Leadership Role Capital Markets

ARMANDO MALDONADO

San Antonio, TX e: ad0ies@r.postjobfree.com p: 210-***-****

E D U C A T I O N

UNIVERSITY OF TEXAS at SAN ANTONIO

Master of Business Administration – Finance, May 2017

GPA - 3.88 / 4.0 GMAT - 750 / LSAT - 168 Honors Designation, UTSA Honor Society

UNIVERSITY OF PHOENIX

Bachelor of Science in Business Administration – Finance, May 2015

GPA 3.92/4.0

Delta Mu Delta, Honors

CERTFICATIONS

Current CFI Designations

CMSA – Capital Markets and Securities Analyst, FMVA – Financial Modeling and Valuation Analyst.

CBCA – Certified Banking and Credit Analyst.

CFA Level - I (in progress)

E X P E R I E N C E

ALAMO FIREWORKS – Privately Held (NDA) March 2023 – August 2023

Senior Manager of Finance and Accounting

Modified 13/26-week cashflow modeling to manage strategic operations based on debt.

Implemented Oracle financial reporting systems format.

Understanding of GAAP and IFRS standards.

Managed loan payments and the DSCR bank covenants.

Managed S-Corp distributions.

Regularly prepared economic forecast based on both Macro and Micro strategies.

Built baseline year FP&A modeling.

Developed seasonal cash collections accounting system.

Managed the accounting team to include the development of the AP registry and cost tracking.

Managed revenue forecasting based on POS data.

Partnered with the fractional CFO to mitigate tax liabilities and manage two LOC’s accordingly.

Partnered with the fractional accounting team for the development of reliable financial statements to include MD&A introduction.

Developed cash collections SOP to mitigate cash loss in operational transfers.

Presented both regression and cluster analysis to assist in assessing operational stand-alone locations.

Built out revenue projections on stand-alone operations based on per location basis in region / in market.

BECKMAN LIFE SCIENCE May 2021 – December 2022

Merger Acquisition Finance Consultant

Built Open Innovation modeling for leadership value added discussions, which assessed M&A opportunity and risk. This effort led to positive recurring revenue through inorganic growth.

Redesigned the Product Line Business Plan (PLBP) finance model to be more dynamic and automated. This effort mitigated risk in modeling and provided a clear view of revenue contribution and ROI by 5%.

Managed merger and acquisition’s using the modified ROIC modeling approach for inorganic performance and growth by maintaining risk mitigation to reach the benchmark 5-year 10% ROIC.

(Continued Resume – Armando Maldonado)

Implement strategies and plan ideations for value to firm and revenue contributions.

M&A activity contributor during the due diligence buy side research phase focusing on the ROIC, NPV, IRR and payback to include private equity research. These matrices better enabled the go – no go decisions.

Heavily involved with valuation and risk assessments of M&A as a consultant to L1’s Corporate Development.

Tracked commercial revenue for variances between forecast and actual cashflow performance – FP&A. This assisted in budget-to-forecast variance assessments to mitigate loss.

Pulled reporting in OBI for finance, profitability, cost, item, model among many other categories for daily Ops.

Reviewed journal entries and reconciliation for accrual impact on revenue.

Managed CapEx and AP registry to communicate optimal performance. This provided risk reduction to AP for credit protection and AR for revenue collections.

Led FP&A discussion for budget risk and adjustments.

Developed the SaaS valuation and risk modeling for pure SaaS and SaaS pull-though. This enabled L1 to understand the value in SaaS contribution to revenue by 2% additional margin.

Submitted venture partnership OI reporting from OBI, EPM, and Oracle to leadership which enhanced working partnership relations.

ACCENTURE Jun 2017-Aug 2020

Capital Markets Senior Analyst - Consultant

Analyzed ~50 valuations and communicated findings to the Accenture Chairman of the Board, CEO and Principal Director of Capital Markets for 5 Fortune 500 financial institutions.

