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Manager Vice President

Location:
7675
Posted:
February 27, 2011

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Resume:

LISA B. MATALON CPA, MBA

*** ********* **** ****: 201-***-****

River Vale, New Jersey 07675 Cell: 917-***-****

********@*****.***

http://www.linkedin.com/in/lisamatalon

KEY QUALIFICATIONS

Finance Executive with expertise in credit underwriting, portfolio

management, negotiation, analytics, and credit quality evaluation for multi-

faceted leveraged finance and middle market corporate credits. Extensive

and well-rounded commercial banking, rating agency, and accounting

experience covering all tiers of complex capital structures. Deliver

exceptional level of quality given broad knowledge of credit, sharp

insight, and innovative approach to challenges. Possess outstanding

leadership skills and track record as proven consensus builder, effective

priority setter with a bottom-line focus, and motivational mentor. Wide

range of career responsibilities, with knowledge of the following

transaction types:

? Working Capital ? Growth Financings ?Acquisition Financings

?LBO Financings

?DIP Financings ?Exit Financings ? Structured

Credits

PROFESSIONAL EXPERIENCE

FITCH RATINGS New York, NY 2005 - 2008

Senior Director - Corporate Finance Division, Leveraged Finance Team

Lead rating analyst for leveraged loans and high yield bonds issued by a

diverse set of issuers. Conducted meetings and conference calls with CEOs,

CFOs, controllers, bankers, equity sponsors, and other advisors.

Designated in-house consultant to other Fitch analysts based upon expertise

in improving the quality of Fitch's leverage finance analytics.

. Directed an extensive number of rating committees concerning issuers

across diverse industry sectors.

. Authored a three-part series of in-depth special reports which each

ranked among Fitch's Top 5 downloaded reports and garnered widespread

media coverage.

. Awarded Fitch's "Distinguished Credit" prize for analytical work

supporting GM and Ford recovery ratings.

. Joined with bankruptcy partners of major international law firm to

produce high quality investor conferences.

. Steered efforts to fine-tune Fitch's innovative approach to corporate

ratings, recovery analysis protocol, and practices regarding debtor-in-

possession ratings.

MOODY'S INVESTORS SERVICE New York, NY 2000 - 2005

Vice President/ Senior Credit Officer - Corporate Finance Group

Primary rating analyst covering an extremely active and complex portfolio

of over 40 highly leveraged issuers within the automotive parts suppliers

and diversified industrials markets. Presided over large volume of one-on-

one meetings with issuer management teams, together with their investment

bankers, lenders, equity sponsors, and other advisors. Communicated daily

with Moody's subscriber base of buy side investors and sell side analysts.

. Recognized as an industry expert and known by market for proven degree of

ratings accuracy.

. Called upon frequently to provide quotes for news media.

. Published hundreds of press releases and other in-depth reports

pertaining to the assignment and maintenance of corporate, bank, and high

yield bond ratings and liquidity ratings.

. Presented at periodic teleconferences and authored special comments

addressing the outlook for the automotive parts supplier industry and

other related leveraged finance topics.

. Performed leading-edge analysis regarding several of the first "debtor-in-

possession" and "second-lien" facility ratings ever issued by Moody's.

. Collaborated as a member of select working groups covering Moody's

initiatives to fine-tune publication formats and roll out new value-added

products and services.

GE CAPITAL CORPORATION Stamford, CT 1999 - 2000

Vice President/Team Leader - Commercial Finance Division

Manager of the structuring, underwriting, and approval processes for a

series of cash flow and asset-based deals. Partnered with marketing

officers to win business mandates, negotiate transaction terms, and

maximize profits and customer satisfaction.

THE CHASE MANHATTAN BANK New York, NY

Vice President/Team Leader - Middle Market Structured Finance Division

(1992-1999)

Senior underwriter and portfolio manager for an average $250MM loan

portfolio of complex account relationships. Primary liaison with the

senior management teams of each borrower, as well as their respective

private equity sponsors, other banks, and mezzanine lenders.

. Structured the senior debt component of agented cash flow leveraged

finance transactions funding acquisitions, recapitalizations and buyouts.

. Oversaw transactions within a diverse group of industries, including

private label bleach, medical transcriptions, diabetic blood glucose

strips, retail store fixtures, van conversions, home alarm providers,

telemarketers, video store franchisees, hobby trains, and others.

Vice President - Large Corporate LBO Management Group (1991)

Managed a diversified portfolio of large LBO transactions, almost

exclusively consisting of agented deals.

. Honored with Donald C. Platten Chairman's Award for Top MBA.

Assistant Vice President - Middle Market Commercial Lending (1987-1990)

Primary liaison for diverse portfolio of traditional middle market

accounts, with apparel industry concentration.

. Presented with Relationship Manager of the Year Award.

EDUCATION & CREDENTIALS

MBA, FORDHAM UNIVERSITY GRADUATE BUSINESS SCHOOL New York, NY

Major: Finance GPA: 3.97

Summa cum Laude / Phi Kappa Phi Honor Society / Beta Gamma Sigma Honor

Society

MANAGEMENT CREDIT TRAINING PROGRAM IN FINANCE New York City

Manufacturers Hanover Trust Bank.

B.S. ECONOMICS, WHARTON BUSINESS SCHOOL, UNIV. OF PENNSYLVANIA

Philadelphia, PA

Major: Accounting GPA: 3.80.

Summa cum Laude / Beta Alpha Psi Honor Society / Benjamin Franklin

Scholar.

CERTIFIED PUBLIC ACCOUNTANT - New York State.

HIGH SCHOOL VALEDICTORIAN - Class of 550 Students.

COMMUNITY INVOLVEMENT

DOGFESTS 2009 & 2010 - Helped found and organize this major community event

to raise awareness and funds for pets in need of rescue.

CHILDREN'S AID PRE-ADOPTIVE HOME OF RIDGEWOOD, NJ - Volunteer time and

assistance with organizing periodic special events for a group of 8 girls,

aged 6-12.

BOOK EDITOR - Edited Bark up the Right Tree by Jessie Tschudin and Ruth

Tschudin.

BOOK CLUB FOUNDER - Established 12-member monthly book club in River Vale,

NJ.

PASCACK JUNIOR WOMEN'S CLUB - Member of this community volunteer

organization.



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