Patrick J. Gaynor

**** ******** ***** • Dublin, CA 94568

925-***-**** • acumkg@r.postjobfree.com

SUMMARY

Financial analysis professional that

Uses data mining and charting techniques to expose underlying financial and operational trends

Developed and uses a proprietary excel spreadsheet model to forecast critical financial metrics; proficient with sophisticated functions such as VLOOKUP, HLOOKUP, Pivot Tables, charting; proficient with NetSuite ERP system and Salesforce

Depends on frequent discussions with c-level management to assess strategy and competitive landscape

Combines qualitative and quantitative data that goes beyond conventional financial analysis

Incorporates these capabilities to identify issues within companies/functions in a wide variety of industries and provides comprehensive perspective and innovative actionable solutions

Is frequently complimented on being an excellent active listener

LD MICRO Berkeley

Director of Research 3/15 to present

Identifying and evaluating attractive micro- and small-cap companies for investment consideration; analyzing and relying upon cash flow trends and budgets to forecast balance sheet stress and future capital requirements

Interacting with executive suite management to further analyze business model and competitive landscape

Strategic consultation for LD Micro to expand number of presenting customers and investors; strategic consultation for client companies by identifying flaws and risks in business models and investor presentations

CROWN CAPITAL MANAGEMENT Greenbrae

Portfolio Manager 2/08 to 3/15

Visited 5-20 companies monthly, to glean over- or under-value in-person, often on-site

Developed and implemented automated alert system to inform firm about insider transactions and changes in street estimates; created several ad-hoc proprietary excel templates to highlight critical financial metrics

Regularly performed variance analysis of public companies – street expectations vs actual results in terms of revenues, earnings per share, gross and operating margins, EBITDA, and cash flow

Developed financial performance forecasts and trend analysis techniques to routinely take $1m+ long and short positions in public companies

Developed quarterly and annual forecasting model that correctly predicted the bankruptcies of Patriot Coal Corp and Furniture Brands International in 2011

PTR PARTNERS, LLC San Francisco

General Partner, 1/02 to 12/07

Managed a long/short equity and corporate bond portfolio, tending to fundamental analysis, trading, and operations; CAGR of 18%; 2007 returned capital to investors to join Crown Capital Management

Created and maintained numerous financial models to highlight and analyze underlying trends in key metrics for various companies and industries

LONESTAR PARTNERS [now LONESTAR CAPITAL MANAGEMENT] San Francisco

Research Analyst & CFO, 6/98 to 12/01

Researched, modeled, and analyzed companies and industries for investment decisions in a private hedge fund (gaming, banking, textiles, steel, World Airways, Action Performance, Denny’s, Carl’s Jr/Hardy’s, wireless cable)

Analyzed financial metrics using a variety of variables under best/worst case and mid-range scenarios to calculate financial outcomes in the bankruptcy process

INDIANA UNIVERSITY Bloomington, IN

MBA, Finance – focus on investments

UNIVERSITY OF SOUTHERN CALIFORNIA Los Angeles, CA

B.S., Accounting – Financed education by working 15 hours per week

Officer, Board of Directors – NewMark Risk-Managed Opportunistic Fund (NEWRX)

Coach, Dublin Youth Soccer – 2013 Recreational League Coach of the Year

San Francisco Parks and Recreation – Counseled and guided blind and visually impaired youths in programs for learning and recreation.

Member, Indiana University Investment Management Academy – students focusing on investment industry careers

Centro Del Muchacho Trajabadores – Volunteer/Special Education Program Coordinator – taught English, Mathematics, Adult

Education, Special Education, etc. while running a coordinated tutoring program for special education students.

Contact this candidate