Dale’s current tutoring subjects are listed at the left. You
can read more about
Dale’s qualifications in specific subjects below.
I have completed graduate-level Financial Accounting and Managerial/Cost Accounting coursework, as well as some operational accounting professional experience. Topics include: FIFO/LIFO, subsidiary accounting, 10-K/10-Q review and analysis, common-sizing, balance sheet and income statement review and analysis, building financial models that link BS and IS, accruals and the impact on post-IPO share price, ethics case studies, Black Scholes option pricing model, and more.
Microeconomics and macroeconomics at the undergraduate level and global macroeconomics at the graduate/MBA level. Some of the topics covered include: supply/demand graphs, marginal cost, marginal revenue, optimal inputs, monopolies, oligopolies, monopsonies, impact of taxes and tariffs on trade and graphical representation, pricing power, elasticity, price discrimination, legal restrictions on trade, current issues in trade and globalization, and more.
My finance experience includes: portfolio management, modern portfolio theory (MPT), annuities, bonds, equities, company valuation, WACC, ROI, payback periods, IRR, financial accounting, quantitative portfolio equity management (QEPM), arbitrage, convertible bonds, M&A, IPO, LBO, exchange rates, corporate finance, discounted cash flows (DCF), effects of leverage on stock prices, hedge fund performance tracking, nested attribution, and much more.
My GMAT score was 710 overall. I took a $1500 6-week course when I prepared for it and would be happy to pass on what I remember from the course and exam.
My advanced MS Excel experience includes vlookups, pivot tables, monte carlo simulations, Solver plug-in, Bloomberg plug-in, charts/graphs, financial modeling and valuation, linking to other spreadsheets and other files, data integrity, error identification, conditional formatting, sorting and filtering data, data scrubbing, importing data from websites and external sources, editing macros, logical tests ("IF"), optimization (minimize/maximize data), and more.
My MS PowerPoint experience includes preparing professional presentations for use in a variety of situations, including a portfolio performance slideshow for presentation to several dozen senior finance managers, as well as a slideshow for a mergers and acquisitions presentation to senior finance professionals at an investment banking and private equity case competition.
My advanced MS Word experience includes creating detailed analyst reports that integrate pictures, charts, tables, equations, formatting (shapes/lines/etc), linked table of contents, appendix, tracking changes for group proofreading, conversion to PDF and other formats, and more.
Statistics topics at the graduate/MBA level include: regression analysis, multivariate regression, methods of sorting multivariate regression data to identify the most relevant/descriptive factors, p values, t statistics, etc.