Michael Tota, CFA, CPA

Michael Tota, CFA, CPA

Portfolio Manager / Commercial Credit Analyst

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  • Timeline

  • About me

    Corporate Finance | Financial Modeling | Business Valuation | Risk & Insurance | CFA Charterholder | CPA | MBA

  • Education

    • State University of New York College at Cortland

      2008 - 2012
      Bachelor of Science Business Economics; Financial Management / Minors in Mathematics & Computer Applications

      Activities and Societies: Men's Lacrosse 2009 NCAA Division III National Champions 2012 NCAA Division III Runner Up School's All-Time Leading Goal Scorer

    • University of Rochester - Simon Business School

      2012 - 2014
      MBA Finance, Corporate Accounting, Competitive & Organizational Strategy
  • Experience

    • Genesee Regional Bank

      Jun 2013 - Dec 2014
      Portfolio Manager / Commercial Credit Analyst

      As a Portfolio Manager, I supported relationship managers with administrative responsibilities including annual credit reviews and new credit requests, organized the receipt and tracking of financial statements of the Bank's commercial clients, and authored monthly credit administration reports for the Board of Directors and quarterly portfolio analytics reports. As a Commercial Credit Analyst, I performed underwriting/credit analysis of prospective commercial clients and renewals, analyzed historical financial statements and projections, determined risks and mitigants, and outlined the background of the Borrower and conduct industry competitive analysis, and determine a risk rating for each client. Show less

    • DeJoy, Knauf & Blood, LLP

      Jan 2015 - Apr 2021
      • Director, Business Valuation & Manager, Tax Services

        Jul 2018 - Apr 2021
      • Supervisor

        Jan 2017 - Jun 2018
      • Senior Accountant

        Jul 2016 - Dec 2016
      • Experienced Staff Accountant

        Jul 2015 - Jul 2016
      • Staff Accountant

        Jan 2015 - Jul 2015
    • Canopy Growth Corporation

      Apr 2021 - now

      -Contribute to the development and execution of the Company's inorganic growth strategy.-Review and analyze transaction opportunities, including structured acquisitions, joint ventures, and strategic partnerships.-Build financial models for valuing prospective targets and other high-impact strategic initiatives-Manage due-diligence throughout the entire deal life cycle.-Lead project management activities for the acquisition and divesture process, collaborating with a wide range of departments and functions including C-suite, strategy, legal, and operations. Show less

      • Senior Manager, Risk & Corporate Development

        Aug 2024 - now
      • Senior Manager, Corporate Development

        Nov 2022 - Aug 2024
      • Manager, Corporate Development

        Apr 2021 - Nov 2022
  • Licenses & Certifications

    • Certified Public Accountant

      The State University of New York
      Mar 2016
    • CFA Institute Charterholder

      CFA Institute
      Oct 2024
      View certificate certificate
    • Accredited in Business Valuation (ABV)

      AICPA
      Nov 2024
      View certificate certificate
  • Volunteer Experience

    • Volunteer Coach

      Issued by Penfield Youth Sports on Mar 2023
      Penfield Youth SportsAssociated with Michael Tota, CFA, CPA
    • Foundation Board Member

      Issued by State University of New York College at Cortland on Oct 2016
      State University of New York College at CortlandAssociated with Michael Tota, CFA, CPA