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Sales Financial Advisor

Location:
New York, NY
Posted:
July 16, 2014

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Resume:

Cody Lister

** ****** **** *********, ** *****

914-***-**** acezzh@r.postjobfree.com

PROFESSIONAL EXPERIENCE

LEARN DEBT, New York, NY November 2013 – Present

Founder

! Developed a website that provides definitions, tutorials, downloadable financial models and other industry resources

for corporate restructuring, distressed debt and bankruptcy professionals

! Wrote tutorials on in-court and out-of-court restructuring topics and built distressed debt valuation models for

distribution through the website

CAPSTONE ADVISORY GROUP, New York, NY July 2011 – May 2013

Consultant – Restructuring and Transaction Advisory

! Advised in bankruptcy restructurings, including MF Global Holdings, Ltd., et al., Penson Worldwide, Inc., et al. and

Dynegy Holdings, LLC, et al.

! Assisted with the § 363 sale process of NYISO coal-fired power plants, leveraged loan refinancing for a broadcast

media company and solvency risk assessment of ISO-NE hydroelectric power plants for a major utility company

! Select restructuring and transaction advisory experience:

o Dynegy Holdings, LLC, et al. – Financial Advisor to the Trustee under the RoDan Leveraged Lease Notes

! Built valuations and liquidation/going concern recovery models, including pro-forma capitalization

tables, net sales proceeds allocation flow diagrams, and Black-Scholes option pricing models, which

were furnished to the Certificate Holders to provide guidance for determining claim recoveries in face

of a complex settlement scheme

o MF Global Holdings, Ltd., et al. – Financial Advisor to the Statutory Committee of Unsecured Creditors

! Reviewed and modeled security and commodity customer claim recoveries at the broker-dealer, MF

Global, Inc., and across the Rest of World entities; assessed the recovery impact to unsecured claims

o NextEra Energy Resources, LLC (a subsidiary of NextEra Energy, Inc.) – Financial Advisor to the Company

! Performed solvency risk assessment and valuation involving an 81-plant portfolio hydroelectric

merchant power subsidiary

! Stress-tested Debt Service Coverage Ratios with ISO-NE Maine power price and hydrology forecasts

! Built Discounted Cash Flow valuations, comparable company trading valuations, and precedent

transaction analyses linked to the consolidated financial output of the transaction model

! Assessed solvency risk at project-level entities; analyzed historical debt market pricing, Yield To

Worst and OpCo/HoldCo spreads over Treasuries

! Select litigation experience:

o Analyzed pools of residential mortgage-backed securities (RMBS) and assisted with preparation of evidence

and expert testimony as financial advisor to the plaintiff, Downey Financial Corporation, in connection with an

RMBS countersuit against a big four auditor

o JuxtaComm-Texas Software, LLC v. Axway, Inc., et al. – Performed discovery and royalty rights valuation

! Assisted with preparation of expert testimony as financial advisor to the plaintiff in connection with a

patent infringement suit against Enterprise Resource Planning software companies

! Prepared over thirty pitch books for the managing members and executive directors of the firm

EDUCATION

FORDHAM UNIVERSITY – GABELLI SCHOOL OF BUSINESS, Bronx, NY Fall 2009 – Spring 2011

Bachelor of Science in Business Administration, Major Concentration: Finance, GPA: 3.75

UNIVERSITY OF CHICAGO – BOOTH SCHOOL OF BUSINESS, Chicago, IL Summer 2009

Booth Summer Scholars Program

! Participated in a highly selective program providing rigorous instruction in accounting, finance, economics, and

strategy through coursework taught by MBA faculty

SKILLS

! Demonstrated proficiency in SAS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Microsoft Access

! Member of the Turnaround Management Association

! Significant experience with Bloomberg, S&P Capital IQ, LCD Comps, The Deal Pipeline, Debtwire, and SNL Energy



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