Tessa Robinson, Cfa Email & Phone Number

Grants Pass, Or, Us

Bellevue, Washington, Us

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

Milwaukee, Wi, Us

4 years researching and analyzing the Restaurants industry in order to provide the best possible industry/stock advice to institutional (buy-side) and private wealth clientele. My role included broader research of Restaurant industry trends, developments, and performance and detailed company-specific focus on 15 companies (sized $300M-$100B) across the casual dining, fast-casual, quick service, and specialty coffee segments. Key responsibilities were centered on supporting all aspects of the research process, including detailed modeling/forecasting; financial and data analysis; crafting of written research; communication with investors, corporate executives, and industry contacts; and proprietary survey work. Additional highlights:- Promoted to associate (from analyst) based on my individual performance; overall contributions to the research team and department; and positive feedback from other senior analysts, institutional sales staff, and clients- Significant financial analysis and modeling experience across wide variety of business models and corporate strategies. Utilized assortment of valuation techniques to project stock value (DCF, comparable company, sum of the parts)- Managed a fast‑paced workplace environment and effectively prioritized an evolving list of required research, team projects, client requests, and ad hoc itemsNotable projects:- Designed new tools to enhance client contact and improve team efficiency; efforts contributed to a 100% increase in team’s client interaction minutes over first two years in role-Created proprietary weather analysis tools to asses impact of snowfall and temperature changes on restaurant same-store sales- Transactional experience: IPO for Dunkin' Brands ($490 million equity value), Noodles & Co. ($100M), Ignite Restaurants ($90M), and Chuy's Holdings ($90M). Evaluated growth potential, strategic priorities, brand positioning, and financial outlook and supported client assessment of overall investment value

Washington, Dc, Us

- Tracked financial markets daily to inform team on client, peer, and industry news and developments, resulting in cohesive consulting engagements- Analyzed shareholder bases of clientele to highlight evolving trends and institutional opportunities for inclusion in executive board books- Scripted prepared remarks for client CEOs and CFOs on quarterly earnings conference calls, ensuring a consistent communication strategy and clear investment highlights- Assessed investor perception through discussions with portfolio managers and analysts to develop highly receptive communication strategies for the investment community- Orchestrated one-on-one meetings, road shows, and conference calls between buy-side professionals and client management teams to generate long‑term interest in a stock- Engaged in special one‑time projects as necessary, such as retail investor outreach and free cash flow and valuation analysis, to match rapidly changing client needs

Round Rock, Texas, Us

-Hired as a Finance Intern and was assigned to the Corporate Audit function-Assessed risk of critical business functions and created research reports for audit usage, involving topics such as environmental risk analysis and potential mitigation strategies-Collaborated with financial assessment team to complete three summer audits and summarize findings in executive leadership reports-Crafted business model for internal $500,000 audit software package upgrade and presented proposal to executive management-Developed Management Action Plans (MAPS) for internal clients to use as guidelines to help mitigate corporate risk

Racine, Wi, Us

- Analyzed off‑site warehouse inventory storage costs to forecast future expenses and appropriate stock storage duration- Audited $3 million governmental contract in accordance with operations accounting guidelines to determine price variances from original budget figures- Supported preparation of Modineʹs Clinton, TN plant for SAP migration as part of $14 million company-wide process streamlining- Partnered with finance team, materials master team, and security team to successfully resolve SAP implementation test issues and concerns- Discussed and evaluated Sarbanes Oxley security issues with SAP security team members to finalize and resolve access conflicts within implemented roles- Updated current SAP training modules and created new training modules for first time users focusing on financial report management and budgeting processes

Racine, Wi, Us

Master Of Business Administration (M.B.A.)

Bba, Finance & Accounting