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杰斯特勒
验证专家 in 金融
金融专家
在金融行业有20年以上的工作经验, 杰伊发行了70亿美元的国债, 执行了70亿美元的利率掉期, and managed over $12 billion in foreign exchange exposures for Fortune 500 companies. He developed Hershey's enterprise risk management program and led post-acquisition integration efforts for Hershey's Brookside Foods acquisition. 松鸦 enjoys working with senior executives to help their teams deliver strategic objectives.
职业生涯突出
教育强调
案例研究
工作经验
助理财务主管
好时公司
- 为$1制定战略,并领导执行.60亿美元的长期债券发行. 协调法律团队和公司员工进行债券尽职调查.
- 推荐并主导执行$1.50亿美元的远期开始掉期,以预先对冲计划中的债券发行, 还有4.5亿美元的固定-浮动利率掉期. Worked with the controller’s group for proper accounting of swaps in accordance with FAS 133.
- Led the recommendation and execution of partial tender for $350 million of high coupon bonds with $100 million purchase price cap, 每年可节省300万美元的利息费用.
集成项目管理办公室主任
好时公司
- 被选为公司第一个pmo整合团队的重要成员. Dual role functioned to lead and coordinate Hershey’s finance functions needed to integrate Brookside Foods and to act as the chief financial officer for the Brookside business.
- Coordinated the integration efforts of 20-30 employees across the company for activities such as establishing monthly financial reporting, 确定产品价格和标准成本,管理库存周转.
- 作为首席财务官制定年度和五年战略计划损益表. Analyzed actual monthly financial results, determining key drivers and variances versus plan. 修改月度和季度预测.
- 协助财务团队对中国潜在收购进行尽职调查. The team reviewed the target's financials with its auditor to evaluate the quality of earnings and assess the integrity of the financial 报告.
企业风险管理总监
好时公司
- Led the development of the company’s enterprise risk management program after being selected by the CFO.
- 制定了一套系统的识别流程, 验证, and prioritize key business risks to achieving the company’s strategic objectives along with outside consultants. 这一模式已纳入全球规划进程.
- Evaluated the risk management framework and recommended efforts to improve risk management activities.
- 设计并推荐企业风险管理(ERM)方案结构, 包括治理模型, 报告, 风险承受能力.
- 向高管传达好时在实施ERM方面的进展, 董事会, 及其委员会.
助理财务主管
好时公司
- Led Hershey’s first comprehensive review of and developed recommendations for the company’s capital structure. Analyzed and recommended action focused on long-term credit ratings and fixed-floating interest rate targets, 这成为了公司的标准.
- 建立了一个计算股票回购策略下每股收益增量的模型. Implemented a model that calculated the break-even share price for share repurchases.
- 对好时应付账款管理的建议变更, starting the process for Hershey to manage working capital more efficiently to generate cash. 2006年至2009年, 好时减少了3.75亿美元的营运资本, 使其能够消除其商业票据余额.
资本市场 & 衍生品交易商,国库业务
IBM
- 评估和推荐定期债务融资, 包括结构性产品, 以满足IBM基于最低资金成本的资金需求, 外币需求, 男高音方面的考虑. Evaluated and executed interest rate derivatives in an effort to lower IBM’s cost of funds and modify the duration of the debt portfolio. Managed the company’s short-term liquidity by overseeing a $2-3 billion investment portfolio and ran two commercial paper programs with an average outstanding of $1-3 billion.
- 与团队合作发行5美元.70亿美元的固定和浮动利率中期美元票据, 瑞士法郎, 和欧元, 期限从2年到5年不等. 牵头发行1美元.50亿美元,发行两年期浮动利率债券.
- 协助团队执行$3.10亿美元的固定-浮动利率互换. 以2美元的名义价值重新安排了6笔掉期.这使公司实现了8700万美元的经营性现金流.
- 评估了日元的融资选择. Recommended and led the execution of a ¥10 billion long-dated USD-JPY cross currency swap, 预计可节省利息开支约1,800万元.
外汇交易商,国库运营部
IBM
- 管理IBM的2美元.个人系统集团50亿美元的成本对冲计划. Worked with Japan and Europe finance teams to develop a strategy for hedging quarterly exposures through the use of average rate options and synthetic forwards. 执行与银行的对冲交易. 跟踪并向高级管理层报告结果.
