William Mccanney Cfp®, Mba Email & Phone Number

Watertown, New York, Us

Milwaukee, Wi, Us

Reading, Pennsylvania, Us

• Assisted in all phases of merger and acquisition and capital raising transactions, including due diligence, Investment/Financing Memorandums, negotiations and competitive process management in deals between $10M and $50M in the financial services and consumer and industrial industries• Built, analyzed and evaluated the results of financial models for numerous transactions in a variety of industries• Performed research and analysis to develop industry landscape assessments, and to identify potential buyers and targets• Prepared and analyzed comparable public company/comparable transactions analyses used to determine business valuations using Capital IQ

Pittsburgh, Pennsylvania, Us

Finance Concentration

Reading, Pennsylvania, Us

• Developed financial models, valuations, marketing materials, information memoranda and management presentations for clients• Analyzed comparable companies and performed transaction analyses using Capital IQ• Maintained Middle Market M&A landscape and building products industry reports

Morgantown, Pa, Us

• Designed, created, and implemented a new inventory system, including labeling products and storage areas and inputting over 5,000 inventory SKUs into the system• Decreased inventory analyses reporting time from 10 days to 5 minutes• Initiated new procedures and increased efficiency when receiving products• Travelled to China for 10 days and strengthened the overall corporate relationship with the factories that manufacture EthoSource products

Morgantown, Pa, Us

• Managed Parts Division sales by analyzing the cost, freight, labor, painting, and sell price of each part• Researched competitors’ prices to determine competitive pricing, while maintaining gross profit margins• Developed a marketing plan for the Parts Division and increased gross profit• Managed retail projects by coordinating the pulling, delivery and installation of product between the warehouse, the trucking companies and the installers• Reduced time needed for project managers to contact customers, create pulls, and order new products, which correspondingly decreased lead time for when customers would receive their product• Collaborated with factories in China and developed new products that integrated into the cubicle systems

Gettysburg, Pa, Us

• Conducted independent research on a gene mutation related to deafness in horses• Collaborated with the National Institutes of Health to analyze research and identify mutations• Identified 2 mutations in the horse genome and suggested that the KIT gene was responsible for deafness, white fur, and blue eyes in Spanish Mustangs

Reading, Us

• Conducted 10-20 patient interviews each day in relation to penicillin allergies• Analyzed patient allergy records to identify relationships between patient allergies• Presented findings to a board of doctors and advised on the next steps to advance the project, which were implemented the following year

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

Bachelor Of Science, Biochemistry And Molecular Biology