what causes others to shudder.I have worked in a variety of industries while amassing +10 years of relevant experience. From massive broker-dealers to boutique M&A services firms, and most recently a respected, publicly traded bank with nearly $20B in assets, my dynamic skill set has proven to be a vital resource in strengthening client relationships, analyzing complex data, and transforming businesses. During this time, I successfully completed formal credit training programs and founded multiple businesses, including one that I continue to run as the sole owner responsible for +10 employees and almost $1MM in annual sales. My professional, academic, and personal experiences have taught me the following about myself: - I can successfully implement, improve, and manage projects/processes. - I excel at the execution of big tasks with given constraints.- I focus on making high-quality decisions with integrity.- I am constantly learning because I never settle.- I can recognize, align, and achieve firm-level/department-level goals. - I love to win but helping my team win is my ultimate aim.- I never lose sight of my primary focus: the end client.- I stay calm when faced with adversity.There’s certainly yet more to learn, yet more problems to solve, and yet more to build. And for this, I am incredibly grateful. Professional SkillsPortfolio Management | Commercial Lending (C&I + CRE) | Credit Analysis / Structuring | Financial Modeling | Underwriting | Performance Attribution | M&A Valuation | Asset Allocation | Portfolio & Product Research | Budgeting | Project Management | Business Development | Relationship Management | Public Speaking | Leadership | Problem Solving | Communication | TeamworkPractical KnowledgeExcel | VBA | SQL | Power BI | NetSuite | Baker Hill NextGen/Advisor | Salesforce | Oracle

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  Butler University

  3.75/4.0