Financial Analyst

Max Caggiano **** Van Buren Street, Apt.***A

Hollywood, FL 33020 954-***-****

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

SKILLS: Financial Analysis/Modeling, Waterfall Modeling, Budgeting/Forecasting, Relationship Management, Risk Analysis, Capital Planning, Management, Internal Controls, Financial Reporting, Compliance/Audits, Organizational Optimization, Financial & Operations – analysis, budgeting, and projections, Contract negotiating, Software: SAP R3/4 and ASE, MySQL, Hyperion EssBase, Sage 100 (MAS 90/200), Peachtree Accounting, AutoCAD, JavaScript, Asana, QuickBooks Pro Enterprise, MS Office Suite (Word 7.0, Excel 7.0, PowerPoint, Access, etc.).

EXPERIENCE: TCA GLOBAL FUND MANAGEMENT GROUP, AVENTURA FL (Jun.17 – To Date)

Senior Financial Analyst & Risk Manager

●Managed a private equity restructuring portfolio of approximately $100MM.

●Prepared Cash Flow projection models.

●Compared and analyzed results with plans and forecasts to identify financial status.

●Performed capital planning and financial analysis via performance and cost/benefit (Cash Flow, Breakeven Analysis) techniques.

●Advised on budgeting, sales & marketing, and human resources.

●Implemented new organizational efficiency protocols.

●Developed strategies to reduce financial risk and maximize diversification.

●Prepared detailed financial analysis and reporting required evaluating potential business opportunities and supporting strategic financial planning initiatives.

●Conducted corporate auditing of existing portfolio restructures.

MC CAPITAL INTERNATIONAL, MIAMI FL / LOS ANGELES CA (Jan.06 – Jun.17)

Managing Director & Business Consultant

●Provided consulting services for startups, restructures, and existing companies looking to roll-up or obtain equity financing.

●Developed corporate, organizational, and legal structures.

●Valuations, capital requirements, forecasting, and budgeting.

●Conducted FP&A for new/expanding startups in tech, energy, real estate, and manufacturing.

●Created and provided financial projection formulas and financial analysis for the implementation of new or adjusted business plans and financial planning and analysis.

●Performed credit risk analysis and assigned bank credit ratings through risk/credit mitigation assessment, credit and financial analysis, peer analysis and financial projections.

●Generated & automated day-to-day reports using SAP/Hyperion.

●Prepared regulatory reporting, risk management reporting and financial statements for mezzanine product.

OCEAN CAPITAL INVESTMENTS, MIAMI FL (Jul.03 – Jan.06)

Senior Financial Analyst

●Provided boutique investment bank services including but not limited to: valuations, capital acquisition and debt restructuring.

●Developed waterfall models for commercial real estate investment portfolio.

●Prepared regulatory reporting, risk management reporting and financial statements for mezzanine products.

●Conducted due diligence and corporate auditing for M&A deals.

●Assigned tasks to associates, staffed projects, tracked progress and updated partners and clients as necessary.

●Gained extensive exposure to international fiduciary, legal, and banking regulations as they apply to international M&A transactions.

FIRST CAPITAL MANAGEMENT, MIAMI FL (Feb.01 – Jun.03)

Senior Financial Analyst & Portfolio Manager

●Conducted commodities trading.

●Prepared detailed financial analysis/reporting required to evaluate potential business opportunities and support strategic financial planning initiatives.

●Provided wealth management services to private clients.

●Gained international exposure to financial portfolio diversification.

●Became acquainted with logistics of large-scale corporate finance.

TELEFONICA USA, MIAMI FL (Nov.98 – Feb.01)

Financial Analyst / M&A Group

●Developed financial projections, forecasting, and valuations.

●Became acquainted with corporate debt restructuring.

●Conducted extensive financial and legal due diligence for potential acquisitions.

●Managed Data Rooms.

●Performed corporate auditing and accounting systems migration.

●Gained expertise in financial IT solutions.

EDUCATION: University of Miami, Coral Gables FL (1998)

Bachelor of Science in Finance & Economics

LANGUAGES:

●Fluent in Spanish

●Conversational Italian

●Knowledge of French and Portuguese

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