Management Financial

David Dupre

713-***-**** mobile

**********@*****.***

CFA Level 2 Candidate, GMAT 720

SUMMARY

Results – oriented with significant analytical & problem solving skills, including implementation of projects to reduce costs and improve

processes. Strategic thinker with excellent Microsoft Excel skills culminating with direct experience in the following areas:

Financial Modeling Management Reporting

Strategic Planning Market/Industry Analysis

EXPERIENCE

ROBERT HALF GLOBAL FINANCE CONSULTING Houston, TX.

April 2007 – Dec 2008

• International pipeline company: Prepared SEC documents, accounting & financial reports; and developed models for senior executives;

• International oil services company: Responsible for completing numerous financial reports & forecasts for the strategic planning

department with frequent interaction with senior management and international office managers.

UBS INVESTMENT BANK New York, NY.

Equity Research Associate April 2006 - March 2007

• Prepared extensive company-specific and industry-wide (energy) research products based on financial models;

• Assisted with commodity forecasting and macroeconomic modeling for supply/demand of oil and natural gas;

• Frequent contact with institutional investors, senior management of client companies, mutual fund managers, and internal commodity

desks.

CONOCOPHILLIPS Houston, TX.

Financial Reporting- Crude & Products Group April 2005-April 2006

• Prepared detailed daily, weekly, &monthly reports for senior management based on the trading P&L (both physical MTM and FAS

133); Prepared budgets and various reporting metrics;

• Developed process mapping applications for SOX and project cost control monitoring and metric models;

• Reviewed and analyzed complex transaction structures regarding risk assessment/control & completed due diligence;

• Market analysis & research: researched the crude and liquids markets for the trading fundamentals & technical decisions

• Provided daily, weekly, and monthly reports to the treasury group.

CONSTELLATION ENERGY GROUP, INC. Baltimore, MD.

Associate, Credit Risk, Gas & Power June 2004 – March 2005

• Analyzed financial statements of to provide credit for gas/power trading counterparties; Liquidity and stress testing on the portfolio;

• Arranged credit limits for counterparties, monitored exposures, and enforced credit terms with numerous traders;

• Reviewed/analyzed MTM reports & VAR, prepared numerous credit/exposure reports using Excel and internal systems;

• Prepared written research reports on the financial performance of energy counterparties based on earnings conference calls and

reviewed 10Q/10K statements of energy firms;

• Extensive daily interaction with the treasury team for margin accounts, cash reconciliations, wire transfers, and counterparty

settlements.

ENRON CORPORATION (Analyst/Associate Program) Houston, TX.

Sr. Specialist, Financial Reporting (Gas/Power) May 1999 – June 2004

• Created financial models and provided financial projections related to the reorganization plan. Worked daily with Big 4 consulting and

investment banking firms to discuss numerous financial reports.

Analyst, Enron Credit --Credit Derivatives Trading

• Developed presentations for Houston, New York & London offices to establish relationships with senior management of Fortune 100

energy corporations.

Analyst, Energy Trading (Gas/Power)

• Prepared ISDA confirmation for the trading group. Coordinated with the legal group for approval and for confirmation processes as

well as external brokers and counterparties.

• Managed the exchange-traded positions (NYMEX, CME) serving as a liaison between the traders, book administrators, and brokerage

firms. Interacted with many groups including gas, power, pulp/paper, equity trading, and crude/liquids

Contract assignments Houston, TX.

Andersen (Corporate Finance Consulting), Duke Energy (Credit) October 1998 – March 1999

CIBC WORLD MARKETS, INC. Houston, TX.

Analyst, Investment Banking May 1997 – August 1998

• Participated in a credit/banking training program in New York to enhance knowledge of financial modelling, corporate finance, and

M&A;

• Developed presentations and created financial models for client presentations to discuss capital structure ideas;

• Arranged and attended meetings with senior management of existing and potential client corporations.

EDUCATION

Texas A&M University College Station, TX.

Bachelor of Business Administration in Finance, GPA 3.8

Minor: Mathematics

INFORMATION SYSTEMS

Microsoft: Excel, Word, PowerPoint, Access, Project

Financial: Bloomberg, FactSet, MATLAB, Thomson Financial/First Call

AFFILIATIONS

CFA Institute, Investment Research Challenge (IRC)

2008-2009: Advising the Tulane University team for all valuation/analytics of a target company and develop a paper/presentation;

2007-2008: Advised the University of Texas team for all valuation/analytics of a target company & developed a paper & presentation

*** The team advanced to the Regional competition (won 2nd place) and then to the National competition in New York in May

2008.

CFA Institute, Houston Chapter

Houston Energy Finance Group

Young Professionals in Energy

Houston Producers Forum

International Association of Energy Economists

National Association of Business Economists, Houston Chapter

Texas A&M Department of Finance, Advisory Board

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