ALEXANDER N. CROSBY
Financial Analyst
Encinitas,CA
Summary
Seasoned Financial Analystl offering over five years of experience in financial analysis, project, investment banking, and accounting in both the public & private sector. Develops robust financial models & forecasts to deliver unique operational insights to key stakeholders. Builds cross-departmental relationships to create impact and meet organizational goals.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Program Financial Analyst
Mental Health Systems
San Diego, CA
02.2019 - Current
- Developed yearly budgets and performed variance analysis, projections, breakeven analysis, and ad-hoc analysis in conjunction with various departments.
- Implemented AppFolio Property management system to track & analyze budgets for 500+ units and over $500k of monthly cash flow.
- Communicated key financial information to company executives through monthly budget reviews.
- Executed journal entries in compliance with GAAP standards and assisted with year end closing duties.
- Managed timely & accurate monthly submission of program cost reporting to various key stakeholders.
Corporate Development Manager
Athenium Analytics
Dover, NH
09.2018 - 01.2019
- Performed industry-specific research related to M&A activity & valuation for over 50 companies.
- Developed financials model and SaaS KPI dashboard, including MRR and revenue recognition models.
- Assisted CEO with special projects, event coordination, and non-profit fundraising strategies and finalize quarterly board presentations and additional materials as needed.
Project Officer
YMCA Social Impact
Brisbane, QLD
03.2015 - 10.2017
- Managed 5-member team to develop business plan to launch “Meals for Social Housing” program.
- Spearheaded community outreach & fundraising efforts for “Adopt-a-School” Program, including building relationships with decision-makers & preparing marketing materials.
- Secured $15,000 grant from Cummins while co-leading Six Sigma project to expand "Schools Breakfast Program" past its 90 school footprint in SE QLD.
- Completed ad-hoc financial models in Microsoft Excel, highlighting benefits of new and existing programs and adding operation insights.
Board/Committee Member
The Carolyn Foundation
Minneapolis, MN
01.2015 - Current
- Perform grant analysis & evaluation for 3 committees including environmental & community committees.
- Review over 10 nonprofits per cycle to ensure maximum community impact & organization fit.
- Member of Strategic Workload committee that reduced volunteer workload by over 50 percent leading to increased engagement.
Investment Banking Analyst
MedDX Capital Advisors
La Jolla, CA
11.2012 - 02.2016
- Analyzed financial data, including private placement financing and M&A transactions.
- Create bi-weekly competitive analysis reporting system for multiple clients, that included financial data and comparable transaction analysis for over 60 key competitors.
- Developed proprietary market index and report for diagnostics companies, including recent M&A and private placement transactions with comparable analysis and valuation for quarterly distribution.
- Conducted research on buy and sell-side M&A transactions and A-C round capital raising, including working directly with clients to create target lists and marketing materials to complete various transactions.
- Managed complex Salesforce database project with more than 1,000 medical diagnostics companies, including leading team of 3 interns to perform research; also created tracking system in Salesforce.
- Completed ad-hoc financial analysis for clients to help better understand financing, pricing, and valuation, including support, preparation and analysis of complex financial models.
Education
Master of Arts - Economics
University of Queensland
02.2015 - 07.2017
Bachelor of Arts - Business Management Economics
The University of California
Santa Cruz, CA 09.2008 - 03.2012
Skills
Variance reporting
undefinedTimeline
Program Financial Analyst
Mental Health Systems
02.2019 - Current
Corporate Development Manager
Athenium Analytics
09.2018 - 01.2019
Project Officer
YMCA Social Impact
03.2015 - 10.2017
Master of Arts - Economics
University of Queensland
02.2015 - 07.2017
Board/Committee Member
The Carolyn Foundation
01.2015 - Current
Investment Banking Analyst
MedDX Capital Advisors
11.2012 - 02.2016
Bachelor of Arts - Business Management Economics
The University of California
09.2008 - 03.2012
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