Financial Analyst Manager

Berke Tahirgil

New York, NY 917-***-**** adixbt@r.postjobfree.com

Executive Leadership Profile

Sr. Financial Analyst with over 10 years of diverse experience in corporate finance, restructuring, business development, process improvement, and financial reporting implementation. Roles of strategy were held in high exposure roles of finance and operations for public and privately-held companies (multi-billions in annual revenue), with a proven track record of integrity, leadership, and results, driving the attainment of data integrity and overall business turnaround. Exceptional turnaround specialist, able to embrace and implement change and win consensus in dynamic and changing environments. Skilled at partnering finance with core operations and developing productive cross-enterprise alliances to drive positive corporate outcomes through quantitative and qualitative skills, which include:

- Strategic Financial & Operational Planning - Budgeting, Forecasting and P&L - Revenue/Profit Optimization

- Financial Modeling/Planning & Risk Management - Operational & Financial Analysis - Cash Flow Management

- Corporate Finance Reporting - Projections/Forecasts - 13-Week Cash Flow Modeling - Capital Expenditure Analysis - Financial Statement & Reporting - Process Improvement Strategy - Mergers and Acquisitions - Sensitivity/Scenario Modeling

Professional Experience

ATALIAN Global Services LLC - 10/2019 – 9/2020

■ Sr. Financial Analyst

French global facilities management company breaking into North America, through the purchase of 6 US companies. Looking to integrate and merge, and expand market share across the United States. Joined team as full-time Sr. Analyst to assist with the restructuring efforts and implementation of FP&A function.

Select Achievements

Assist accounting department with monthly close, including validation of P&Ls, and EBITDA for entities outside of the GL system (pre-integration efforts, as major restructuring left an untrained accounting staff, with large amounts of data for 3 separate entites that are not yet in the accounting system.

Maintaining monthly reporting and MBR packages; reporting performance of various acquired companies (broken down as “regions” at ATALIAN USA).

Building new financial models and creating new KPIs to bring color to this heavily margin driven business through data mining and manipulation. Assisting in creation of new methodology for visibility into the batch of data that has not yet been integrated.

Overseeing monthly commissions process, with ultimate goal to improve current protocol, and eventual automation.

Created and coded a GL Power Query model which takes raw data and builds models for the entities not currently in JD Edwards accounting system. Automated multiple KPI reports through Power Query coding and model building. This new Excel tool is pivotal in automating regular monthly reporting, and saved valuable resource time by immediate refresh of new month’s P&L, which accounting department referred to in order to validate their own accuracy.

PRIVATE EQUITY - 4/2015 – 9/2019

■ Consulting- Sr. Financial Analyst/Finance Manager

In order to step outside of financial services, spent recent years taking a leading role in various sectors as a senior analyst and/or manager and strategy consultant to help spearhead major change and scaling up in various companies, ranging from $135m annual revenue to multi-billion in annual revenue. Sectors included positions from NYC to South Florida in: media, telehealth, fitness, insurance, agriculture, retail energy.

Select Achievements

Created a comprehensive 13-Week Cash Forecast, updated weekly using the new and improved data. Reported to all stakeholders, including the Private Equity bankers in NY; ran weekly touch-point calls on the matter.

Implemented a regular tracking of KPIs to be reported monthly to senior management through concise summaries for review: gross margins, expenses as a percent of revenue, net change in membership gains/losses, LTM and rolling 3 month leading indicators. Spearheaded new effort with the IT function to automate generation of these KPIs and timely reporting into an operational website for viewing by senior management and key stakeholders

Created a dynamic revenue projection model based on several possible scenarios, dependent on: 1) commodity index pricing yields on certain vegetables, 2) several business strategies on how the company would be run, and 3) the scalability of these various business models. Created all models with sensitivity and scenario adjustment capabilities.

Played a pivotal role in the creation of a comprehensive 2016-2018 budget, (the first budget developed by the Company in its history).

Maintained strong relationship management between departments and stakeholders; strong acumen in “knowing one’s audience” in order to develop presentations specific to each stakeholder’s needs.

Created monthly, quarterly, annual decks for management, as well as maintaining a detailed documentation of all processes (new and old), including data flows, process/protocol instructions, and detailed explanations of how to use models.

Implemented a regular monthly reporting of Same Store Sales% analysis, to be viewed in several different ways (mirroring the main competitor’s SEC filing definition, and various other manners of spinning the figures); continued to refine and add to this analysis new functions that allowed for deeper viewing into particular areas of revenue (examples of this can be further explained at request).

Assisted in creating a projection model to test covenant compliance by measuring leverage ratios, by month for a rolling twelve-month period

Identified weaknesses and areas of major concern in the back-office accounts payable processes which were leading to serious data integrity issues and assisted a team of consultants in putting together a report for executive management to highlight these areas of office operation that needed immediate attention.

