Tim Shark

xxx-xxx-xxx

EDUCATION

The University of Houston Bachelor of Science in FinanceMay 2012

  • GPA: 3.7 / 4.0
  • Relevant Coursework: Quantitative Methods for Mgmt / Money and Banking / Business Finance / Intermediate Finance / Investments / Contemporary Financial Institutions / Real Estate Investment

WORK & LEADERSHIP EXPERIENCE

University of Texas – Medical SchoolHouston, TX

Financial AnalystMarch 2013 – Present

  • Primary responsibilities comprise of communicating diligent financial advice to support senior leadership in key decision-making process. Compile and review monthly management reports to evaluate trend analysis.
  • Develop and prepare revenue/expense projects based on patient utilization, payor mix, gross charges, contractual adjustments, clinical staff productivity, and other key health care financial factors.
  • Conduct array of health and hospital related financial system analysis, cost studies, and productivity levels.
  • Identify financial program problems, determine appropriate action and make recommendations for problem resolution; assist in implementation of program enhancements and improvements.
  • Interpret data affecting investment programs, such as price, yield, stability, & future trends in investment risk.
  • Prepare and present cost reports, coordinate audits, and analyze contract and payment reconciliations.

AZL Capital, LLCHouston, TX

Managing PartnerFebruary 2005 – March 2013

  • Direct complete financial operations of 4 million dollar portfolio. Derive and analyze restaurant industry overviews to support asset pricing for optimal portfolio growth.
  • Served as lead architect in design of corporation and business plan. Responsible for all acquisition valuation.
  • Conduct quantitative analysis of financial data for valuation purposes, modeling financial statements, and assessing risk associated with capital acquisitions and expenditures.
  • Administered first Houston franchise group to reconstruct IDQ (International Dairy Queen) prototype design.
  • Negotiated $100,000 reimbursement from IDQ to lead Houston designated marketing area with new design. Site now used as management training and development program for prospective franchisees.
  • Orchestrated 1 million dollar loan used for building reconstruction, equipment purchase, and acquisition of real estate property at age 19 in 2007. Oversaw complete project financing and management of construction.
  • Remodel and design improvements led to 120% increase in revenue from 2007-2008.
  • Conducted second million-dollar loan for subsequent IDQ business unit purchase in 2011. Remodel and redesign improvements raised revenue 80% from 2011 to 2012. Gross profit margin rose from 23%  30%.
  • Perform comprehensive valuations for acquisitions based on revenue, profitability, and DCF valuations. Selection criteria for all business units based on revenue growth, and EBITDA multiples.
  • Research multiple targets; Compile and review multiplex data to assess financial health and sustainability.
  • Employ and develop complex excel tools to analyze financial and operational information to maximize and improve gross profit margins.
  • Built, managed, and maintained revenue at significant level while operating in bleak financial environment.

Finance AssociationFall ’09 - May ‘12

OfficerUniversity of Houston

  • Educate members about fundamentals of investment banking through presentations and modeling workshops.
  • Lead and mediate discussions about current financial issues and formulate possible solutions to global problems.

SKILLS, ACTIVITIES & INTERESTS

Computer Skills: Microsoft Office Suite, Informatics, IDX, and Bloomberg.

Activities: Young Professionals in Finance, Finance Association Houston, and Baytown Chamber of Commerce.

Interests: Tennis, Golf, Swimming, and Baseball.