Chicago based analyst with experience in performing stock valuations of closely-held operating business in various industries.
Certified Valuation Analyst
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 (3.3 Years)
Chicago, Illinois
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)
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
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
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.
EDUCATION
DePaul University
Bachelor of Science in Business – Finance (BSB) | June 2017
Chicago, Illinois
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