Alex Spanel

Experience

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  Koch Industries Inc., Flint Hills Resources LP

  May 2011 - Aug 2011

  Accounting Intern

  • Analyzed book to physical positions for our Texas pipelines; booked physical inventory for 6 locations • Processed and analyzed invoices up to $10MM for vendors • Developed and proposed a $50k business plan to improve knowledge sharing across all businesses

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  Deloitte

  Jan 2012 - Apr 2012

  Audit/Tax Intern

  • Assisted the senior, manager, and partner in performing company-wide annual risk assessments and annual audit plan• Evaluated financial information systems and recommended controls to ensure system reliability and data integrity• Documented and evaluated evidence in support of audit objectives• Reviewed and prepared both partnership and individual income tax returns• Examined and analyzed financial records of clients which ensured the accuracy of all tax deductions and credits

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  Koch Industries Inc., Koch Pipeline LP

  May 2012 - Aug 2012

  Accounting Intern

  • Analyzed projects up to $9MM for the pipeline and efficiency programs• Processed monthly accruals and other write-off journal entries. Tracked invoices and calculated estimated accruals• Prepared quarterly and monthly consolidated financial statements as well as the audited financial statement• Created a database and process for payroll reconciliation reports through Microsoft Access• Performed actual to budget/forecast variance analysis

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  Flint Hills Resources

  Jan 2013 - Jul 2014

  Accountant/Analyst

  • Specialize as project and operating expense accountant for the renewables (ethanol) business• Analyze cost drivers and economic metrics of 5 plant sites to understand our competitive advantage• Resolve complex accounting discrepancies and irregularities to ensure accuracy of financials• Prepare and process month-end journal entries including all I/C accounts payable accruals for month end close• Collaborate with leaders to budget monthly/yearly forecasts of $70MM for fixed and variable operating expenses• Check accuracy of monthly accruals, variance analysis, and performed inter-company reconciliations to ensure volume allocations and prices were correct across all business units• Support and coordinate intercompany reports for the business group which includes weekly operating expense status reports and quarterly corporate variance and benchmarking reports Show less

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  University of Nebraska–Lincoln

  Jul 2014 - May 2015

  Masters Student

  Graduate Assistant to the associate dean of the College of Business Administration.

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  Deloitte

  Jun 2015 - Sept 2017

  Tax Senior Consultant

  • Provide tax compliance and consulting services to partnership, corporate, and individual clients• Specialize in the investment management sector, with experience preparing and consulting private equity firms• Preparation and reconciliation of book, tax, and 704(b) capital accounts• Assist in tax related consulting matters, including capital gain allocations, investment acquisition and disposal transactions o Prepared and analyzed net operating loss schedules for federal and state jurisdictions for sell-side M&A transactions• Preparation and review of taxable income, expenses, carried interest, and management fee allocations in accordance with partnership agreementso Developed 704(c) taxable income allocation excel model for multi-tiered commodity trading partnership• Examine and analyze financial records of clients which ensure the accuracy of all tax deductions and credits• Assist with quarterly and annual audit provisions reviewing under FIN 48, ASC 740, and Deferred Tax Assets/Liabilities• Perform extensive tax research and analysis for clients in diverse industries• Develop tax planning excel models for clients to project quarterly and annual taxable income and deductions• Communicate directly with client’s Chief Accounting Officer regarding compliance and consulting activities• Coordinate internal engagement activities to ensure that both internal and external deadlines are met• Perform project management activities, including scheduling, billing, and coordination of information-gathering from the funds on all engagements Show less

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  Bridgepoint Investment Banking

  Sept 2017 - now

  Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients.Together, Bridgepoint principals have more than 299 years of investment banking experience, allowing us to provide our clients with Wall Street-quality experience and deep national and international funding and buyer connectivity. We have successfully moved more than $357 billion of capital across 405+ completed debt, equity and merger and acquisition transactions.Securities-related services offered through M&A Securities Group, Inc. Any third-party posts linked to this profile should not be considered to represent my view, the views of Bridgepoint Investment Banking or the views of M&A Securities Group, Inc. Bridgepoint Investment Banking is a division of Bridgepoint Holdings NE, LLC. Show less

  • Vice President

    Aug 2022 - now

  • Associate

    Aug 2019 - Aug 2022

  • Investment Banking Analyst

    Sept 2017 - Aug 2019