Phil Winner Email & Phone Number

Chicago, Illinois, United States

Drive a standard, scalable valuation modeling process that accurately evaluates business value and communicates that value to the broader team. Perform high-level financial forecasting and budgeting for each acquisition based upon integration timelines, post-acquisition operational plans, and general market conditions. Lead the financial due diligence process as the acquisition timeline unfolds over several months. Assist 3rd party advisory teams in data collection and analysis of potential… Show more Drive a standard, scalable valuation modeling process that accurately evaluates business value and communicates that value to the broader team. Perform high-level financial forecasting and budgeting for each acquisition based upon integration timelines, post-acquisition operational plans, and general market conditions. Lead the financial due diligence process as the acquisition timeline unfolds over several months. Assist 3rd party advisory teams in data collection and analysis of potential acquisition targets. Show less

Greater Chicago Area

Complete ownership of the financial planning, reporting and budgeting process for several Company groups, including Investment Management, Research, and Credit Ratings. Work closely with our HR function and the Finance Director to set, maintain and update salary target levels for the groups. Perform ad-hoc analysis and provide support on special projects as needed. Assist in creating and maintaining internal financial reporting packages and materials for meetings. Present financial results to… Show more Complete ownership of the financial planning, reporting and budgeting process for several Company groups, including Investment Management, Research, and Credit Ratings. Work closely with our HR function and the Finance Director to set, maintain and update salary target levels for the groups. Perform ad-hoc analysis and provide support on special projects as needed. Assist in creating and maintaining internal financial reporting packages and materials for meetings. Present financial results to group heads on a monthly basis. Partner with our business group colleagues to help them gain better insight into their business. Identify and implement improvement in business processes. Participate in cross-functional project teams formed to address business process improvements in the financial planning & budgeted processes. Served as FP&A Lead on two large acquisitions/integrations into Company systems and reporting. Show less

Greater Chicago Area

Assists with the production and data quality of accounting and reporting duties related to regulatory reports submitted to the Federal Reserve Bank. Develops and maintains documentation, policies and procedures for use in the quarterly submission process. Presents Senior Leaders regulatory findings by compiling summarized analysis of report results and documenting any identified issues.

Greater Chicago Area

Led a total of 20 field examinations for both existing and proposed credit facilities between $7MM and $1,300MM, collaborating with other Investment Analysts and Audit Managers. Analyzed models and evaluated transactional risks for asset based, cash flow, and securitization facilities. Reviewed customer financial statements and analyzed sales revenue, cost, expense trends for discussions with Account Management and client’s senior management teams. Identified risks to clients in diverse… Show more Led a total of 20 field examinations for both existing and proposed credit facilities between $7MM and $1,300MM, collaborating with other Investment Analysts and Audit Managers. Analyzed models and evaluated transactional risks for asset based, cash flow, and securitization facilities. Reviewed customer financial statements and analyzed sales revenue, cost, expense trends for discussions with Account Management and client’s senior management teams. Identified risks to clients in diverse industries including food and agriculture, steel, home improvement, construction, paper products, automotive, trucking, and television media. Conducted variance analysis, along with client’s senior management, of monthly collateral reporting documents. Show less

Greater Chicago Area

Prepared and analyzed client data to validate the accuracy of clients' lending capacity and identify any discrepancies in reporting. Explained the methodology used for calculations to internal/external clients.Coordinated with Account Managers and Senior Collateral Analysts on the timely receipt of client reporting packages.

Dayton, Ohio Area

Prepared and updated company-wide quarterly/fiscal budgets and projections. Analyzed financial documents with management to determine business strengths/weaknesses. Researched vendor pricing structures/incentives to generate profit margin for the firm. Reviewed all outgoing invoices for accuracy and discrepancies.

Cincinnati, Ohio Area

Conducted presentations with potential clients regarding our service and products. Calculated the monetary cost/benefits for each individual proposal to the client. Collaborated across multiple departments to coordinate on-time delivery of projects.