Sales Management

Eric D. Luoma

*** **** ***** ******, ******, MA *2127

Phone: 617-***-**** • Email: *******@*****.***

EDUCATION:

Hamilton College, Clinton, NY

Bachelor of Arts degree, Economics Major May 2006

Chartered Financial Analyst Institute

CFA Level II examination, Candidate June 2009

CFA Level I examination, Passed June 2008

Wallstreetprep.com Winter-Spring 2009

Financial and Valuation Modeling Self-Study Program

Curriculum includes: Financial, DCF, LBO, M&A, Trading comparables and Transaction comparables modeling.

RELEVANT WORK EXPERIENCE:

KPMG, LLP, Boston, MA Fall 2006-present

Transaction Services, Senior Associate - Associate

Performed financial due diligence on behalf of private equity and strategic clients for the purpose of merger and acquisition

transactions.

Assisted in the creation and design of transaction advisory reports specific to key issues addressing client concerns. Reports include

analysis of operating results, financial position, cash flows, quality of assets and earnings, working capital, potential liabilities and risks,

forecasts, and the impact of findings on the valuation of the target organization.

Analyzed target performance through the use of models, financial ratios, key performance trends and specific industry metrics. Clarified

and presented findings through comprehensive written, graphical and tabular data analysis.

Traveled domestically and internationally to participate in meetings of target’s leadership, including CEO’s and CFO’s. Developed

detailed question lists highlighting trends, abnormalities, and potential issues for use during these interviews.

Managed data in-flow and progress throughout deal process. Recognized documents pertinent to deal scope, maintained request lists of

information required for due diligence and delegated responsibility to ensure the timely completion of deadline-oriented tasks.

Received KPMG’s “Encore Award” for outstanding achievement in actively exhibiting the firm’s core values while serving the clients

and teaming with co-workers.

Clients advised include: Thomas H. Lee Partners, Apollo Management, Unilever, TA Associates, Sun Capital Partners, and MasterCard.

Royal Bank of Canada, Capital Markets, Boston, MA Winter 2005-2006

Municipal Bond Institutional Sales/Intern

Facilitated bond sales by working with the trading and sales departments and relaying market information. Executed various tasks using

Bloomberg including searching inventory and competitive bids wanted. Managed incoming phone calls.

Royal Bank of Canada, Dain Rauscher, Boston, MA Summer 2005

Broker’s Assistant/Intern

Assumed administrative responsibilities including frequent client interaction, bookkeeping, and account management for several

different brokers. Other duties consisted of filing, mailings, marketing, and monitoring mutual fund performance.

SKILLS:

MS Excel (advanced), PowerPoint, and Word; Bloomberg; ILX; STATA; Quickbooks; Internet; Basic Oral and written Spanish.

EXTRACURRICULAR ACTIVITIES:

Mass Lax Club Lacrosse Team, Player 2005-present

Assumed club leadership role undertaking organizational and fundraising responsibilities.

Hamilton College Men’s Varsity Lacrosse Team, Starter 2002-2006

Second Team All-Liberty League, 2006; Soldier’s Spirit Award, 2006

Theta Delta Chi Fraternity, Member 2003-2006

INTERESTS:

Researching and analyzing stocks, surfing; snowboarding, hockey, soccer, running; cycling, golf.

Contact this candidate