Project Manager
Resume:
JEFF MILAM
** ***** ***** **. • St. Charles, Missouri 63304
314-***-**** • *******@*****.***
PROFESSIONAL EXPERIENCE
BROWN SMITH WALLACE, L.L.C., St. Louis, Missouri 2007-Present
Director, Financial Advisory Services
Consulting practice specializing in financial issues, valuation, litigation, and transactions involving
private and public companies. Responsibilities include project management, staff and business
development, and technical leadership.
• Manage four staff and project teams ranging from two to seven professionals.
• Serve as member of firm’s executive sales team, which coordinates strategic planning, marketing,
and firm initiatives.
• Market various services to prospective clients and perform presentations highlighting service
offerings.
• Oversee and perform financial analysis and modeling, forecasting, valuation, industry research and
benchmarking, risk assessment, and deal structuring in connection with consulting projects.
• Utilize client accounting systems and records in conjunction with consulting projects.
• Sample Assignments:
Created complex financial model that replaced a subscription-based software
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package and resulted in substantial annual cost savings to the practice. Led training sessions to
familiarize team members with the model.
Managed the analysis of costs from the recall of a major healthcare product.
o
Scope included coordination with legal counsel from multiple law firms, development of a
model to analyze and trace thousands of product lots through the manufacturing process to
determine appropriateness of recall scope and costs. The team exposed a flawed recall process
and inappropriate recall scope, which led to a favorable settlement for the defendant. The team
dynamics included two internal staff consultants, an internal firm Member, and six attorneys
from two law firms.
Led team in the analysis of a product sold by national tax service provider.
o
Scope included coordination with legal counsel from multiple law firms, development of a
model to analyze over 13 million customer records, research and analysis of customer
demographics and buying patterns, and product gross margin. The team exposed predatory
practices by the company. Team dynamics included internal staff, senior consultants, and IT
professionals; an internal firm Member; and five attorneys from three law firms.
Managed due diligence process for the management buyout of a recruiting
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firm. The scope included deal pricing and structure, negotiations, valuation, and cash flow
forecasting. Project resulted in successful buyout at attractive terms. Team dynamics included
internal staff, firm Member, and the executive team from the recruiting firm.
Oversaw valuation of a major health care company with more than 20 facilities
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in six states.
Managing due diligence process for the management buyout of a theater chain.
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The scope has included deal pricing and structure, financial modeling, analysis of cost savings,
and cash flow forecasting. Team dynamics have included internal staff consultants, an internal
firm Member, and the CFO of the company.
Valued divisions of a public, Fortune 500 company in the pharmacy benefit
o
management industry.
Led team in the valuation of a real estate investment company holding interests
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in 40 properties in 17 states. Team dynamics included internal consultants, senior auditors, and
firm Members; and client senior management.
HUBER, RING, HELM & CO., P.C., St. Louis, Missouri 2005-2007
Manager, Financial and Valuation Services
Consulting practice that provides operational, valuation, and transactional consulting services to
private companies. Responsible for management of the practice, including project management,
technical leadership, practice development, and marketing.
• Managed two staff and project teams ranging from two to four professionals.
• Developed procedural guidelines for consulting projects and structural framework for
project deliverables.
• Created integrated financial and cash flow models for use with various assignments and led training
sessions to familiarize team members with the models.
• Worked with various external clients as well as other internal departments in connection
with consulting projects.
• Marketed services to prospective clients.
• Sample Assignments:
Managed due diligence process in connection with the sale of a retail business.
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Scope included cash flow forecasting, research, valuation, pricing and deal structure, and buyer
identification. Team dynamics included internal staff and Partner, client executive team, and
various potential buyers.
Led valuation of an early stage company operating multiple sports facilities.
o
The valuation settled a dispute between multiple owners. Team dynamics included internal staff
and Partners, client executive team, and two attorneys.
Managed valuation of an international clothing manufacturer and distributor.
o
Team dynamics included internal staff, senior accountants, and Partners; the CFO and controller
of the company; and an attorney.
Valued the operations of a company distributing health care products and
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solutions to care providers.
DELOITTE & TOUCHE, LLP, St. Louis, Missouri 1999-2005
Manager, Senior Consultant, Consultant, Financial Advisory Services
Consulting practice specializing in valuation, operational, and dispute consulting services for private
and public companies. Responsible for project management, technical leadership, staff development,
and marketing.
• Managed six staff and project teams generally ranging from three to eight professionals.
• Performed technical reviews of valuations prepared by audit clients and third-party appraisal firms.
• Conducted training sessions for staff and screened and interviewed applicants.
• Developed and delivered a presentation to the Board of Directors of a public manufacturing
company.
• Promoted twice in five years.
• Received Employee Recognition Awards in 2003 and 2004.
• Sample Assignments:
Led team in the implementation and evaluation of a new budgeting model for
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the 200+ locations of a national transportation company. The team identified major flaws in the
original budget model and facilitated improvements. Team dynamics included Deloitte staff,
senior consultants, and Partners; as well as senior accountants, IT professionals, regional vice-
presidents, the controller, and CFO of the transportation company.
Managed valuations of the capital stock of two of the largest private
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companies in the U.S., which included numerous operating businesses, financial and trading
entities, and preferred stock. The team made significant improvements in the valuations, as
previously performed by another firm. Team dynamics included Deloitte staff, senior
consultants, and Partners; as well as the CFOs, controllers, and division leaders of the
companies.
Led valuation of the Canadian operations of a public, Fortune 100 diversified
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global technology company, which included more than 20 operating subsidiaries. Restructured
the valuation, as previously performed by another firm. Team dynamics included Deloitte staff,
senior consultants, and Partner; as well as the client CFO, controller, and leadership from the 20
subsidiaries.
Developed integrated cash flow model for evaluation of a business line by
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financial services company.
Managed ongoing valuations of the operations of public gaming company.
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Made continuous improvements in the financial model, analysis, and written report. Team
dynamics included internal staff, senior consultants, and Partner; the president, CFO, and
controller of the company; and senior accountants and valuation professionals from Ernst &
Young.
ARTHUR ANDERSEN, LLP, St. Louis, Missouri Summer 1998
Intern, Economic and Financial Consulting Group
• Developed comprehensive “Cost of Capital Workbook” for use by the practice.
• Researched and analyzed companies, industries, financial statements, and discount rates in
connection with consulting projects.
EDUCATION
UNIVERSITY OF MISSOURI-COLUMBIA, Columbia, Missouri December 1998
B.S.B.A. in Finance and Banking
Summa cum Laude, 4.0 G.P.A.
PROFESSIONAL AFFILIATIONS
• Accredited Senior Appraiser (ASA) in Business Valuation, American Society of Appraisers.
• Passed Level I of Chartered Financial Analyst ™ (CFA) certification.
• Member, The Institute of Business Appraisers (IBA).
• Member, Association of Certified Fraud Examiners (ACFE).
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