Spearheaded an effort to bring in all stakeholders of our data integrity to figure out how to streamline maximum use of our technology and human resources, to improve timeliness of reporting, and integrity of data being reported; this resulted in saving up to 3 days each week by replacing manual processes with refreshable reports.

Served as a liaison between various parties at a company that was still in its infancy in communicating between departments and stakeholders; served as a bridge between the executive partners, accounting teams, IT, and the investment bankers in NY on a weekly basis.

Created pro-forma EBITDA models for any potential mergers or acquisitions; took part in strategic calls relating to such potential deals.

Moody’s Investor Services New York, NY 04/2012 - 06/2014

■Financial Analyst

Recruited by this leading rating agency as part of a new business planning team, created to handle budgeting and corporate finance reporting and analysis for all the business lines.

Select Achievements

Provided analysis, forecasting and budgeting support to Moody’s Investor Services strategic planning initiatives and financial management, dealing with $900m plus in annual sales across all lines.

Synthesized data from multiple systems, and sources into workable, and analyzable format. Regularly dealt with finding solutions to this hurdle.

Analyzed large pieces of data, with the ability to hone in on trends, anomalies, concerning figures, or any other obvious or subtle numerical occurrences in the data.

Created new financial analysis models, business models of operating results, and monthly financial reports, using large amounts of data.

Prepared presentations and reports for senior management on a monthly basis, compiling all the analyses for all business lines; provided insightful analysis in these presentations by highlighting historic/current/future business performance, and how market trends play role within this.

Managed several important ad-hoc projects requested by senior management, such as a 70 page quantitative and qualitative analysis and presentation on portfolio management by our account sales teams, and an 85 page quarterly presentation for senior management and pricing committee (pricing committee presentation is used by top management levels to make impactful decisions that will effect Moody’s performance and revenue).

Maintained a consistent pace, energy, and mental endurance, being able to retain a level of excellence once obtained, and excel above a certain standard, in a very fast paced and highly regarded group within a large company.

American International Group, Inc. New York, NY 06/2007 - 10/2011

■Financial Analyst

Hired as member of a new team created specifically for the purpose of restructuring and legal entity simplification for this multi-billion dollar company. The team started off as 3 individuals, working under the CFO, to eventually 50+ individuals working globally. The purpose of the role was to make the firm more regulator- and customer-friendly, transparent, and financially efficient.

Assisted with implementation of various restructuring initiatives as part of a team put together to improve efficiency and transparency, while creating a more regulator-friendly environment; transactions include: mergers, separations, dissolutions, organizational ownership changes, dividends, capital movement, system and tech changes.

Owned and managed various middle level projects, requiring the skill sets of a financial analyst, project manager, and consultant all combined.

Created financial models through advanced use of excel: pro forma projections, quota share models, risk models, capital adequacy (covariance methodology measure factors such as credit risk, reserve risk, fixed income risk, etc.) for regulatory purposes and for rating agency purposes (AMBest, etc.).

Assisted in the preparation of Statutory financial statements on a quarterly and annual basis for government filings.

Established control process to analyze and reconcile data utilized in financial models and consistent monthly reporting.

Actively participated in meetings, calls, and discussions with senior executives and key decision-makers throughout the restructuring process.

Discovered various elements of the business that could be improved, effectively obtained approval for implementing change, and helped bring projects to completion such as: 1) identified unnecessary systematic and technological steps which caused inefficiency and lack of transparency, proposed method of termination, and implemented process, eliminating this step and/or process, 2) discovered areas where our applications and financial data resources were lacking, created a design for this system, and aided in its implementation.

Created and gave presentations on an array of topics such as: legal entity financial status related to restructuring initiatives, business risk and capital adequacy risk matters relating to companies, analyzed and projected out potential legal entity performances for license requests to state regulatory agencies.

Tracked and analyzed General Operating Expenses for specific divisions on a monthly basis and handled variance analyses; focused on professional service fees and expense patterns of Chartis Finance to determine potential inconsistencies in reporting methods and potential improvements in how expenses were tracked in the ledger.

Education and Certifications

Bachelor of Arts Degree in Economics – Columbia University

New York, NY

May 2002- May 2004 (Completed 4 year program in 2 years)

Computer/Software

●Microsoft Office (Word, Excel, PowerPoint, Outlook)

●Hyperion/Smartview, Great Plains

●Cognos, Saas plug-ins

Activities/Skills

Money Account Reports (MAR) Hedge – Fall 2002/ Spring 2003

●Researched, tracked, and compiled hedge fund database. (Wrote article for March 2003 issue discussing the increase in hedge fund investment among university endowment boards (available upon request).

National Women’s World Cup Soccer Team (Turkey) Spring 2001

●Accepted on professional soccer team, as a goalkeeper.

Orchestra

●Playing oboe, piano, guitar, and saxophone in various music groups.

Languages

●Fluent Turkish

●Some French

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