Securitization CLO Consultant

TAYLOR TUCHMAN

954-***-**** *************@*****.***

OBJECTIVE

I am seeking employment with a company where I can utilize my skills, educational knowledge, and past experiences to learn, grow, and develop as a young professional in the finance industry. EXPERIENCE

Deloitte & Touche, Securitization Consultant July 2019 – Current

Advise investment banks, primary broker dealers and various asset originators on performing complex procedures on transactions throughout the lifecycle of a Collateralized Loan Obligation

Recalculate financial ratios and analyze collateral details on portfolios ranging from $500MM -

$2B USD

Conduct due diligence and build excel-based models to recalculate portfolio criteria for closing and effective date transactions using Wall Street Office

Review client-prepared reports to ensure cash flows and collateral tests are accurately reported

Assist issuers, underwriters and attorneys to successfully execute securitization offering documents related to various asset types and structures Bank of America, Advisor Development Analyst Program June 2018 – August 2018

Conducted product, market, and client research

Applied my financial acumen and analytical skills to support a variety of projects as required by our clients and business leaders

Executed in roles such as Client Engagement, Managed Solutions, Portfolio Review, Relationship Management, Sales & Operations, etc.

Worked on strategic projects focused on sales, research, operations, and client experience EDUCATION

Florida State University, Tallahassee, FL May 2019 Bachelor of Science in Finance

CERTIFICATIONS

CFA Level 1 Candidate February 2020

HBX Harvard Business School March 2019

Certificate in Business Analytics

Bloomberg Market Concepts Certification March 2019 Work experience in financial analysis as well as budgeting/planning Bachelor's degree in a quantitative field (Accounting, Finance, Economics, CIS, etc.) Strong understanding of the 3 financial statements and how they are interrelated A "roll-up-your-sleeves" entrepreneurial attitude Foundational understanding of GAAP and accounting Strong Excel skills Strong organizational and communication skills and the ability to prioritize multiple responsibilities and deadlines Healthcare or Industrial Services industry experience is a plus Experience with Microsoft Dynamics 365 and/or BI360 is a plus Experience with acquisitive and/or growing businesses is a plus Assist with activities related to financial health monitoring, reporting and variance analysis, performance measurement, planning and forecasting, and financial modeling for a specific set of portfolio companies Help maintain and build financial models and projections (P&L, Balance Sheet, Cash Flow Statement) Develop and deliver monthly operational and financial reporting and analysis Prepare variance analysis and provide clear, concise qualitative assessments of performance to management Select and track financial and operational KPls Continually assess company health by monitoring cash, working capital, leverage, and covenant compliance Translate financial data into business insights Create dashboards and reports using Tableau and BI360 Distribute and communicate data to management and other stakeholders at Dorilton and our portfolio companies

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