尼尔。 Portus | CFA, CMA, 金融专家 in New York, NY, United States
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尼尔。 Portus | CFA, CMA

验证专家  in 金融

金融专家

位置
New York, NY, United States
至今成员总数
2017年3月17日

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, debt financings). 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.

投资策略财务规划 & 分析(FP&A)筹款私人股本估值Comparable Company Analysis合并 & 收购(M&A)金融体系项目融资资本市场Chartered Financial Analyst (CFA)风险资本信用分析股票研究临时首席财务官

职业生涯突出

首席财务官
团结发展小组
Vice President, Global Investment 研究
高盛(Goldman Sachs) & Co.
Vice President, 股票研究
巴克莱资本(Barclays Capital) & 雷曼兄弟(Lehman Brothers)

教育强调

Certified Management Accountant (CMA)
Institute of Management Accountants
Chartered Financial Analyst (CFA)
CFA协会
Master of Business Administration (MBA)
Moore School of Business at the University of South Carolina

案例研究

行业专业知识

会计服务金融银行投资银行风险资本 & 私人股本旅行社 & 服务制造业零售

其他专业知识

融资首席财务官财务规划 & 分析(FP&A)球场上甲板Three-statement建模

工作经验

首席财务官|顾问

2012年至今
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.
Focus areas: Working Capital Management, Strategic Planning & 执行, 创业融资, 投资者关系, 投资总结, 投资者的演讲, 409年估值, 估值倍数, 估值建模, 估值, 财务报告, 财务规划 & 分析(FP&A), 项目融资, 尽职调查, 首席财务官, 筹款, Strategy, 金融建模

首席财务官

2014 - 2017
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.
Focus areas: Three-statement建模, Strategic Planning & 执行, Working Capital Management, 创业融资, 投资者关系, 投资者的演讲, 估值建模, 估值倍数, 估值, 市场研究, 投资总结, 财务风险评估, 财务规划 & 分析(FP&A), 财务管理, 基于资产的金融, 国际金融, 项目融资, 设备融资, 金融建模, 尽职调查, 首席财务官, 筹款

Vice President, Global Investment 研究

2009 - 2011
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.
  • Helped to lead Zipcar's $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.
重点领域:首席财务官, Three-statement建模, 合并 & 收购(M&A), 投资组合分析, 盈亏平衡分析, 价格分析, 基金分析, 信用分析, 回归分析, 比率分析, Analysis of Variance (ANOVA), 数据分析, 投资者关系, 投资者的演讲, Capital Investment Appraisals, 资本结构分析, 资本结构, 融资, 筹款, 尽职调查, 投资总结, 估值建模, 估值倍数, 估值, 财务报告, 金融建模, 股票研究

Vice President, 股票研究

2005 - 2009
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.
  • Promoted to vice president.
重点领域:首席财务官, Three-statement建模, 尽职调查, 盈利能力分析, 盈亏平衡分析, 投资组合分析, 回归分析, 价格分析, 信用分析, Analysis of Variance (ANOVA), 比率分析, 基金分析, 筹款, 数据分析, 合并 & 收购(M&A), 投资者关系, 投资总结, 投资者的演讲, 估值建模, 估值倍数, 估值, 金融建模, 财务报告, 股票研究

投资银行 Associate

2000 - 2005
US Bancorp Libra | Libra Securities
  • Closed 15 transactions totaling $1.3 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.
  • Led buyer diligence visits.
  • 投资者材料草稿.
  • 构建的杠杆收购模型.
  • 晋升为助理.
重点领域:首席财务官, 盈利能力分析, 盈亏平衡分析, 投资组合分析, 价格分析, 基金分析, 信用分析, 回归分析, 比率分析, Analysis of Variance (ANOVA), 尽职调查, 数据分析, 财务报告, 金融建模, 筹款, Working Capital Management, Capital Investment Appraisals, 增长型融资, 资本结构分析, 资本结构, 融资, 债务人 & Creditor Management, Debt 资本市场, 合并 & 收购(M&A)
2016 - 2017

Certified Management Accountant (CMA) in Accounting

Institute of Management Accountants - Montvale, NJ, USA

2000 - 2003

Chartered Financial Analyst (CFA) in 金融

CFA协会 - Charlottesville, VA, USA

1998 - 2000

Master of Business Administration (MBA) in 金融

Moore School of Business at the University of South Carolina - Columbia, SC, USA

1993 - 1997

Bachelor of Science in Recording Industry Management

Middle Tennessee State University - Murfreesboro, TN, USA