凯文 is 可用 租用
雇佣 凯文凯文热爱旅行的人
验证专家 in 金融
金融专家
位置
Bernards, NJ, 美国
至今成员总数
2017年11月1日
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
临时首席财务官
卡万塔公司
Certification Highlights
税收权益模型
Pivotal180
Certified Management Accountant (CMA)
Institute of Management Accountants
工作经验
临时首席财务官
2023 - 2023
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.
Focus areas: 财务规划 & 分析(FP&A)预算&L预测, 企业融资, Post-merger Integration, Key Performance Indicators (KPIs), 演示设计, 演讲, 废物管理, 绿色能源, New Product 业务案例, 业务建模, 可再生能源, 收入 & 费用预测, Chartered Financial Analyst (CFA), 微软文字处理软件, Microsoft Excel, 战略规划 & 执行, 沟通, Energy, 收入模型
Senior Director of Strategic 金融
2019 - 2023
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.
Focus areas: 现金流量模型, 项目融资, 业务案例, 金融建模, Financial Model Auditing, New Product 业务案例, 商业模式, 业务建模, 清洁能源, Free Cash Flow (FCF), 财务规划 & 分析(FP&A), DCF估值, 估值, 企业融资, Key Performance Indicators (KPIs), 长期的计划, 演示设计, 演讲, 绿色能源, 可再生能源, 预算, P&预测，M&A估值(DCF), 收入 & 费用预测, Chartered Financial Analyst (CFA), 微软文字处理软件, 股票估值, Microsoft Excel, 战略规划 & 执行, 球场上甲板, 彭博, Discounted Cash Flow Analysis, 沟通, 估值倍数, M&一个建模, 跨境米&A, Energy, 收入模型, Financial 预测, Three-statement Modeling, 尽职调查, M&(买方)
财务总监
2007 - 2019
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.
Focus areas: 战略规划 & 执行, 投资, 尽职调查, 现金流量模型, 合并 & 收购(M&A), 资本预算, Key Performance Indicators (KPIs), Financial Model Auditing, 金融建模, 业务规划, 财务规划 & 分析(FP&A), Three-statement Modeling, 估值建模, 收入 & 费用预测, 预测, 美国, 制造业, 绿色能源, Investment Return Scenario Analysis, ROI, IRR, Capital Expenditure Planning, 清洁能源, 业务案例, 商业模式, DCF估值, 估值, 工业气体, 化学物质, 企业融资, 演示设计, 演讲, New Product 业务案例, Excel专家, 业务建模, 可再生能源, 预算, P&L预测, Chartered Financial Analyst (CFA), 微软文字处理软件, 股票估值, Microsoft Excel, 德国, 彭博, Discounted Cash Flow Analysis, 沟通, M&一个建模, 收入模型, Financial 预测, M&(买方)
财务总监
2004 - 2007
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.
Focus areas: Financial Model Auditing, 金融建模, Capital Expenditure Planning, 资本预算, 收入 & 费用预测, 美国, 制造业, Investment Return Scenario Analysis, 投资, ROI, IRR, DCF估值, 估值, 工业气体, 化学物质, 企业融资, 演示设计, 演讲, 现金流量模型, New Product 业务案例, Excel专家, 业务建模, 预算, P&L预测, Chartered Financial Analyst (CFA), 微软文字处理软件, 股票估值, Microsoft Excel, 彭博, Discounted Cash Flow Analysis, 沟通, M&一个建模, 收入模型, Financial 预测, Three-statement Modeling, 尽职调查, M&(买方)
导演M&A and Business Development
2001 - 2004
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.
Focus areas: Discounted Cash Flow (DCF), 金融建模, 尽职调查, 合并 & 收购(M&A), Three-statement Modeling, 估值建模, 收入 & 费用预测, 美国, 制造业, Investment Return Scenario Analysis, 投资, ROI, IRR, DCF估值, 估值, 谈判, 工业气体, 化学物质, 企业融资, Post-merger Integration, 演示设计, 演讲, 现金流量模型, New Product 业务案例, Excel专家, 业务建模, M&A估值(DCF), Chartered Financial Analyst (CFA), 微软文字处理软件, 股票估值, Microsoft Excel, 战略规划 & 执行, 球场上甲板, 彭博, Discounted Cash Flow Analysis, 沟通, 估值倍数, M&一个建模, 跨境米&A, 收入模型, Private Company 估值, Financial 预测, M&(买方)
Director of 财务规划 and Analysis
2000 - 2001
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.
Focus areas: 金融建模, 长期的计划, 业务规划, 财务规划 & 分析(FP&A), Three-statement Modeling, 美国, Investment Return Scenario Analysis, 投资, ROI, IRR, 估值, 企业融资, 演示设计, 演讲, 现金流量模型, Excel专家, 业务建模, 预算, P&L预测, 收入 & 费用预测, Chartered Financial Analyst (CFA), 微软文字处理软件, Microsoft Excel, 彭博, Discounted Cash Flow Analysis, 沟通, 收入模型, Financial 预测, 尽职调查, M&(买方)
导演,合并 & 收购
1996 - 2000
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.
Focus areas: Financial Model Auditing, 金融建模, 球场上甲板, 谈判, 估值建模, 估值分析, 估值倍数, 合并 & 收购(M&解析:选A&A, 美国, Investment Return Scenario Analysis, IRR, DCF估值, 企业融资, 演示设计, 演讲, 现金流量模型, Excel专家, 业务建模, M&A估值(DCF), 收入 & 费用预测, Chartered Financial Analyst (CFA), 微软文字处理软件, 股票估值, Microsoft Excel, 战略规划 & 执行, 彭博, Discounted Cash Flow Analysis, 沟通, M&一个建模, 收入模型, Private Company 估值, Financial 预测, Three-statement Modeling, 尽职调查, M&(买方)
Manager, Transaction Advisory Services
1994 - 1996
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.
Focus areas: Financial Model Auditing, 金融建模, Discounted Cash Flow Analysis, 股票估值, 估值分析, 美国, DCF估值, 投标书, 谈判, 企业融资, 演示设计, 演讲, 现金流量模型, Excel专家, 业务建模, M&A估值(DCF), Chartered Financial Analyst (CFA), 微软文字处理软件, Microsoft Excel, 战略规划 & 执行, 沟通, 估值倍数, M&一个建模, 收入模型, Private Company 估值, Financial 预测, Three-statement Modeling, 尽职调查, M&(买方)
教育
1988 - 1992
Master of Business Administration (MBA) in 金融
Temple University, Fox School of Business - Philadelphia, PA
1982 - 1986
Bachelor of Science in 金融
Pennsylvania State University - University Park, PA
认证
2023年5月至今
税收权益模型
Pivotal180
DECEMBER 2011 - PRESENT
Certified Management Accountant (CMA)
Institute of Management Accountants
1995年5月至今
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
Collaboration That Works
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
分享你的需求
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
选择你的才能
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
Top talent is in high demand.
开始招聘