Stephen Rabalais Email & Phone Number

Houston, TX, US

• Perform valuations and due diligence for acquisition opportunities. Evaluate approx. 4 deals per month.
• Hands on quarterly and annual forecasting which involves working with each department group to determine model inputs. Track, analyze and interpret data to present to management and the board;
• Closely work with Accounting team to coordinate budgeting process for 20 departments monthly with the goal to track forecasted and budgeted expenses averaging $60 million on a yearly basis;
• Interviewed, hired and currently managing two employees in the FP&A department.
• Advanced modeling utilizing excel macros, arrays, pivots, lookups as well as modeling with Python utilizing SQL/Access databases.
• Built an electricity pricing model from the ground up which is used to custom price commercial contracts for 15 different Utilities. Price approximately 10 custom commercial deals daily mostly in PJM/NEISO.

• Worked closely with Spark Energy FP&A team to consult on their forecasting models;
• Built and maintained complex forecasting models for 4 affiliated companies;
• Worked directly with the VP of Finance and CFO for acquisition and refinancing opportunities.

London, GB

• Work with Banks to provide assurance on securitized products mainly in the Agency and CDO/CLO spaces;
• Reverse-engineering transaction structures, analyzing the economics of transaction structures, verifying collateral data attributes and financial disclosures in offering documents, verifying distributions and portfolio.
• Provide Agreed-Upon Procedures (AUP) Services to clients which are given to investors to ensure confidence in the collateral and deal structures they will be investing in;
• Create Term Sheets used in Offering circular supplements, meticulously review Offering Documents for accuracy

Omaha, NE, US

• Assigned to $3.2 billion Liquefied Natural Gas Plant Joint Venture Expansion Project
• Daily user of SAP, Hard Dollar, PeopleSoft, Supplier Relationship Management, & SharePoint
• Responsible for cost adjustments, productivity reviews, payroll and invoice processing, forecasting, payroll estimating, currency hedges, etc.
• Assisted Project Controller to set up project cost structure.

Baton Rouge, Louisiana, US

• Creating cash flow analysis/projections;
• Creating detail historical analysis of past performance and comparison to industry standards (bench marking);
• Creating Excel spreadsheets to analyze investment opportunities and to support and participate in the development and writing of private placement offerings;
• Creating financial statements;
• Compile and analyze financials to be offered as supporting material for loan proposals;
• Review and Summarize loan documents, property and insurance contracts;

Baton Rouge, Louisiana, US

Summer Internship

Master Of Science (M.S.), Finance

Finance, Finance, Management, Marketing, Business Law, Etc