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Microsoft Office Analyst

Location:
Atlanta, GA
Posted:
May 21, 2018

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Resume:

Taylor Fielding Callaway

*** *** ***** ***********@*****.*** 289 Meadowbrook Dr.

Atlanta, GA 30328 770-***-**** Atlanta, GA, 30342 EDUCATION

University of Georgia, Terry College of Business, Athens, GA Graduated 2015

Major: Bachelor of Business Administration in Finance

Certificate: Certificate of Legal Studies

Honors: Zell B. Miller HOPE Scholarship, Order of Omega, National Society of Leadership & Success CERTIFICATIONS

Series 79: Limited Investment Banking Representative February 2015

Series 63: Uniform Securities Agent State Law Representative March 2015 WORK EXPERIENCE

SunTrust Robinson Humphrey, Portfolio Management Analyst, Atlanta, GA February 2016 - Current

Experience in Energy, Financial Institutions and Industrials industry practice groups.

Managed 20 portfolio companies with $2Bn of exposure within STRH’s Industrials Portfolio; specifically covering the Building Products, Environmental Services and Industrial Services sub-sectors.

Completed quarterly and annual underwriting of existing and potential new clients including analyzing financial operating performance, financial modeling with 5-to-7 year cash flow projections, evaluation of industry trends, identifying investment merits and key risks, and mitigating client’s credit profile against STRH’s lending parameters.

Coordinated with various teammates within STRH including Investment Bankers, Product Partners, Legal Counsel, Risk Management, Internal Audit and Booking Operations to deliver strategic solutions to SunTrust’s clients. SunTrust Robinson Humphrey, Portfolio Management Summer Analyst, Atlanta, GA Summer 2015 AirWatch by VMware, Finance/Accounting Intern, Atlanta, GA Summer 2013/2014, Winter 2013/2014 RELEVANT TRANSACTION EXPERIENCE

Acquisition Financing Transaction, Private Industrial Services Company April 2018

Underwrote $25MM in exposure during an acquisition financing in which a Company acquired multiple bolt-on targets to expand their geographic diversity and product mix. Serving in Administrative Agent capacity, STRH led the financing of a Revolver and incremental term loan, reset facility tenor, pricing levels and credit agreement definitions.

Prepared internal credit memo to highlight acquisition targets, company and industry overviews, historical financial performance, and discounted cash flow analysis over 7-year projection period. Leveraged Buyout Transaction, Private Industrial Services Company February 2018

Underwrote $50MM in exposure during a leveraged buyout in which a family-owned business redeemed a Financial Sponsor’s existing equity to regain full control of the business. Serving in Joint Lead Arranger capacity, STRH participated in the financing of a Term Loan B, reset facility tenor, pricing levels and credit agreement definitions.

Prepared internal credit memo to highlight leveraged financing request, company and industry overviews, overview of succeeding management team, historical financial performance, and discounted cash flow analysis over 7-year projection period.

Credit Facility Refinancing Transaction, Publicly-Traded Specialty Finance Company May 2017

Underwrote $180MM in exposure during the refinance of a client’s $755MM Senior Secured Revolver and $450MM Senior Secured Term Loan A to refinance existing indebtedness and provide liquidity for growth initiatives.

Participated in lender meeting at client’s headquarters, due diligence process with coverage and leveraged finance teams, analyzed relevant industry research, identified key risks and investment merits, analyzed historical statements, developed a 5- year cash flow projection model to project the Company’s credit tolerance and determined an internal risk rating for the client. LEADERSHIP EXPERIENCE & INVOLVEMENT

Sigma Chi Fraternity, University of Georgia - Delta Chapter, Member August 2011-May 2015 Order of Omega, Gamma Pi Chapter, Member February 2015-December 2015 SKILLS & INTERESTS

Skills: Financial Modeling, Moody’s Risk Analyst Spreading Software, Concur, Intacct, Salesforce, Quickbooks, SNL Financial, S&P Capital IQ, IBIS World, Public Speaking, Microsoft Office (Excel, Word, PowerPoint). Interests: Volunteering, Baseball, Football, Golf, Traveling, Live Music, Fishing, Hiking, Coaching Youth Sports.



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