Financial Analyst

DAVID J. SOUSA, MBA

**** ******** **. ***. #*, San Diego CA 92116 858-***-****, acs6b0@r.postjobfree.com

QUALIFICATIONS

Strong background in financial analysis, modeling, valuations, mergers and acquisitions, forecasting, budgeting, profit and loss. Industry experience includes financial services, residential construction, retail, sports facilities, and utilities.

EMPLOYMENT

American Water Works Company, San Diego, CA 2011 – 2014 & 1997 - 2000

Financial Analyst

Provided financial modeling for $400 million Monterey Peninsula Water Supply Desalination Project

Evaluated prospective contractors to perform aspects of MPWMD project, both from a financial capacity perspective, and a (NPV) cost efficiency basis

Prepared all expenses for 2012 Rate Case, constituting $85 million in operating expense

Assisted in preparation of various water system acquisitions, including valuation, CPUC testimony accounting treatment of asset purchases

M & A Activities

Performed full M&A valuation analysis including comparable trading and transaction multiples, discounted cash flow, accretion/dilution analysis and multiple merger scenarios. Also developed analyses for leveraged buyouts, equity and debt financings, hybrid securities and valuation analysis for privately-held water utilities

Assisted Merrill Lynch with valuation of San Jose Water Company, a $490 million acquisition target

Performed due diligence on various acquisition projects within water industry

Maintained database and prepared statistical schedules, graphics and financial analyses for non-operating companies

Regulatory Activities

Assisted in the preparation of regulatory material for industry investor or other groups

Maintained working knowledge of regulatory and technical developments

Prepared cost of capital studies for presentation in Public Utilities Commission proceedings and other economic analyses (ROI and ROE) and maintained role of cost of capital expert witness

Bear Capital, LLC 2007 - 2011 & 2002 - 2004

Equity Trader

Utilized various mathematical models to evaluate arbitrage pricing opportunities in equity markets

Purchased and sold equity instruments, including derivatives, using a variety of hedging and leveraging techniques

James Hardie Building Products, Inc., Mission Viejo, CA 2006 - 2007

Senior Business Analyst

Conducted lead financial analyses for all potential acquisition opportunities

Provided company-wide standards and protocol for all merger and acquisition activity; created methodology to screen candidates for possible acquisition

Provided detailed industry leader analysis, comprised of all aspects of business activities, through the direction of six staff members

Prepared analysis and support for approval of all major capital expenditure projects

LPL Financial Services, Inc., San Diego, CA 2004 - 2006

Financial Analyst

Prepared ROI analyses for all divisions within organization

Managed project budget of over $20 million for IS department, including software capitalization

and proper accounting treatment

Prepared monthly variance analysis reports and assist in quarterly reforecast process

Supported IS department with all aspects of budgeting, financial analysis, and business support

decision-making

PETCO, Animal Supplies, Inc., San Diego, CA 2001 - 2002

Senior Advertising Analyst

Financial Analysis of Advertising Program

Analyzed and assessed effectiveness of monthly Advertising program

Recommended to upper management alternative action, based upon financial performance of various Marketing programs

Created NPV analysis reports of various Advertising promotions

Financial Reporting

Produced various reports related to every aspect of the company’s Advertising campaign

Maintained database related to Advertising program

24 Hour Fitness, Inc., Carlsbad, CA 2000 - 2001

Financial Analyst

Budgeting and Analysis

Supported Central Division, constituting over $160 million annually in revenue

Analyzed financial statements to identify difficult performance areas in both revenue and expense categories, researching in detail where required

Created EVA analysis standard to determine Economic Profit performance of all individual clubs

Other

Maintained and developed relationships with top field personnel to facilitate execution of financial results

Educated and directed field personnel based upon P&L financial performance

Performed industry analysis comparisons and other benchmarking economic reports

EDUCATION

San Diego State University, San Diego, CA

M.B.A. in Finance received August 1996

San Diego State University, San Diego, CA

B.S. in Business Administration/Finance received May 1992

COMPUTER SKILLS

Microsoft Office (12+ years Excel expert level)

JD Edwards (6 years)

Hyperion (1 year)

Oracle Financials (3 years)

SAP (1 year)

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