Manager - Global Solutions
Arthur Lawrence
مجموع سنوات الخبرة :14 years, 2 أشهر
Designed development framework around Agile methodologies for a product suite aimed at improving lead generation and conversion rates on ERP projects
Solutions lead for US based private equity group providing KBS around strategic initiatives and F&A operations
Researched and analyzed state of the Global Managed IT & BPO industry to improve direct channel marketing
Developed go-to-market strategy for a chain of luxury auto dealership
Project lead, developing internal digital solutions and delivery capabilities
Producing, managing and updating project documentation
Continuing ongoing coverage of the Aerospace & Defense, Transportation, Capital Goods and Telecom industries
Financial modeling utilizing various methodologies including DCF, DDM, valuation multiples, sum-of-parts and more
Member of the management committee representing the finance department and helping steer strategic direction of the company
Reviewing and providing feedback to analysts on projects ranging from equity valuations to industry and macro analysis
Assisting with recruitment for the finance department from testing and interviewing to orientation and workflow management
Leading training and mentoring for a group of 15 generalists and 5 core sector analysts
Prepared investment thesis with proprietary research and by modifying sell side reports
Identified, reported and analyzed actionable information of equities under coverage
Developed, monitored and updated financial muodels on various US equities
Provided buy/sell recommendation on various equities listed on NASDAQ and the S&P 500
Headed coverage and analysis of the Industrials and Telecom sectors
Managed production cycle and developed KPIs for the finance department
Consulted with a major airline parts manufacturer to obtain expansion capital through private investors
Crafted strategy and processes to obtain funding for a Chicago based software development company to prepare for an acquisition
Worked alongside corporate advisory team to restructure capital position for a Denver based medical R&D company resulting in 52k monthly interest cost savings
Responsible for maintaining and developing client relationships in Midwest and Western division within technology, manufacturing and financial services verticals
Created and presented pitch books and proposals to inside and outside management, investors and regulatory boards
Provided input to strategic analytical services group
Performed due diligence on targeted companies
Supported hedge fund group with NAV compliance
Presented investment opportunities to PE and VC groups
Located and developed business through industry and company
research
Valued and classified clients contingent to investment criteria
Identified risks in organizational, operational and business systems processes
Managed full lifecycle accounts through various stages in the channel from prospect to acquisition
3rd Place 2007 Indiana CPA Society Case Study Competition Runner up 2006 Purdue North Central Debate Competition Runner up 2007 Purdue University Virtual Stock Exchange Competition