CORPORATE DEVELOPMENT AND STRATEGY MANAGER - Management Resume Search
CORPORATE DEVELOPMENT AND STRATEGY MANAGER - Management Resume Search
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CORPORATE DEVELOPMENT AND STRATEGY MANAGER Resume


Desired Industry: Management SpiderID: 81810
Desired Job Location: WESTWOOD, Kansas Date Posted: 2/12/2019
Type of Position: Full-Time Permanent Availability Date:
Desired Wage:
U.S. Work Authorization:
Job Level: Management (Manager, Director) Willing to Travel:
Highest Degree Attained: Willing to Relocate:


Objective:
Methodical, performance-focused, and goal-oriented professional, with comprehensive experience within the financial services and technology industry; combined with expertise in merger and acquisition, divestiture implementation, financial analysis and modeling, and industry research. Recognized for the ability to interact and establish strong rapport with all levels of professionals especially with the executive team and to deliver successful strategies while exceeding objectives and expectations. Multilingual in English, German, and Vietnamese.


Experience:
DST SYSTEMS, INC. – KANSAS CITY, MO, USA
Corporate Development and Strategy Senior Associate: 2015–2018
? Expertly managed and implemented strategic acquisitions and divestitures, which ranged from $60M to $2B through the following initiatives:
- Partnership with business leaders, investment bankers and venture capitalists in generating opportunities supporting company’s strategic priorities and analyzing impacts of potential investments;
- Subject matter expert on financial models to determine optimal deal structures, synergy scenarios, and merger impact;
- Establishment of due diligence processes in multiple functional disciplines;
- Evaluate synergy opportunities and risks in potential transactions;
- Dealing with final definitive documentations in collaboration with internal and external counselors;
- Presentation of investments to the executive committee and board of director; and
- Integration planning and execution.
? Led monthly industry and competitor research for head of business units and one – off investment and cost optimization projects for the Executive Team.
? Spearheaded the acquisition of Wealth Management Systems, Inc., a retirement solution technology company for $64M; and Kaufman Rossin Fund Services, an alternative investment fund services company for $95M.
? Demonstrated expertise in administering divestiture of North American Customer Communications Business for $410M; and integration of the joint venture acquisition of International Financial Data Services for $175M by leading the Integration Management Office.

UMB FINANCIAL CORPORATION – KANSAS CITY, MO, USA
Investment Product Analyst: 2014–2015
? Oversaw a $2.3B open architecture platform for trust accounts with special focus on equity products.
? Served as a subject matter expert, in charge of displaying product materials during investment strategy and asset allocation meetings.
? Supervised an external small capitalization growth manager, responsible for screening mandates, drafting requests for proposal, interviewing investment managers, and submitting results to the chief investment officer and Investment Committee.

Corporate Development and Strategy Associate: 2012–2014
? Created complex scenario and transaction models to the board of directors, while handling a $230M common capital raise.
? Employed analytical skills in reviewing non-core businesses and offering valuations and disposal recommendations to the executive committee.
? Facilitated presentation of quarterly competitive intelligence research and industry analysis for the chief executive officer.
? Proactively coordinated with the executive committee and line of business leaders in assessing and determining optimal growth opportunities and efficiency strategies, comprised of acquisitions, joint ventures, alliances, and major outsource contracts.
? Drove efforts in initiating three consumer bank branch sales and a fund services divestiture with a cumulative sales value of $45M.

TORTOISE CAPITAL ADVISORS – LEAWOOD, KS, USA
Portfolio Analyst Intern: 2012
? Established complex financial models and prepared research reports of 15 upstream and 10 midstream companies with market capitalization ranging from $2B to $10B.
? Maintained active engagement in several road shows and conference calls for the seventh closed-end fund “NDP”, thus expanding more than $350M assets under the management.

IMPERA TOTAL RETURN AG – FRANKFURT, GERMANY
Investment Analyst: 2009–2010
? Generated 25 comprehensive company valuations through trading and transaction multiples, discounted cash flow analysis, and accretion and dilution analysis.
? Performed in-depth study of more than 35 acquisition targets in the biotechnology and renewable energy markets, which narrowed list down to 10 companies and conducted additional due diligence on 3 of those companies.
? Took charge of valuing prospective commercial and residential projects based on cash flow, comparable transactions, and growth potential; and accomplishing due diligence to assess potential management efficiencies to enhance cash flow in target companies.


Education:
aster of Business Administration, with Concentration in Finance: 2012
The University of Kansas – Lawrence, KS, USA
GPA: 4.0/4.0 ~ Graduated summa cum laude
Graduate Finance Advisory Board Award Recipient ~ Mark Hirschey Scholarship Recipient

Bachelor of Business Administration, with Concentration in Finance: 2009
University of Missouri – Kansas City, MO, USA
GPA: 3.73/4.0 ~ Graduated magna cum laude

Bachelor of International Business Administration: 2007
Bremen University of Applied Sciences – Bremen, Germany
GPA: 1.6/1.0 ~ Top 5% of Graduating Class
Thesis: Sustainability of Private Equity (Received State-wide Publication)


Affiliations:
Member of the Board of Directors, genKC Young Professionals
Volunteer, Ronald McDonald House
Co-founder and Director, Rosvina Vietnamese, German Student Organization


Skills:
Microsoft Office Suite (Word, Excel, and PowerPoint) | PeopleSoft | Hyperion
Bloomberg | Morningstar | CapIQ | SNL


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