Sam Everson Email & Phone Number

Chicago, Illinois, Us

Specialize in the leasing and selling of industrial real estate. Areas of focus include warehouse, distribution, manufacturing, flex, office and land.

Westlake, Ohio, Us

Leased and sold industrial, office and flex properties across Cleveland and Northeast Ohio.

Jacksonville, Fl, Us

- Partnered with product managers to analyze capital investments for new and existing products by reviewing financial performance, modeling revenues and expenses and analyzing addressable markets- Managed cost centers for various product leaders and provided monthly variance analysis to help understand cost drivers- Compiled product revenue data for product managers and developed forecasts for finance stakeholders each month - Supported the product finance team with Ad Hoc analyses as needed to contribute to overall team success

Jacksonville, Fl, Us

I participated in FIS's full-time rotational development program, where I rotated 4 times over a 2 year span in various areas of finance, strategy and pricing.Rotation 1: Merchant Solutions Segment FP&A- Consolidated monthly close and forecast reports for business partners across the merchant segment- Built KPI reports in Tableau to track volume and transaction performance of merchant customers- Produced quarterly competitor analysis decks for leadership by listening to industry earnings calls and comparing metrics and trends to FIS- Managed the 'Big Sheet' P&L on a monthly basis and shared results with segment CFORotation 2: COO Finance- Created comprehensive reporting model for segment CFO to track Opex and Capex each month- Owned the COO Admin cost center during monthly close process and forecasted future performance- Assisted in developing and modeling COO's long range plan by compiling data from various finance partners and building the executive COO LRP deckRotation 3: Deal Pricing- Ran Alteryx reports on a monthly basis to share performance with sales leaders and provide insights on improving productivity within their teams- Revamped the existing ISV pricing model by implementing a new deal scoring mechanism to evaluate deals and provide more accurate projections- Analyzed pricing agreements for deals across eCom and enterprise, and provided recommendations on appropriate deal terms Rotation 4: Strategic Finance & Impact Ventures- Analyzed FIS capital productivity vs peer group and provided recommendations to leadership on how to improve free cash flow- Built scoring models to identify top products and client opportunities for Amplify initiative and built forecasts to quantify the total run rate revenue opportunity- Conducted comps analysis for venture portfolio holdings and evaluated potential investments to be included in FIS's venture capital fund

Cleveland, Ohio, Us

- Worked within the research team conducting management due diligence and fund rating analysis- Created dynamic Excel spreadsheets integrated with Bloomberg and Morningstar syntax to conduct fund performance analysis- Formulated capital market expectation to create memo to be used in quarterly client meetings- Wrote questionnaire sent to 13 target date fund providers then analyzed responses to develop ratings for client use

Cleveland, Ohio, Us

- Served within the accounting department with focuses on the economic health of businesses in Northeast Ohio - Utilized databases to compile financial statistics for over 3,000 local businesses and created dynamic Excel spreadsheets- Reconciled budgets for various financial statements based off collection rates and updated future projections

- Co-founded fintech software application to run algorithmic trading analysis on equities and pitched to potential investors - Developed marketing presence through expansion of social media reach and headed live beta tests

Bachelor Of Science - Bs, Finance

Education record