Financial Analyst Data

Scott Pearson ***************@*****.***

*** *********** ******, ***. ***, New York, NY 10014 917-***-**** 1

Senior Financial Analyst

Senior Financial Analyst with a passion for analyzing numbers and a proven track record of identifying new insights that provide information to senior executives in order for them to make informed decisions about the business and how to grow and improve. Recognized for accurate and timely work product. Experienced adapting into different roles and work environments. SKILLS & EXPERTISE

Forecasting

Budgeting

Financial Reporting

Key Performance Indicators

Financial Statement Analysis

and Valuation

Financial Planning & Analysis

Accounting Principles

Profit & Loss Management

M&A

Quantitative Analysis

Business Analysis

Computer software (MS

Excel, Word, PowerPoint,

Access)

Pivot Tables, V-look ups, IF

/ IFSUM statements

Detail-oriented

Extensive use of Thomson

One, Capital IQ,

Bloomberg, Dealogic,

Pitchbook, SNL Financial,

Salesforce

SQL

HIGHLIGHTED PROFESSIONAL EXPERIENCE

FINANCIAL DATA ANALYST (2017-Present)

Columbia University, New York, NY

Joined Columbia to work with and monitor the new campus being built, along with developing new procedures and policies. Streamlining / Forecasts & Budgets:

• Streamline Columbia’s processes and develop reports, dashboards and KPIs for different departments and portfolios.

• In charge of managing the monthly and quarterly finances for the new campus building project portfolio (over $2.6 billion).

• Analyze and monitor each of the new campus buildings budgets submitted by the teams for errors, unreal expectations and budget overages.

• Manage each project manager to ensure they are keeping track of each expense and delay in construction.

• Independently create and run new campus KPI Database and analyze management reports submitted by vendors.

• Team Lead running and updating Active Tasks (tracking aging invoices, POs & COs) for all Columbia University SENIOR construction FINANCIAL projects. ANALYST (2015 & 2016-2017) BNP Paribas, New York, NY

Hired by BNP Paribas for a contract role, before being rehired by my supervisor to fill his role during a restructure of the group. Forecasting / Budgeting:

• While at BNP, analyzed the four-year Forecast and Budget from the previous year and compared it to the current and the previous year’s actuals to ensure each business was on track to hit the new Budget and Forecast.

• Reviewed and updated budget assumptions to reflect the current business environment.

• Checked Budgets submitted by the teams for errors and unreal expectations.

• Provided recommendations and supporting analysis to Senior Management on appropriate level of risk for each business. Pipeline / Forecasting:

• Worked on the Pipeline of deal flow at BNP to continually update the Forecast, including bi-weekly updates to the Pipeline from each business line. Compiled all business lines into a single Excel database and updated the current Flash figures or Actual Month / Quarter-end financials.

• After data manipulation, consolidated the Revenues, Funded Assets, Unfunded Utilization, and Risk Weighted Assets into an easy-to-read table for each Business Line Leader and Senior Management.

• Compared the updated Forecast (Pipeline added to the most recent Actuals) to the Original Forecast, Budget, most recent Actuals and the previous year Actuals to make sure each business was on track to hit their Budget and Forecast.

• When large variances occurred, discussed the cause with the Business Line and then amended the presentation for deficits or surpluses for Senior Management to understand the positive or negative variance. Strategized for team going forward. Key Performance Indicators (KPI):

• Managed, maintained and utilized the KPI Database for Monthly presentations and ad-hoc requests at BNP.

• Coordinated with the various departments to produce ad-hoc analysis of the activity requested by Senior Management

(P&L, CC, risk indicators, cash limits, cash usage, costs, fees, client portfolios turnover, client profitability). Developed New Excel Database:

• Recreated the KPI Database at BNP making it more dynamic by converting each quarter to the same FX rate, a macro that created graphs for each business line and an Excel tool that made switching between business lines seamless. Financial Reporting:

• Prepared monthly, quarterly and year-end reports for Senior Management, evaluating metrics and ratios to previous period.

• Compiled financials and created detailed reports and presentations for FED and Audit meetings. Scott Pearson ***************@*****.***

165 Christopher Street, Apt. 1BB, New York, NY 10014 917-***-**** 2

FINANCIAL ANALYST (2014-2015 & 2012)

KCAP Financial, New York, NY

Hired by KCAP twice for short term review of debt portfolio. KCAP is now a portfolio company of BC Partners. Quarter-end Review:

• Performed quarter-end reviews on the debt investments in KCAP’s portfolio by reviewing financial statements and MDAs. INVESTMENT • Wrote performance BANKING reviews FINANCIAL on each ANALYST company (2013-to 2014) analyze changes from the most recent quarter and identify trends. JMP Securities, New York, NY

Recruited to the Financial Services (FIG) and Technology Group to work on multiple IPOs, follow-ons, at-the-market deals, M&A and a fairness opinion.

Investment / Pitchbook Presentations:

• Worked closely with Managing Directors in the FIG and Technology Group to develop PowerPoint presentations and Excel models for potential M&A, IPO, follow-on equity and debt transactions.

• Created detailed financial models, drafted pitch books and management presentations, attended management meetings, performed due diligence, assisted in obtaining internal approvals and maintained company-wide Excel databases and PowerPoint presentations.

• Participated in all phases of the transactions from creating the pitch book through closing of the deal, gaining exposure to a vast range of businesses and industries.

Financial Analysis:

• Conducted in-depth industry research, financial and competitive analysis, prepared market performance, and earnings estimates for companies to prepare for bookrunner, co-lead and management meetings.

• Read and interpreted SEC Financial Statements into easy-to-understand language and reformatted for presentations. M&A:

• Worked with company executives on preparing presentations to show potential Venture Capital and Private Equity buyers, ensuring they had an effective pitch and message.

• Monitored data room, performed due diligence, and presented bids to the companies.

• Drafted and presented a fairness opinion, detailing a company’s assets and investment positions to present to Senior Management and shareholders.

FINANCIAL ANALYST (2013)

Freedom III Capital, LLC, New York, NY

Joined Freedom III during early stages of the company while business relationships were developed. Investment Documents:

• Assisted in reading over investment documents, kept a deal log, along with other duties that presented themselves while the FINANCIAL partners ANALYST traveled to (2012-gain 2013) a larger client base and raise capital. Falcon Investment Advisors, New York, NY

Joined Falcon Investment Advisors to assist them with one of their portfolio companies. FP&A:

• Assisted Finance Department in analyzing financial data using Navision and Viewpoint, created Excel documents for actual results and prepared budget presentations.

EDUCATION

Roger Williams University, Bristol, RI (2009-2011)

• Bachelor of Science, Graduated cum laude, GPA 3.6

• Majored in Finance with a Core Concentration in Creative Writing

• Member of Delta Sigma Pi and the Varsity Equestrian Team; Dean’s List Gettysburg College, Gettysburg, PA (2007-2009)

PERSONAL INTERESTS

• Member of the non-profit charity, Stonewall Quarter Share, since 2013. Member of the Leadership Council since 2016.

• Ancient Greek and Roman history, photography, cooking and traveling.

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