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Michael E.

Michael E.

Miami, FL
Job Success
Top Rated Plus

Financial Analyst. Business Valuation. Forecasts & Models. Excel Guru

Financial services professional with over 12 years of experience both on Wall Street and in the corporate FP&A at major manufacturing and Tech companies. As a lead Equity Research analyst, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate this work into easily digestible conclusions. As a publishing analyst covering over 45 public companies, I've had the ability to learn from and provide consultations for countless senior executive teams, investment managers, and business development experts. I have utilized these skills to help found two start-ups and now work as a financial consultant and started my own firm, Blue Loop Advisors. The success of my 10-year professional career has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Company, industry, and market research • Business valuation • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Excel file and data cleanup, analysis, and visualization
Rating is 5 out of 5.
5.00 Sep 10, 2021 - Mar 2, 2022

"Michael did a good job for the equity research work, in preparing analysis articles and videos. He is a self-starter, efficient, communicative and flexible, and delivers quality work on time. It has been a pleasure working with him."

Private earnings
Rating is 5 out of 5.
5.00 Nov 18, 2021 - Jan 11, 2022

"This was the second job I hired Michael for and he did a great job once again. Highly responsive and strong financial modeling skills."

Private earnings
Jul 6, 2021 - Oct 7, 2021

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Aug 10, 2021 - Aug 11, 2021

"Michael did a great job. He was fast, jumped right on the job, and flexible as we made some modifications."

Private earnings
Rating is 5 out of 5.
5.00 Jul 8, 2021 - Jul 19, 2021

"Michael has been very responsive and efficient and sincere for my Excel project. He has a great work ethic and attitude and really knows his stuff. He also communicates well and you never have to worry about the status of your work. I would love to work with him again for my Excel modeling needs and am happy to recommend him to others with similar needs."

Private earnings
Rating is 5 out of 5.
5.00 Jul 16, 2021

"Response to our survey was insightful and valuable to our study. Appreciate the thorough work and quick turnaround!"

Private earnings
Michael E. has more jobs. Create an account to review them

Skills

Michael E.

Michael E.

Miami, FL
Job Success
Top Rated Plus
12
Total Jobs
667
Total Hours

Financial Analyst. Business Valuation. Forecasts & Models. Excel Guru

Specializes in
Financial services professional with over 12 years of experience both on Wall Street and in the corporate FP&A at major manufacturing and Tech companies. As a lead Equity Research analyst, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate this work into easily digestible conclusions. As a publishing analyst covering over 45 public companies, I've had the ability to learn from and provide consultations for countless senior executive teams, investment managers, and business development experts. I have utilized these skills to help found two start-ups and now work as a financial consultant and started my own firm, Blue Loop Advisors. The success of my 10-year professional career has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Company, industry, and market research • Business valuation • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Excel file and data cleanup, analysis, and visualization
Rating is 5 out of 5.
5.00 Sep 10, 2021 - Mar 2, 2022

"Michael did a good job for the equity research work, in preparing analysis articles and videos. He is a self-starter, efficient, communicative and flexible, and delivers quality work on time. It has been a pleasure working with him."

Private earnings
Rating is 5 out of 5.
5.00 Nov 18, 2021 - Jan 11, 2022

"This was the second job I hired Michael for and he did a great job once again. Highly responsive and strong financial modeling skills."

Private earnings
Jul 6, 2021 - Oct 7, 2021

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Aug 10, 2021 - Aug 11, 2021

"Michael did a great job. He was fast, jumped right on the job, and flexible as we made some modifications."

Private earnings
Rating is 5 out of 5.
5.00 Jul 8, 2021 - Jul 19, 2021

"Michael has been very responsive and efficient and sincere for my Excel project. He has a great work ethic and attitude and really knows his stuff. He also communicates well and you never have to worry about the status of your work. I would love to work with him again for my Excel modeling needs and am happy to recommend him to others with similar needs."

Private earnings
Rating is 5 out of 5.
5.00 Jul 16, 2021

"Response to our survey was insightful and valuable to our study. Appreciate the thorough work and quick turnaround!"

Private earnings
Michael E. has more jobs. Create an account to review them

Skills

More than 30 hrs/week

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