Customer Service Management

RAMY N. STEPHANOS

**** ******* *** #*, *** Francisco, CA 949-***-**** abnhd8@r.postjobfree.com

WORK EXPERIENCE

Exigen Services, IT Outsourcing Firm San Francisco, CA

Senior Financial Analyst (CFA Level 1 Candidate) Sep 2009 – Present

Work with VP of Business Development & C-level management on budgeting, ERP system consolidation, and establishing global processes and procedures

C reate and implement c on solidated budget for 2010 fiscal year via coordination with global department heads and delivery c enters

G enerate a nd analyze monthly, quarterly, and annual reports against budgets a nd update f orecasts for projections and valuations

D evelop m anagement pres entation s o n f inancial health of Exigen, f acilitating C FO, CEO, a nd Board of Directors d ecisions i n the raising of capital

D emonstrate need to VP and directors in establishing procedures for Contract Management business and initiate thought process a nd pla nning

P rocess cash management of all g lobal s ubsidiaries and parent company on a weekly b asis

M onitor trends and developments in the industry and present findings to senior management to further improve competitive adva ntage

Exigen Services, IT Outsourcing Firm San Francisco, CA

Financial Analyst Sep 2008 – Aug 2009

Worked with VP of Business Development & C-level management on several integral projects increasing company growth

M anage d a nd f acilitate d a cquisition of Chinese o utsourcing firm, l eading to a reduction in COGS by 68% and an o verall i ncrease i n b ottom line

T ransitioned a n excel template to a web based pricing tool, p roviding b etter accountability a nd increased turnaround f or d eal closure

A ssist ed G lobal Tax Director in the setup of a Hong Kong & China W holly Foreign Owned Enterprise ( WFOE )

L iaised w ith accounting department in conducting i nternal valuations for inter - company transactions as well a s for accounting impairments

N otable Transaction: $3.6m acquisition of China o utsourcing firm

Kaufman Bros., L.P., Investment Bank San Francisco, CA

Sr. Analyst, Corporate Finance (Licensed Series 7 & 63) July 2007 – July 2008

Assisted VP’s and MD’s in the sourcing and completion of M&A and private equity deals

S uccessfully completed six deals thr ough evaluation of c ompany’s strategy and valuation thesis a nd identification of various market opportunities

O ffered clients of different sectors and industries insight o n their f inancial and strategic alternatives as p erforming m ember of advisory teams

D rafted executive summaries, management presentations, a nd c onducted a dvanced f inancial a nalysis

S ought new business and built brand recognition through organization of marketing e vents - 5 0+ people a nd a verage of 5 n ew prospects/event

N otable Transaction: $ 34.9m acquisition of AccessLine by Telanetix, Inc. (TNXI.OB)

N otable Financing: $20m private placement for Telanetix

A dvisory Team Member: MRU Holdings (UNCL), Advising on debt structuring as well as M&A targets

Kaufman Bros., L.P., Investment Bank San Francisco, CA

Analyst, Corporate Finance Feb 2007 – July 2007

Supported upper management in all aspects of M&A and private equity deals

B uilt full framework and analysis t hrough which e valuation of companies could take place. Over $ 12 million of capital raised d uring this period

P repared tearsheets, o ffering m emoranda, a nd c onduct ed i ndustry and sector research t o be placed in management presentations

S et up p itch books sp ecifying company profiles, valuations, market dynamics, historical deal information, preliminary investors and buyer lists

N otable Transaction: $1m sale of Outerlink to Newcomb Comm., Inc.

N otable Financings: $5 & $6m raise for Digital Angel Corporation, $ 1.5m raise for Telanetix

Rutberg & Co., Investment Bank San Francisco, CA

Analyst Intern Oct 2006 – Jan 2007

Aided Analysts and Associates in research and deal completion

R esearched small - t o mid - cap digital media and wireless technology companies for buy - side and sell - side opportunities

S implified pitching and deal process by populating W ireless /Digital Media Trans actions and s etting up c ontact d atabases v ia C apital IQ & Reuters

Wells Fargo & Company, Banking Institution San Jose, CA

Personal Banker Nov 2004 – Sept 2006

Improved Branch Center performance through award-winning customer service and superior sales performance

P rospected lead lists to acquire new clients (cold calling) and t o g enerate b usiness from existing clients

A nalyzed, managed, and profiled client por tfolios and accounts to optimize financial plans

EDUCATION & ACTIVITIES

University of California, Irvine Irvine, CA

B achelor of Arts in Economics

B achelor of Arts in Political Science

J unior inside sales account r epres entative for 24hrs/ week a t Balboa Capital - l easing compa ny for small business equipment

P resident and S ocial Chair o f Coptic Club - s ocial club focused on community service a nd fund raisers for various causes

J ournalist f or student run school newspap er, S tudent Voice - p ublished weekly columns centered on W orld News, Music, and T rivia

T utor high school students in all subjects and college preparation

SKILLS & CORE VALUES

E xcellent proficiency in Microsoft Office Suite (Excel, P owerPoint, Word, and Ac cess), Capital IQ, Bloomberg, R euters, M erger Market, and Deal Maven

E ffec tive c ommunication and leadership s kills, ability to build successful and strong relationships quickly

Contact this candidate