Robert Singer Email & Phone Number

Philadelphia, Pa, Us

Conshohocken, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

* Successfully supported over 15 buy-side and sell-side financial due diligence transactions for upper middle market private equity and strategic corporate clients in a variety of industries including construction, food and beverage, energy, staffing, and technology valued between $10 and $300 million* Developed financial models using Companies’ trial balances, general ledger detail, and additional ad-hoc data sets to identify key trends, risks, and opportunities, leading clients to make more informed decisions throughout the transaction process* Reviewed Companies’ audit work papers, internal financial statements, related party transactions, and additional financial schedules to develop targeted qualitative and quantitative agendas to discuss with C-suite executives and additional lead accounting personnel* Co-led sections of on-site and virtual meetings with Company management and key accounting personnel to understand changes in accounting policies and procedures, key performance indicators (KPIs), customer churn, business seasonality, gross margins, and any management proposed EBITDA adjustments in the identified Historical Period* Built quality of earnings, net working capital, and net debt schedules by identifying and/or reviewing specific adjustments, trends, and findings, and consolidating them into comprehensive written reports sent to clients, Company management, bankers, and lenders* Developed and analyzed Company backlog forecasts, ensuring clients understand the expected business’ performance post-close

* Completed summer rotation through the Credit, Finance, and Compliance departments* Analyzed and prepared a case study presentation, including financial ratios and statements that drive the lending process. Presented findings to the Bank CEO and other key executives* Completed loan reviews for borrowers in the $750,000 to $3 million tier for outside regulators* Developed reports analyzing high-risk customer financial data to adjust loan structures to mitigate risk* Reviewed 10-K statements of key vendors to perform financial statement analyses

* Helped to manage ~$5 million in funding and raise over $1 million for congressional candidates for the 2020 election* Created spreadsheets and databases to improve tracking of financial data in Excel, streamlining processes by providing accurate, real-time collection targets for all represented candidates

Washington D.C. Metro Area

* Helped to draft policy reports on the topics of wind and solar energy, manufacturing, and innovation—including how artificial intelligence will affect the U.S. economy and financial landscape over the next 10 years* Assisted senior policy directors by summarizing notes from meetings and compiling them into simple, easy-to-read briefs they could use to develop policy reports* Helped to organize and plan meetings where board members met to discuss key initiatives* Assisted Council members in preparation for meetings by compiling relevant information

Rockville, Md

* Worked alongside legislative aides to help draft legislation relating to the county budget* Organized events and meetings, including a meeting where a potential Montgomery County Sugar Tax was discussed* Created spreadsheet databases to assist with constituent services* Reviewed and drafted correspondence to help resolve constituent complaints and community issues, such as whether Montgomery County hotel pools should be required to have lifeguards

Bachelor'S Degree, Major: Economics Minor: Math & Politics

Activities and Societies: Juniata College Varsity Tennis Team, Dean’s List every semester, James Quinter Scholarship, Top Scholars Award.

Washington Semester Summer Internship Program