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Over 5 tutoring hours

Stephen C.

New York, NY

$150/hour

Equity Research Analyst

Background check passed as of 7/15/15
5.0 average from 2 ratings
knowledgeable, patient and clear.
— Fred, New York, NY on 7/30/15

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

Education

Oberlin College (English)

F. W. Olin School of Business at Babson College (MBA)

About Stephen

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.
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 Read more

Policies
Cancellation
24 hours notice required
Travel Radius
Travels within 10 miles of New York, NY 10075
Background Check: Passed

"knowledgeable, patient and clear."

- Fred, New York, NY on 7/30/15
Computer:
Microsoft Excel

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

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

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.

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

Education

Oberlin College (English)

F. W. Olin School of Business at Babson College (MBA)

knowledgeable, patient and clear. — Steve is very supportive and helpful and available for any and all questions, his easy going personality was perfect for me. I would highly recommend him. ...

— Fred, New York, NY on 7/30/15

Hourly rate

Standard Hourly Rate: $150.00

Cancellation: 24 hours notice required

Travel policy

Stephen will travel within 10 miles of New York, NY 10075.