Financial Advisor

Resume

ADAM L. KAPLAN, MBA

*** ****** **. • Far Rockaway, NY 11691

847-***-**** • ***********@*****.***

Career Goal: Financial Analysis, Performance Improvement and Strategic Planning Position For a Leading High Integrity Firm Taking Advantage of Extensive Financial Professional

/ Consulting Experience and Major Business School International MBA and Business Administration Education.

Professional Strengths: Diversified experience in the analysis of financial data supporting enterprise decision making; forecasting and modeling; company valuation; credit analysis; and project management. Committed, top-performing, solutions-driven financial professional with more than 5 years of sophisticated experience. Broad background in leading organizations going through start-up, turnaround and accelerated growth with the application of critical thinking, data analyses as well as developing models, methodologies, framework and solutions at the executive level to maximize beneficial outcomes. AREAS OF EXPERTISE

Financial Analysis Cost / Benefit Analysis Budgeting M&A Strategic planning Process Improvement

Financial Statement Analysis Business Performance Financial Modeling PROFESSIONAL EXPERIENCE

Start-Up Roots • New York, NY • 2018-2019

Consultant

Financial analysis, budgeting, business plan development.

• Financial advisor to a hydroponic urban farming start-up. Provides financial analysis of its current operations, prepares budgets on potential projects and advises on its business plan.

Berkeley Research Group, LLC

1

• Chicago, IL • 2016-2017

Consultant

Financial modeling, forecasting, budgeting, cash management, financial analysis, lender presentations, M&A.

• Ohio Valley Medical Center (major mid-western hospital chain) - Served on site as financial advisor, performing daily cash management services, financial forecasts and business plan presentations, departmental profitability analysis, resulting in improved performance and profitability, ultimately leading to hospital sale in less than 8 months. 1 Left Berkeley Research Group, LLC to pursue my MBA at Tel Aviv University Resume

Conway McKenzie • Chicago, IL • 2015-2016

Senior Associate

Provided financial advisory services to creditor committees in complicated restructurings in the international media and oil and gas industries.

• Provided industry and financial analysis resulting in improved EBITDA (Earnings Before Interest, Tax, Depreciation and Amortization), overall business process improvements and maximizing creditor returns.

Gavin Solmonese LLC/GlassRatner Advisory & Capital Group 2

• Chicago, IL • 2012-2014

Consultant

Financial Advisor to creditors in high profile, multiparty, complex business reorganizations.

• Energy Future Holdings (largest electric transmission and retail provider in Texas) - As financial advisor for $1.6 billion of Unsecured Notes (Indenture Trustee) performed due diligence, financial analysis and provided strategic restructuring advice.

• Travelport (leading international travel e-commerce platform) - As financial advisor for

$1.6 billion in Notes (Indenture Trustee) performed analysis of SEC filings and transfer transactions, reviewed and worked on solvency analyses / proposals resulting in an exchange offer that won multiple M&A Advisor awards for best out of court restructuring deal of the year.

• Exide Technologies (global leader in stored electrical energy solutions) - Advised $675 million of Exide’s Senior Secured Notes (Indenture Trustee) on financial performance, environmental issues involving federal, state and local government agencies, initial valuation analysis and plan terms.

EDUCATION

Tel Aviv University • Tel Aviv, Israel • 2017-2018 Global Master of Business Administration in International Business and Innovation Inter-Disciplinary Center: Herzliya • Herzliya, Israel • 2009-2012 Bachelor of Business Administration in Finance

2 Gavin Solmonese acquired parts of GlassRatner including the Chicago office

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