George J. Godfrey

*** ****** ****** ******: 617-***-****

Belmont, MA 02478-2880 e-mail: addz37@r.postjobfree.com

EXPERTISE

Senior financial analyst with extensive experience in financial, planning, and analysis (FP&A), including budgeting, forecasting, variance analysis, business analytics, and report writing. Highly skilled in investor relations, business development, equity valuation, M&A, and public speaking.

PERFORMANCE HIGHLIGHTS

MBA in finance and accounting with more than 20 years of experience analyzing/modeling financial statements. Strong knowledge of FP&A, GAAP and IFRS standards.

Extensive experience with DCF, IRR, and NPV valuation. Also well versed in scenario analysis.

Deep financial knowledge of biopharmaceutical and medical device companies, such as Abiomed, Arthrex, Bioventus, Ferring Pharmaceuticals, Integra LifeSciences, Sanofi Genzyme, Stryker Corporation, Vertex, Wright Medical Group, Zimmer Biomet.

Superior communication, organization, and presentation skills – oral and written.

Profound software application skills, including Microsoft Office Excel, Word, and PowerPoint; ERP applications – Oracle, PeopleSoft, and SAP; Business Intelligence – Hyperion and Business Objects. Financial – BaseLine, Bloomberg, and FactSet.

Established hundreds to thousands of relationships with institutional investors, c-suite executives, and investment professionals on both the buy- and sell-side.

Buy-side relationships include Alliance Bernstein, Blackrock, Bain Capital, Capital Research, Columbia, Fidelity, MFS, Primecap, Putnam, T. Rowe Price, Vanguard, and Wellington.

Sell-side relationships include Citicorp, Goldman Sachs, JP Morgan, and Morgan Stanley.

Have worked closely with CEO’s, CFO’s, and investor relations (IR) to accurately present a company’s financial strength, industry position, and competitive advantage.

Served as a key point of contact for all levels of investors and company executives seeking a deeper understanding of a company’s perception and investor sentiment.

Constructed detailed market, product, and customer profiles, to identify differentiation in strategy, features, profitability, and capital needs for senior management.

PROFESSIONAL EXPERIENCE

CL KING & ASSOCIATES Boston, MA

Senior Financial Analyst, FP&A, Investor Relations

Joined CL King to provide financial analysis and investment research on publicly traded mid- and large-cap equities. Partnered with senior management teams to provide a comprehensive understanding of financial KPI’s, market position, and investor perception (2015-2020).

Responsibilities and Accomplishments

Constructed detailed financial models for FP&A, by product line, geography, and customer segment, highlighting and analyzing key performance indicators.

Analyzed historical financial results including income statement, balance sheet, and cash flow statements, as well as revenue results, BVA. Created detailed short- and long-term forecasts.

Established detailed revenue and operating forecasts for several companies, across multiple industries and market capitalizations.

Built relationships on both the buy-side and sell-side of Wall Street, as well as corporate America with long only funds, hedge funds, pensions, and high net worth individuals.

Provided tactical and strategic insights, to address the complex business questions facing senior management and investor relations (IR). Presented findings daily in written and oral form.

Organized non-deal roadshows, presentations, and industry conferences for investors.

Prepared detailed investment and performance reports for the companies I analyzed. Presented findings in written and oral form, daily, to investors, managers, and senior executives.

SURVEYOR CAPITAL MANAGMENT Boston, MA

Senior Financial Analyst and Portfolio Manager

Recruited to Surveyor Capital to provide senior portfolio managers with critical financial, KPI, and investment research for money management (2012-2015).

Responsibilities and Accomplishments:

Created detailed and systematic financial models to provide senior managers with critical budgeting, revenue, cost, and KPI assumptions. Established a continuous feedback loop.

Generated reports to pinpoint critical KPI’s in a company’s product and revenue structure, identifying how much they are worth to revenue, earnings and the company’s stock multiple.

Performed discounted cash flow, comparative valuation, and incremental margin analysis to highlight key drivers of performance. Translated these findings to the company’s stock price.

Supervised and trained junior analysts on our money management team.

Significantly increased assets under my supervision to $750MM from $150MM when I started.

Generated an average return on equity capital (ROE) of approximately 22%.

KINGDON CAPITAL MANAGMENT New York, NY

Senior Financial Analyst and Portfolio Manager

Recruited to Kingdon Capital to join the research and management team of 8 portfolio managers and 16 financial analysts. Investment areas included Life Sciences and TMT sectors (2009-2011).

