Tucker J Davis, Finance Expert in Holladay, UT, United States

Tucker J Davis

Finance Expert

Location
Holladay, UT, United States
Toptal Member Since
August 1, 2018

Tucker has worked with leading private equity firms to perform due diligence on transactions of various sizes, including a regional chemical distributor with $80+ million in annual revenue. He possesses extensive experience in accounting as well as financial planning and analysis and joined the Toptal network to help emerging businesses grow more efficiently by leveraging his financial analysis and forecasting skills.

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Career Highlights

Senior Financial Analyst
Rocky Mountain Reserve
Associate
KPMG
Financial Analyst
Qualtrics

Education

Master's Degree
Brigham Young University
Bachelor's Degree
Brigham Young University

Select Certifications

Certified Public Accountant (CPA)
Texas State Board of Public Accountancy

Expertise

Amazon Product Listing Optimization ServicesCertified Public Accountant (CPA)Due DiligenceeCommerceExcel VBAFinancial Planning & Analysis (FP&A)Financial StatementsQuality of Earnings

Work Experience

2018 - PRESENT

Senior Financial Analyst

Rocky Mountain Reserve
  • Performed 5-year historical custodial client account reconciliations to create accurate cash flow forecasts.
  • Developed historical 5-year financial analysis databook including profitability, working capital, and employee analyses, resulting in net cost decreases of 12%+ and an improvement in resource allocation.
  • Developed a healthcare management model and presentation to make recommendations to management to optimize future performance and to identify areas to increase sales and reduce costs.
  • Created an employee incentive program for both commissioned sales personnel as well as customer support representatives compensated on an hourly basis for a healthcare management services firm that resulted in 95%+ positive feedback and increased customer satisfaction.
  • Developed a cost-benefit analysis for a healthcare administration software implementation for senior management, helping to determine the viability and impact of the potential software change.
Focus areas: Budgeting, Due Diligence, Reconciliation, Financial Statements, Financial Modeling, Financial Planning & Analysis (FP&A)
2016 - 2018

Associate

KPMG
  • Developed a quality of earnings analysis for a private equity firm engaged in the acquisition of a middle-market manufacturing company that resulted in changes to EBITDA of $500,000+.
  • Performed a post-acquisition synergy analysis to quantify the expected cost savings for a manufacturer, helping the buyer to reduce the expense structure by 8%+.
  • Developed a historical price-volume revenue analysis for a regional distribution firm to determine the critical drivers of sales growth. This analysis was leveraged by executives, aiding in the decision to discontinue certain products and increase prices and improve margin capture on others.
  • Analyzed cash collection trends and insurance adjudication rates for a healthcare client, analyzing growth and gross margins across practices helping to reduce the buyer's proposed purchase price by $500,000+.
  • Analyzed historical working capital trends and built model projections to inform the client of the working capital needed to operate a proposed acquisition after the close of the transaction.
Focus areas: Cash Flow, Balance Sheets, P&L Forecasting, Profit & Loss (P&L), Private Equity, Financial Planning & Analysis (FP&A), Financial Data, Price Analysis, Pro Forma Financial Statements, Financial Statements, Due Diligence
2014 - 2015

Financial Analyst

Qualtrics
  • Performed quarterly financial analysis and created a presentation for senior management to analyze prior quarter results and inform the strategic planning process.
  • Created and maintained budgets, working directly with business unit leaders to understand departmental needs to support the continued expansion of a high-growth SaaS business. This project helped reduce expenses as a percentage of revenue by 6%+ year-over-year.
  • Created the pricing model for the release of a new SaaS product.
  • Developed a model to forecast recurring revenue analyzing past acquisitions, churn rates and changes in pricing.
  • Worked with a team of five to create new cash collection processes, ensuring rapid accounts receivable turnover and minimal bad debt by maintaining frequent interaction with customers. This project resulted in the reduction of day sales outstanding, driving an increase in cash flow.
Focus areas: Financial Data, Financial Statements, Price Analysis, Cash Flow Modeling, Working Capital Management, Financial Modeling, Revenue Modeling, Budgeting, Financial Planning & Analysis (FP&A)

Education

2014 - 2016

Master's Degree in Accounting

Brigham Young University - Provo, UT

2008 - 2016

Bachelor's Degree in Accounting

Brigham Young University - Provo, UT

Certifications

APRIL 2018 - PRESENT

Certified Public Accountant (CPA)

Texas State Board of Public Accountancy