Xavier Chavez

Experience

• 

  A.C. Support

  May 2015 - Aug 2016

  Summer Apprentice

  • Shadowed and observed accountant putting together the company’s financials getting ready for tax season• Learned problem solving skills to install air conditioners commercially and residentially• Interact and communicate with customers in their homes in a friendly, professional manner, while putting in long and hard hours

• 

  University of Colorado Boulder - Leeds School of Business

  Jan 2017 - May 2017

  International Business Class Instructor / Leader

  • Organized and planned week long business trip to France for 30 business students• Learned quick yet efficient problem solving strategies to deal with large groups abroad

• 

  MarkWest Energy Partners, L.P.

  May 2017 - Sept 2017

  Credit & Risk Management Summer Intern

  • Produced and presented a financial counterparty review to VP of Risk Management• Learned how to monitor mark-to-market on oil and gas hedges (ex. costless collars, swaps, and options)• Updated and refined counterparty scoring models • Completed in depth project on the Credit Rating Agencies and their use in the industry

• 

  Avoka

  Jan 2018 - May 2018

  Product Research Intern

  • Created and delivered data on all major targeted banks to be used in reports to David Chubak (Head of Global Retail Bank & Mortgage at Citi) and other bank executives • Delivered written report on findings from 50 largest banks in the world to CMO of Avoka

• 

  Capstone Partners

  May 2018 - May 2019

  Investment Banking Analyst - Generalist

  • Sell-side Advisor to $70mm+ transaction in the transportation space - Performed comparable analysis focused on industry specific multiples to value target - Drafted and created the pitch deck which ultimately won over the client and resulted in the closed transaction• Sell-side Advisor to $60mm+ transaction in the TMT space - Drafted 50-page Confidential Information Memorandum outlining strategic rationale, benchmarking operational statistics and overviewing current industry conditions - Built a dynamic financial model linking company information to income statement, balance sheet and cash flow models, given current industry assumptions Show less

• 

  PINE Advisor Solutions

  Dec 2019 - Dec 2021

  Associate Director

  • CFO Services Associate Director - Reviewed monthly NAV statements from administrators for hedge/private/mutual funds - Paid and reconciled expenses in Quickbooks and banking portals on a bi-monthly basis - Maintained daily contact with fund managers and their teams on a daily basis to assist with any and all items• Trade Operations Associate Director - Created full reconciliation check for two separate mutual funds - Reconciled positions before market open each day for all funds - Curated fund composites on a monthly basis and fund statistics on quarterly basis - Traded when given authorization by fund managers• Business Development Associate Director - Shadowed our Managing Director in charge of Business Development - Attended events to represent PINE• Head of Marketing - Curated all internal and external marketing documents for PINE and PINE's clients - Maintained all marketing relationships throughout the firm - Lead the designing of PINE's website along with our web developer Show less

• 

  IQ-EQ

  Apr 2022 - Dec 2022

  Senior Associate

  - Main CFO for $800mm UK based hedge fund focused in long/short equities, options, and swaps - Assisted on two other hedge funds with a combined AUM of $1.2b

• 

  Fortem Media

  Jan 2023 - Jan 2024

  - Streamlined internal operations and built platforms for internal and external users -Maintained all USA client relations and performed as the official liaison for our Australian office-Tracked and prepared financial projections, payroll, company initiatives, client deliverables, day to day tasks-Managed a total of at least 10 employees at any given time on top of producing over $300k in sales revenue -Produced sales revenue of $300k in first year in role-Managed day-to-day operations of the USA company including booking projects, pre production, and delivering projects.-In charge of overseeing each project from point of first contact to final delivery of the project

  • Director of Operations

    May 2023 - Jan 2024

  • Senior Business Development Manager

    Jan 2023 - May 2023
• 

  Valo Media House

  Jan 2024 - now

  Co-Founder

  Acquired the USA division of Fortem Media in January of 2024