Rob Trippe

Rob Trippe Email and Phone Number

Vice President, Model Governance and Model Risk Management @ Cognitio Analytics LLC
New York, NY, US
Rob Trippe's Location
New York City Metropolitan Area, United States, United States
Rob Trippe's Contact Details

Rob Trippe personal email

About Rob Trippe

I am an experienced M&A advisor and corporate finance analyst. I can build out an entire corporate finance function, or simply assist as needed.Make sure you check out my series of FP&A model governance and risk management articles written for the 31,000 member Association of Finance Professional website. Here is the link:https://www.afponline.org/ideas-inspiration/topics/articles/Details/financial-modeling-and-the-executive-suite/The AFP Spring Model Governance and Risk Management guide which I authored will be out at the end of April.I develop and manage data, teams and systems for cash flows, forecasts, and valuation analysis for a variety of purposes, conduct and negotiate M&A transactions, and assist in answering critical corporate finance questions such as business line/unit performance assessment, external bench-marking, share price, cost of capital, optimal capital structure, investment analysis and capital budgeting. I have worked every angle of M&A through dozens of transactions, as buyer, seller and intermediary.ExpertiseM&A I Valuation I Due Diligence I Integrated Statements I Cash Flow Forecasting I Cost of Capital I Capital Structure I Debt Waterfalls I External Bench-marking I Model Risk Management I Model AuditSystems and Applications Hyperion I Essbase I Smartview I SAP I ERP I Business Objects I Excel I Power Query I Power BI I VBA I TableauIndustries Manufacturing I Energy I Private Equity I Retail I Transportation I Travel I Financial Services I Internet I TMT I Consumer Goods Education MBA, Finance Boston College I Valuation Accreditation I Risk Certification I M&A Certification I Agile Certification I Lean TrainedEnvironments Corporate I Roll Ups and Highly Visible Acquisitions I LBOs I Buyouts I M&A I Change and UncertaintyInvestment Bank Trained (Houlihan Lokey)Resources I contribute to and draw upon include SEC documents such as 10-Ks and Qs, PR Newswire and market data from sources such as Bloomberg, Thomson First Call, and others.C suite collaboration and confidante throughout career.I utilize the FAST standards for financial modeling.I employ SR 11-7 model risk management methodologies and techniques.I am Agile Leader certified.I am also teamed up with Cognitio Analytics as their Vice President, Project Management. Cognitio is a leading data and model strategy, governance & management firm focused on data and model management initiatives such as storage, security, cataloging, and analytics. Languages include Python, R, SAS, and SQL.

