尼尔。 Portus | CFA, CMA
验证专家 in 金融
金融专家
尼尔。 is a 首席财务官 for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.10亿美元IPO. He was also an equity analyst at 巴克莱资本(Barclays Capital) & 雷曼兄弟(Lehman Brothers) and began his career at a boutique investment bank (M&A、重组、债务融资). He's built his operational skills both as a startup founder and as the 首席财务官 of an East Africa-focused impact investment firm.
职业生涯突出
教育强调
案例研究
工作经验
首席财务官|顾问
定制的伙伴
- Retained by early stage and growth companies to provide 首席财务官 and financial advisory services. The core industry focus was on consumer, hospitality, retail, and tech.
- Advises companies as a 首席财务官 through their entire capital raising (equity and debt) and M&A processes: create investor presentations and financial models, 领导尽职调查工作, 谈判的条件, 完成交易.
- Leads all the financial activities of the company and manage the appropriate teams: financial planning and analysis, 定义kpi, 准备预测, 预算, 以及运营计划.
- Develops financial reporting cadence and make presentations to internal decision makers—board of directors, 管理层, 高级管理层.
- Formulates and executes on corporate development initiatives.
- Manages external relationships with strategic partners, investors, and investment banks.
- Serves as a personal vehicle to seed startups.
首席财务官
团结发展小组
- Worked for UNITY which was the consortium lead for the world-class American group of companies that was in consideration for the $4 billion Central Corridor Railroad (CCR) project in East Africa in order to provide Tanzania, 刚果民主共和国, 乌干达, 卢旺达, and Burundi with efficient market access to accelerate regional social and economic prosperity.
- Led the fundraising for a transformative railroad project in East Africa—secured interest for $340 million in equity from private funds and $1.2 billion in debt from the US Export-Import Bank.
- Acted as a strategic partner to the CEO and COO.
- Drove the firm financial planning and analysis and oversaw cash management in order to meet operational targets.
- Prepared and communicated weekly financial summary to the 管理层.
- Coordinated tax and audit filings for the US and foreign subsidiaries.
Vice President, Global 投资研究
高盛(Goldman Sachs) & Co.
- Acted as the lead equity research analyst covering the rental car and small cap casino sectors—companies under coverage included Avis, 美元节俭, 赫兹, Ameristar赌场, 顶峰娱乐, 宾州国家博彩公司.
- 帮助领导Zipcar的$1.10亿美元IPO while covering the rental car sector.
- Handled team coverage responsibilities for the gaming, 游戏技术, 住宿, 巡航, 餐饮业.
股票研究副总裁
巴克莱资本(Barclays Capital) & 雷曼兄弟(Lehman Brothers)
- Initiated Lehman's equity research coverage of IGT (international game technology) and the 游戏技术 sector.
- Handled team coverage responsibilities for the gaming, 住宿, leisure, 巡航, and toy sectors.
- 晋升为副总裁.
投资银行助理
US Bancorp Libra | Libra Securities
- 完成15笔交易，共计1美元.3 billion; directly reporting to the managing director at a boutique investment bank founded by Drexel Burnham Lambert and Salomon Brothers veterans.
- Worked on a variety of deals spanning M&A, 破产, 重组, 公平的意见, valuation analysis as well as high yield and mezzanine financings.
- 带领买家进行尽职调查.
- 投资者材料草稿.
- 构建的杠杆收购模型.
- 晋升为助理.
教育
Certified Management Accountant (CMA) in 会计
Institute of Management Accountants - Montvale, NJ, USA
特许金融分析师(CFA) in 金融
CFA协会 - Charlottesville, VA, USA
Master of 业务 Administration (MBA) in 金融
Moore School of 业务 at the University of South Carolina - Columbia, SC, USA
Bachelor of Science in Recording Industry Management
Middle Tennessee State University - Murfreesboro, TN, USA
Skills
金融
尽职调查, Venture Funding, Credit/Debt, 财务规划 & 分析(FP&A), 投资总结, 股票研究, 筹款, 天使/种子资金, 私人股本, 估值倍数, 基于资产的金融, 估值, 可比公司分析, 409年估值, 回归分析, 贴现现金流(DCF), Three-statement建模, 合并 & 收购(M&A), 金融体系, 首席财务官, 项目融资, 资本预算, 特许金融分析师(CFA), DCF估值, 债务增加, 融资策略, 资产估值, 资产支持证券(ABS), 会计, 融资, 资本结构, 信用分析, 预算, 现金流, 预测, 金融建模, 设备融资, 国际金融, 财务管理, 财务风险评估, 市场研究, 估值建模, 创业融资, 营运资金管理, 财务报告, 资本结构分析, 资本投资评估, 数据分析, 比率分析, 基金分析, 价格分析, 投资组合分析, 盈利能力分析, 债务人 & Creditor Management, 增长型融资, Budget Controls
输出的软件
Microsoft Word, Google Slides, Google Sheets, Microsoft PowerPoint, Microsoft Excel, Google Docs
Data & 分析软件
彭博，Factset, Capital IQ
行业专业知识
零售 & 批发、旅游 & 休闲，资本市场，银行 & 金融, 资产管理, 风险资本, 技术, 消费产品, 债务资本市场, 消费金融
地理专业
Macao, Tanzania, United States, Africa, EMEA, Hong Kong, United Kingdom, Europe, Asia
其他
投标书, 沟通, 球场上甲板, 操作, 销售策略, 咨询, 业务操作, 金融类股, 债务融资, 投资者的演讲, Excel建模, 运营模式, 操作策略, 运筹学, 运营管理, 业务规划, 战略规划, 分析, 项目交付, 项目审查, 项目, 分析, 活动策划, 信贷建模, 盈亏平衡分析, 资本配置, 早期的资金, 收益分析, 合资企业发展, 合作伙伴关系, 战略合作伙伴关系, 资本咨询, 公众演讲, 模型, DCF模型, 资本支出, 投资案例, 投资, 投资理念, 投资策略, 投资建模, 投资研究, 股本, 投资者关系, 投资银行, 投资者协议, 沟通策略, 投资者的报告, 对冲基金, 投资基金, 股权投资, 私人配售, 私人资本市场, 资产, 影响投资, 价值主张, 公司分析, 公司研究, 公司战略, 会计科目表, 规划, 新兴成长型公司, 首次公开募股, 贷款估值, 投资咨询, 临时首席财务官, 金融, 虚拟首席财务官, 管理财务, 部分首席财务官, 家庭办公室, 投资者关系顾问, 写作 & 编辑, 家族办公室管理, 兼职首席财务官, 财务分析, 金融作家, PPP项目, 新兴市场, 战略规划 & 执行, 方差分析(ANOVA), 策略, 融资, 商业模式, 商业研究, 业务, 经营理念, 全力投入, 股票, 交易, 制造业, 预算建模, 法律, 企业法律, 法律合同起草, 增值税报税准备
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