Theodore B. Frecka, CFA
Chicago, IL 60613
********@*******.*** 773-***-**** www.linkedin.com/in/tedf
recka
Analysis-driven finance professional with over six years of experience
devising creative solutions to complex commercial challenges. Expertise
includes valuing intangible assets in multi-million dollar litigations as
well as a strong background in business valuation for strategic and
regulatory purposes.
. Exhibit strong analytical skills in order to ensure arguments are sound
and able to withstand intense scrutiny
. Utilize advanced knowledge of Excel, Access, and VBA programming to
efficiently build valuation models
. Adhere to rigorous standards of quality through acute attention to detail
. Persuasively communicate results to audiences of varying levels of
financial sophistication in writing or person
. Maintain a positive and devoted attitude in a time-sensitive, high-
pressure environment while managing multiple projects with competing
deadlines
EXPERIENCE
CHARLES RIVER ASSOCIATES, Chicago, IL 2003-2010
Senior Associate (2009-2010)
. Provided economic and financial consulting services in a variety of
complex business disputes in numerous industries, such as the retail,
pharmaceutical, IT, telecom, finance, steel, energy, and printing
industries.
. Representative projects included the determination of damages in
intellectual property and other litigations, business and asset
valuations, review of SEC violations, and investigation into accounting
fraud.
. Valued intellectual property and customer relationships associated with
seat belt technology contributed in a joint venture of two school bus seat
manufacturers. Developed and successfully delivered a user-friendly
flexible valuation model based on the income approach that was utilized in
the negotiations.
. Created a discounted cash flow model and developed a report of findings
in a dispute over the assessed value of a nuclear power plant. The work
resulted in significant tax savings for the client.
. Calculated the value of lost business resulting from a breach of contract
in the trade clearing industry. Developed a sophisticated regression
model used in legal mediation to forecast revenues and expenses.
. Constructed a lost profits model for a patent infringement case in the
printing press industry. Analysis consisted of individual claims of lost
profits, convoyed sales, price erosion, and reasonable royalties for each
sale. Prepared the testifying expert for trial, where the case was
settled for nearly $100 million in favor of the client.
. As project manager, led an investigation examining alleged bribes at a
publicly-traded international steel company. Constructed an Access
database of alleged payments, devised and conducted analyses, and created
and delivered a presentation of the findings. Became the go-to person for
client requests.
. Automated the generation of a quarterly profitability report for the
energy industry that was distributed to clients, which enhanced the firm's
visibility in the marketplace. Incorporated macros and complex formulas
in Excel to automatically retrieve data and update graphs that previously
took days to manually complete.
. Helped defend a global telecom company from a nine-figure patent
infringement lawsuit by leading the information gathering efforts of a
four-person team. Coordinated with other teams and took ownership of
drafting the industry background section of the report.
. Investigated accounting practices at a major energy company prosecuted
for accounting fraud.
. Quickly gained the trust of superiors, leading to supervisory roles,
increased client contact, autonomy to structure analyses, and report
writing opportunities. Exemplary performance recognized by three
promotions in six years.
EDUCATION
BOSTON COLLEGE CARROLL SCHOOL OF MANAGEMENT - Chestnut Hill, August
MA 2003
Master of Science in Finance
. Graduated Magna Cum Laude
. Selected coursework: Financial Statement Analysis, Equity Valuation,
Fixed Income, Derivatives, Real Estate
UNIVERSITY OF NOTRE DAME - Notre Dame, IN May 2002
Bachelor of Business Administration in Minor: Management
Finance Information Systems
. Graduated Cum Laude (Dean's List 1999 - 2002)
. Participated in the highly selective Applied Investment Management (AIM)
class as an equity analyst for a portfolio of stocks worth over $1
million.
PROFESSIONAL DESIGNATIONS AND OTHER SKILLS
. Chartered Financial Analyst (CFA) charterholder
. Accredited Valuation Analyst (AVA) candidate
. Computer skills: MS Office, Visual Basic, SQL, Thomson Financial,
Bloomberg, Capital IQ, LexisNexis