Stephen Barry, CFA

Experience

• 

  Deloitte

  Jul 1995 - Jun 1997

  Staff Consultant

  • Examined intercompany pricing of cross-border transactions within multinational corporations for the purpose of determining taxable income in each tax jurisdiction; analyses used in preparation of audit defenses and planning of future pricing• Project work included financial analysis, functional economic analysis, comparable company research and analysis, industry research and analysis, and report writing

• 

  Princeton Economics Group, Inc.

  Jul 1997 - Mar 1999

  Research Analyst

  • Analyzed data and summarized results in charts, tables, and memoranda; analyses included statistical analysis of prices, various calculations of market share, and analyses of consumer survey results• Prepared presentations for expert witness economists to state and federal judges, Justice Department officials, and European Competition authorities

• 

  Kane Reece Associates (a Kroll predecessor company)

  May 1999 - Mar 2006

  • Focused on technology, media & entertainment, and telecommunications industries, specifically the programming, sports/live entertainment, and cable sectors • Performed valuations of business enterprises, intangible assets, equity securities, and derivatives with aggregate value approaching $100 billion for a variety of purposes including: purchase price allocation (ASC 805), impairment testing (ASC 350), stock-based compensation (ASC 718), litigation support, and estate and gift tax

  • Director

    Jan 2006 - Mar 2006

  • Manager

    Jan 2003 - Dec 2005

  • Senior Financial Analyst

    Jan 2001 - Dec 2002

  • Financial Analyst

    May 1999 - Dec 2000
• 

  Deloitte Financial Advisory Services LLP

  Apr 2006 - Mar 2009

  Senior Manager

  • Managed and executed valuations of business enterprises and intangible assets for a variety of purposes including purchase price allocation (ASC 805), impairment testing (ASC 350), international tax planning, and litigation support: o Advised several multinational companies on the value of foreign subsidiaries located in developed and emerging markets for tax restructuring purposes o Provided litigation support in a dispute regarding the valuation of a healthcare company’s business enterprise and certain intangible assets o Performed annual impairment testing of a life sciences company’s reporting units and indefinite-lived intangible assets over several years• Provided audit support regarding valuation related financial reporting matters for audit clients in various industries• Philadelphia office audit review champion: responsible for providing process guidance and coordinating coverage of all Philadelphia audit clients Show less

• 

  Duff & Phelps (now Kroll)

  Mar 2009 - Apr 2012

  Director

  • Managed and executed valuations of business enterprises and intangible assets for a variety of purposes including purchase price allocation (ASC 805), impairment testing (ASC 350), litigation support, and estate and gift tax: o Focused on technology, media & entertainment, and telecommunications industries o Valuation assignments ranged from “start-ups” to multinational publicly-traded companies o Lead project manager on one of the largest media transactions in history o Participated in negotiations with tax authorities including the IRS o Described and defended valuation analyses upon review by clients’ auditors o Intangible assets valued included: customer and advertiser relationships, affiliate relationships, program libraries, player contracts, cable franchises, professional sports franchises, technology, trademarks, assembled workforce, and going concern• Prepared and co-presented “Trends Impacting Media Properties and Assets” at a Business Valuation Conference (appeared in Business Valuation Update Vol. 16, No. 6, June 2010) Show less

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  Comcast

  Apr 2012 - now

  • Provide financial support for various Network and Construction entities o Support opex and capex spend in all financial aspects including: long-range planning, budgeting, cost-benefit analysis, variance analysis, and financial and operational reporting o Responsibility for monthly forecast submissions for network upgrade/rebuild and Rural Broadband capital expenditures o Prepare analyses to guide investment decisions regarding network technology and architecture, as well as residential and commercial growth via new construction• Designed, developed, and currently maintain database housing construction activity and capital expenditures o Source for hundreds of operational and financial metrics, utilized to produce reporting on $Billions of annual construction spend o Facilitate driver-based budgeting and forecasting by job type and market, improving accuracy and enhancing labor and material resource planning Show less • Coordinated budget and forecast at the total company level o Participated in all facets of the annual budgeting process including preparation of detailed financial and subscriber targets o Analyzed financial and operational performance against recent trends, and budget/forecast objectives o Developed logic surrounding driver-based budgeting/forecasting o Prepared budget and forecast presentations and reports for Senior Leadership• Developed and maintained detailed forecast model to reflect the company’s accounting policy for capitalized labor Show less

  • Executive Director, Business Operations

    Mar 2019 - now

  • Sr. Director, Business Operations

    Mar 2016 - Feb 2019

  • Director, Business Operations

    Jul 2014 - Feb 2016

  • Director, Financial Planning & Analysis

    Apr 2012 - Jul 2014