Chicago based analyst with experience in performing stock valuations of closely-held operating business in various industries.
Certified Valuation Analyst
Daniel Munoz, CVA
Senior Analyst
+1 (630) 656 4597
Mobile
Chicago, Illinois
Location
ABOUT ME

Daniel Munoz

Valuation Analyst
Bilingual financial services and valuation analyst with experience in performing stock valuations of closely-held operating businesses in the manufacturing, rail transportation, asset management, financial services, real estate, restaurant/bar, banking, waste management and energy industries. My valuations have been used in connection with: ESOP reporting compliance, litigation support, and federal gift and estate taxation.
EXPERIENCE

Business Valuation Group, Inc.

Senior Analyst | September 2017 – Present (3.8 Years)
Chicago, Illinois

  • Provide a conclusion of value for small and mid-sized closely held businesses for various purposes such as estate tax planning, gift taxation, marital dissolution, third-party or related-party sale, and ESOP reporting compliance, etc.
  • Conduct in-depth client, industry, and market research, while preparing narrative reports to support valuation analysis of enterprises with revenues ranging from $1.0 million to $1.0 billion.
  • Design, improve, and implement valuation models, incorporating industry changes for discounted cash flow, market multiple, market transaction, leveraged protective put, and option pricing analyses.
  • Analyze, normalize, and make proper adjustments to the financial statements, as well as build and analyze financial projections.
  • Develop models and reports supporting lack of marketability discounts derived from restricted stock transactions used in lack of marketability conclusions by analysts in the firm.

Apple, Inc.

Product Specialist | June 2017 – September 2017 (0.3 Years)
Chicago, Illinois (Flagship Store)

  • Consistently exceeded sales goals; proven track record with overwhelmingly positive net promoter score.
  • Worked face-to-face with customers to answer technical questions and understand and quickly solve their complex technical issues.

DePaul University

Resident Adviser | August 2016 – August 2017 (1.0 Years)
Chicago, Illinois

  • Enforced building policy and performed conflict and crisis management for 1,700 residents.
  • Managed administrative functions including room condition reports, maintenance requests, incident reports, and the room change requests.
  • Lead, budgeted, and marketed 20 programs, consisting of academic and professional resident development.

CBRE Group, Inc.

Accounting Coordinator / Accounting Assistant | December 2015 – August 2016 (0.8 Years)
Chicago, Illinois

  • Processed and posted invoices to the accounts payable and receivable general ledgers.
  • Reconciled invoices, departmental billings, employee reimbursements, cash receipts, vendor statements, and journal vouchers.
  • Assisted Business Manager with various business operations, including budget reconciliation and trial balance.
  • Processed $1.4 million in account charges for summer residents.
  • Extracted sales data from KX marketing software to create internal monthly tax reports.
  • Completed ST-1 and RHM-1 online tax forms to process monthly payments.
CERTIFICATIONS
CFA Institute

Chartered Financial Analyst (CFA) candidate for Level II

Chartered Financial Analyst Institute
Passed CFA Exam Level I (December 2019)

award

Certified Valuation Analyst (CVA)

National Association of Certified Valuators and Analysts (NACVA)
November 2018

EDUCATION

DePaul University

Bachelor of Science in Business – Finance (BSB) | June 2017
Chicago, Illinois

  • Student Finance Association Member | September 2015 – June 2017
  • International Business Seminar in Paris – Luxury Marketing | March 2017
  • Enrolled in Adventis’ Financial Modeling Certification (FMC™) Program
LANGUAGE

English (Fluent)

Reading – Writing – Speaking

French (Intermediate)

Reading – Speaking

Spanish (Fluent)

Reading – Writing – Speaking

Italian (Beginner)

Speaking
SKILLS

Industry Knowledge

Industry knowledge ranked by level of proficency and experience (1 – 10)
10
Business Valuation
10
Financial Analysis
10
Accounting
10
Equity Invt.
8
Quant. Methods
8
Fixed Income
8
Corporate Finance
7
Economics
7
Alternative Invt.

Programming Languages

Programming knowledge ranked by level of proficency and experience (1 – 10)
9
CSS3
7
HTML
4
SQL
4
Python
2
C++
1
VBA

Applications

Application knowledge ranked by level of proficency and experience (1 – 10)
10
Excel
10
Word
10
PowerPoint
7
Access
7
Photoshop
7
Premiere
6
Jupyter
5
Illustrator
4
Visual Studio Code
CONTACT ME
+1 (630) 656 4597
Mobile
Chicago, Illinois
Address
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Copyright © Daniel Munoz, 2021

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