Management Financial
Resume:
JASON DAVIS
Tel: 973-***-****
New York, NY 10025
Email: ***************@*****.***
PROFILE: Financial Associate with 5 years of financial reporting and
analysis experience across Investment Banking, Corporate Tax and
Financial Control. Track record of creating, reviewing and
manipulating complex financial models for financial forecasts
and to assess corporate finance opportunities. MBA in finance
from NYU Stern.
EXPERIENCE: FINANCIAL CONSULTANT
Mar 2010 . Mona GeoInformatics
Kingston, Jamaica
. Prepared driver-based 2010 financial forecast by creating
complex and dynamic 3-statement model.
. Liaised with company's CEO, marketing and finance teams
to ascertain revenue and cost drivers.
. Suggested improvements to financial process including the
review of additional financial metrics
Oct 2009 . 2009 NYU Stern Business Plan Competition
New York, NY
. Created detailed financial models, including various
business driver analyses, to project Income Statement,
Balance Sheet and Statement of Cash Flows for restaurant
venture.
JPMORGAN SECURITIES, INC.
New York, NY
Jul 07 - Dec 08 Associate, Investment Banking - Technology, Media and
Telecom Group
. Created/reviewed complex financial models, and performed
company and industry research for companies across all 3
sectors for client presentations on strategic M&A and
financing considerations.
. Models include free cash flow projections, discounted
cash flow, leveraged buy-out analyses, trading and
precedent transaction multiples, and accretion/dilution
calculations.
. Managed communication across functional groups;
supervised workflow of up to 3 analysts on team.
. Collaborated with team members to conduct auctioned sale of
The Weather Channel Companies for Landmark Communications,
Inc. Company was purchased by consortium of NBC Universal,
Bain Capital and the Blackstone Group for over $3.4 billion.
. Prepared Descriptive Memorandum and Management
Presentation for client's management team; managed due
diligence process between client and potential buyers.
. Conducted financial analyses and industry research on the
cable television and online media sectors to determine
companies' value and advise client's board of directors
whether or not to accept final bid.
. Projected bank facility covenant compliance for various
broadcast television and radio companies.
. Partnered with cross-functional teams to execute amendment
of LIN Television's credit facility agreement.
2006 Summer Associate, Investment Banking - Technology, Media and
Telecom Group
. Member of team that conducted auctioned sale of The Reynolds
and Reynolds Company.
. Reviewed company analyses performed by management
consultants to highlight potential synergy opportunities
for the client's Management Presentation.
. Prepared presentations on strategic initiatives for
companies in the digital media and technology sectors.
CITIGROUP GLOBAL MARKETS, INC.
New York, NY
2003 - 2005 Assistant Vice President - Corporate Tax
. Calculated and reconciled firm's total tax provision
monthly/quarterly; created Quarterly Tax Analysis book to
provide senior tax managers with easily-to-access details of
income tax provision components.
. Researched potential tax saving opportunities on federal and
state levels; uncovered tax treatments within IRS code to
support or negate strategic business decisions of senior
management.
. Prepared federal and state and local income tax returns,
implementing various tax saving strategies.
2002 - 2003 Finance Rotation Analyst - Financial Control
. Prepared reports for senior management analyzing fluxes in
firm's assets classes on business unit level.
. Created financial models to calculate and reconcile monthly
general ledger entries for amortization of incentive payment
programs of Private Client Group.
2001 Intern - Risk Management Department
. Prepared second quarter portfolio reviews covering $3.5B of
credit exposure in the secured lending business.
EDUCATION: NEW YORK UNIVERSITY LEONARD N. STERN SCHOOL OF BUSINESS
New York, NY
. Master of Business Administration, May 2007 - Finance and
Entrepreneurship
. One of 3 recipients of the 2007 JPMorgan Launching
Leaders Fellowship.
UNIVERSITY OF MIAMI
Coral Gables, FL
. Bachelor of Business Administration (Cum Laude), May 2002 -
Accounting and Economics
. Awarded the Multicultural Student Affairs Senior Award
for Academic Excellence
ADDITIONAL: . Proficient in Microsoft Excel, PowerPoint and Word.
. Professional Licenses: Series 7 and 63, expires Dec 2010;
passed Uniform CPA Examination, May 2003
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