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.