Seth S. Email & Phone Number

Phoenix, Az, Us

Scottsdale, Arizona, Us

Start up investment fund intended to focus on healthcare technology assets.

Irvine, Ca, Us

Columbus, Ohio, Us

Box Elder, Montana, Us

I oversaw the budget for $95M operating expenses, $120M annual revenue, and $445K in capital expenditures across eight departments and shared service allocations. I performed monthly forecasting for 24 months of Profit and Loss, Balance Sheet, including Cash Flow Statements. I provided quarterly presentations to the Board of Directors. Key Contributions:➢ Reduced required cash on hand by $5M by identifying revenue model critical error.➢ Automated $95M operating expense budget.➢ Trained and mentored two new hires. ➢ Raised $8M of inter-tribal capital.

Scottsdale, Arizona, Us

I completed S-1 filing contributions for $75M Initial Public Offering (IPO) and SEC financial reporting contributions (10k, 10Q), adhering to US GAAP. I facilitated quarterly Board of Directors presentations and various presentations to investors. I completed forecasting for 12-month and 5-year models across 11 operating facilities. Key Contributions:➢ Automated $980M operating expense budget for 11 facilities across four countries.➢ Implemented monthly FX Analysis for $10 to $50M in foreign exchange exposure.➢ Provided due diligence support for a $100M credit facility.

I delivered clean opinion initial audited financial statements. I authored first draft of footnote disclosures for 2014 audited financial statements. Key Contributions:➢ Raised $110M in debt capital.➢ Recognized $1.3M in prior year adjustments, required for first audited financial statements.

Scottsdale, Arizona, Us

Completed 30 investment actions for publicly traded domestic and international equities across consumer discretionary and staples, industrials, technology, healthcare, and utility sectors. Developed valuation models on over 75 organizations utilizing fundamental analysis. Key Contribution:• Achieved three-month absolute and relative benchmark (S&P 500) returns of 18.9% and 15.5% on Soda Stream International, LTD on a short sale thesis.

Minneapolis, Minnesota, Us

I reviewed and analyzed publicly traded equities with market capitalizations over $1B and provided recommendations. I prepared quarterly performance updates for over 300 organizations for wealth management clientele and financial and valuation models on over 150 companies. Key Contribution:➢ Achieved an average 6-month (1-year) absolute return and relative benchmark (S&P 500) on 14.9% (21.2%) and 3.7% (10.9%) on consumer discretionary buy recommendations.Senior Fund Accountant, 9/2005 – 9/2007I trained and mentored junior accountants on reporting and accounting projects. I priced fair value assets with third parties and corporate actions for Publication of the Net Asset Valuation. I prepared detailed reporting for committees and the Board of Directors on over 53 mutual funds financials. Key Contribution:➢ Presented Bloomberg’s Black-Scholes Option Pricing Model.

Master Of Business Administration - Mba, Finance

Bachelor Of Arts - Ba, Accounting And Finance