Private Equity Analyst

Charles F. Hall

*** ******** **. #****, ******, TX 78701 817-***-**** *************@*****.***

EDUCATION

University of Texas at Austin, McCombs School of Business – Austin, TX January 2020

Master of Business Administration Candidate (Evening Program)

GMAT: 680

University of Texas at Austin, College of Liberal Arts – Austin, TX May 2014

Bachelor of Arts in History

EXPERIENCE

Align Capital LLC – Austin, TX January 2017 – Present

Analyst (Private Equity Firm)

Report directly to the VP and Partners managing funds specializing in either oil and gas, technology, commercialized distressed debt, or operating companies.

Assist in underwriting and analysis activities for potential investments including cash flow, equity and distribution modeling, and both market and company-specific research.

Create pitch decks for Align Capital that are used to market the various funds to potential investors.

Investor relations/reporting including subscription process, quarterly update letters, and distribution activity.

General operations activities such as accounting, legal organization of entities, and bookkeeping using specialized software.

NaiNai LLC – Austin, TX July 2015 – May 2016

Owner and Operator (Foodservice Small Business)

Opened an original restaurant concept in Austin using family recipe of Singapore’s most popular dish, Chicken Rice, and operated it as chef and owner.

Created Business Plan and Marketing Strategy including all facets of the company formation, recipe development, menu planning, graphic design, and social media advertising.

Managed all aspects of Business involving inventory, purchasing, kitchen operation, maintenance, customer service, and bookkeeping.

Chosen as one of the "Best New Food Trucks of 2016 in Austin" by Thrillist.com and favorably reviewed by The Austin Chronicle, Orange Magazine, and other publications.

Treats Investments LLC – Fort Worth, TX July 2014 – July 2015 and June 2016 – December 2016

Office Accounting Manager/Operations Manager (Multi-Unit Dairy Queen Franchisee)

Tracked daily sales and cash receipts, reconciled bank transactions and credit card statements, and managed and paid bills.

Recorded, stored, and analyzed information using specialized accounting software including QuickBooks, PixelPoint POS, TalentReef, CNG Safe, Microsoft Excel and QSR Online.

Oversaw personnel processes, maintained electronic record keeping, interviewed, hired and trained new employees as well as managing IT systems at corporate office and store locations and supporting all units with facility issues.

Implemented company-wide roll out of new food safety standards and ensured that all the units were in compliance with FDA and Health Department requirements.

Negotiated prices and terms with suppliers and vendors in addition to managing equipment purchasing and inventory control.

Developed and implemented product-marketing strategies, including local advertising campaigns and sales promotions to increase revenue in units where sales were lagging.

dailyRx/RxWiki – Austin, TX May 2011 – May 2012

Consultant (Digital Healthcare Startup)

Developed databases that support web applications and web sites and document style guidelines for content.

Wrote supporting code for web applications or web sites.

SKILLS, ACTIVITIES & INTERESTS

Languages: Conversational Proficiency in French.

Certifications & Training:, Accounting and Finance Classes from UT McCombs Business Foundations Program and Breaking into Wall Street Financial Modeling Course.

Activities: Volunteer at Tyler’s Dam That Cancer, Cooking for Kids fundraisers benefitting Children’s Advocacy Centers of Texas, and Member of Sigma Alpha Epsilon Texas Rho Chapter.

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