Researched different methods for calculating ROIC, creating an upper / lower boundary to establish value of internal investment return to cashflow.

Banking valuation of 5 non-public firms, using CEM modeling, P&L valuations for peer comparisons and performance while also created capital earnings modeling and capital pricing valuation as a validation to the DCF assumptions.

Provided technical analysis to principal director with the SAR, Ichimoko Cloud and Parabolic S&R market osculation modeling to assess buy / sell opportunities.

Performed SOTP – segmentation and comparison/ precedent analysis.

Completed risk, VAR and valuation analysis utilizing Rolling R, illustrating market exposure for strategic business planning to 4 Fortune 500 banks and the energy segment establishing cashflow risk and potential market penetration opportunity.

Participated in Diversity & Inclusion efforts, researching attrition rates for underrepresented ethnic minorities and provided guidance on retention opportunities and programs within Accenture Finance.

Analyzed M&A opportunity, researching payback period and premium value price utilizing distribution and VG models resulting in acquisition savings and deal negotiation prospects.

Experimented with esoteric debt modeling to establish AP and AR policies that effect cash flow position to understand debt level for business operations maintenance.

Developed commercial lease and development multifamily valuation financial models.

Developed pricing model for OTC – derivatives with 1st and 2nd order Greeks for strategy and price estimation.

Client Financial Management Analyst

Provided value-added financial management, analysis, and advice to client engagement teams to maximize the profitability of engagements. This led to the re-signing of an additional $300M committed spend energy client.

Developed contract forecast packages for contract maintenance and POC / POW simulator for training purposes. This mitigated loss in margin due to the type of POC revenue recognition driven by managed direct cost.

Collaborate with client and engagement executives, client group finance leads (or equivalent), and other finance operations executives to communicate the position and status of contract or account financial position to include ad hoc task. This provided risk mitigation and margin protection by 2% to 4%.

Lead the preparation of engagement, project, and program reporting as well as support and execute the account forecasting process. Initiated and maintained forecast planning and analysis (FP&A) for each contract which mitigated payroll and other overhead risk.

(Continued Resume – Armando Maldonado)

Reconciled month end, quarter end and year end cost and revenue reporting for delivery leads.

Managed cost savings and adjustments on contracts to enhance margin expectations and EAC changes.

Efficient in Accenture ERP operating systems - SAP, MME, MMP, MMB, MMR, MMS, CBP, MyT&E and Ariba

Business Operations Senior Analyst (AFS)

Managing the Payroll Workplan and Post-Production Support through financial models and resource tracking. Adding or removing main/sub tasks, adjusting the baseline data to ensure ongoing communication compliance. Building governance models, assessments, and process flow documents; driving consistency and reliable tracking trough the project, resulting in the resolution of any discrepancies. Supporting a military client, conducting asset management and impact reporting to aid in the structured finance capital budget.

ALPHA SYMMETRIES Mar 2015-May 2017

Equity Research Analyst

Created a capital earnings / capital pricing valuation. In addition, utilized technical and fundamental Analysis for buy and sell opportunities. Researched SOTP – Segmentation and Comparison Analysis for Risk, Valuation analysis for Rolling R – Market Exposure and VAR analysis to establish cashflow risk and market penetration opportunity. Created relative valuation multiples – Earnings – Book – Revenue – Industry Specific for M&A opportunity and negotiated payback period / premium value via distribution, VG, and intrinsic models.

MONTFORD MUTIFAMILY Feb 2011-Mar 2015

Senior Consultant

Proforma forecasting comparison portfolio analysis utilizing IRR, NPV and capitalization rate analysis. Assisted in underwriting acquisitions, created deal feasibility presentations and executive summaries illustrating NOI and cashflow 5-year forecast analysis. Researched marketing -sub-market, rent rate improvement, competitor analysis for advertising recommendations, due diligences reporting, business data analysis – i.e., sentiment, sensitivity, and threat assessment. Cost estimates for renovation cost, payback period and unit pricing analysis.

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