Nicole Caylor Email & Phone Number

Kansas City, Mo, Us

Kansas City Metropolitan Area

Kansas City Metropolitan Area

Contracting with international corporations to manage strategic growth initiatives.• Consulted with UXArmy, a marketing and user experience firm based in Asia, to implement and track KPI data for Coinbase, Robinhood and other fintech companies rapidly growing their subscriber base.• Hired by State Street Bank to consult with an international financial reporting team to on-board a $3 billion Canadian Mutual Fund client.

Glenview, Il

GN Hearing Care Corporation develops and manufactures hearing aids, headphones, and a variety of devices that help people with hearing problems worldwide. Identified growth opportunities and structured transactions for the US division of a retail hearing solutions network. Developed financial models to optimize return on investment and enhance customer portfolio performance. Led M&A process from origination and initial diligence through contract negotiations, closing and… Show more GN Hearing Care Corporation develops and manufactures hearing aids, headphones, and a variety of devices that help people with hearing problems worldwide. Identified growth opportunities and structured transactions for the US division of a retail hearing solutions network. Developed financial models to optimize return on investment and enhance customer portfolio performance. Led M&A process from origination and initial diligence through contract negotiations, closing and integration. Grew customer investment portfolio from $40-$100 million within 4 years.  Streamlined the transaction approval process by forming an inter-departmental deal team that resulted in the execution of more than 200 annual investments. Renegotiated customer contracts approaching expiration, protecting $5 million of annual revenue. Drafted financial deal terms into Requests For Proposals (“RFP”), which reduced legal fees by 20% year-over-year. Show less

Glenview, Il

Developed investment proposals for customers in the US and Canada. Mentored three business development managers. Managed negotiations with both customers and colleagues regarding deal approvals. Led investment strategy for Canadian business development team, increasing sales with existing customer accounts by $5 million. Created transaction pipeline and capital budget dashboard for all domestic and international divisions that tracked $150 million revenue and $20 million… Show more Developed investment proposals for customers in the US and Canada. Mentored three business development managers. Managed negotiations with both customers and colleagues regarding deal approvals. Led investment strategy for Canadian business development team, increasing sales with existing customer accounts by $5 million. Created transaction pipeline and capital budget dashboard for all domestic and international divisions that tracked $150 million revenue and $20 million EBITA. Generated leads and vetted more than 20 prospective Canadian business owners and secured contracts with 80%. Show less

Glenview, Il

Constructed financial models for multiple divisions of the corporation. Compiled metrics for Board of Directors quarterly presentations. Led customer site visits by accompanying sales managers to communicate terms of proposals. Implemented and coached regional sales managers on return on investment financial models that resulted in the execution of 20 additional transactions and $2 million of incremental revenue in the last calendar quarter. Conducted quarterly loan reviews… Show more Constructed financial models for multiple divisions of the corporation. Compiled metrics for Board of Directors quarterly presentations. Led customer site visits by accompanying sales managers to communicate terms of proposals. Implemented and coached regional sales managers on return on investment financial models that resulted in the execution of 20 additional transactions and $2 million of incremental revenue in the last calendar quarter. Conducted quarterly loan reviews on investment portfolio which reduced write-offs by more than 25% for the calendar year. Show less

Chicago, Il

BMO Harris Bank is part of BMO Financial Group, a diversified financial services provider with total assets of CDN $830 billion, and more than 45,000 employees.Directed daily communications with several private equity clients regarding loan requests. Led discussions with Chief Credit Officer on client proposals. Drafted initial loan documentation for in-house legal counsel. Instituted $30 million loan for a new private equity client under a tight deadline, preventing reliance… Show more BMO Harris Bank is part of BMO Financial Group, a diversified financial services provider with total assets of CDN $830 billion, and more than 45,000 employees.Directed daily communications with several private equity clients regarding loan requests. Led discussions with Chief Credit Officer on client proposals. Drafted initial loan documentation for in-house legal counsel. Instituted $30 million loan for a new private equity client under a tight deadline, preventing reliance on more expensive bridge financing.  Saved $100 thousand in administrative costs, working with in-house counsel to restructure a complex loan agreement. Show less

Mba

Bs In Finance

Agribusiness/Agricultural Business Operations

Study Abroad Program