Summary
Overview
Work History
Education
Skills
Certification
Leadership Experience
Timeline
Generic

Eric Kothlow

San Francisco,CA

Summary

Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Manager, Deal Advisory & Strategy

KPMG
San Francisco, CA
08.2021 - Current
  • Primary responsibility for managing cross functional teams of up to fifteen professionals on buy-side and sell-side transactions, by leading and managing various aspects of the transaction process, including strategy, due diligence, valuation and post-merger integration.
  • Directed numerous complex transactions with an intensive level of detail and analysis by fostering a highly collaborative team environment to optimize productivity and ensure timely, high-quality results, despite the challenge of stringent deadlines.
  • Coordinated all communications with the and relevant external stakeholders such as legal counsel, investment bankers, underwriters, and other parties involved in acquisition transactions to facilitate successful deal execution.
  • Facilitated productive meetings with the executive management teams from the various companies and private equity firms involved in the transactions, communicating clearly and guiding discussions towards efficient decision-making on deal adjustments and other factors.
  • Responsible for an extensive analysis of the target company data to identify historical and projected financial and operating trends, quality of earnings, working capital considerations, and potential risks and advised clients on the impact to the valuation of the target company.
  • Led the creation of tailored transaction reports specific to key issues such as normalized earnings, valuation model assumptions, achievability of management’s budget and indebtedness considerations and communicated the results to the client investment committee or executive teams.
  • Managed the preparation of comments on closing mechanisms for purchase agreements as well as post-deal recommendations for the client.

Senior Audit Associate

KPMG
10.2017 - 08.2021
  • Served as an Audit Senior Associate at KPMG, working extensively with software and technology companies, private equity and hedge funds, and real estate investment trusts as audit clients.
  • Conducted risk-based audits to evaluate internal controls, compliance with laws and regulations, and accuracy of financial statements for both public and private audit clients.
  • Applied strong technical knowledge of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) to evaluate financial statements, internal controls, and business processes.
  • Demonstrated strong technical knowledge of auditing and accounting principles, regulatory requirements, industry trends, and emerging technologies.
  • Kept abreast of the latest developments and applied them to improve audit quality and efficiency.

Head of Finance/ Owner

STiX Crafthouse, LLC
05.2021 - 02.2023
  • Developed and implemented financial strategies to optimize cash flow, reduce costs, improve operational efficiency and increase profits.
  • Owned the company's budgeting and forecasting process, calibrated projections, and analyzed financial data to identify trends in revenue and expenses, profitability and other KPI’s.
  • Reviewed contracts and agreements to ensure they are financially viable prior to signing off on them and negotiated terms to secure better discounts or favorable terms.
  • Led financial aspects of all partner relationships; prepared the company’s' financial reports for investor meetings and revenue share payments.
  • Coordinated all fundraising activities (both debt and equity), including managing all creditor, debtor, financial/banking, and investor relationships.

Financial Analyst

Biodesix
Boulder, Colorado
09.2014 - 05.2017
  • Reporting to the CFO and VP of Sales, developed and maintained various commercial analytic tools and metrics to support forecasts of existing products as well as evaluate and plan for future products.
  • Expertise in data extraction, transformation, data manipulation, statistical analysis, and data visualization to turn complex and large data sets into actionable insights.
  • Audited and maintained the monthly sales commission calculations for compliance with the company’s commission plan for a nationwide sales force (aprox. 30 sales reps) and performed trend and variance analysis of actual versus planned spending.
  • In charge of analyzing hundreds of legal contracts (200+) in order to develop, implement, and maintain a digital status tracking system for the company’s legal department.

Education

Master of Science - Accounting

University of Colorado At Boulder
05-2017

Skills

  • Strategy Development and Execution
  • Due Diligence and Valuation Techniques
  • Project Management
  • Cross-functional Team Leadership
  • Data Analytics and Visualization Tools and Expertise
  • Risk management and Mitigation
  • Presentation and Communication Skills
  • Deal Structuring and Negotiation
  • Financial Modeling and Forecasting
  • Market Research and Competitive Analysis
  • Analytical and Critical Thinking
  • Business Process Improvement and Optimization
  • Relationship Management and Business Development
  • Mentorship and Guidance
  • Technical Accounting
  • Financial Statement and Internal Controls Evaluation
  • Auditing and Accounting Principles

Certification

  • Licensed CPA in Colorado and California

Leadership Experience

  • KPMG Staff Leadership Council
  • KPMG Technical Accounting Knowledge Group
  • Professional Mentorship Program (mentor to a University of Colorado student)
  • University of Colorado Investment Club

Timeline

Manager, Deal Advisory & Strategy

KPMG
08.2021 - Current

Head of Finance/ Owner

STiX Crafthouse, LLC
05.2021 - 02.2023

Senior Audit Associate

KPMG
10.2017 - 08.2021

Financial Analyst

Biodesix
09.2014 - 05.2017

Master of Science - Accounting

University of Colorado At Boulder

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Eric Kothlow