Accomplished financial professional with background in corporate finance, financial/quantitative modeling, credit analysis, business analysis, equipment leasing, asset-backed securities, research and capital markets. FINANCIAL/QUANTITAVE MODELING Adept at creating and running models to study ...more

Accomplished financial professional with background in corporate finance, financial/quantitative modeling, credit analysis, business analysis, equipment leasing, asset-backed securities, research and capital markets. FINANCIAL/QUANTITAVE MODELING Adept at creating and running models to study effects of corporate actions or changing market conditions on company financial results. Captured/maintained time-series data enabling the analysis of key financial metrics. Representative models include: Weighted average share model used in earnings per share forecasting Regression model predicting US mortgage volume Bancware model to run asset/liability analysis of bank's interest rate risk Black-Scholes model for stock option expensing Models used to structure and analyze asset-backed securities, including CDOs CORPORATE FINANCE Kept abreast of capital markets. Created presentations for senior management summarizing current market landscape and results of various financial analyses. Directed evaluation and execution of bond issuance. Monitored and analyzed key competitor activity. Managed a $290M portfolio of IT leases. Created and implemented a SharePoint site companywide to optimize the leasing activity. Ran share repurchase program. CREDIT ANALYSIS / RESEARCH Performed company research to evaluate credit worthiness of corporate borrowers and financial counterparties. Managed a portfolio of financial institution borrowers including health, life and property casualty insurance companies. Monitored covenant compliance; wrote periodic reviews to affirm risk rating within bank policy, kept abreast of current industry developments. Member of bank's credit risk review team which analyzed the underwriting, adherence to policy and risk rating of borrowers in bank's lending areas. BUSINESS ANALYSIS Wrote technical specifications for fixed-income securities. Served as business/technical liaison.less