Chase Coleman
Louisville,KY
Overview
5
5
years of professional experience
Work History
Sr. Corporate Development & Investor Relations
Valvoline Inc.
08.2024 - Current
- Led financial due diligence, valuation, and deal execution for acquisitions, driving network growth while delivering strong returns
- Built and managed relationships with over 50 acquisition target owners, spearheading negotiations and driving transactions to close
- Managed research model analysis and consensus efforts in partnership with finance teams to evaluate variances and market expectations, supplying actionable insights to senior leadership to strengthen investor confidence and credibility.
- Enhanced executive leadership preparation for investor conferences, HQ visits, and NDRs with emphasis on data-driven investor sentiment and anticipation of investor inquiries to ensure cohesive messaging
- Facilitated ongoing enhancement of quarterly earnings process, boosting accuracy, efficiency, and collaboration across functions.
Sr. Financial Analyst - Finance Integration
Stanley Black & Decker
07.2023 - 07.2024
- Constructed and initiated an integrated process flow to prioritize and analyze 100+ integration projects for global finance teams, improving resource distribution and increasing return on investment.
- Facilitated global finance integration sessions for tools & outdoor business, enhancing performance evaluation and mitigating risks while achieving 15% improvement in milestone KPIs.
Finance Integration Analyst
Stanley Black & Decker
01.2023 - 07.2023
- Accelerated the outperformance of integration synergy targets by working with key stakeholders to capture and quantify the financial return driven by integration initiatives
- Streamlined integration of acquired finance departments' responsibilities and processes with legacy Stanley Black and Decker finance organization
Corporate Business Development Analyst
Stanley Black & Decker
07.2022 - 01.2023
- Prepared materials for internal due diligence sessions specifying cost & revenue synergies and assess functional risk with mitigation plans
- Led assessment of internal historical M&A performance, translating pro forma valuation and synergy analyses into actionable insights
Financial Analyst
Stanley Black & Decker
01.2022 - 07.2022
- Developed internal capabilities to provide enhanced visibility to business drivers of operating margins through the creation and implementation of a multi-faceted dashboard
- Delivered business channel reporting for commercial teams, providing key insights by leveraging business intelligence platforms
Financial Planning & Analysis Analyst
Stanley Black & Decker
07.2021 - 01.2022
- Oversaw the forecasting for indirect spend for the buildout of business unit operating plans leading to an improved analysis of key drivers impacting margin
- Developed and presented business unit materials to leadership, delivering clear insights on quarterly performance
Finance & Accounting Rotational Program – Associate I
Johnson Controls International
01.2021 - 07.2021
- Expedited the development of a dynamic quantitative model focusing on commodity indices to gain visibility to over 600MM spend in supplier agreements, providing the capability to scenario plan in volatile markets
- Partnered with global manufacturing teams to analyze key manufacturing metrics to enhance operating expense forecasting and drive business performance
Education
Bachelor of Science - Finance & Management
University of Kentucky
Lexington05-2020
Skills
- Financial Analysis
- Financial Modeling
- M&A Deal Execution
- Project Management
- Investor Communication
- Market Analysis
Timeline
Sr. Corporate Development & Investor Relations
Valvoline Inc.
08.2024 - Current
Sr. Financial Analyst - Finance Integration
Stanley Black & Decker
07.2023 - 07.2024
Finance Integration Analyst
Stanley Black & Decker
01.2023 - 07.2023
Corporate Business Development Analyst
Stanley Black & Decker
07.2022 - 01.2023
Financial Analyst
Stanley Black & Decker
01.2022 - 07.2022
Financial Planning & Analysis Analyst
Stanley Black & Decker
07.2021 - 01.2022
Finance & Accounting Rotational Program – Associate I
Johnson Controls International
01.2021 - 07.2021
Bachelor of Science - Finance & Management
University of Kentucky