Theodore Bloom, Mba Email & Phone Number

Beaverton, Oregon, United States

Beaverton, Oregon, United States

- Manage all budgets for Tier1 level events for the Microsoft ESC team.- Oversee and manage Content and Business Operations budget for Microsoft events including - Microsoft Ignite - Microsoft Build - Microsoft Envision Series- Implement and coordinate spend as part of the Opus Strategic Finance team specifically dedicated to Microsoft ESC Events. - Our team helps manage over $100 million for Microsoft Events domestically and internationally working with Microsoft FTE teams to host events from 500 to 10,000 attendees.

Denver, Colorado, United States

Primary responsibility is to control and monitor all project budgets and financial operations for Investment and Management Group, The Carlyle Group.o Invoice and Draw payments for sub-contractors on current projects in Boulder, Coloradoo Manage cash flows and expense reports for on-going projectso Consult project managers and CEO about future project financial models with market trends and other factors that influence business performance• Built and manage new budget template for FY21 and FY22 for SunCore Group.• Create capital stack and projected schedule of value proposals for future projects with team architect including a new hotel project in Montrose, Colorado.• Implemented and executed cost saving programs for future projects with COO to streamline purchasing and operations on current project in order to get back into budget. Project was off by $1MM• Utilized Cost Performance Indexing on current and future projects to create more transparent cash flow schedules. • Projected a system of KPI’s for future development projects to be used in investor marketing deck along with cost analysis environmental survey scenarios for managing partners.• Implemented and onboarded team into UnaNet ERP software for FY21

Denver, Colorado, United States

Project based analysis to ongoing day to day business operations for athletic departmento Created Key Performance Indicators when comparing UD athletic program against competition in both conference and nationally. Using report for FY22 budget, due to season cancellation.  Ticket revenue, seating capacity per square foot and recruiting expenses as indicators of performance • Created Macro-Based and VLOOKUP formula financial database for Athletic Institutional Advancement team for reconciliation and tracking purposes of donor giving and revenue creation by sport.

Denver, Colorado, United States

Founded in 2018, I started a consulting firm to assist back office and sales teams work Smarter Not Harder (SNH). I grew the business organically over 2 years and was able to add 5 strong clients that I was able to create real change for within their business. My strategies are to lead, advise, and create key performance measures for small to medium sized companies on streamlining operational processes in the areas of financial accounting, budgeting, revenue projection modeling, customer relationship management (CRM) efficiencies, and document processing.• Improve processes for business development, sales, marketing, budgeting, procurement, and operating practices.• Created financial revenue and expense excel models for clients to help better understand their financial data and operations.• Achieved revenue growth of 10% to 25% with all clients after adopting SNH methods and practices.

Newark, Delaware

• Managed all NCAA Division 1 Varsity camps & clinics within the athletic department▪ Monitored all scheduling, budgeting, staff payments and employee background checks▪ Created new online process system for department to use to schedule and manages all camps and clinics• Monitored and controlled all revenues and expenses for The Bob Carpenter Center (BCC).▪ Managed an expense budget of $2M for events taking place at the BCC▪ Generated and achieved revenue goals of $3.5M for FY18. Final revenue for FY18 was $3.6M.▪ Negotiated terms for 3rd. party vendors and promotors utilizing the space for concerts, events and other community and student functions.▪ Created new estimate and expense tracking template for internal use for better reporting• Oversaw all Student-Athlete medical insurance documents for processing and clearance to play▪ Reviewed and processed all secondary insurance payments through AG Administrators for varsity athletes in conjunction with the Delaware Sports Medicine Program▪ Total payments per fiscal year were $200,000.00 • Operated and procured all Adidas equipment purchases for all varsity teams in support of equipment department▪ Equipment expenses for 22 varsity athletics with Adidas totaled over $500K.▪ Advised Varsity coaches with equipment budgets for the year while helping to develop better fiscal strategy within their budgets.

