Christopher Tate
Scottsdale,AZ
Summary
Highly-motivated business analyst with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Senior Associate, M&A Advisory (FDD)
PwC
07.2021 - 08.2024
- Performed financial due diligence on over 35 different transactions ranging up to $2b in revenues and $220m in EBITDA for middle market companies and private equity investors
- Communicated directly with Management & sell side advisors to better understand key accounting policies and critical deal matters
- Aggregated, manipulated, and analyzed target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks impacting the target company
- Advised clients on how to maximize opportunities and minimize risks related to mergers and acquisitions, and provided recommendations in the context of valuation and deal structuring alternatives.
- Contributed significantly to the development and training of junior staff members.
- Displayed the ability to manage and prioritize team responsibilities and proactively consult with managers, directors, and partners.
Analyst, Portfolio Management - Inv. Services
Amherst
10.2020 - 07.2021
- Presented weekly, monthly, and quarterly financial statement performance to LP's, articulating key performance metrics
- Customized highly tailored presentations and lead discussions with Limited Partners to visually communicate investment performance of over $15B of deployed capital
- Created financial models to forecast, track, and analyze performance compared to our benchmarked public peers
- Presented these findings to management to aid strategic capital allocation process
- Developed a strong understanding of national real estate trends through analyzing current market research and projections.
Audit Associate
KPMG
10.2017 - 10.2020
- Provided yearly auditing (integrated audit) services for Financial Services Client with multi-billion-dollar annual revenue
- Lead in-person walkthroughs with clients to understand the business process, document and test internal controls in accordance with GAAP.
- Helped clients assess and adopt new accounting standards (ex. ASC 606, 842) and analyzed the client's assessment of the implications and impact on financial statements.
Education
Bachelor of Science - Business - Accounting
Trinity University
Skills
- Financial Statement Analysis
- Team Leadership
- Data Analytics / Visualization
- Client Engagement
- Time Management
Timeline
Senior Associate, M&A Advisory (FDD)
PwC
07.2021 - 08.2024
Analyst, Portfolio Management - Inv. Services
Amherst
10.2020 - 07.2021
Audit Associate
KPMG
10.2017 - 10.2020
Bachelor of Science - Business - Accounting
Trinity University
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