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Paul F. | Elance
 
176985602337900
Last Sign-in: Apr 17, 2015

Paul F.

Helping You Succeed!
   United States
  |   Old Forge, PA

Overview

Paul is a Wall Street professional with 10+ years experience working in financial markets at JP Morgan and other leading firms. An MBA from the University of Chicago, he has helped train over 1,000 investment banking employees on the proper methods of building financial models in Excel. Paul started his finance career in investment banking and later moved to a senior position at a private equity / hedge fund. He spends much of his time now consulting on projects, writing, teaching finance and accounting, or giving weekend seminars to MBAs...

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Oct 9, 2014|Investment Analysis|Private|Completed
|
4.7
Aug 28, 2014|Other - Finance & Mgmt|Private|Completed
May 18, 2014|Accounting|Private|Completed
|
5.0
Apr 20, 2014|Investment Analysis|Private|Completed

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Portfolio

Created financial model for PV project in Latin America, which included project capital...
Wrote comprehensive information memorandum, including company background, description...
Wrote transaction overview for presentation to investment committee. Summary included...

Skills (5)

Tested
Microsoft Excel
Microsoft Excel 2007 Test
My Score
avg
Financial Analysis
Business Writing
Financial Writing
financial modeling

Service Description

Skills applicable to the following:

PRIVATE EQUITY OR HEDGE FUND INVESTORS
* Sophisticated spreadsheets for industry and sector analysis
* Creation of trading and transaction comparables
* Project finance / infrastructure financial models
* Financing / recapitalization / LBO type financings
* Additional financial modeling horse power for acquisition/sale process
* Create models for equity, credit, special situation, distressed investments
* Temporary need for project specific assignment

BOUTIQUE INVESTMENT BANKS
* Models for use in buy/sell side advisory assignments
* Assistance with PIPEs, follow-ons, private placement or fairness opinions
* Industry research / management presentations / marketing materials
* Financial due diligence
* Assistance writing information memoranda
* Presentations for client Board of Directors
* Project specific needs

REAL ESTATE INVESTORS
* Models to evaluate returns for greenfield projects
* Cash flow oriented model to evaluate leverage and returns
* Financial analysis on office, commercial, multi-family, hotel or developmental properties
* Provide assistance in the due diligence and underwriting process
* Model validation
* Special projects

BUSINESS OWNERS
* Financial model to support sale of company / subsidiary / division
* Financial model to evaluate purchase company / subsidiary / division
* Payback or IRR type analysis for capital expenditure and operational decisions
* Assistance finding companies to...

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Employment

Bloomberg LP
Contributing Writer / Editor
2010 - Present
Regularly wrote on business subjects covering economics, finance, investment and international trade for Bloomberg Institute Edited work of writers ensuring well written, logically structured...
BRIC Advisory
Consultant
2010 - Present
Served senior business development and deal execution role for financial advisory firm specializing in development bank lending Established collaborative relationships with International...
MD Sass
Securities Analyst
2006 - 2010
Analyzed investments for $800 million hybrid private equity/hedge fund targeting undervalued companies and securities Created valuation models based on liquidation values, asset values,...
JP Morgan
Corporate Finance
1999 - 2006
Built sophisticated models to evaluate returns for leveraged buyouts, recaps, growth capital, and add-on investments Developed strategic and financial criteria with portfolio companies to...
Inter-American Development Bank
Sr. Analyst
1993 - 1997
Assisted in due diligence, including creating financial models for investments in the energy, infrastructure, tourism and manufacturing sectors Coordinated efforts to support lending,...
Hambrecht & Quist
Financial Analyst
1990 - 1993
Performed advisory duties including accretion/dilution and merger modeling for companies in a variety of industries Built and maintained financial models for comparable trading analysis and...

Education

University of Chicago
MBA
1997 - 1999
Villanova University
English
1986 - 1990

Keywords

Financial modelling Valuation Financial analysis Business plans Development banks Financial writing Business writing Microsoft Excel Investments Real estate investments Investment evaluation
My Snapshot
Finance & Management
4
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
2
1
14
Total
Milestones
Hours
Reviews
4.8
Recommend
Clients
Total
Repeat
Earnings
Private
Private
Total
Per Client
Identity
Username
Mr_Excel_Modeler
Type
Individual
Member Since
January 2014
Elance URL
Verifications
0
Paul F. | Elance

Paul F.