SKILLS

Complex financial modeling Capital markets expertise Supervising teams

GAAP accounting expertise Valuation analysis expertise Mentoring associates

Budgeting and forecasting Writing financial press releases Strong C-level relationships

Budget variance analysis Executive and Board presentations Strong IT skills

EXPERIENCE

Hayden Investor Relations. Los Angeles, CA

Managing Director November 2017 – Present

Provided actionable advice on capital markets activity, strategic initiatives, market positioning and communication strategies. Summarized analyst GAAP models and key assumptions and variances using Excel (including use of advanced functions such as Pivot Tables and VLOOKUP) to create dashboards and ad hoc reports. Daily communication with CEOs, CFOs, FP&A professionals, and investors.

Reviewed 10-Qs and 10-Ks and suggested edits/improvements to disclosures and MD&A text.

Provided deep dives into analyst GAAP models, estimates, and projections including complicated revenue drivers and by standardizing all models. Corrected analyst mistakes/misinterpretations.

Drafted press releases, earnings reports, conference call scripts and PowerPoint presentations.

Clients included a $3 billion in revenue industrial company, a $2.5 billion in revenue industrial company, a $200 million market cap SaaS company, and a leading real estate analytics company.

B. Riley Financial (NASDAQ: RILY). Los Angeles, CA

Senior Analyst, Department Director, Managing Director November 2002 – May 2017

Rose from intern to department manager during 15-year career. Managed investment bank’s Research Department while also responsible for all duties of a senior analyst. Set and implemented departmental strategy while coordinating with other department managers and reporting to CEO. Daily use Microsoft Suite and other IT resources to create complex GAAP financial models and reports in a fast paced and demanding environment. Provided department budgets, variances, and Board reports.

Daily use of Excel, primarily for modeling GAAP financial results, forecasts, and variances.

Daily communication with internal stakeholders, CEOs and CFOs of public companies, and investment managers with billions of dollars under management.

Excelled at communicating complex financial and accounting concepts to a variety of audiences.

Implemented quantitative and qualitative program to conduct employee reviews.

Evaluated and implemented IT programs including CRM and financial data terminals capable of drawing on deep historical data to create easy to understand visuals.

Developed strong leadership/communication skills while leading growth of department.

EDUCATION

University of Southern California, Marshall School of Business Los Angeles, CA

Master of Business Administration: Finance

University of California, Los Angeles Los Angeles, CA

Bachelor of Arts: English Literature

Contact this candidate