Philadelphia, Pennsylvania

• Managed NCAA Division 1 athletic department’s operating budget▪ Total budget was $11 million including salary, $3.5 million per fiscal year was used for team operations. • Allocated operating budget funds for entire athletic department▪ Including varsity teams, support departments within Athletics including salaries and part-time pay structures.• Reviewed and analyzed prior year budgets for spending trends and efficiencies in cost savings▪ The goals for the analysis was to find cost-savings for Varsity programs ▪ Used Microsoft Dynamics and other cost related software to find any trends or fluctuations in spending.• Created full on-boarding program for new hires into Drexel Athletics, ▪ Presented to Executive Committee of the Sports Management Institute Consortium, Winter 2017.• Designed and implemented a $40,000 meal program for varsity teams▪ Program included pre-game and post-game meals. Program now included a full-service Nutrition fueling station for all student-athletes.▪ Created and tailored a simplified yet specific pre-game meal order sheet for coaches and administrators to use.• Administered and managed all NCAA Varsity Camps and Clinics for Department▪ Duties were budgeting, maintaining, and reconciling all revenues and expenses cost centers.▪ Managed over $100,000 in camp and rental income for 18 NCAA Division 1 Varsity programs.

Greater Philadelphia Area

• Provide game management support to all 18 Division 1 Varsity Athletic Teams• Plan and operate varsity athletic events for all varsity teams• Supervise, hire, and manage a student staff of over 45 workers for athletic event support• Procure and purchase material and products for the athletic department and varsity teams• Manage and operate varsity athletic field house and varsity basketball arena• Work with local unions to maintain condition and appearance of fields and arena

Greater Philadelphia Area

Assisted customers in purchasing tickets and ticket packages for each gameProvided customer service for any game-day or operational question about the stadium and teamWorked with game day operations staff, assisting in setting up and running the stadium for each gameHelped management run events for season and premium ticket holders during off-seasonTrained new sales interns on PAC sales software and receiving phone calls Recorded the most revenue for pre-season tickets sales in Philadelphia Phillies history in Winter 2010Individually sold over 3,386 items generating $109,862 of revenue in 2010

Greater San Diego Area

- Merchant bank for Private Equity Groups focused on middle-market growth companies; Worked as primary lead consultant for Riordan, Lewis and Haden advising the investment direction of $265 million in new capital. Sourced Healthcare, Legal Services and BPO companies generating $5 to $10 million in EBITDA.- Wrote the lead proposal for Riordan, Lewis and Haden on investment and acquisition of an employee benefits company. Created industry analysis reports, investment presentation and coordinated meetings and conference calls with Managing Partners and CEO of Target Company. - Performed add-on acquisition research for Brockway, Moran and Partners' portfolio company, a West Coast based Port Crane Maintenance Company. Created industry analysis spreadsheets and target profiles of port crane maintenance companies nationwide and detailed reports on the state of the industry, past acquisitions and investments in the market space. - Researched and wrote industry growth strategy reports on niche markets including: electronic discovery solutions, port crane maintenance services, healthcare and IT staffing, medical transcription and forensic accounting.- Drafted over 50 non-disclosure agreements and deal-status reports for management.- Supervised, trained and managed research analysts for researching and approaching target companies for acquisition.

Blue Bell, Pennsylvania

Leader in the secondary market for the life settlement industry; Coordinated and prospected a client base in the Pacific Northwest.Signed Coventry's first client in the state of Montana.Member of the Account Services team that purchased over $10 billion in life insurance policies.Negotiated and secured loans for the purchase of Life Insurance.Engaged in weekly sales training sessions to practice phone and inter-personal skills.Prepared annual, monthly and ad hoc reports utilized in budget and forecasting process.

Master Of Business Administration (M.B.A.), Business Analytics, 3.7 Gpa

Masters, M.S. Sports Management, 3.8 Gpa

Ba, Business Management & International Government Services

Activities and Societies: Men's Varsity Lacrosse 2002-2003 Men's Varsity Squash 2003-2005