Mike Shur's Resume Resume
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Resume:
Michael Shur www.linkedin.com/in/mikeshurpdx EDUCATION
Address SW Norman Ct, Gresham, OR ROCHESTER INSTITUTE OF TECHNOLOGY – Rochester, NY
Mobile l Email B.S. in Business Administration; Finance major / Economics minor
CORPORATE FINANCE. ACCOUNTING. FINANCIAL PLANNING & ANALYSIS. INVESTMENT BANKING.
- Excellence in time-sensitive, quick-ramping financial projects requiring collaborative team approach with delegation of duties
- Adept at working with senior management to deliver real-time operational value stemming from strategic & financial decision-making
- Deep domain expertise in corporate finance and highly specialized skillset across accounting & finance as well as their overlap with operations
Financial analysis, investment banking, corporate finance, strategic planning, financial planning & analysis (FP&A), credit analysis & consumer lending.
- + years financial statement & credit analysis; financial planning & analysis, Excel modeling including, forecasting, budgeting, monthly & quarterly reporting, merger analysis, accretion / dilution, DCF & LBO; fundamental and relative valuation; portfolio analysis; extensive business writing
- Corporate finance, investment banking, private equity and venture investing, corporate & business development, including corporate ventures & strategic investments, as well as startup operations; industries served include but not limited to business services, eCommerce, healthcare, technology & software, sustainability, consumer goods and products, food & beverage, and lifestyle
- Financial advisory, business & corporate development, mergers & acquisitions, licensings, partnerships & collaborations, strategy development & execution, buy- and sell-side corporate advisory, business valuation, and capital raising execution for early-stage & middle-market companies
- Robust Microsoft Office: Excel, Powerpoint, Word, Access and Outlook, various financial databases & platforms, and CRM, ERP systems
INDEPENDENT FINANCIAL CONSULTANT March – Present
KAPOOSTA PARTNERS LLC – Portland, OR
Specialized strategic advisory firm focused on financial solutions for companies and brands in food + tech, drink, CPG, fitness & wellness spaces.
- Joined management team, serving as interim and part-time CFO & COO, managing operations from a financial aspect
- Framed operational strategies with management team and helped to implement those plans while overseeing their execution
- Built custom financial models, budgets, forecasts, and dashboards / toolkits designed to track financial operational performance
SENIOR FINANCIAL ANALYST – CORPORATE FINANCE, FP&A November – March
HOLIDAY RETIREMENT – Portland, OR (Fortress Investment Group -- FIG portfolio company)
Provider of independent retirement living communities; operates and manages + senior living centers, serving over , residents.
- Provided operational support and financial reporting tools to CFO & department heads
- Worked with Financial Planning and Analysis (FP&A) team on monthly and quarterly reporting initiatives; variance & ad hoc analyses
- Structured all reporting tools for Holiday’s CapEx process; restructured and streamlined reporting system into simple integrated model
- Managed and maintained corporate financial model with direct oversight by FIG managing director
SENIOR ASSOCIATE – BUSINESS AND CORPORATE DEVELOPMENT May – October
CAMBIA HEALTH SOLUTIONS – Portland, OR (Direct Health Solutions, counterpart division to Regence BlueCross BlueShield)
Non-profit health services company offering wellness and insurance solutions in the Pacific NW. Direct Health Solutions is the VC arm.
- Vetted / analyzed innovative direct investment and acquisition opportunities in healthcare focused on consumer and provider enabled high-tech solutions such as HCIT; supported portfolio companies with robust financial statement and modeling activities
- Assessed strategic options and implemented strategic initiatives for portfolio companies; performed deep dive market research and competitive intelligence for new investment considerations; liaised with cross-departmental executives on internal initiatives and projects
ASSOCIATE – HEALTHCARE INVESTMENT BANKING September – April
MORGAN JOSEPH TRIARTISAN – New York, NY
Full-service investment banking firm serving middle-market companies in healthcare, technology, media, consumer and industrial industries.
- Independently assisted senior professionals on advisory and financing initiatives for healthcare & technology companies, with focus on M&A and financing transactions involving private placements and public offerings, as well as advisory assignments
- Managed and provided transaction execution processes support for live deals; executed deal sourcing opportunities by pursuing new client relationships; oversaw capital markets database; managed analysts on mandates and projects; hired and mentored graduate intern associates
ANALYST – HEALTHCARE INVESTMENT BANKING March – November
SUSQUEHANNA INTERNATIONAL GROUP – New York, NY
Healthcare Investment Banking Group provided advisory services to life science, medical technology and healthcare service companies.
- Public offerings and strategic M&A mandates for biotechnology, specialty pharmaceutical and medical technology / device companies; assisted senior team members in evaluating clients’ corporate finance needs, offering solutions reflecting industry and capital markets conditions; robust financial modeling, preparation of analyses and presentations for equity offerings, and M&A advisories
ADDITIONAL INFORMATION & INTERESTS
- Conversational Russian fluency; interests include adventure travel & exploration, ancient civilizations, reading, and hiking
