Manager Data

WILLIAM B. BELARDO II

*** ******* ****, ********, ** 11225 • linkedin.com/in/williambelardo • 617-***-**** • *******.**@*****.*** EDUCATION

Harvard University Cambridge, MA

B.A. Degree with concentration in Government September 2004 – June 2008

Relevant Coursework: Advanced Microeconomics, Strategic Models of Political Economy, Libertarian Economics, European Economic Policy, and Comparative Leadership Politics: GPA – 3.46/4.0

GMAT – 730 (96th Percentile) SAT – Math: 800, Verbal: 650 Investment Banking Institute New York, NY

CFA Registered Training Program January 2015 – July 2015

Participated in intensive investment banking training focused on valuation, financial statement analysis, and modeling

Built a fully integrated cash flow model, including 5 –year projections, debt/interest schedules, and sensitivity tables

Performed valuations utilizing comparable public company, precedent transaction, and DCF analysis

Modeled LBO and merger scenarios, with emphasis on sources and uses, pro forma financial statements, purchase price considerations, synergies, accretion/dilution and ratio analyses

Engaged in investment banking competencies such as pitching, debt and equity financing, and sell-side M&A EXPERIENCE

BAE App Co. New York, NY

Financial Modeling Manager/Data Strategist July 2015 – Present

Analyzed data of over 100,000 users to create 5-year growth models, detailing projected user & revenue buildup

Created the company’s quarterly pro forma statements including balance sheets, income and cash flow statements

Normalized & spread financial statements to produce discounted cash flow models, analyzing operational leverage ratios, projected free cash flows and the company’s valuation across various growth and discount rates

Performed comparable company analyses of mobile apps in the same universe to gauge projected revenue, EBITDA, advertising, and subscription rates; projected annual revenue expected to reach over $10 million by FY 2018 New American Market Exchange New York, NY/Washington DC Senior ETF Product Manager November 2013 – July 2015

Formed proprietary ETF investment vehicles focused on equities in the renewable energy and emerging tech sector

Used proprietary algorithm and tracking methodology to create ETFs that blended passive & active strategies to reduce beta, expense ratios and exposure to overweight equities – maintained first year returns of 11%

Pitched the NAM-M ETF with 30 holdings, and 1.5 million total shares to Goldman and JP Morgan representatives The Ivy Key Tutoring Company New York, NY

Director of Educational Development June 2011 – November 2013

Solicited large-scale clients in emerging markets including NPO’s & gov’t agencies, averaging $750,000 per contract

Created & developed SAT, ACT, SHSAT, SSAT & College Admissions curriculum, including: course syllabi & structure, original questions, and overall strategy that have been used by over 6000 unique NY metro students

Tutored various curricula to 750 students at over 50 unique schools and community service sites across NYC General Dynamics IT Washington, DC Metro Area

Senior Analyst, Corporate Development (M&A) February 2011 – June 2011

Created and maintained financial models, highlighting variability and cost/benefit analysis to strategy group and the

‘C-suite’ making decisions on whether to acquire over 10 dozen companies valued between $30 and $500 million

Performed competitive analyses utilizing resources such as annual company & analyst reports and online databases

Analyzed developments in GDIT’s core fields to forecast market fluctuations, trends, and impacts to the business Wildwood Trading, LLC Boston, MA

Stock Trader, US Equities October 2008 – November 2009

Authorized 100+ independent trading decisions per day, totaling a yearly trading volume of over 2,000,000 shares

Engaged in daily pre-market assessment of various stocks’ news, earnings and data by incorporating historical and technical analysis including trend line, moving average, and support and regression patterns SKILLS & ACTIVITIES

Computer: Advanced proficiency in Bloomberg, Anvil Trading, and Microsoft Word, Excel & PowerPoint.

Languages: Spanish Heritage Speaker; Activities: Basketball, Tennis, Running, FIFA & Cooking New Cuisine

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