Selected projects, technology:
• Saved Credit Card Services 24 working days p/yr via macros and Excel Visual Basic for Applications.
• Produced 1500 Chase Poll reports using Access database, SQL, macros, VBA, and Adobe Distiller.
• Created Portfolio Tracker application that cut costs by 57% by connecting to Bloomberg via API.
• Built a multi-source (JD Edwards, Excel, Access, SQL) reporting tool that grew productivity by 60% and generated custom reports.
• Designed and built emerging markets economic database in Microsoft Access for a hedge fund.
• Built leveraged buyout financial models in MS Excel for plastic products manufacturer.
• Prepared term sheets, teasers, investor presentations, PPM in PowerPoint, Word, Adobe Acrobat.
• Built Excel portfolio accounting models to track trading for $14 mln portfolio of 92 companies.
Selected projects, finance and operations:
▪ Advised a leading consumer products $70 mln manufacturer on MBO and recapitalization.
▪ Advised a leading home shopping company on $8 mln financing by international private equity fund, operations and strategy.
▪ Performed deal and capital sourcing, deal structuring, analysis of mezzanine financing, negotiation.
▪ Developed a business plan for expansion and financing in the US of Chinese building materials firm.
▪ Researched cleantech and greentech, sourced recycled content and chemicals.
▪ Recommended business plan, cross-border strategy and R&D services for a portfolio company.
▪ Analyzed companies in technology, financial services, biotechnology industries for $14 mln portfolio.
Technology, operational and business advisory on a global scale.