Stephen Crimi Email & Phone Number

Houston, Tx, Us

Us

Austin, Tx, Us

November 2023 – January 2024 – Left Business to join Robert Half.November 2022 – June 2023 – Left Business to join Turning Point Strategic Advisors.Working as a financial analyst for business coach. Duties include the following:• Financial reporting and analysis.• Strategic planning with clients and financials.• Work with clients in their own business and financial planning and analyses.• Provide ad-hoc analysis on specific issues and projects.

Menlo Park, Ca, Us

Worked as a senior financial analyst for a Robert Half client that is a regional conglomerate of consumer appliances in Houston, TX. Duties included the following:• Streamlined budget process by incorporating improved mapping that allowed senior management to better locate variances between actual and budget amounts.• Performed frequent reconciliations on financial models and budgets.• Produced a comprehensive financial model for fleet operator that analyzed various vehicle expense accounts based on a data set of 200k+ records.• Updated investor and Board of Director slide decks.

Seattle, Washington, Us

Accomplished the following:- Created comprehensive consolidated financial model of company and its subsidiaries so that it could conduct better financial management and get approved for a $75M line of credit.- Provided immediate update to Power BI report that summarized the client’s direct labor hours and revenue metrics per project.- Produced trended income statements and balance sheets and other customized models for a variety of clients in order to facilitate analysis between Turning Point and its clients’ management teams.- Responsible for maintaining and documenting the company’s internal Power BI dashboards.- Expanded forecasts for consulting clients by including updated assumptions, new accounts, and more accurate amounts for the remainder of 2023 and for all of 2024.- Completed the due diligence of client’s accounting system for all of its current assets so that the owner could be closer to selling the company.- Revised debt model for client and facilitated analysis on its operations as it refinanced old debt and acquired a new loan and facility.- Delivered adjusted income statement model that client needed to better understand target company’s earning power by effectively separating owner’s financials from the organization’s.Duties include the following:- Perform financial forecasting, reporting, and operational metrics tracking- Perform detailed cash flow forecasting and analysis- Analyze financial data and create financial models for decision support- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts- Perform detailed cost analysis- Recommend actions by analyzing and interpreting data and making comparative analyses; studyproposed changes in methods and materials- Perform market research, data mining, business intelligence, market analysis

Worked for various Democratic Super PACs and Fort Bend candidates which included canvassing, data entry and analysis, and organizing and planning.• Analyzed past voter trends and identified optimal times to apply voter outreach efforts.• Introduced voter segmentation efforts and deployed different messaging strategies for each group.• Canvassed about 1,000 homes as result of all the Super PACs and campaigns that I worked for.• Assisted in the organization and coordination of various volunteers and employees with my coordinator and candidates in order to maximize our outreach efforts and resources.• Appointed precinct chair of my district as a result of my contributions.

June 2015 – October 2017 – Left Business to pursue MBA degree [January 2018 – May 2019].March 2020 – July 2021 – Left Business to pursue professional data certificate at Rice University [October 2021 – April 2022].May 2022 – August 2022 – Exited Business to pursue other opportunities.SATC Consulting provides financial analyst services to SMBs who are looking to grow their businesses and improve profitability. Our service offerings include the following: Budgeting and Planning: Help companies make smarter decisions with their investments and to better align their plans with their short- and long-term goals. Cash Management: Strategize spending and develop projections, and optimize financial systems to ensure that businesses are maximizing their opportunities. Data Analysis: Provide information to management teams by assembling and summarizing data. Develop KPIs and other metrics to help measure success and identify areas for improvement. Financial and Operational Modeling: Develop models unique to specific companies in order to effectively evaluate certain risks and opportunities associated with their activities. Valuations and Fundraising: Determine a business’ economic value when they are ready to issue additional equity, apply for more financing, or sell the entity. Also assist companies in the fundraising process. Strategy: Work with companies in achieving more clarity in their organizations to determine what is working and what is not. Improve their ability to achieve their goals and sustain a competitive advantage.

• Demonstrated account management skills by generating external pipelines of prospective clients, identifying business needs, building rapport, addressing client concerns, and retaining a high retention rate of clients.• Displayed leadership skills by spearheading an in-house business valuation program and presenting to investors to convert non-profit into for-profit and supporting clients with a $10M raise during negotiations.• Initiated a financial modeling program for a firm to track and report monthly/annual KPI’s which optimized business operations, plus increased revenue from $3.7M to $6.9M and net profits from $60K to $475K.• Leveraged high-level industry knowledge to author a comprehensive 78-page overview of the U.S. healthcare system and tele-medicine industry in less than two months.• Proved myself as a valuable asset by saving a client $1.2M by performing exhaustive due diligence in a merger transaction and transacting a $500K equity investment deal.• Responsible for providing financial modeling and reporting, due diligence research, strategic direction, board participation, and investor pitch presentations to and with portfolio companies.• Utilized prospecting and business development skills to land a client that invested $4M in a $10M company.

Houston, Tx, Us

• Introduced a new time value of money concept, Modified Internal Rate of Return [MIRR], which provided a conservative view of the company’s returns during financial analysis allowing for accurate performance projections and steps to improve returns without additional risk.• Leveraged marketing and leadership skills to originate an innovative marketing approach that identified 450+ untapped investment firms for the capital raise team to target and resulted in additional funding.• Proved myself as a valuable asset by developing an investment and exit strategy for a $250M real estate private equity portfolio, effectively performing financial statement analysis on a variety of funds, including realized and unrealized financial data and metrics.

Master Of Business Administration - Mba, Finance

Certtificate In Data Analytics And Visualization (Bootcamp)

Bachelor’S Degree, Finance, Accounting