Mark McInnes
Pasadena,MD
Summary
Resourceful Senior Financial Analyst with progressive experience working directly with CFOs, CEOs, and other company leaders to deliver exceptional results. Proficient in managing projects, creating complex pricing models, cash forecasting, and leading annual budget processes. Expertise includes financial modeling in Excel and successfully collaborating with outside stakeholders to deliver sustainable financial solutions.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Caruso Homes, Incorporated
01.2021 - Current
- Leads FP&A department for regional homebuilder, supporting all areas of business
- Reports directly to CFO and works closely with President, CEO, and Division Managers
- Manages all project funding, working with banks, attorneys, and investors to meet strict deadlines
- Leads and handles the funding of over $400 million of new home projects annually
- Signs off when a project has funding and can begin construction, Creates and monitors all community proformas and cash flow P/L models
- Models and recommends all pricing changes for every community and product
- Models acquisitions and is key player in negotiating potential new deals
- Directs $500 million annual budget process and tracks variances
- Creates monthly cash forecast to track company liquidity and monitors for variances
- Calculates and prepares investor statements and communicates with outside investors
- Tracks sales, starts, and settlements and incorporates trends into P/L projections
- Creates and maintains KPI dashboard and flash report in Power BI
- Manages remote team of outside consultants across time zones for various projects
- Modeled expansion into built-to-rent space.
Senior Financial Analyst
Chesapeake Laundry Corporation
01.2011 - 01.2021
- Led all financial analysis functions, including model development and forecasting
- Reported directly to CFO and top stakeholders
- Played integral role in creating and monitoring annual budget
- Created reports of financial performance, trends and risks, and presented to management
- Modeled expansion into new revenue lines
- Provided modeling and data support to secure $750,000 in capital funding
- Determined the impact of product deployments and price changes on profitability targets
- Forecast revenue by reviewing receivables from various business lines and creating payment schedules
- Analyzed and help negotiate contracts for potential new opportunities.
Senior Financial Analyst
Lord Baltimore Capital Corporation
01.1999 - 01.2010
- Reported directly to President and worked closely with CFO, CEO and Controller
- Developed portfolio valuations, future cash flow estimates, internal rate of return calculations, and return on investment (ROI) analyses
- Spearheaded the design and implementation of collaring program, enabling asset growth from $900 million to $1.7+ billion while mitigating overall risk
- Developed and implemented asset allocation, leverage, and options models, employing efficient frontiers, Monte Carlo simulations, and optimization strategies
- Built a complex, operating model for an 8,000-acre single-family real estate development project, which determined timing and strategy for the $1 billion revenue project
- Key advisor to real estate division and changed the allocations to real estate sub-markets
- Evaluated investments via forecasting models, working with industry leaders, reviewing offer documents, and determining implications to the firm
- Created a cash flow contingency and restructuring plan in partnership with the COO
- Presented models and results to the Board and Directors and prepared reports for shareholders
- Streamlined benchmarking and reporting functions by leading the design of proprietary modeling software and overseeing a team of external developers in developing and deploying the system
- Mitigated risk and exposure by creating databases and models to report aggregate risk exposure across all firm investments
- Teamed with external consulting firm to identify methods to reduce risk and enhance revenue
- Conducted M&A analysis for private equity and hedge fund investments, incorporating the evaluation of individual company holdings spun off from private equity investment
- Helped negotiate multiple acquisitions, including a structured settlement firm
- Assisted in developing annual budget, defining policies, and creating long-term financial plan.
Education
Master of Science in Finance -
University of Maryland at College Park
MBA in Finance Program -
University of Baltimore
Bachelor of Science in Biology -
Clemson University
Skills
- Quantitative Analysis
- Performance Tracking
- Financial Reporting
- Margin Analysis
- Budget Creation
- Financial Analysis
- Forecasting
- Valuations
- Data Analysis
- Cash Flow Analysis
- Ad-Hoc Projects
- Simulations
- Optimization
- Risk Management
- Large Data Sets
- Investment Management
- Market & Trend Analysis
- Mergers & Acquisitions
- Stakeholder Relations
- Advanced Problem-Solving Skills
- MS Excel expert
- VLookups
- Pivot tables
- Macros
- PowerBI
- @Risk
- QuickBooks
- MS Access
- MS PowerPoint
- Sage
- Bloomberg
- Real Estate
- Financial Services
- Retail & Consumer
- Timberland
- Oil & Gas
- Hedge Funds
- Private Equity
- Venture Capital
- Healthcare & Medical
- Scientific
- Bookkeeping
- Auditing procedures
- Tax planning
- Account Reconciliation
- Expense reduction
Industryexperience
- Real Estate
- Financial Services
- Retail & Consumer
- Timberland
- Oil & Gas
- Hedge Funds
- Private Equity
- Venture Capital
- Healthcare & Medical
- Scientific
Certification
- Certificate in Real Estate FinanceMassachusets Institute of Technology
Affiliations
- Classic British cars
- Philosophy of Religion
- Has three dogs and three cats
References
References available upon request.
Timeline
Senior Financial Analyst
Caruso Homes, Incorporated
01.2021 - Current
Senior Financial Analyst
Chesapeake Laundry Corporation
01.2011 - 01.2021
Senior Financial Analyst
Lord Baltimore Capital Corporation
01.1999 - 01.2010
Master of Science in Finance -
University of Maryland at College Park
MBA in Finance Program -
University of Baltimore
Bachelor of Science in Biology -
Clemson University
- Certificate in Real Estate FinanceMassachusets Institute of Technology
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