Rob Trippe's Current Company Details
Cognitio Analytics LLC

Cognitio Analytics Llc

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Vice President, Model Governance and Model Risk Management
New York, NY, US
Rob Trippe Work Experience Details
  • Cognitio Analytics Llc
    Vice President, Model Governance And Model Risk Management
    Cognitio Analytics Llc
    New York, Ny, Us
  • Corporate Finance Advisory
    Corporate Finance And M&A Advisor And Analyst
    Corporate Finance Advisory 2017 - Present
    2017 - CurrentI have recently consulted to firms requiring tangible and immediate, top shelf financial statement analysis, forecasting, M&A and valuation experience on a short and intermediate term basis. Many of my projects exceed six months in duration, some are recurring.I am Hyperion, SAP and Excel based, with power tools.1. Recently provided strategy and planning financial modeling for privately-held worldwide market leading manufacturing firm. Focused on model development for recurring FP&A projects and rolling forecasts.2. Ongoing advisor to an Irish partnership, on potential M&A transactions, providing valuation / deal structure advisory. Partnership holdings valued at approx. $130M. Partnership revenues include perpetuity incomes, advisory service revenues and investment income. Firm operates and invests worldwide in energy and infrastructure public-private partnerships (PPPs) and advises to an oligarch-backed private equity firm that was and remains the largest private equity firm in Russia.3. Developed and maintained an acquisition model for a fast growing and acquisitive home healthcare company located in the Northeast.4. Data and analytics modeling for an International hospitality chain.5. Pitch deck and financial modeling for an MIT based biotechnology capital raise.6. Cost savings identification for a renewable energy roll up.I am also teamed up with Cognitio Analytics as their Vice President, Project Management. Cognitio is a leading data strategy, governance & management firm focused on data management initiatives such as storage, security, cataloging, and analytics. Cognitio takes a disciplined capital budgeting approach to data and analytics projects which includes ROI and NPV hurdles based upon probability weighted discounting of costs and benefits. Cognitio blends finance and statistical expertise with broad data engineering capabilities. Languages include Python, R, SAS, and SQL.
  • Cognitio Analytics Llc
    Vice President, Model Governance And Model Risk Management
    Cognitio Analytics Llc May 2020 - Present
    Short Hills, Nj , Us
     Vice President of Data and Analytics for Cognitio Analytics, a leading data strategy, model governance & management firm. On-site project leader for data management initiatives such as storage, security, cataloging, analytics, model governance and model risk management Cognitio takes a disciplined capital budgeting approach to data and analytics projects which includes ROI and NPV hurdles based upon probability weighted discounting of costs and benefits. Cognitio blends finance and statistical expertise with broad data engineering capabilities. Cognitio can assist your firm in developing a strong model governance and model risk management program utilizing career long corporate finance professionals, statisticians and data engineers.Languages include Python, R, SAS, and SQL.
  • Ge Capital
    Model Risk Management - Fp&A & Capital Planning
    Ge Capital Nov 2014 - 2017
    Norwalk, Ct, Us
    GE Capital - Energy Financial Services, Assisted GE's private equity division in the development and documentation of financial models for investments, acquisitions and capital planning. Requires strong deal structure and valuation knowledge, understanding of capital adequacy and stress test requirements, knowledge and experience with model methodologies (DCF, IRR, regression, comps, VaR) and validation analysis (sensitivity, performance metrics, benchmarking, and outcomes analysis). Basel I - II elements, SR 11-7 guidance. Repeated contract extensions. Authored over a dozen SIFI, CCAR related documents. I was retained by GE through the professional services firm Resources Global which was founded in 1996 as a consulting arm to Deloitte & Touche. RGP provides staffing and expertise for internal initiatives. This department was disbanded by GE in January, 2017.
  • Corporate Finance Consulting & Advisory
    Corporate Finance And M&A Advisor And Analyst
    Corporate Finance Consulting & Advisory Jan 2008 - Jan 2014
    Representative FP&A and Corporate Finance Consulting Projects (Approx. 12 total):1. Risk Management. Financial Services.Developed credit exposure model.2. Financial Modeling. Energy. Assisted a North American business unit in model development.3. M&A. Energy. Reviewed/valued several acquisition opportunities for private equity.4. M&A. Telecom. Identified and assessed worldwide acquisition opportunities for a global firm.5. M&A. Manufacturing/Retail. Due diligence member for a $40MM retail acquisition. Closed.6. Capital Raise. Internet Distribution.Advisor to $3MM capital raise for convertible, preferred equity.7. Capital Raise. Retail. Prepared forecast and valuation analysis. $5MM Capital raise closed.
  • The Hertz Corporation
    Director
    The Hertz Corporation May 2001 - 2007
    Director of planning/strategy at the largest rental car and second largest equipment rental company worldwide, Substantial CEO/CFO contact under prior executive management. Forecasting: Monthly and annual monitoring/forecasting of $20 billion consolidated balance sheet and $600MM in net free cash flow. Personally developed Hyperion cash flow build-up model and analysis presented in quarterly SEC filings, press releases, and utilized by senior management.Hertz Buyout - IPO: Hertz was acquired from Ford Motors by a private equity club led by CD&R. At the time, it was the second largest LBO in history. Subsequent IPO. Key role in the development of financial presentations submitted to private equity buyers/S-1 registration/road show. Developed valuation of buyout ($5.5 billion MVE) and proposed sale of $1 billion MVIC segment for CFO. Assigned by CFO to conduct private equity buyer profiles for C management.Valuation: Developed global valuation models including cost of capital/hurdle rates for primary business units, accretive/dilutive and returns analysis, comparable transaction analysis, purchase price allocation, relevant discounts and premiums, goodwill impairment (ASC 350, 805, 820), asset allocation.Acquisitions / DTG: Ongoing valuation and acquisition analyses of several public company acquisition targets including Dollar Thrifty Group (NYSE: DTG), a proposed $1 billion MVIC acquisition at that time. Developed first DTG investment value model, post-business combination analysis, HH anti-trust analysis, and authored acquisition presentation for C level management.M&A: Participated in over 30 potential acquisitions at the corporate level, with varying responsibilities including; the review of valuation analyses/investment summaries, advising business units on financial/valuation analysis and due diligence; developing valuations of public competitors and “corporate” acquisitions, preparing term sheets, expressions of interest and letters of intent.
  • The Hertz Corporation
    Manager
    The Hertz Corporation 2000 - 2001
    “Deal quarterback” on acquisitions and divestitures during the highly competitive equipment rental industry roll-up, managing engagements from initial indication of interest to close. Responsibilities included recast financial and valuation analysis, leading due diligence, directing negotiations.Managerial Duties: Assisted in the delegation of workflow to analysts, defining scope of work and valuation approaches.
  • The Dak Group
    Senior Analyst
    The Dak Group Jan 1998 - Dec 1999
    Rochelle Park, Nj, Us
    M&A and valuation for a boutique investment banking firm in the NYC area.
  • Sports Capital Managememt
    General Partner
    Sports Capital Managememt Jun 1995 - Jun 1999
    Lead partner for coveted minor league sports franchise. Raised $1MM through private equity. Managed all investment activities.
  • Houlihan Lokey
    Senior Associate
    Houlihan Lokey Jan 1993 - Dec 1994
    Los Angeles, Ca, Us
    Reported directly to National Director of Valuation Services and Houlihan Lokey Board member. Valued professional sport teams such as the Colorado Rockies, The Philadelphia Eagles, and the Miami Dolphins.

