Resume 2009 - Andre Morales

Andre R. Morales

*** *. ******* *** // *******, IL 60148

646-***-**** // ************@*******.************.***

EMPLOYMENT

Summary: My experience is built on world-class finance training in various finance roles within companies successfully negotiating difficult operating environments. Those roles have given me a broad set of skills and tools that allow me to address the complex financial challenges facing both large and small firms today.

2008 - 2009 SILVER LANE ADVISORS

New York, NY

Investment Banking Associate

Silver Lane Advisors is a boutique investment banking/strategic advisory firm specializing in the wealth and asset management industry.

• Determined potential for value creation within the context of potential transaction and recommended avenues to increase value in line with client’s objectives. Produced various financial and strategic analyses for clients including: evaluating potential targets for sell-side and buy-side assignments, producing pro forma and projected financial statements and models, analyzing financial viability of proposed deal structures including issues such as succession planning, cultural “fit” and tax.

• Led financial modeling for a successful “lift out” of two broker teams with $7B in AUM from a major wirehouse to an independent platform, where the buyer had never completed a similar transaction

• Completed valuation for independent multi-family office with $2B in AUM for the purposes of an ongoing legal matter with limited company information due to management dispute

• Supervised two analysts: determined intra office workflow, first editor on all analyst work product, charged with mentoring and assisting analysts’ professional progression toward Associate level

• Led research for all firm-generated industry analysis distributed to clients or for general publication

2006 - 2008 GENERAL MOTORS CORPORATION

New York, NY

Senior Treasury Analyst – New York Treasurer’s Office

• Business Development Group, Supply Risk Management Team: Oversight for 15+ financially distressed GM suppliers. Coordinated financial, legal and operational initiatives with internal and external experts to provide relief to distressed suppliers and/or find and develop alternative suppliers in order to maintain GM’s continuous production. Oversight for all funding decisions including price renegotiation, direct cash infusions, defensive capital spending and cash management decisions. Revenue of Suppliers in Portfolio: $500M+

• Foreign Exchange and Risk Management Group: Total Notional Value of Hedge Portfolio under Direct Management: $2B. Worked with Treasury senior management, GM Corporate as well as GM entities in North America, Asia and Europe to hedge global FX exposures to reduce earnings volatility and ensure superior risk management when GM’s financial status limited trading counterparties. Responsible for regularly providing Treasury and GM senior management on economic/political updates for coverage region and suggesting and executing potential defensive hedging strategies

Summer 2005 LEHMAN BROTHERS

New York, NY

Summer Associate, Investment Banking Division, Global Industrial Group

• Prepared detailed financial and strategic analyses for several Fortune 500 clients evaluating acquisition/merger/financing opportunities across a broad range of verticals including chemicals, manufacturing and electrical supply distributors, and tooling and advanced material manufacturers

2001 – 2004 GENERAL ELECTRIC COMPANY

Cincinnati, OH

(2003 – 2004) Financial Planning & Analysis – GE Engine Services

Responsible for developing financial reports, budgets, and forecasts required to meet financial and operational objectives

• Managed financial planning and budgeting for a $200M engine component repair facility, collaborated with senior operations leaders, reporting directly to the Finance Manager and General Manger, as one of the youngest employees of the facility

• Led cross-functional team to reduce accounts receivable balance by 30% and generate $10M+ in incremental free cash flow by working with 50+ domestic and international clients

• Initiated project which resulted in $5M increase in operating margin in 2004 by more accurately tracking and reporting which parts were applicable for over 30 different customer rebate programs

(2001 – 2003) Financial Management Program – GE Aircraft Engines (GEAE)

Four (4) 6-month roles in Accounting, Finance, FP&A and Mergers & Acquisitions + coursework

• Developed and oversaw all financial modeling regarding a GEAE $200M international acquisition. Responsible for determining target valuation and leading financial due diligence efforts. Contributed to preliminary integration planning involving senior management from both GEAE and target company.

• Two (2) FP+A rotations: GEAE Engine Services ($6B in revenues) and GE90 Program (1,600+ engines produced to date). Both roles were in the immediate aftermath of 9/11 and the worse downturn in the history of commercial aviation. Saw first-hand how senior management worked with customers to provide creative relief to solidify market position while also pushing to meet internal GM metrics

• Six Sigma Certified (Developed financial reporting and tracking tool that was rolled out across the GEAE – Engine Services division globally); Awarded 2002 FMP Community Service Award

1999 – 2001 PLATFORM NETWORK CORPORATION (www.platform.net)

New York, NY

Partner Coordinator/Production Manager

• Managed all critical business partnerships with over 40 partner companies. No single point of contact for partners before my arrival. Instituted regular communication schedule with partners as well as established new processes and controls to more effectively handle partner-specific workflow

• Initiated partnership tier structure and helped develop partner portfolio metrics and evaluation criteria to periodically re-evaluate current and potential partnerships which eliminated non-performing relationships, allowing the company to more efficiently allocate resources and bring on new partners

• First and only full-time Business Development staff member. Direct report to the President and COO regarding partner portfolio issues

EDUCATION

2004 - 2006 KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY

Evanston, IL

Masters of Business Administration

• Majors: Analytical Finance; Management & Strategy

• Robert F. Toigo Fellowship Recipient

1995 – 1999 COLUMBIA UNIVERSITY

New York, NY

Bachelors of Arts: Political Science with minor in Economics

1997 – 1998 LONDON SCHOOL OF ECONOMICS

London, UK

General Course Graduate in International Relations

OTHER INTERESTS

• Long track record of community involvement focused on high-school tutoring/mentoring

• Enjoy reading, running (currently training for half-marathon) and attending live music performances/festivals

• Currently preparing to take CPA exam in early 2010

Contact this candidate