Tan Bui Email & Phone Number

Annandale, Va, Us

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 requests, reviewing analysts’ valuation models and reports, as well as presenting valuations to clients’ Board of Directors• 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 equity, warrants, and options in both simple and complex capital structures• 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 Option Pricing Model, OPM Allocation Model, Liquidation Analysis, Leveraged Buyout (“LBO”) Analysis, as well as proprietary yield methodologies when determining fair value of subject securities• Resolve proprietary database issues and provide PowerBI support to project managers to ensure data accuracy and reliability for 4,750+ quarterly private company valuations• Analyze complex private market data to create visually appealing charts, graphs, and infographics that highlight key data points and trends in the public and private markets for webinars and client publications

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 requirements

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