Rob Trippe Skills

Financial Modeling Corporate Finance Valuation Financial Analysis Mergers And Acquisitions Management Due Diligence Forecasting Strategic Planning Project Management Investment Banking Private Equity Finance Acquisitions Cash Flow Financial Forecasting Negotiation Cost Of Capital Cash Flow Forecasting Strategy Risk Management Financial Risk Agile Methodologies

Rob Trippe Education Details

  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Finance
  • University Of Maine
    University Of Maine
    General
  • The Episcopal Academy
    The Episcopal Academy
  • National Association Of Certified Valuators And Analysts
    National Association Of Certified Valuators And Analysts
    Accredited Valuation Analyst

Frequently Asked Questions about Rob Trippe

What company does Rob Trippe work for?

Rob Trippe works for Cognitio Analytics Llc

What is Rob Trippe's role at the current company?

Rob Trippe's current role is Vice President, Model Governance and Model Risk Management.

What is Rob Trippe's email address?

Rob Trippe's email address is rob.trippe@ey.com

What schools did Rob Trippe attend?

Rob Trippe attended Boston College Carroll School Of Management, University Of Maine, The Episcopal Academy, National Association Of Certified Valuators And Analysts.

What are some of Rob Trippe's interests?

Rob Trippe has interest in Social Services.

What skills is Rob Trippe known for?

Rob Trippe has skills like Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Mergers And Acquisitions, Management, Due Diligence, Forecasting, Strategic Planning, Project Management, Investment Banking, Private Equity.

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