Fred Tulley, CFA, FRM

Experience

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  Deloitte & Touche

  Feb 2006 - Mar 2007

  Sr. Consultant

  Produced securitization cash flow reporting models for HSBC and Capital One.Modeled numerous auto loan and credit card conduits for HSBC's master trust.Constructed and maintained servicer reports for several multi-billion dollar banks and lending institutio

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  KPMG

  Apr 2007 - Mar 2008

  Sr. Analyst

  As an analyst on a newly-formed modeling team, I integrated Due Diligence findings with the assumptions and input for KPMG’s financial models. Industries included real estate, utilities, and manufacturing. Duties included:Model construction and review: Critiqued the structure and integrity of numerous financial models, including infrastructure, commercial securitizations, and leveraged buyouts for investment banks and private equity firms. Constructed M&A and LBO models for publicly traded clients.Business due diligence: Analyzed revenue projections for private equity acquisitions. Identified pricing trends, competitive environment, and international economic pressures. Managed teams of associates for model validation and client report writing, including the review of over 60 models in a multibillion dollar acquisition of a large real estate company by a leading investment bank. Show less

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  Hays Financial Consulting

  Mar 2008 - Jan 2012

  Sr. Financial Analyst

  Valuation: Valued distressed firms in the financial, technology, construction, manufacturing, and transportation industries using the Discounted Cash Flow, Asset Liquidation, and other valuation methodologies.Forecasting: Produced weekly, monthly, and quarterly rolling financial forecasts (Cash Flow, Income, and Balance Sheet) for managerial decisions.Vendor Negotiations: Negotiated with clients’ vendors for better terms, liquidity, and preference payments.Ad Hoc Reporting: Provided ad hoc financial and working capital reports to lending institutions for a broad range of industries.Data Mining/Analysis: Managed data projects involving the retrieval, organization and analysis of large amounts of vendor and customer data for variety of clients. Most notably, utilized the resources of a remote super computer to develop code and queries to extracted and analyzed financial data from several different reporting platforms exceeding several million lines of transactions. Show less

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  AmeriCold Logistics, LLC.

  Feb 2012 - Mar 2014

  Sr. Financial Analyst

  ROI: Analyzed the ROI on the REIT asset portfolio and reported analytics directly to the CEO.Presentations: Constructed extensive monthly and quarterly board decks detailing domestic and international operations for strategic use by the board of directors and the private equity firm.Forecasting Improvement: Converged data from ten separate reporting platforms through SAP and conducted statistical analysis on plant level forecasting results and created models based off of key drivers used to improve forecasting accuracy.MHE Project Valuation: Created the MHE model used to value the companywide equipment replacement project encompassing over 250 domestic and international operational locations and $1.5 billion in assets.Developed model used in restructuring and capital decisions for managing complex real estate loan covenants across multiple business entities and operational regions. Show less

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  BeavEx, Inc.

  Mar 2014 - Dec 2014

  Labor Utilization: Created labor optimization models by aggregating and analyzing data from service terminals across the country to develop a cohesive labor utilization plan that increased efficiency and reduced labor costs.Forecasting: Produced weekly, monthly, and quarterly rolling financial forecasts (Cash Flow, Income, and Balance Sheet) including an executive summary identifying issues, and possible causes and solutions.Prepared reporting for private equity firm and cultivated collaborative relationship to meet reporting goals.Prepared detailed presentations, board decks, and pitch books for lenders, investors, executives and board members. Show less

  • Regional Finance Manager

    Oct 2014 - Dec 2014

  • Finance Manager

    Mar 2014 - Oct 2014
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  Colonial Pipeline Company

  Dec 2014 - now

  Business Development Manager

  Strategic Analysis -Valuation - Free Cash Flow, Comparable Analysis, and other valuation techniques Due Diligence M&A activityIndustry Economic AnalysisRisk Assessment on Commodities