- 管理IBM 2亿美元的净敞口资产对冲项目. Collected local currency exposures for US dollar functional entities throughout the world from regional treasury teams. 分析风险并向财务助理报告月度结果. 按指引执行的交易.
- 协助一名资深交易员制定策略,对冲IBM股价9美元的风险敞口.50亿美元的收益对冲计划. 执行平均利率期权和综合远期以对冲风险. 分析了银行提出的对冲风险的结构, taking into consideration FAS 133 requirements and appropriateness within IBM policies.
高级财务分析师
百时美施贵宝公司
- Invested the company's excess cash in short-term money market instruments (average investment portfolio $2.30亿).
- Managed the company's foreign exchange activities: executed options and forwards to hedge exposure ($5.4 billion annual volume); tracked and reported exposures and coverage to the divisions and senior executives; worked with divisional contacts to ensure proper exposures were hedged and provided divisions with up-to-date foreign exchange information to assist hedging decisions.
- Worked with a cash management group and investment bank to determine cash needs and the best way to execute commercial paper trades to fund short-term cash requirements.
- 分析银行对公司投资的建议, 外汇套期保值计划, 股票回购策略, 以及资金选择. 从分析中向高级管理人员推荐解决方案.
财务助理
百时美施贵宝公司
- 曾担任公司MBA金融助理轮岗计划的成员. 在整个组织-美国医药集团完成了四次轮岗, 国内财政部, ConvaTec, 定价和采购-如下所述.
- 分析美国医药集团第三季度毛利率结果. 使用处方趋势预测产品销售. 开发了一个模型来模拟关键产品预期销售的变化.
- 投资国内财政部多余现金(平均投资组合1美元).90亿). 维护数据库,跟踪股票回购.
- Spearheaded the financial analysis of a key productivity initiative to enhance ConvaTec's margins, 提高能力, 减少库存. 开发新产品上市后的财务评估. 为两个战略产品发布准备贴现现金流估值.
- 大幅更新了定价和采购部门的内部定价流程.
关系管理器
大通曼哈顿银行
- Managed 21 middle market corporate client relationships (sales over $10 million), consisting of $42 million in loan commitments and $3 million in account balances.
- Evaluated companies' risk profiles and formulated exposure and marketing strategies based upon these profiles, 银行的参数, 以及市场状况.
- 结构化优先债务融资解决方案, 贸易融资选择, 以及现金管理系统,解决企业的现金需求.
联系
大通曼哈顿银行
- Successfully completed Chase's ten-month corporate credit training program that consisted of MBA courses and projects which applied credit analysis to Fortune 500 companies.
- Developed analytical skills to evaluate the company's risk profile based upon its operations, 行业趋势, 管理风格, 历史财务业绩, 以及敏化投影.
- 与团队合作制定解决客户财务状况的方案. Developed written and oral presentations outlining history, analysis, and recommendations.
教育
金融工商管理硕士(MBA)
哥伦比亚商学院-纽约,纽约州
政府管理学士学位
汉密尔顿学院-克林顿,纽约
Skills
金融
资本结构优化, 股票回购, 股利政策, 现金管理, 利率风险, 营运资金管理, 现金流量预测, 公司的财政, 合并 & 收购(M&A)财务规划 & 分析(FP&A), 资本结构, 短期投资, 预测, 项目融资, 外汇套期保值, 利率掉期, 商业金融, FAS 133, 货币市场, 边际贡献分析, 信用分析
输出的软件
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Apple Numbers, Apple Pages, Apple Keynote
Data & 分析软件
彭博
行业专业知识
消费产品, 债务资本市场, 药品, Technology, 养老金, 上市公司
地理专业
美国
其他
企业风险管理(ERM), 信用评级, 银行的关系, 项目领导, 竞争对手分析 & 分析,债务融资,财政 & 流动性管理, 外汇, 董事会报告, 执行报告, 财政部管理, SAP, 微软365, 战略规划, 董事会, 集成, 财务预测, 项目管理, 沟通, 债券, 财政部, 商业银行, 财务报表, 风险管理
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