Summary
Overview
Work History
Education
Skills
Timeline
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Michael Tierney

Lafayette,USA

Summary

Experienced finance professional and MBA graduate with extensive expertise in financial analysis, strategic planning, and business development. Proven success in leadership roles as CFO and Senior Financial Analyst. Skilled in data analytics, KPI development, and financial reporting. Demonstrated ability to raise capital, manage assets, and build strong relationships with C-Level executives. Possesses a strong background in financial analysis, utilizing analytical skills to drive business growth and ensure financial stability. Expert in data interpretation, financial modeling, and risk assessment for informed decision-making and strategic planning. Collaborative and adaptable approach consistently contributes to meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.

Overview

24
24
years of professional experience

Work History

Financial Analyst

Genentech
03.2020 - 08.2024
  • Analyzed and interpreted financial data for Mergers & Acquisitions
  • Prepared financial forecasts for revenue, expenses, and debt obligations
  • Developed cash management, investment, and risk mitigation strategies
  • Provided financial advice on investments, loans, and liabilities
  • Prepared and presented regulatory treasury reports, budgets, and financial strategies to management

CFO

SageLegion
12.2016 - 12.2020
  • Established financial accounting, record keeping, and cash management systems for a technology startup
  • Developed sophisticated financial planning, budgeting, and forecasting models
  • Led pursuit of $3 million Series A funding round, including face-to-face interactions with potential investors
  • Implemented processes and controls to minimize expenses
  • Provided strategic input on business decisions and global direction

Finance Analyst – FP&A

Crucible Asset Management
02.2013 - 11.2016
  • Created and managed a hedge 'fund of funds' focused on S&P 500 sectors
  • Acquired $20 million in Assets under Management (AUM) within 3 years
  • Led annual budgeting, monthly forecasting, and FP&A processes
  • Evaluated fund managers based on performance metrics and benchmarks
  • Developed client relationships and promoted the fund to institutional investors and high net worth individuals

Regional Sales Manager

Summer Street Research Partners
11.2010 - 01.2013
  • Established and ran West Coast office for healthcare-focused investment firm
  • Provided financial consultation to executive leadership
  • Generated $300,000 in gross commissions within 2 years of startup
  • Led, mentored, and developed a staff of 5
  • Established C-Level relationships with various financial institutions and healthcare companies

Institutional Sales

Credit Suisse, N.A.
01.2001 - 01.2009
  • Sold equities, options, and swaps to various institutional clients
  • Provided cash management solutions and retirement plans to corporate treasurers
  • Marketed IPOs, hedge funds, and alternative investments
  • Advised on acquisitions, divestitures, and optimal capital structures

Education

Master of Business Administration - Finance

Fordham University, Gabelli School of Business
New York, NY

Bachelor of Arts - Economics

Hobart College
Geneva, NY

Skills

  • Strategic Financial Planning & Analysis
  • Business Development & Sales
  • P&L Ownership & Management
  • Financial Analysis & Reporting
  • Budgeting, Forecasting & Analysis
  • Debt and Equity Valuation
  • GAAP Accounting
  • Treasury Management
  • Mergers and Acquisitions
  • Data Analytics / Fintech

Timeline

Financial Analyst

Genentech
03.2020 - 08.2024

CFO

SageLegion
12.2016 - 12.2020

Finance Analyst – FP&A

Crucible Asset Management
02.2013 - 11.2016

Regional Sales Manager

Summer Street Research Partners
11.2010 - 01.2013

Institutional Sales

Credit Suisse, N.A.
01.2001 - 01.2009

Bachelor of Arts - Economics

Hobart College

Master of Business Administration - Finance

Fordham University, Gabelli School of Business
Michael Tierney