Valuation Consultant

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Summary

As a financial analyst for more than 14 years, this Valuation Consultant has assisted investors, business owners, executive leaders, and other financial decision makers to interpret accounting, financial statements, and operational data to make informed, strategic decisions. With a strong understanding of GAAP, corporate finance, and transactional dynamics, they support clients in due diligence, quality of earnings, and valuation for financial reporting. This Valuation Consultants mathematical training allows them to approach situations and problems with a unique, data-driven approach. They are known for innovative and analytical thinking, with proven success in identifying growth opportunities, developing insightful models, and communicating complex concepts to business leaders effectively. In addition to their quantitative background, this Valuation Consultant serves as a tutor to high school, college, and MBA students in calculus, statistics, corporate finance, and physics, helping them improve their understanding and achieve academic success.

Highlights

• Integration Planning 
• Basic Accounting 
• Accounting Standards 
• Investment Banking 
• Financial Modeling
•  Valuation

Relevant Accomplishments

• Direct transactional due diligence to facilitate small to mid-market corporate clientele with best-in-class services. Offer valuation, modeling and forensic account services to clients on a project basis.  
• Provide customized fractional CFO services for small businesses including business valuations, financial due diligence, financial modeling, and business performance and cash flow management.
• Examined and resolved discrepancies in M&A pipeline activities and devised client growth   
  strategies to enable continuous improvement for third-party logistics company. 
• Steered the development of complex valuation models to aid in making informed decisions and   
  capturing inorganic business development opportunities for engineering and construction   
  SAAS company. 
• Administered complete due diligence of M&A deals post Letter of Intent (LOI) and delivered   
  effective recommendations to middle-market firms across sectors to support inorganic   
  investments. 
• Led analysis and execution of seven transformative and bolt-on acquisitions by diversifying the   
  product offerings and expanding the company’s footprint in the market. 
• Forensic Accounting and Valuation services to support litigation and expert witness testimony. 
• Oversaw all facets of initial draft analysis on projects, such as ASC 805, ASC 842, and financial reporting valuations. Ensured a seamless workflow of financial endeavors and increased efficiency. Collaborated with managers to verify the timely completion of intricate evaluations while assisting partners with complex financial instrument valuations.
• Developed and implemented a customized attribution model for a venture capital firm to enhance the accuracy of evaluation for quarterly market position marking. 
• Introduced step-by-step instructions into internal models to accelerate the ramp-up process for new employees and improve model integrity. 
• Headed all activities of incremental borrowing rate analyses and purchase price allocations related to new engagements to drive business growth in line with partner expectations. 
• Analyzed current trends and benchmarks within the transportation and future mobility industries to assess and fulfill client requirements as a key point of contact for institutional clients. Amplified platform credibility and firm’s network by cultivating healthy relationships with the head of supply chain management at Michigan State University.  
  
• Provided strategic insights into the logistics industry and equity valuations to optimize the financial performance of 25 covered companies. 
• Restructured the financial models for 23 high-profile companies to certify precision during critical earnings seasons. 
• Positioned the firm as a trusted resource in the equity research domain by performing detailed industry, market, and competitor research and drafting and rolling out comprehensive company reports. 
• Created and executed advanced models for discounted cash flow and the sum of the parts valuation to attain growth in actionable investment insights. 
• Supervised the accreditation committee for the AICPA by building strong ties with outside industry professionals and orchestrating committee appointments. Trained and mentored five task forces to uplift overall performance and sustain strict adherence to accreditation standards.
• Maintained pertinent guidelines and gained industry trust by formulating the strategic direction   for the Accredited in Business Valuation (ABV) credential.  
  
• Communicated with educational stakeholders, textbook writers, and industry representatives to   nurture positive relationships and mitigate potential issues in valuation processes. 
• Raised the credential acquisition by advancing the relationship with Other Qualified   
  Professionals (OQPs) and permitting CFA holders to benefit from an exam waiver.
• Worked through all operations connected with five key mergers and acquisitions under letters of intent. Conducted management interviews and prepared compelling narratives for prospective business sellers. Refined and showcased financials in a personalized format tailored to engage and onboard potential investors.
• Increased middle-market sell-side M&A activity by designing and coordinating confidential   
  investment memorandums, generating market demand, and providing accurate forecasts.  
  • Fostered long-term and trustworthy relationships with clients by delivering strategic   
  presentations and top-notch services.  
  • Bolstered the firm’s outreach to existing and prospective clients by crafting and distributing   
  impactful proposals. 
• Piloted three local and global direct reports to launch marketing and research initiatives and guarantee on-time completion of all tasks. Guided investors in decision-making within the industry while streamlining transportation and logistics functions and reporting directly to the Director of Research.
• Regulated all operations related to the analysis and coverage of 23 transportation and logistics   
  companies while documenting ratings and insights for senior leadership. 
• Won “Top Stock Picker Award for Road and Rail” for exemplary performance and insights. 
• Orchestrated detailed pre-IPO evaluations/assessments and mapped out action plans to assist   
  sales teams and internal partners in making data-driven decisions.  
  
• Evaluated the viability of crude by rail for investors through a comprehensive joint research   
  project with fixed-income and economics research departments. 
• Supported senior-level analysts in the Oil Field Services & Equipment and Engineering & Construction Sectors of full service brokerage and investment banking firm by providing modeling and financial and economic scenarios relevant to coverage of client-companies. Built and maintained Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis. Conducted financial statement and valuation analyses across multiple industries. Performed validation and testing of models to ensure adequacy and revised models as necessary. Built and updated comp sheets. Managed databases and electronic data services, including Bloomberg and FactSet. 
• Provided modeling and research / analysis for airfreight, logistics, and trucking industries for premier research boutique covering 427 stocks in every major GICS. Worked with large data sets to source and process information. Checked volume and pricing trends via regular calls to shipping managers in organizations across airfreight, logistics, and trucking industries. Used skills across Bloomberg, advanced Excel–including macros, pivot tables, conditional formatting, and short cuts–and statistics, including regression, variance, covariance and correlations. Conducted historical and relative valuation analyses and DCF valuation. 
• Promoted to Senior Associate within six months of hire.  
• Recognized for excellent attention to detail and for upholding company’s mission of delivering best in class, top down bottom up actionable research. 
• Quickly gained trust of CEO to develop executive-level presentations.   
  
• Generated ideas and communicated effectively in time sensitive environment while effectively balancing multiple priorities and meeting deadlines.   
  
• Transferred research knowledge to internal sales teams and communicated with clients regarding team’s research on individual stock and and trucking industry.

Roles

• Financial Due Diligence Consultant
• Senior Valuation Analyst
• Associate Vice President
• Senior Manager
• Vice President
• Transportation and Logistics Equity Analyst
• Associate Analyst
• Research Associate

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Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs