Giovanni Barr
Miami,FL
Overview
3
3
years of professional experience
Work History
Operator
- Advise CEO regarding client contracts, new employee packages, and overall financial position of the firm
- Aggressively monitor, negotiate and update revenue streams, OPEX, EBITDA multiples and SDE evaluations
- Cultivate relationships with third party administrators to streamline business operations
- Implemented new financial, accounting and business processes to hit a $3.5 million evaluation in three years.
Senior Financial Analyst & Manager of Investor Relations
Safe Harbor Equity (SHE)
02.2018 - 01.2019
- Provided due diligence for two venture deals totaling $3.15 million in preferred debt by analyzing financial statements, creating and monitoring forecasts and budgets, finding new revenue streams and overseeing follow up meetings
- Supported and oversaw the launch of a $100 million distress fund by drafting the LP and PPM, modeling the IRR and GP/LP waterfall, and creating the marketing deck
- Spearheaded the audit process to ensure accurate and timely financial statements while staying under budget
- Restructured the financial and operations platforms by implementing all new IRR models, budgets, forecasts, HR mechanisms, variance reports, rebalancing QuickBooks, compliance with loan documents, and loan pipeline
- Produced a $100 million REO pricing model using the income approach to optimize the portfolio’s profitability
- Administered the firms monthly close process and produced roll forwards and variance reports
- Reconciled quarterly financial statements and performance metrics back to the internal ledgers for accuracy
- Managed and tracked investors capital events and statements, K-1 tax returns, and all communication
- Decreased financial and investor statement reporting time by streamlining the third-party administrator process.
Equity Research Intern
Blue Point Investment Management
01.2017 - 05.2017
- Utilized quantitative and qualitative methodologies to produce bottom up fundamental company analysis reports
- Built financial statement valuations models using Bloomberg, FactSet, and Thomson One research
- Monitored company and industry trends, earnings releases, and SEC filings for specific companies
- Proposed recommendations of buy, sell or hold to the portfolio manager based on financial statement analysis.
Client Associate
Royal Bank of Canada Wealth Management
04.2016 - 11.2017
- Researched company ratings, target prices, and mutual funds to balance over $1 billion AUM
- Reduced day-to-day production time by utilizing CRM software that improved the team’s accessibility to data
- Developed a new client on-boarding process to ensure compliance with DOL and enhance client satisfaction
- Facilitated money movement through charitable accounts, premier lines of credit, wires, ACH, and checks
- Computed rate of returns on each market cap of a defined contribution pension plan since inception
- Provided the FA with administrative and operational support in client servicing, records retention and filing, meeting preparation and follow up, opening accounts, processing forms, and preparing client correspondence
- Created spreadsheets with current and proposed mutual funds with projected returns for specific plans
- Composed investment committee books and financial statements to present to current and prospective clients
- Gathered client information to implement planning strategies based on their risk and the economy
- Maintained third party relationships with insurance, annuity and money managers.
Education
Bachelor of Business Administration: Finance -
Loyola University Maryland: Sellinger School of Business
Baltimore, MD05.2017
Skills
- CFA Level 1 Candidate
- Wall Street Prep
- Financial Statements Analysis & Modeling
- Microsoft Excel
Timeline
Senior Financial Analyst & Manager of Investor Relations
Safe Harbor Equity (SHE)
02.2018 - 01.2019
Equity Research Intern
Blue Point Investment Management
01.2017 - 05.2017
Client Associate
Royal Bank of Canada Wealth Management
04.2016 - 11.2017
Operator
Bachelor of Business Administration: Finance -
Loyola University Maryland: Sellinger School of Business