Manager Analyst

Samuel Maxwell Levy

404-***-**** ****.******.*@*****.***

PROFESSIONAL EXPERIENCE

Connectivity Wireless, Manager Atlanta, GA

Sponsor backed provider of wireless infrastructure to large venues August 2019 – Present

• Report direct to CFO providing strategic finance, FP&A and modeling support

• Secured $50mm equity investment in June 2020 from a public telecom. Built valuation model, CIM, term sheet analysis. Deal team consisted of CEO, CFO and myself

• Worked with CFO to refinance existing debt with a $105mm new facility, which included a $55mm delayed-draw term loan based on unique leverage metrics

• Rebuilt pricing process through data insights; increased average project yield from 14% to 18%

• Transformed cash forecasting process; worked with 3 merged companies to get greater visibility into current/future cash positions

• Spearheaded a working capital optimization project that improved cash conversion cycle by more than 12%

• Participate in weekly executive meetings with C-suite to set priorities for staff and decide on appropriate strategic initiatives

• Worked with private equity junior team to create employee option plan for 80+ current employees

• Built 2020 budget and revenue forecast and created a step-up employee bonus plan based on revenue thresholds J.P. Morgan, Analyst New York, NY

Leveraged Finance/Corporate Client Banking June 2017 – April 2019

• Leveraged finance and diversified industries coverage for companies with revenues in excess of $500mm

• Extended $3bn+ of bank exposure for acquisition financing, general corporate purposes, and working capital optimization

• Supported 2 lead-left executions including a $700mm/€100mm acquisition financing for a steel manufacturer and a $2bn debt financing for a well-known fashion brand

• Analyzed financial statements, projected covenant levels, and structured credit facilities for 20+ clients mainly in the transportation, manufacturing, and textile industries

• Supported senior bankers providing advice to corporates for financing alternatives, capital market activity, capital structure advisory, treasury services, and derivatives

• Performed working capital analysis for Corporate Treasurers; pitched recommendations to streamline treasury functions including global cash management, pooling structures, account rationalizations, liquidity solutions, and FX solutions

• Created 50+ presentations and pitch books for client executives and boards providing financial and strategic advice including pro forma financials, capital structure tables, transaction rationale, and credit facility terms

• Received top 20% ranking in national analyst pool of 100+ analysts Goldman Sachs, Summer Analyst Atlanta, GA

Investment Management Division June 2016 – August 2016

• Developed financial models, assessing hypothetical and historical performance of various investments

• Prepared and presented an annual review of an existing client’s $120mm personal portfolio and pitched growth opportunities

• Analyzed private equity investments, including cash flow and fund performance analysis and consolidated analyses for overall performance for portfolios in excess of $50mm

EDUCATION

New York University – Leonard N. Stern School of Business New York, NY Bachelor of Science in Business and Political Economy (BPE) August 2013 – May 2017

• GPA: 3.50/4.00

• BPE at NYU Stern is a highly selective program for 30 students that includes a full year in London and semester in Shanghai. The program prioritizes traditional finance and accounting, economics, international relations, and political science

• Key Courses: Corporate Finance, Foundations of Finance, Decision Models and Analytics, Financial Accounting, Asian Political Economy, European Political Economy, Business Communications Skills and Licenses

Computer: Proficient in Bloomberg, FactSet, CapIQ, BamSEC, Thompson One, Microsoft Office Licenses: Series 79, Series 63

Languages: Basic Spanish

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