Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Additionalactivities
Timeline
Generic

Davis Brooks

111 Knox St., Dallas,TX

Summary

Dynamic FP&A Analyst with a proven track record at Symplr, adept in Excel and financial modeling. Spearheaded the integration of financials for six acquisitions, enhancing reporting clarity. Exceptional at translating complex data into actionable insights, with strong analytical and communication skills, contributing to strategic decisions and portfolio management.

Overview

4
4
years of professional experience

Work History

FP&A Analyst II, FP&A Financial Analyst I, Summer Intern

Symplr
Dallas, USA
06.2021 - Current
  • Developed and refined automated or repeatable processes for monthly revenue and expense reporting, retention tracking, forecast and budget modeling, EBITDA adjustments, and department P&L expense variance analysis
  • Provided insights, visuals, and forecast models to senior management in preparation for BOD and Sponsor meetings
  • Led integration of pre-acquisition financials and forecasts of six newly acquired businesses under consistent legacy organization formats and accounts through partnership with Business Development leaders
  • Coordinated efforts between FP&A, executive leadership, and accounting partners to align organization reporting for clarity and insight on labor and hosting expenses for lender reporting and private equity sponsors

Healthcare Portfolio Manager

Boulevard Investment Group
Dallas, USA
08.2018 - 05.2021
  • Conducted in-depth financial analysis on healthcare companies to identify actionable investment opportunities
  • Utilized valuation techniques such as Discounted Cash Flows, Precedent Transaction Analysis, and Comparable Company Analysis in Excel to support equity recommendations
  • Delivered bi-weekly investment pitches to leadership, driving strategic portfolio decisions

Restructuring Intern

Alvarez & Marsal
Dallas, USA
06.2020 - 08.2020
  • Created comprehensive contract spreadsheet to optimize savings opportunities across client departments
  • Collaborated with Chesapeake Energy stakeholders to advise Chapter 11 contract and vendor negotiation process
  • Formulated savings summaries in Excel for presentations targeted towards client department heads

Honors Member

EnCap & LCM Alternative Asset Management Center Program
Dallas, USA
01.2020 - 05.2020
  • Selected through interview process of top-performing applicants for financial modeling honors program
  • Collaborated in teams to analyze and complete rigorous Harvard Business School case studies
  • Modeled large-scale merger to identify cost and revenue synergies for final project

Accounting Intern

Helping Hand Group
Sydney, Australia
06.2019 - 08.2019
  • Managed invoices and bills to ensure timeliness and accuracy in accounts payable and accounts receivable
  • Organized payroll information from monthly commissions, hourly wages, event hours, and paid leave
  • Maintained detailed records of expenses and revenues for data analysis to support international offices

Education

Bachelor of Business Administration - Finance Major, Philosophy, Latin, Classical Studies

Southern Methodist University, Cox School of Business
Dallas, TX
05.2021

Skills

  • Microsoft Office
  • Excel
  • PowerPoint
  • Word
  • Outlook
  • WorkDay Adaptive
  • Oracle NetSuite
  • OfficeConnect
  • S&P Capital IQ
  • FactSet

Hobbies and Interests

  • Kansas City Chiefs Football
  • Kansas Jayhawks Basketball
  • Fishing
  • Puzzles

Additionalactivities

  • Golf
  • Community Service
  • Choir
  • Sigma Alpha Epsilon

Timeline

FP&A Analyst II, FP&A Financial Analyst I, Summer Intern

Symplr
06.2021 - Current

Restructuring Intern

Alvarez & Marsal
06.2020 - 08.2020

Honors Member

EnCap & LCM Alternative Asset Management Center Program
01.2020 - 05.2020

Accounting Intern

Helping Hand Group
06.2019 - 08.2019

Healthcare Portfolio Manager

Boulevard Investment Group
08.2018 - 05.2021

Bachelor of Business Administration - Finance Major, Philosophy, Latin, Classical Studies

Southern Methodist University, Cox School of Business

Similar Profiles

CREATE PROFILE
Davis Brooks