Responsibilities and Accomplishments:

Collaborated as a financial team of portfolio managers and analysts to invest capital in life science and TMT companies on a global basis in multiple currencies and under different accounting standards.

Provided detailed financial analysis and discounted cash flow analysis to assist management on making investment decisions and sizing those decisions appropriately. Collaborated with portfolio managers to optimally construct investments around my ideas.

Created a valuation and industry framework to identify over-valued and undervalued securities, using a capital asset pricing model (CAPM) and risk adjusted discount rate.

PUTNAM INVESTMENTS Boston, MA

Senior Financial Analyst and Portfolio Manager

Recruited to Putnam Investments to build out the firm’s global research effort and to co-manage the firm’s Global Research Fund. Provided research on more than 250 publicly traded companies, spanning all sectors, capitalizations, and geographic locations (2008).

Responsibilities and Accomplishments:

Provided continuous financial and KPI analysis to on publicly traded companies to portfolio managers for investment decisions.

Consulted with senior management and investor relations on how to best position and market the company to investors for maximum valuation.

Top 5 Investment ideas generated a compounded return of 385% over a 3-year period.

COLUMBIA MANAGEMENT GROUP Boston, MA

Senior Financial Analyst, FP&A

Recruited to Columbia Management Group (CMG) to establish research coverage of TMT sectors. Actively provide research coverage on more than 250 companies (2002-2008).

Investment Performance and Accomplishments:

Performed daily analysis on asset, cash, and equity positions. Provided detailed analysis of portfolios and value at risk (VAR) analysis.

Trained several junior and mid-level financial analysts on FP&A and model construction.

Authored hundreds of investment reports for senior management teams on a global basis.

ABN AMRO New York, NY

Senior Financial Analyst, FP&A, Investor Relations

Joined ABN AMRO with a team of senior analysts to establish a global franchise of financial analysis and investment research, focusing on the world’s largest companies (1999-2002).

Responsibilities and Accomplishments:

Worked closely with senior management teams and investment bankers to position a company’s IPO, secondary, and debt financings. Achieved maximum valuations and institutional placement.

Provided financial analysis (FP&A), KPI, and business strategy to c-suite executives and IR.

RAYMOND JAMES FINANCIAL New York, NY

Senior Financial Analyst, FP&A, Investor Relations

Recruited to Raymond James to establish the firm’s software franchise. Initiated coverage of large capitalization software companies and participated in several financing transactions (1997-1999).

Responsibilities and Accomplishments

Performed competitive market analysis on products, companies, capital allocation, and use of free cash flow. Outlined ways to improve balance sheet efficiency and improved working capital.

Travelled globally to meet with management teams, investors, and industry experts.

RODMAN AND RENSHAW New York, NY

Senior Financial Analyst, FP&A, Investor Relations

Promoted to Senior Financial Analyst at Rodman and Renshaw to spearhead the founding of the firm’s expanding research and FP&A practice. Focused on emerging growth companies (1996-1997).

Responsibilities and Accomplishments:

Constructed detailed financial models for financial planning & analysis (FP&A) purposes.

Authored ground breaking investment reports on numerous industries and sectors.

DEAN WITTER REYNOLDS New York, NY

Financial Analyst, FP&A

Recruited to Dean Witter from business school to work with a highly ranked II analyst. Authored detailed reports and financial models. Research focused on life science and TMT sectors (1994-1996).

Responsibilities and Accomplishments:

Provided detailed financial planning & analysis (FP&A) of public traded equities, focusing on budgeting, revenue forecasting, KPI analysis, and organic revenue growth.

EDUCATION

UNIVERSITY of ROCHESTER

WILLIAM E. SIMON GRADUATE SCHOOL OF BUSINESS ADMINISTRATION

Master of Business Administration (MBA), June 1993

Concentrations: Finance and Corporate Accounting

UNIVERSITY of MASSACHUSETTS

COLLEGE OF ENGINEERING

Bachelor of Science Electrical Engineering (BSEE), Cum Laude, June 1991

Major: Electrical Engineering

Minor: Economics

COMPUTER SKILLS

Microsoft Office – Access, Excel, Outlook, PowerPoint, and Word.

ERP – Oracle, PeopleSoft, and SAP; CRM – SalesForce.com.

Business Intelligence – Business Objects and Hyperion.

Financial –BaseLine, Bloomberg, FactSet, and QuickBooks.

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