Zachary Young

Zachary Young Email and Phone Number

Capital Markets @ Thrive Financial, Inc
Clovis, CA, US
Zachary Young's Location
Sacramento, California, United States, United States
Zachary Young's Contact Details

Zachary Young personal email

n/a

Zachary Young phone numbers

About Zachary Young

Zachary Young is a Capital Markets at Thrive Financial, Inc. He possess expertise in microsoft office, teamwork, microsoft word, powerpoint, microsoft excel and 14 more skills.

Zachary Young's Current Company Details
Thrive Financial, Inc

Thrive Financial, Inc

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Capital Markets
Clovis, CA, US
Website:
partnerwiththrive.com
Employees:
17
Zachary Young Work Experience Details
  • Thrive Financial, Inc
    Capital Markets
    Thrive Financial, Inc
    Clovis, Ca, Us
    View
  • Finley
    Capital Markets
    Finley
    Clovis, Ca, Us
    View
  • Above Lending
    Capital Markets Manager
    Above Lending Jun 2022 - Oct 2024
    United States
    Managed two separate debt facilities, ensuring compliance and optimizing capital allocation.Led the Capital Markets team to a successful close of a $200 million debt facility, including contract negotiation and execution.Served as the primary point of contact for all investor inquiries, fostering strong relationships and trust.Developed and implemented a loan allocation engine, improving efficiency and accuracy in lending operations.Effectively managed and mentored analysts to support team objectives and enhance performance.
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  • Primary.Health
    Strategic Finance Associate
    Primary.Health Oct 2021 - Apr 2022
    San Francisco Bay Area
    Developed process for individual contract margin analysis, including implementing employee time allocation and vendor expense allocation to properly and accurately calculate marginDrove process implementation for budgeting by creating an Excel-based budget template and revenue forecast Created pricing models for every new prospect to ensure all contracts are profitable and risk averseFormed an excel-based model and evaluation for a new vertical the company in the health care provider sector
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  • Fs Investments
    Associate, Corporate Finance
    Fs Investments Jan 2020 - Oct 2021
    Philadelphia, Pennsylvania, United States
    Create and manage the Excel template for the firm’s yearly budget, and work with each executive member and respective teams to estimate revenue, expenses and identify any potential savings Prepare and present monthly reports related to the firm’s assets, liabilities, and new initiatives to keep upper management informed of upcoming projects and their impacts to the firm Built an Excel-based model to forecast the firm’s cash balances, including forward-looking estimates for revenue, payroll, interest and vendor expenses for CEO and upper management use Analyze the firm’s financial health by compiling inputs from several teams and data vendors into presentations for the firm’s lenders and rating agencies Present weekly sales updates, trends and corresponding fund news from our Fund Communications team by using Salesforce in order to keep upper management informed across all fundsOversee the creation of Excel-based financial models used to project out financials for an alternate investing platform company started by FS Investments
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  • Fs Investments
    Senior Portfolio Management Analyst
    Fs Investments Dec 2018 - Jan 2020
    Philadelphia
    Create a process to manage and track liquidity, leverage facility deliverables and asset allocation for FS Global Credit Opportunities Fund and FS Energy and Power Fund Streamlining and increasing automation during the integration of new Portfolio Management team structure by redefining current processes and training employees Mitigate the onboarding of Black Mountain Portfolio Management Software by User Acceptance and System Integration Testing, provide suggestions to developers to increase efficiency and integrate all updatesAid Portfolio Managers and the Capital Markets team in optimizing the portfolio and leverage for seven FS fundsReconcile data with trustees to prepare and/or review monthly reports and waterfalls for leverage facilities
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  • Fs Investments
    Portfolio Management Analyst
    Fs Investments Jul 2017 - Dec 2018
    Greater Philadelphia Area
    Monitored and ensured the data accuracy of FS Investment Corp. III Fund daily to provide upper management with clean, trustworthy data Performed company analysis and conveyed investment rationale for existing and prospective deals by evaluating models, public filings, and working closely with sub-advisor GSO Capital Partners LPLead the data migration for the KKR merger, aided in the transfer of fund responsibilities and offboarding GSOPresented fund updates to the Board of Directors and addressed concerns related to the quarterly valuations provided by public and third-party pricing sourcesCompiled and reviewed valuation methodologies, company financials and portfolio metrics necessary for legal filings that include investment and fund level information for the 10-Q and 10-KEvaluated and prepared returns analysis for exited and current investments for the Portfolio Specialists and Fund Strategy groups to present to internal sales associates and external clients
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  • Fs Investments
    Fund Finance Co-Op
    Fs Investments Sep 2015 - Jul 2017
    Greater Philadelphia Area
    Assist with the composition and interpretation of regulatory filings with the Securities and Exchange Commission Collaborate with several teams to track the budgets and expenses of six unique funds Host weekly meetings to ensure the team is well informed of fund and company updates Support coalition of fund service providers, including independent accountants, tax consultant and internal auditors Created streamlined processes for several daily tasks to increase team efficiency and productivityLead the invoice process pertaining to all funds, including tracking and problem solving with separate teams and affiliatesAid in the training and development of Drexel student co-ops on the Fund Finance team
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  • Hamilton Lane
    Analyst Co-Op
    Hamilton Lane Sep 2014 - Mar 2015
    Bala Cynwyd, Pa
    Validated client exposure values on a risk management basis in order to ensure clients were compliantContributed to the creation of a streamlined web application that facilitated daily tasks Consistently spoke with general partners and clients to retrieve documents and source different informationInterpreted unique financial documents for several reports and team projects
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  • Glaxosmithkline
    Business Analyst Co-Op
    Glaxosmithkline Sep 2013 - Mar 2014
    Philadelphia, Pennsylvania
    Composed flowcharts to depict process flowsReview and approve electronic payments for US and CanadaAided in increase of paid on time percentageAssisted in relieving delinquent accounts through American Express
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  • Exterior Images
    Office Assistant
    Exterior Images Jun 2011 - Sep 2013
    Churchville, Pa
    Organized files to suit owner's needsAided in assisting customer service via telephone

Zachary Young Skills

Microsoft Office Teamwork Microsoft Word Powerpoint Microsoft Excel Time Management Leadership Research Customer Service Social Media Mac Os Event Planning Public Speaking Marketing Windows Data Analysis Microsoft Powerpoint Cpr Certified Lifeguarding

Zachary Young Education Details

Frequently Asked Questions about Zachary Young

What company does Zachary Young work for?

Zachary Young works for Thrive Financial, Inc

What is Zachary Young's role at the current company?

Zachary Young's current role is Capital Markets.

What is Zachary Young's email address?

Zachary Young's email address is za****@****nts.com

What is Zachary Young's direct phone number?

Zachary Young's direct phone number is +121549*****

What schools did Zachary Young attend?

Zachary Young attended Drexel University, Council Rock High School South.

What are some of Zachary Young's interests?

Zachary Young has interest in Volunteer Programs, Children, Skiing, Traveling, Education, Finance, New Technologies, Fishing.

What skills is Zachary Young known for?

Zachary Young has skills like Microsoft Office, Teamwork, Microsoft Word, Powerpoint, Microsoft Excel, Time Management, Leadership, Research, Customer Service, Social Media, Mac Os, Event Planning.

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