Sign in

Financial Manager

Alexandria, Louisiana, United States
August 20, 2018

Contact this candidate


Wayne Tucker, Jr., Esq. Cell: 580-***-****

Deville, LA 71328

Professional Experience

Highly detailed, result-oriented senior financial management professional with more than 12 years progressive experience developing and managing a financial consulting practice and personnel.

Strategically-minded to energize and incentivize staff to exceed goals within deadlines and budgets.

Demonstrated ability to develop and implement solutions to unique valuation issues.

Experience in financial analysis and modeling, economic and industry research, review and analyze legal documents, excellent written and verbal communication, summarizing and presenting conclusions to clients.

Primary industry focus includes: oil and gas (mainly upstream and midstream); banking; agriculture commodities, production and manufacturing. Secondary industry experience includes: hospitality, transportation, health care, paints and chemicals, construction, engineering, financial services, highway construction, media, and wholesale distribution. Employment History

Tucker Family Business; Cayo, Belize

Owner – Manager (September 2016 to Present)

Performed cash reconciliation for a three-and-a-half-year period for small construction business reconciling revenue, expenses, cash withdrawals, and credit statements.

Developed a detailed renovation and expansion proposal for non-operating hotel property including detailed 10-year-forecast financial statements, analyzing various debt and equity scenarios; negotiated with Belmopan mayor to secure new access to the property; directed architects on property layout and initial design.

Drafted various contracts including: real estate purchase agreements, real estate lease agreements, personal guarantees and stock purchase agreements.

Performed U.S. tax compliance and consulting for U.S. expatriates with Belizean business operations.

Grant Thornton, LLP; Dallas, TX

Director – Valuation Services Group (December 2006 to May 2016)

Perform valuations of public and privately held businesses, business interests, intangible assets, financial instruments and derivatives for purposes of financial reporting, tax reporting, litigation support, and management planning purposes.

Responsible for managing all aspects of an engagement including defining initial scope and budget, training and supervising staff, tracking realization and budget, presenting reports to clients and auditors, building and maintaining client relationships.

Perform Statement of Auditing Standards 57 and 73 reviews of valuation schedules and reports prepared by third-party appraisers and company management for Grant Thornton audit clients.

Responsible for developing new prospects and maintaining existing clients both in Dallas, Texas and Omaha, Nebraska markets.

Lead the team that developed Grant Thornton’s national models for valuing acquired loan portfolios and core deposit intangible assets.

Selected to be part of the national team to develop training modules for new hires.

Select engagements include:

o Created Monte Carlo models for valuing and sensitivity testing financial instruments, derivatives and entities with complex capital structures. o Valued debt and derivative instruments using multiple scenario analyses to assist a restaurant client in negotiating the sales price for one of their restaurant brands. o Developed discount models for a multibillion-dollar family enterprise to apply lack of control and marketability discounts to the tiered organization structure, layering discounts for subsidiaries.

Bernstein, Conklin & Balcombe; Dallas, TX

Senior Valuation Analyst (January 2005 to December 2006)

Prepare valuation models and reports for income tax, gift and estate tax, employee stock ownership plans, and fairness opinions and draft reports to summarize valuation analysis and procedures.

Conduct and participate in management interviews.

Research public guideline companies and public and private transactions to make financial comparison, calculate multiples, derive discount rates and determine premiums or discounts.

Research statutes and case law regarding valuation methodology, discounts, and other relevant factors.

Analyze Form 1065, 1120, 1120S, as well as K-1s and other supporting schedules and statements.

Analyze control, transfer, and distribution provisions of operating agreements, articles of incorporation and by-laws.


Tulane University Law School New Orleans, LA

Juris Doctor – Tax and Business Law May 2004

Tulane University A.B. Freeman School of Business New Orleans, LA Master of Accounting May 2004

Doane College Crete, NE

B.A. – Finance and Political Science May 1998

Professional Affiliations

State Bar of Texas – Licensed April 2005, Member Tax and Business Law Sections

American Society of Appraisers: Candidate – Accredited Senior Appraiser Languages

Spanish – Proficient

Contact this candidate