Financial Analyst Resume Example
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FINANCIAL ANALYST
Professional Summary
Achievement-driven team player with a demonstrated history of problem solving, eager to join and be mentored at the Sherpa Capital Family.
Education
Bachelor of Science: Finance2012
MARQUETTE UNIVERSITYCity, State
Business Administration Finance
MARQUETTE UNIVERSITYCity, State
Business Administration Finance
Work History
Financial AnalystJun 2012 - Current
Environmental & OccupationalDenver , CO
Environmental & OccupationalDenver , CO
- Currently serving as an Analyst for the Chief Financial Officer and Chief Strategy Officer.
- Tasks include day-to-day support, P&L analysis, budgeting, expense analysis, variance analysis, and preparing miscellaneous financial reports for the agency across all departments and divisions.
- Recipient of the CAA Certificate of Appreciation Award in recognition of outstanding contributions to the Finance and Accounting Department: Forensic analysis resulted in the collection of $12.2 million in outstanding commissions as well as money due to clients, including negotiation and settlement claims for clients.
- Cultivated and built a strong network of relationships internally and outside the entertainment industry.
- Supported internal M&A team with valuation analysis using various methodologies including discounted cash flow, trading comparables and transaction comparables.
- Collaborated with credit underwriting team on analysis and participated in the origination and execution of a $700 million debt facility to finance M&A transactions.
- Coordinated and helped prepare presentation materials for use in client meetings, covering topics such as strategic alternatives and capital markets activity.
- Also prepared presentation materials for client meetings and client negotiations for overall agency.
- Participated in all stages of transaction executions, from the pitch phase, deal structure, valuation through to closing.
- Notable M&A activity includes CAA's transaction of majority equity sale to private equity investment firm Texas Pacific Group (TPG), as well as the acquisitions of CAA 11, Inside SEG, PGW, Fermata Partners, CAA Premium Experience and ICON Venue Group.
- Advising and consulting integration responsibilities including on-boarding acquired companies to adopt CAA practices and procedures as well as developing and executing integration strategy.
- Role also entailed client research, ad hoc due diligence, strategy, valuation, investor relations, standards and controls, legal issues, financial modeling, research analysis and pitch decks.
Agent AssistantJan 2012 - May 2012
Environmental & OccupationalGaithersburg , MD
Environmental & OccupationalGaithersburg , MD
- Supported
two agents specializing in below the line representation for models.
Responsibilities included: general
administrative duties, submitting and assisting negotiations for clients,
creating and managing projects on casting networks, handling high volume of
incoming and outgoing phone calls, managing multiple calendars, coverage, daily
errands as well as managing relationships with Buyers and Casting Directors.
Financial AnalystJul 2011 - Aug 2011
Ccc Information Services Inc.Altoona , PA
Ccc Information Services Inc.Altoona , PA
- Provided
miscellaneous financial support for Corporate Finance department. Tasks
included forecasting, budgeting, detailed financial planning, internal
auditing, cash flow analysis, analytical P&L support, payroll and ad hoc
analysis while managing multiple time-sensitive projects simultaneously,
including a Studio Renovation project.
ParalegalJul 2010 - Aug 2010
SkillzPortland , OR
SkillzPortland , OR
- Served in a paralegal capacity for a private practice, which specializes in Estate Planning and Wills.
Personal AssistantJul 2009 - Aug 2009
PARAMOUNT PICTURESCity , STATE
PARAMOUNT PICTURESCity , STATE
- Served in a personal assistant capacity to support the former President of Television Production at Paramount Pictures.
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Resume Overview
School Attended
- MARQUETTE UNIVERSITY
Job Titles Held:
- Financial Analyst
- Agent Assistant
- Paralegal
- Personal Assistant
Degrees
- Bachelor of Science : Finance 2012
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