Paige M.

Paige M. Email and Phone Number

Senior Vice President, Equity Research at CFRA @ CFRA Research
new york, new york, united states
Paige M.'s Location
Washington, District of Columbia, United States, United States
About Paige M.

Paige M. is a Senior Vice President, Equity Research at CFRA at CFRA Research. Colleagues describe her as "Paige was my direct supervisor when I worked at CFRA, and it was a pleasure to work with her. I can confidently attest to: 1) her managerial skills, particularly with regards to empowering others and driving her team to reach its full potential - as she provided me with growth opportunities and graciously supported my transition to another firm; 2) her high-performing nature as she consistently ranked as one of the top company analysts, evidenced by double-digit alpha generation for her portfolio of stock coverage; and 3) her kind-spirited and genuine personality, which made for a friendly workplace and fostered even more collaboration. And big thank you goes out to Paige for helping me along my own journey! It goes without saying, but I highly recommend Paige." and "I worked with Paige for about three years. She took over coverage of natural gas utilities to help lighten my load. Early on, she proved that she could learn this relatively complicated industry quickly, while also picking up coverage of companies in the energy sector. Paige immediately jumped in researching and authoring the semi-annual Industry Survey report for natural gas utilities. Since then, she has proved to be an able analyst covering companies in several different sectors. She has also proven to be a team player, assisting with projects on a regular basis. Paige's strong work ethic, capacity for learning, and personable nature made her a pleasure to work with."

Paige M.'s Current Company Details
CFRA Research

Cfra Research

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Senior Vice President, Equity Research at CFRA
new york, new york, united states
Website:
cfraresearch.com
Employees:
118
Paige M. Work Experience Details
  • Cfra Research
    Senior Vice President Equity Research
    Cfra Research Jul 2021 - Present
  • Cfra Research
    Senior Equity Research Analyst
    Cfra Research Jul 2020 - Jun 2021
  • Cfra Research
    Equity Research Analyst
    Cfra Research Aug 2017 - Jul 2020
    Washington D.C. Metro Area
    Publish buy/hold/sell recommendations on a diverse universe of energy, utility, and healthcare stocks and disseminate those views over a variety of platforms to clients and the general public. Author of two industry surveys and other major thematic industry research publications.
  • Fi Consulting
    Consultant
    Fi Consulting Sep 2015 - Jul 2017
    Washington D.C. Metro Area
    Provide financial modeling services and data analytics to clients. Projects include:*Helped the U.S. Department of Treasury manage a $4B Small Business Lending Fund investment-- providing capital to 281 community banks and 51 Community Development Loan Funds (CDLF's) across the U.S.*Financial Model Validation for a large global bank ($120B in Assets as of 2015) on their credit Probability of Default (PD) and Loss Given Default (LGD) Residential Real-Estate econometric CCAR models.*Discounted Cash Flow modeling services for a client with a $210B portfolio of loans and loan guarantees. Co-produced a VBA automated sensitivity analysis tool used to manage credit risk.*Financial audit of a Level 3 Asset Valuation discounted cash flow (DCF) model.Key Accomplishment:Discovered material misstatements on two balance sheet line items requiring $1.4B total restatement per year for each of the prior two years, by collaborating with the client and closely examining their DCF model assumptions and source data, during a two-month financial audit. These discoveries and associated recommendations will help the client improve their internal controls going forward to prevent future financial misstatements.
  • Shell
    Shell Trading - Senior Credit Underwriter
    Shell Mar 2014 - Aug 2015
    Houston, Texas Area
    Partnered with Shell's commodity and financial traders entering into purchase agreements and OTC contracts (derivatives - forwards/swaps) by underwriting unsecured credit lines for the counterparties. These counterparties spanned all sectors for gas and power purchases (i.e. healthcare, technology, financial, consumer goods, utilities, industrials, telecommunication, agriculture, etc.). Generalist role.Performed fundamental analysis/financial statement analysis -- analyzing company's quantitative and qualitative financial metrics to propose appropriate credit limits and related contractual terms (i.e. parent guarantee requirements, covenants, deal tenors, cross-defaults) for ISDA, EEI, and NAESB Master Agreements. Used analysis to quantify risks [Probability of Default (PD) and Loss Given Default (LGD)], and allow the business to take calculated risks within the trading portfolio. Efforts assisted with business development by helping trade counterparties preserve working capital -- covering AR balances plus forecasted mark-to-market (MTM) from projected price swings -- encouraging new business, larger deals, and overall portfolio growth.
  • Shell
    Finance Advisor (Downstream)
    Shell Jul 2012 - Feb 2014
    San Francisco Bay Area
    Financial Planning and Analysis role (FP&A).Partnered with Shell's refining business to drive performance on key financial metrics -- net income, operating income, and cash flow from operations (CFFO). Responsible for the performance of a piece of the P+L, amounting to 25% of the business unit's OPEX. Helped business set challenging but achievable annual Business Plan targets and drive improvements in target areas. Presented monthly financial Management Information and leading estimates to leadership team.
  • Shell
    Financial Analyst: General Accounting Special Projects (Upstream)
    Shell Jan 2012 - Jun 2012
    Houston, Texas Area
    Balanced various projects, including:*Internal Control policy enhancements related to Manual Journal Entries (vetted and approved by the Upstream Comptroller)*M&A (divestment of an onshore gas asset in South Texas)*Commercial-to-finance technology project to add value to the Upstream business through looking at the value chain and end-to-end processes
  • Shell
    Revenue Accountant (Upstream)
    Shell Aug 2010 - Dec 2011
    Houston, Texas Area
    Managed the revenue and related expenses for an onshore gas asset earning revenues of $45MM/month, during the U.S. shale gas boom, a period of rapid growth. Analyzed AR/AP for Sarbanes–Oxley (SOX) sign-offs.
  • Shell
    Financial Analyst Intern: Governance, Risk, And Assurance (Upstream)
    Shell May 2009 - Aug 2009
    Houston, Texas Area
    Project-work related to delegation of authority for the company's top executives. Special project quantifying upstream oil and gas Group Investment Proposals (GIPS) currently under consideration.

Paige M. Education Details

Frequently Asked Questions about Paige M.

What company does Paige M. work for?

Paige M. works for Cfra Research

What is Paige M.'s role at the current company?

Paige M.'s current role is Senior Vice President, Equity Research at CFRA.

What schools did Paige M. attend?

Paige M. attended University Of Michigan - Stephen M. Ross School Of Business, Tsinghua University, Cfa Institute, University Of Michigan.

Who are Paige M.'s colleagues?

Paige M.'s colleagues are Arun Sundaram, Cpa, Cfa, Sherka Aziz, Taras Shapran, Tomas Perez, Cpa, Surya R, Scott Anderson, Jack Hampson.

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