Warren Taylor, Cfa Email & Phone Number

Austin, Tx, Us

• Prepares financial models to size initiative NPV/ROI, translating business KPI's into financials• Provides coaching to leaders across the organization on planning new initiatives, establishing framework for success, impact sizing, milestone setting, and execution• Monitors actual results against performance targets and consults with department heads to understand variances and help manage roadblocks• Keep transformation efforts on track by preparing the weekly progress update meeting and following up on action items against committed deadlines• Prepare Executive Committee updates document to address key priorities of the week• Assists the development of the annual budget, and preparation of other related financial reporting requirements• Supports long range planning modeling activities, including three financial statements, as well as, the Company's debt and equity structure, using various scenarios of operating assumptions• Conducts analysis of competitors and stays current with the latest trends in the home security and automation industry

Austin, Texas, United States

• Responsible for and conducted all credit and financial analysis within North and South America through Excel modeling to determine credit worthiness of clients.• Built credit analysis models for both private and public companies using their current and historical financial statements.• Predicted both potentially problematic internal and customer situations through sensitivity and scenario analysis in Excel.• Utilized key ratios and indicators like FCFF, FCFE, NPV, IRR, ROE, price multiples, ROIC, RI, DDM, LGD, loss severity, and liquidity ratios to analyze companies for valuation, loss expectations, and to predict payment capabilities.• Constructed internal cash forecasts using statistical analysis.• Organized and improved cash forecasting worksheets using dynamically linked excel formulas.

Austin, Texas, United States

• Onboarded all new customers and provided credit analysis to all American customers.• Organized and improved cash forecasting worksheets using dynamically linked excel formulas.• Maintained all customer credit profiles within Oracle. Updated when appropriate.• Extracted large data sets from Oracle with Noetix and converted to user friendly Excel worksheets.• Built credit analysis models for both private and public companies using their current and historical financial statements.

San Antonio, Texas Area