Sep 2012 – Nov 2013 · 1 yr 2 mos · Greater Los Angeles Area

• Senior Financial Analyst as part of the Strategic Analysis Department of the rapidly growing creator of the nation’s most popular in-home fitness and weight loss solutions including P90X® and Insanity®.
• Provide financial/business support to the executive team through the annual budget and monthly forecasting processes.
• Identify and research monthly and quarterly variances to budget and forecast, proactively identifying opportunities for improvement.
• Build and use financial models based on varying scenarios provided by the executive team.
• Create new tools/reports to support the expansion of Finance and Strategy responsibilities.
• Analyze customer retention and churn patterns and build complex models to forecast revenue and cost of goods sold.
• Present forecasting methodology and analysis to the executive team.
• Work closely with functional areas to understand business flow and key drivers of financial statements.
• Perform a variety of business analysis through building financial models to support cross-functional teams with ad hoc requests.
• Lead meetings with more than 20 directors and vice presidents to determine cost savings opportunities and coordinated their efforts to ensure the successful completion of cost reduction projects.
• Participate in strategic planning and other special finance projects.

Jun 2011 – Sep 2012 · 1 yr 3 mos · Greater Los Angeles Area

• Provided investment banking and other financial advisory services to public-company and private-company clients in the context of mergers and acquisitions, leveraged transactions, corporate reorganization and strategic alternatives.
• Primary responsibilities included providing valuations, fairness opinions, solvency opinions and other transaction-related financial advisory services.
• Created client presentations evaluating the strategic and financial feasibility of proposed mergers, acquisitions, divestitures, spin-offs and asset purchases.
• Performed pro forma merger consequences, public and acquisition comparables, discounted cash flow analysis, leveraged buyout analysis and sum-of-the-parts analysis.
• Limited Representative - Investment Banking (Series 79)
• Uniform Securities Agent (Series 63)

Jun 2010 – Aug 2010 · 2 mos · Greater Los Angeles Area

• Buy-side and sell-side advisory. Served as financial analyst on small deal teams for various public and private engagements.
• Responsibilities included substantial financial modeling, presentation material preparation, Capital IQ screening, and industry analysis.