BERNIE MAHON, CPA

San Francisco, CA; 917-***-****; acxwgy@r.postjobfree.com

Objective: Big 4 CPA with extensive financial modeling and analytical skills, capital raising experience, and ability to communicate across organization. Additionally, successfully built teams and processes. Seeking strategic corporate finance position with a leading company.

Experience

Health IQ, Mountain View, CA; Strategy Consultant Nov 2015

Health IQ works with insurance companies to get lower rates on life insurance using science and data, with a goal of promoting a healthy lifestyle through financial rewards.

Strategic review for CEO of life insurance industry landscape and mid term opportunities for Health IQ. Analysis included KPIs to focus on, benchmarking, and valuation work.

Groupon, Palo Alto, CA; Consultant for Mobile Operations Sept 2014 – Apr 2015

Organized and presented Mobile Weekly Business Review to senior product managers and engineers.

Developed and monitored daily and weekly KPIs and operational dashboards for the mobile business.

Wrote onboarding document for team, covering job functions and how to navigate across Groupon.

Lions Path Capital, NY, NY and SF, CA; Technology Portfolio Manager 2011 - 2014

Forecasted/budgeted financials and key operating metrics of investments in 100+ technology companies, then analyzed variances against actuals. Investments were across technology and focused on Hardware, Storage, Internet, and Software/SaaS.

Critically questioned senior leadership of 100+ public and private technology companies to understand strategy, business drivers, and data driven metrics for the business.

Credit Suisse, NY, NY; Technology Portfolio Manager/Analyst 2008-2010

Developed and/or analyzed operating models and strategic positioning (size of market, product cycle, distribution routes, competitive dynamics, benchmarking) for 100+ technology companies.

Incorporated discussions with managements of companies, detailed modeling, valuation (DCF, comparables, ROI) to help manage $1 billion fund.

Promoted to Technology Portfolio Manager in 2010 and generated industry leading returns.

Morgan Stanley, NY, NY and Shanghai, China; VP, Equity Research 2002-2007

Managed own business within the bank, including relationships with managements of covered companies, building detailed models, creating investment thesis, developing content, and marketing companies and themes to several hundred institutional investors and internal salespeople.

Led Morgan Stanley global technology effort to compile forecasts for most technology sub-sectors, then identified and analyzed trends within segments, and discrepancies throughout supply chains.

Raised over $500m in capital markets.

Based in Shanghai, China for 3 months in the fall of 2006 to get hands on experience of Asian operations and enhance investment thesis and further develop understanding of global technology supply chain.

Strong industry presence confirmed by high level of CEO participation in 1-on-1 “fireside chat” interviews at annual 3-day Technology Conference hosted for over 1,000 clients.

Promoted to analyst in 2004 and Vice President in 2005 managing team of four. Received top recognition in 3rd party polls including Greenwich Associates and Alpha Institutional Investor Hedge Fund rankings.

Deutsche Bank, San Francisco, CA; Equity Research, Internet 2000-2001

Supported Managing Director covering large cap Internet stocks including Time Warner (formerly AOL Time Warner), Yahoo!, and Monster Worldwide (formerly TMP Worldwide).

Cooper Industries, Houston, TX; Financial Management Development Program 1996-1998

Supervised staff of 3 CPAs performing operational reviews at over 20 locations worldwide. Reviews focused on procure to pay, order to cash, and payroll processes.

Analyzed internal control structures and formulated suggestions to enhance efficiency and profitability of operations; presented both written and oral recommendations to senior management.

Price Waterhouse Coopers, Syracuse, NY; Business Assurance Associate, CPA 1993-1996

Supervised a staff of up to 8 CPAs in the review and preparation of financial statements and related disclosures for clients in the Financial, Government, Healthcare, and Insurance industries.

Education

Vanderbilt Business School, Nashville, TN; MBA, Finance; May 2000

University of Scranton, Scranton, PA; BS Accounting, Minor in English May 1993

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