Chicago based analyst with experience in performing stock valuations of closely-held operating businesses in various industries.

Certified Valuation Analyst
Daniel Munoz, CVA
Valuation Analyst
+1 (630) 656 4597
Mobile
Chicago, Illinois
Address
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.

Valuation Analyst @ September 2017 – Present (3.0 YEARS)

  • 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, Chicago, IL

Product Specialist @ June 2017 – September 2017 (0.3 YEARS)

  • Consistently met and 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, Chicago, IL

Resident Adviser @ August 2016 – August 2017 (1.0 YEARS)

  • Enforced building policies to over 1,700 residents
  • Managed administrative functions including room condition reports, maintenance requests, incident reports, and the room change requests
  • Coordinated 20 building-wide events to build community engagement

CBRE, Chicago, IL

Accounting Coordinator @ December 20015 – August 2016 ( 0.8 YEARS)

  • 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 due
EDUCATION

DePaul University, Chicago, IL

BACHELOR OF SCIENCE IN BUSINESS - FINANCE (BSB) JUNE 2017

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

READING - SPEAKING

Spanish (Fluent)

READING - WRITING - SPEAKING

Italian

SPEAKING
SKILLS

Industry Knowledge

Industry knowledge and experience ranked by level of proficiency and experience (1-10)
10
Business Valuation
10
Accounting
9
Economics
10
Financial Analysis
10
Quant. Methods
8
Fixed Income
10
Strategic Planning
10
Project Mngmt.
7
Alternative Invt.
10
Equity Invt.
9
Corporate Finance
6
Derivative Invt.

Programming Languages

Programming knowledge and experience ranked by level of proficiency and experience (1-10)
9
CSS3
2
C++
7
HTML
1
VBA
5
SQL
4
Python

Applications

Application knowledge and experience ranked by level of proficiency and experience (1-10)
10
Excel
7
Photoshop
10
Word
7
Premiere
8
PowerPoint
7
Jupyter
7
Access
5
Illustrator
CONTACT ME
+1 (630) 656 4597
Mobile
Chicago, Illinois
Address
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Copyright © Daniel Munoz, 2020

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