Tan Bui Email & Phone Number

Annandale, VA, US

Mclean, Virginia, US

Chicago, IL, US

• Perform and review ~140 portfolio company valuations per quarter for various clients such as private equity funds, private credit funds, BDC’s, venture capital funds, and hedge funds
• Manage 8 concurrent client workstreams (teams of 2-30 analysts/associates) including communicating with the senior management of finance and/or portfolio monitoring teams, organizing diligence calls and information.
• Conduct due diligence, analyze financial statements, review quality of earnings (“QoE”) reports, and investment committee memorandums to construct financial and valuation models
• Collaborate with deal teams to understand strengths and weaknesses of portfolio company investments and identify execution risks to performance, liquidity, covenants, and forecasts
• Value illiquid debt (performing and distressed) and equity securities such as first lien debt, second lien debt, unitranche debt, subordinated debt, convertible debt, CLO debt, CLO equity, preferred equity, common.
• Utilize various valuation methods and models such as the Market Approach (i.e., selected public company analysis and precedent transaction analysis), Discounted Cash Flow Analysis, Current Value Method, Black-Scholes.

Chicago, IL, US

• Provide portfolio valuations of illiquid debt and equity instruments for a variety of clients including BDCs, private credit funds, and private equity funds
• Create PowerBI dashboards to analyze data on over 4,750 quarterly valuations and identify private market insights for Lincoln press releases

Worldwide, OO

• Created costing models to project resource costs for future-state initiatives based on changes to drivers
• Built Tableau dashboards to identify efficiency opportunities for 35,000+ quarterly journal entries
• Managed a 7 member workstream in creating Gantt charts and milestones for 38 client deliverables
• Analyze business requirements by conducting stakeholder interviews, workshops, and workflow analysis
• Create and monitor detailed project plans that outlines key activities/milestones for 6 finance transformation initiatives for a pharmaceutical company (~155B in assets) by leveraging functional and technical.

Worldwide, OO

• Industry Experience: Technology, Media, and Telecommunications (TMT) and Financial Services
• Managed a team of 3 consultants in the valuation of a multinational company with ~$4B in assets
• Analyzed company financial data using statistical methods, depict company-wide trends, and review analyst industry reports to present findings and recommendations to stakeholders
• Evaluated business development plans and strategic investment decisions of portfolio company investments to identify financial risks associated with projected future cash flows and rates of return
• Performed valuation analysis for debt, equity, invested capital, and intangible assets using discounted cash flow, comparable company, precedent transaction, option pricing, and relief from royalty methods

Chicago, Illinois, US

• Developed asset allocation strategies for clients in a $2bn book of business for 3 portfolio managers
• Advised client on a tactical $2mm bond portfolio based on economic conditions and investment objective
• Conducted industry and company specific research and analysis to determine viability of new trades
• Formulated customized reports and meeting materials for client-facing pitch books

Worldwide, OO

• Examined industry macro trends and company financials to identify patterns in performance
• Prepared memorandums and reports to communicate findings and recommendations to clients

Worldwide, OO

• Conducted financial audits to confirm financial statements are fairly presented in alignment with GAAP
• Identified and assessed risks of material misstatement of financial reports due to fraud
• Analyzed and performed testing and walkthrough procedures to assess the risk landscape, control environment, and operating effectiveness of the client’s existing controls

Madison, WI, US

• Instructed 30 students alongside a co-facilitator on a bi-weekly leadership and communication course
• Developed new course agenda based off various successful past professional development topics
• Improved student course satisfaction by constantly tailoring weekly curriculum around student requests

Reston, VA, US

• Collaborated with supervisors and project-leads to establish modified employee security roles
• Developed efficient ERP user-manuals customized for the needs each division in the department
• Analyzed spreadsheet data in order to accurately map project accounts from Oracle to Deltek
• Created and delivered presentations in front of colleagues, supervisors, and company executives