
Michael Tota, CFA, CPA
Portfolio Manager / Commercial Credit Analyst

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

State University of New York College at Cortland
2008 - 2012Bachelor of Science Business Economics; Financial Management / Minors in Mathematics & Computer ApplicationsActivities 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 - 2014MBA Finance, Corporate Accounting, Competitive & Organizational Strategy
Experience

Genesee Regional Bank
Jun 2013 - Dec 2014Portfolio Manager / Commercial Credit AnalystAs 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 2021Director, Business Valuation & Manager, Tax Services
Jul 2018 - Apr 2021Supervisor
Jan 2017 - Jun 2018Senior Accountant
Jul 2016 - Dec 2016Experienced Staff Accountant
Jul 2015 - Jul 2016Staff 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 - nowSenior Manager, Corporate Development
Nov 2022 - Aug 2024Manager, Corporate Development
Apr 2021 - Nov 2022
Licenses & Certifications

Certified Public Accountant
The State University of New YorkMar 2016- View certificate

CFA Institute Charterholder
CFA InstituteOct 2024 - View certificate

Accredited in Business Valuation (ABV)
AICPANov 2024
Volunteer Experience
Volunteer Coach
Issued by Penfield Youth Sports on Mar 2023
Associated with Michael Tota, CFA, CPAFoundation Board Member
Issued by State University of New York College at Cortland on Oct 2016
Associated with Michael Tota, CFA, CPA
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