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Project/Initiative value matrix and breakevenfile
Corporate structure integrating philanthropy and equity fund
Comprehensive Forecasting Modelfile
LBO summary with merger/swap
Equity round summary with convertible bridge
LBO transaction model for acquisition of public companyfile
Complex investor pitch: international holding companyfile
Education technology start-up pitch deck - no financialsfile
Financial Modeling of holding company with diverse holdingsfile
Management Consultant: Strategy and FinanceAug 2012 - Mar 2013 (7 months)
Analyzed 5 years of financial statements and business intelligence data to gain insight into title-specific revenue trends. Researched analyst forecasts of investment banks for each K-12 market segment and developed statistical model to synthesize consolidated estimate. Quantified $8M revenue opportunity over 2-years and 75% IRR from investing in 4 digital distribution channels. Identified source of differentiation as teacher training service, projecting $17M revenue at 25% EBIT margin.
Management Consultant: Strategy and FinanceJun 2009 - Apr 2010 (10 months)
Analyzed 5 years of management annual reports and financial statements for operating units in all potash suppliers; reconciled foreign currencies in consolidated industry model; aligned operational impact reports of events by news media with management filings; correlated market capitalization/share prices on exchanges with potash price changes and capital expenditures of suppliers; modeled comparative analysis of growth /ROIC of industry with other comparable commodity markets.
17 client companies with revenues ranging between $1M and $300M, Engagements primarily focused on fundraising and growth initiatives lasting from 1 week to 2 years. Strong emphasis on education management and e-learning, closely followed by B2B-tech/e-commerce start-ups.
Management Consultant: Strategy and FinanceMay 2009 - Jun 2010 (1 year)
Overhauled of financial operations with new budgeting and forecasting models with Quickbooks integration. Rolled out variance analysis and reporting for each department. Authored closing financial reports including MD&A. Partnered with CEO and CMO and developed unit cost analysis for lead generation. Engineered process performance metrics for lead conversion and retention. Modeled benchmark analysis of gross margin, corporate allocations, and capital expenditures.
Vice President of Strategy and M&AMay 2006 - Jun 2009 (3 years)
Evaluated potential investments and negotiated transactions. Wrote memorandums, modeled transactions, pro-forma statements and valuations, executed due diligence, and integration plans. Internal consultant for operating companies. Financial strategy to expand portfolio revenues from $ to $10B in 5 years. Analyzed 120+ M&A opportunities with ~$2B combined value resulting ~$200M of diverse transactions. Total ~$50M in portfolio value-added from consulting at operating companies.
Program ManagerMar 2000 - May 2006 (6 years)
Drove $5M in revenues over 2-year period for Telecommunications & R&D Group. Increased division profit margin 10% by executing process/systems optimization and service automation. Improved sales closure rate 10+% supporting pre-sales client-facing activities. Outperformed project budgets by minimum of 10%. Achieved 97% project satisfaction rate as point of contact for UAT and all post-sales client support.
Bachelor of Science, Electronics Engineering Technology1997 - 2000 (3 years)
MBA, International Business2005 - 2006 (1 year)
US English Level 198%
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