Qualification Summary

Proven track record of exceeding expectations through creation and implementation of new tooling and complex analytical strategies. Accomplished valuation expert turned fund controller, working backwards from customers’ problems, evaluating all options, and implementing the right solution. Actively listens to identify a customers’ current state, future desired state, and delivers on next steps while fostering and strengthening relationships with clients and key stakeholders. Areas of Knowledge

• Fund administration

• Fund accounting

• Financial reporting

• Valuation

• QuickBooks

• NetSuite

• Capital IQ

• PitchBook

• Growth Mindset

• Superior Customer Service

• Relationship Development

• Complex Problem Solving

Professional Experience

venBio Partners Seattle, WA

Controller Aug 2019 – Present

• Reports directly to the Chief Financial Officer and Chief Operating Officer

• Manages fund administration and fund accounting for a venture capital fund actively managing +$2.0 billion in assets

• Superintends the company’s quarterly financials, compliance obligations, and yearly audit which includes handling all due diligence questionnaire requests from 100+ limited partners and tax filings for four funds composed of 14 separate entities for fiscal years ending 2019, 2020, 2021, and 2022

• Leads meetings with key financial stakeholders and prepares quarterly presentation materials and newsletters

• Oversees payroll, billing, expense allocation for partners and the funds, and financial and all tax reporting

• Builds ad hoc financial models to capture operational performance metrics which includes forecasting expenses and expected cash flows for the next two years and prepares early-stage valuations of potential investments

• Prepares quarterly valuations for 33+ active portfolio companies across four funds

• Designed a cybersecurity policy to mitigate risk and exposure to digital threats, reducing the firm’s insurance premiums related to cybersecurity by +33%

Redwood Valuation Partners Seattle, WA

Senior Consultant Aug 2019 – Sep 2020

Associate Oct 2016 – Jun 2018

• Prepared 400+ 409A and ASC 820 valuations using the cost, market, and income approaches totaling +$2.5 million in valuation services revenue for the firm and acted as the primary lead handling all information requests, product walkthroughs, and product deliveries

• Automated valuation modeling and analysis processes by building macros on the Excel template valuation model compatible with the Capital IQ and PitchBook Excel plug-ins, reducing file size by +50% and increasing profitability per engagement by +10%

Alvarez & Marsal Seattle, WA

Senior Associate Jun 2018 – Aug 2019

• Billed the most hours as a Senior Associate in the 3,000+ employee wide firm in the fiscal year ending 2018 providing valuations for financial statement reporting, tax reporting, corporate planning, and litigation support

• Wrote three valuation guidance articles and financial models to value business entities, intangible assets, and minority interests such as common stock

• Streamlined the valuation report process by utilizing VBA and Excel plug-ins to automatically convert Excel values and named references to a word template report, reducing report writing time by +25% and increased fixed fee engagement profitability by +15%

• Created a novel valuation report via Excel for one of Alvarez’s major financial reporting business units, reducing report preparation by +50% and improving accuracy and productivity Education

University of Washington – Michael G. Foster School of Business Seattle, WA B.A. in Business Administration (Finance) Sep 2013 - Dec 2016 DANIEL TEICHMANN

Seattle, WA 208-***-**** ad2bgy@r.postjobfree.com linkedin.com/in/daniel-teichmann