凯文热爱旅行的人
验证专家 in 金融
金融专家
Over his 20+ year career, 凯文 has helped world-class companies, including AT&T, E&Y, Linde, and 卡万塔公司 drive growth through acquisitions and new ventures. He has extensive operational finance experience ($2.5 billion in revenues at Linde America) managing financial planning, 预算, 分析, 和报告. He joined Toptal to work on challenging projects involving M&A, financial modeling, and business plans alongside his other endeavors.
职业生涯突出
Certification Highlights
工作经验
临时首席财务官
卡万塔公司
- Managed a newly formed regional team through a regional reorganization with new reporting requirements.
- Integrated a new acquisition into our forecasting and FP&一个流程.
- Collaborated with the commercial team and identified new ways to improve revenue forecasting for our environmental solutions business.
Senior Director of Strategic 金融
卡万塔公司
- Led complex project finance modeling efforts to bring three renewable energy deals to a financial close, around $1 billion in total investment, which was an integral part of 卡万塔公司's international growth plan.
- 选择, 作为财务主管, to support the new chief transformation officer to drive the full potential plan initiative and track the progress to deliver targeted around $500 million in incremental EBITDA by 2026.
- Led a long-term (5-year) financial model for the international plant fleet (the UK, 爱尔兰, 和中国).
- Reorganized and optimized the analyst team, removed low performers, and hired stronger contributors. Led the team through challenges, 包括COVID-19, strategic restructuring, 公司销售额, maintaining morale without losing productivity.
- Worked with 卡万塔公司 leadership team and PE owners, built financial forecasts and 估值 models used in the acquisition by 卡万塔公司 of the partner's interest in the UK waste-to-energy projects portfolio.
- Assessed and valued various 卡万塔公司 divisions for potential spin-off or sale as part of the strategic review process. Modeled various potential long-term services agreements between a potential division for sale and the remaining core business.
财务总监
Linde Americas (North and South America)
- Built complex financial models to evaluate new business opportunities in terms of IRR, 净现值, and ROI and examined various 场景 and options related to deal and commercial structure in partnership with business development and sales divisions.
- Led 尽职调查 and financial modeling and 估值 for Linde Americas acquisitions, numbering approximately 20 deals ranging in deal value from $5 million to $900 million.
- Created financial forecasts, budgets, mid-term financial plans, and long-term strategic plans. Created KPIs and compared actual performance to forecasts for major business units within Linde Americas.
- 确认, 量化, and tracked cost savings initiatives that led to $15 million in realized savings for our Growth and Productivity program (a four-year initiative). Coached business partners in identifying and quantifying cost savings initiatives.
财务总监
中行
- Led initiatives to improve the ability to forecast, manage, and track spending on large projects. Built and led a multidisciplinary team to achieve system and process changes critical to the success of initiatives.
- Built complex financial models, 场景, and sensitivity analyses to evaluate project profit and loss, 返回, 风险, and net present value for investments ranging from $5 to $200 million in partnership with the global business development team.
- Designed and implemented processes to share procurement and project cost information between 中行's SAP system and its global engineering partner. Primary finance representative on a global team formed to improve capital investment execution.
导演M&A and Business Development
中行
- Rapidly built a pipeline of acquisition candidates. Prioritized and implemented an aggressive action plan to engage potential M&一个机会. Engaged on eight prospective deals closing on the number one target in just over a year.
- Acquired and integrated the acquisition of Environmental Management Corporation (a $60 million acquisition), which marked 中行’s entry into the water services business in North America.
- Led the acquisition integration with no loss of key staff or customers and managed 12 integration sub-teams to complete the integration under budget and within the deadline.
Director of 财务规划 and Analysis
AT&T
- 建立了一个长期, five-year financial model for internal projections and to analyze Business Services' P&L based on changing marketplace conditions, pricing, and volume assumptions.
- Created financial analyses and financial models to provide key financial inputs for Project Grand Slam, a complex split of AT&T的业务部门.
- Created economic value added (EVA) 分析 to demonstrate the value creation and destruction among AT&T Business Services' nine business units. Presented conclusions to group CFO and VP finance.
导演,合并 & 收购
AT&T
- Directed all aspects of domestic and international transactions, including identification, 估值, 尽职调查, contract negotiations, and post-close integration for $300+ million deals, and was a team member on deals up to $11 billion.
- Closed $230 million divestiture under four months (deadline mandated by CFO). Created offering memorandum, 确认买家, 填充数据室, led management meetings, and kept management team focused. Attracted eight bidders leading to a strong 估值.
- Took over a failing $300 million divestiture and closed the highly complex deal within five months. Quickly identified internal and external key issues, mediated conflicts between two law firms supporting AT&T, and overcame deal roadblocks.
Manager, Transaction Advisory Services
恩斯特 & 年轻的
- Performed equity and enterprise 估值s of major US and international companies using discounted cash flow modeling, comparable multiple 分析, and acquisition multiple 分析.
- Analyzed companies in many different industries, including manufacturing (British Tire & 橡胶, 内的国际), entertainment (Rockefeller Center/Mitsubishi, International Ice Capades), 零售(5月, Rent-A-Center), 分布, and business services.
- Managed a team of analysts to complete multiple projects simultaneously on deadline and under budget.
教育
Master of Business Administration (MBA) in 金融
Temple University, Fox School of Business - Philadelphia, PA
Bachelor of Science in 金融
Pennsylvania State University - University Park, PA
认证
税收权益模型
Pivotal180
Certified Management Accountant (CMA)
Institute of Management Accountants
Chartered Financial Analyst (CFA)
CFA协会
Skills
金融
金融建模, Financial Model Auditing, 现金流量模型, Capital Expenditure Planning, Discounted Cash Flow (DCF), 估值, 估值分析, 估值建模, DCF估值, 资本预算, Chartered Financial Analyst (CFA), 股票估值, 合并 & 收购(M&A), 财务规划 & 分析(FP&A), Three-statement Modeling, 项目融资, M&一个建模, Investment Return Scenario Analysis, ROI, Private Company 估值, M&(买方), 估值倍数, 企业融资, 尽职调查, 跨境米&一、收入 & 费用预测, 预测, P&L预测, 收入模型, Management Accounting, Free Cash Flow (FCF), 预算
输出的软件
微软文字处理软件, Microsoft PowerPoint, Microsoft Excel
Data & 分析软件
彭博社,表
行业专业知识
工业气体, 化学物质, Telecommunications, Energy
地理专业
德国, 美国
其他
投资, Discounted Cash Flow Analysis, 制造业, IRR, 业务案例, New Product 业务案例, Excel专家, 商业模式, 演讲, 沟通, 球场上甲板, 战略规划 & 执行, 投标书, 业务规划, 谈判, 清洁能源, 废物管理, 绿色能源, 融资, 可再生能源, Business Plan Consulting, Financial 预测, Key Performance Indicators (KPIs), 长期的计划, 演示设计, Post-merger Integration, 财务分析, 业务建模, 基础设施, 清洁技术, M&A估值(DCF), Tax Equity, Modeling
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