Sean Morgan Email & Phone Number

New York, New York, Us

New York, New York, Us

New York, New York, Us

San Diego, California, Us

Direct report to CFO■ Designed a comprehensive tax equity model using a joint partnership flip structure: produces cash / book / tax statements subject to partnership tax code regulations with scenario analysis features■ Redesigned the company's solar asset valuation model: added a wide range of incentive programs and capital / tax structures while making the tool robust, consistent, flexible, and scalable■ Redesigned the company's EPC pricing model: added detail, accuracy, transparency, flexibility, and scalability■ Designed a Value of Solar model that quickly analyzes client energy bill savings under several complex time-of-use rate classes■ Provided financial / tax structuring and modeling support directly to several marquee clients■ Provided training to analyst team on financial valuation / accounting / modeling / tax concepts■ Contributed analytical leadership to internal process optimization efforts■ Designed a risk assessment tool to forecast and monitor progress of project mobilization dates

Boulder, Co, Us

Direct report to CFO■ Responsible for all projects relating to financial forecasting, strategy, fundraising, M&A, etc.■ Designed and managed the firm's equity model, exit valuation / payoff analysis■ Designed and managed the firm's strategic operating model, revenue/budget/cash forecasts■ Conducted financial due diligence for a potential acquisition, represented CFO■ Selected by CFO to join professional coaching program for managers and executives

Direct report to CFO■ Developed 3 tax equity cash flow waterfall models for funds owning $500 mm in residential solar panel assets■ Constructed debt models for 2 back-leverage deals raising $80 mm in debt■ Performed monthly and ad-hoc corporate reporting analyses for the CFO and Board of Directors■ Designed and instituted an Excel-based data analytics system for monitoring and reporting needs

New York, New York, Us

Financial Institutions GroupInvestment Banking Division■ $1.3 bn IPO of ING U.S. — Developed investor marketing materials, facilitated diligence process meetings, and analyzed client's enterprise value■ $21 bn secondary offering of AIG — Analyzed operating performance of the client and its 20 peers for senior board meetings and investor meetings■ $500 mm debt offering (private placement) — Analyzed capital structures to help determine the optimal size, duration, and type of bond issued■ Constructed detailed financial operating models, merger consequence models, sum-of-the-parts models, and ad hoc analyses for various live deals■ Identified key operating metrics and analyzed market outperformance for a life insurance industry deep-dive report sent to executive clients■ Developed comprehensive analytical and marketing materials for over 80 M&A and capital markets pitches to clients' senior management teams

New York, New York, Us

Financial Institutions GroupInvestment Banking Division■ Designed an automated Excel tool that pulls data and graphs 80 metrics for a dynamic list of 15 (out of thousands of) banks; was used regularly for pitch book drafting■ Given enhanced independence and responsibility to analyze and publish presentation materials with senior team members for numerous pitches

New York, New York, Us

Mergers & AcquisitionsInvestment Banking Division■ Studied and applied professional valuation methods; assisted in various M&A pitches; and led a sophomore intern group pitch to senior executives

B.S., Economics And Finance

Education record

Education record