PROFESSIONAL SUMMARY:

• Accomplished finance professional with over 15 years of progressively responsible capital markets, corporate finance and accounting experience.
• Strategic, analytical thinker with expertise in financial planning & analysis (FP&A), forecast modeling, business valuation, capital raising and equity and fixed income research.
• Team - oriented leader with strong written and oral communication skills and extensive experience in client facing roles.

WORK EXPERIENCE:

Confidential, Washington, DC

Associate, Sr. Financial Analyst, Financial Planning & Analysis

Responsibilities:

• Work on site at the FAA and lead development of the Flight Service Directorate’s projected 10 year financial baseline forecast for existing services and run scenario analysis assuming the elimination of various services.
• Created Independent Government Cost Estimate (IGCE) for AFSS contract extension, worth over $125 million per year
• Lead management of Flight Service’s Transition Plan master schedule, coordinating over 25 individual projects aligned to supporting the Special Initiatives Group goals.
• Provide on-site leadership to Flight Service’s engagement team for Booz Allen.
• Assist in the development of data visualization dashboard using Tableau software.

Confidential, Leesburg, VA

Financial Advisor, Portfolio Manager

Responsibilities:

• Provide financial advisory services to individuals and institutional investors, as well as small companies.
• Manage high yield and equity investments, and provide fundamentally researched fixed income and small cap equity recommendations to a team portfolio totaling over $350 million in assets under management (AUM).
• Maintain dynamic financial forecast models on about 40 companies in which we are invested or considering investment.
• Offer financial planning & analysis (FP&A) to clients and prospective clients.

Confidential, New York, NY

Managing Director, High Yield, Stressed and Distressed Debt

Responsibilities:

• Performed fundamental credit research on consumer, energy, technology and industrial companies that have high yield, convertible, stressed and distressed debt outstanding.
• Provided sales coverage of corporate fixed income clients and a smaller group of structured product (CMBS and RMBS) investors, assisting them in the analysis of the securities being offered for sale.
• Backed up corporate bond trader and maintained relationships with Street brokers and other dealers.
• Covered and maintained dynamic financial forecast models on as many as 75 companies in various industries at once.
• Offered strategic financial planning & analysis (FP&A) advice to companies under research coverage and recommended restructuring solutions to companies with distressed debt.

Confidential, FL

Treasurer and Investor Relations Officer

Responsibilities:

• Refinanced $195 million credit facility in difficult market by cultivating commercial and investment banking relationships.
• Provided internal financial planning & analysis (FP&A) services for the company and its operating subsidiaries.
• Managed short duration fixed income investment portfolio which ranged in size from $25 to $75 million.
• Increased interest income by over 150 basis points without substantially increasing credit risk.
• Served on 401K investment committee and managed RFP to evaluate alternative 401K providers; recommended a change to a new provider that would save the company and its employees over $225,000 per year.
• Created dynamic 5-year financial forecast model for bank group, which helped set covenants in credit agreement.
• Increased EBITDA by over $650,000 annually by negotiating favorable earnings credit rate with treasury bank and eliminating unnecessary treasury services.
• Performed FP&A to manage borrowings, share repurchases, and evaluate debt repurchases.
• Assisted in creation of FY09 operating budget and preparation of press releases and SEC filings (8-K, 10-Q, 10-K).
• Earned ratings upgrade on public debt from S&P by explaining credit merits to rating analyst.
• Created company’s first earnings call analyst presentation and revitalized company’s investor conference presentation.
• Prepared investor relations and Board of Directors meeting materials in conjunction with CFO and CEO.
• Assisted in SFAS 142 impairment testing of certain acquired companies.
• Vetted merger and acquisition (M&A) opportunities to assist CEO and CFO in reviews of potential acquisitions.
• Completed corporate debt compliance certificates for credit facility and high yield notes.

Confidential, VA

Managing Director

Responsibilities:

• Compiled rating agency presentations for trust preferred securities proposed for inclusion in new CDO.
• Coordinated research efforts for prospective new CDO manager.
• Received single-B ratings on two proposed securities from S&P.

Confidential, Arlington, VA

Senior Vice President, Senior Equity Research Analyst

Responsibilities:

• Initiated coverage of consumer entertainment and leisure sector, initially covering 5 companies.
• Facilitated client meetings with company management teams and had management teams attend FBR conferences.

Confidential, Baltimore, MD

Associate Analyst

Responsibilities:

• Performed fundamental and technical research and analysis on a full spectrum of fixed income securities in order to support the sales and trading activities of over 1,200 retail brokers and over 40 institutional salespeople.
• Used Bloomberg to run alternative prepayment and default assumption vector analysis to perform valuation and risk assessments of mortgage-backed and asset-backed securities.
• Created database which monitored nominal and option-adjusted (OAS) spreads on a variety of fixed income securities including agency securities, MBS, ABS, CMBS, and investment grade corporate debt.
• Used proprietary database to generate relative value investment grade fixed income trading recommendations.
• Used Bloomberg portfolio analytics to rate shock portfolios to predict loss risk in various interest rate environments.

Confidential, Pittsburgh, PA

Mutual Fund Accountant

Responsibilities:

• Performed the daily accounting duties for assigned mutual funds whose assets under management ranged from $25 to $500 million. Assigned funds included Federated, Confidential, and Confidential .
• Calculated the per share dividend to be distributed by funds and sent recommendations to portfolio managers.
• Performed annual expense projections for funds and used projections to calculate daily expense accruals.
• Calculated the daily net asset value (NAV) for assigned groups of funds.