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Stephen C.

Equity Research Analyst

Equity Research Analyst

$150/hour

  • 5 hours tutoring

  • New York, NY 10075

About Stephen


Bio

I am a finance professional with a high level of expertise with Microsoft Excel as it relates to developing financial models, budget forecast models and valuation models. I have an MBA from the F. W. Olin School of Business at Babson College. I have experience creating pivot tables and developing macros and VBA code for Excel models. The majority of my experience has been within equities (stocks), but I've also developed budget forecasts, cash burn rate models, IRR, ROI, and related models...

I am a finance professional with a high level of expertise with Microsoft Excel as it relates to developing financial models, budget forecast models and valuation models. I have an MBA from the F. W. Olin School of Business at Babson College. I have experience creating pivot tables and developing macros and VBA code for Excel models. The majority of my experience has been within equities (stocks), but I've also developed budget forecasts, cash burn rate models, IRR, ROI, and related models for start-ups, Fortune 500 companies and consultants in the private equity field.

I've given a few informal classes to friends in Microsoft Excel, stock picking and general corporate finance forecasting, so I thought I would enjoy tutoring occasionally. I would enjoy helping anyone interested in learning about finance as it relates to equity research, budget forecasting, stock and other asset valuation, portfolio management, and Microsoft Excel.


Education

Oberlin College
English
F. W. Olin School of Business at Babson College
MBA

Policies

  • Hourly rate: $150
  • Tutor’s lessons: In-person and online
  • Travel policy: Within 10 miles of New York, NY 10075
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 7/15/2015

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Finance,

Finance

I've been involved in equity research, investment management and related consulting projects for more than 15 years. I have a high degree in expertise in developing financial statement forecasts, budget forecasts and valuations for a wide range of companies. As an equity (stocks) analyst, I developed an expertise in the telecom services and steel industries. As a financial consultant, I have worked with food manufacturers, energy, eCommerce and start-up companies. I currently distribute equity research to institutional investors.
Microsoft Excel

Microsoft Excel

I've been using Microsoft Excel for nearly 20 years as it relates to developing financial models for use in equity research and budget forecasting. I developed a budget forecast in Microsoft Excel for a 250,000 bpd oil refining company, which used this model for several years until it was replaced by ERP software. I've developed cash burn rate analysis for stakeholders in near bankrupt companies seeking additional investment. I have developed hundreds of models in Excel forecasting various financial scenarios and associated valuations for a wide variety of publicly traded companies.

Computer

Microsoft Excel

Microsoft Excel

I've been using Microsoft Excel for nearly 20 years as it relates to developing financial models for use in equity research and budget forecasting. I developed a budget forecast in Microsoft Excel for a 250,000 bpd oil refining company, which used this model for several years until it was replaced by ERP software. I've developed cash burn rate analysis for stakeholders in near bankrupt companies seeking additional investment. I have developed hundreds of models in Excel forecasting various financial scenarios and associated valuations for a wide variety of publicly traded companies.

Corporate Training

Finance,

Finance

I've been involved in equity research, investment management and related consulting projects for more than 15 years. I have a high degree in expertise in developing financial statement forecasts, budget forecasts and valuations for a wide range of companies. As an equity (stocks) analyst, I developed an expertise in the telecom services and steel industries. As a financial consultant, I have worked with food manufacturers, energy, eCommerce and start-up companies. I currently distribute equity research to institutional investors.
Microsoft Excel

Microsoft Excel

I've been using Microsoft Excel for nearly 20 years as it relates to developing financial models for use in equity research and budget forecasting. I developed a budget forecast in Microsoft Excel for a 250,000 bpd oil refining company, which used this model for several years until it was replaced by ERP software. I've developed cash burn rate analysis for stakeholders in near bankrupt companies seeking additional investment. I have developed hundreds of models in Excel forecasting various financial scenarios and associated valuations for a wide variety of publicly traded companies.

Other

Finance

Finance

I've been involved in equity research, investment management and related consulting projects for more than 15 years. I have a high degree in expertise in developing financial statement forecasts, budget forecasts and valuations for a wide range of companies. As an equity (stocks) analyst, I developed an expertise in the telecom services and steel industries. As a financial consultant, I have worked with food manufacturers, energy, eCommerce and start-up companies. I currently distribute equity research to institutional investors.

Ratings and Reviews


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Contact Stephen

Response time: 23 hours

$150/hour

Stephen C.

$150/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Stephen

Response time: 23 hours