Casey Vercauteren

Assistant Vice President

2024

Senior Associate

2022 - 2024

Associate, Sponsor Finance

2019 - 2022

Senior Analyst

2019 - 2019

Analyst

2018 - 2019

• Integral member of consulting team for over 7 high-growth businesses, primarily consulting on the finance and accounting functions; Managing three accounts with team size ranging from 2-3 employees • Managed the month-end close process, ensuring accurate financials to compile into reporting dashboards and performance decks • Frequently and consistently led business performance discussions with internal decision makers, executive committees, and Board of Directors • Performed a myriad of analyses for business decision makers including: Project Profitability, Employee Utilization Analysis, Due Diligence Acquisition, Facility Decision, Change Management, and Customer Acquisition Cost • Streamlined finance reporting processes and day-to-day accounting functions by creating repeatable infrastructure

Internal Auditor

2017 - 2018

Resource team member that contributed in the planning, fieldwork, reporting, and follow-up stages during various audits

Senior Investment Analyst, Team Leader

2017 - 2017

• Sole analyst responsible for 17 corporate, public, not-for-profit, endowment clients, advising on $171 Billion • Leveraged Excel skills to efficiently sort and analyze large data sets in order to draw conclusions for client portfolio improvements • Conduct technical performance reconciliations and rate of return audits of client’s investment portfolios, utilizing financial statements from varying sources. Primarily utilize Modified Dietz and Time-Weighted rates of return for traditional assets classes, and IRR for reporting alternatives • Collaborate with Senior Consultants on the presentation of total fund performance and discussion points through Quarterly Investment Reviews for both General Consulting and Private Equity clients • Mentor, train, and verify the quality of work for newer Investment Analysts under the role of Client Manager • Founding member of company’s hedge fund managed account platform team conducting manager due diligence, analyzing manager performance, and creating marketing materials

Investment Analyst

2015 - 2017

Equity Research Analyst Intern

2014 - 2015

• I worked this position for May-August 2014 and December 2014-January 2015. • Performed financial modeling and analysis for a long/short fund with sector emphasis on financials, technology, media, telecommunications, industrials and energy. • Sourced new investment ideas through third party research, SEC filings and earnings call transcripts • Developed and proposed new investment theses supported by evidence from quantitative financial analysis, market projections and qualitative research • Analysis included discounted cash flows, dividend discount, comparable companies, multiples, sum-of-the-parts, capital structures and industry research • Supported analyst research by compiling & summarizing industry reports, gathering third party data to support or reject thesis assumptions and analyzing current portfolio holdings for unanticipated risk factors • Prepared strategic marketing materials and outreach process target high net worth and institutional clients