Andrew Walters

Hi, I'm Andrew Walters. Welcome to my profile!

Andrew Walters's Bio:

Andrew Walters's Experience:

• Engagement Manager at BU Urban Business Accelerator

  June 2013 - August 2013

  o Led a team of four students to analyze the client's business processes and financial position o Created potential additional revenue of +$25,000 and a 2.8x return on investment for investors by providing recommendations to formalize the tracking process of sales, inventory, and cash

• Strategy Consultant at Bean Partners

  February 2013 - April 2013

  Strategy consulting and transaction firm for early stage ventures o Produced business plan, PowerPoint slide deck, and accompanying investment memorandum for bio-insurance client that went out to potential investors and raised GBP 1m for the company o Built financial model from scratch, including DCF and a range of other valuation techniques, to find the target value to acquirer for news aggregation site o Participated in multiple strategy meetings, assisting in the formulation of forward-looking plans to grow the businesses, and generated strategy reports to present to clients o Conducted process improvement review and developed process and responsibility flowchart for stakeholders in addition to creating and implementing a time-tracking system, which increased both internal and external efficiency o Project managed the post-merger integration of systems and processes, including the switch from Dropbox to Google Drive and document standardization o Led the development of copy and web design by researching competitor sites and working with developers to build a new website that more effectively sells the services provided by Bean Partners

• Head of Consumer Investments at BU Undergraduate Investment Fund

  May 2012 - December 2012

  o Responsible for identifying the leading stocks in the consumers industry, researching them, valuing them and writing the subsequent analyst reports o Evaluated a range of stocks presented by myself and other members, investing in the best of them for the fund o Assisted both the Senior and Junior Analysts with industry research, fundamental and technical analysis, and presentations

• Co-Founder at Boots2Business

  May 2012 - September 2012

  Boots2Business provides current and former military personnel with a guide to finding their passions and pursuing them as they enter the civilian workforce.

• Investment Analyst at Brigos Capital Management

  February 2012 - September 2012

  Hedge fund o Directly influenced the portfolio manager's investment decisions by synthesizing and reporting on over 40 factors for each stock o Developed a pitch book and leveraged social media, including a blog and Twitter account, in a capital-raising effort that led to the creation of a new internship at the company for public relations o Responsible for the development of daily market reports and using them to identify trends in the marketplace o Used WordPress to build a website that allows potential investors to learn more about the fund and its investing methodology

• Investment Banking Spring Analyst at Capstone Partners LLC

  January 2012 - April 2012

  Middle-market M&A and valuation services o Researched market sectors and identified relevant trends to write industry overviews and other portions of more than 10 pitch books and industry reports o Assisted in the preparation of valuations, conducting comparable company analysis and precedent transaction analysis o Analyzed prospective buyers by utilizing CapitalIQ to target those with maximum purchase potential and created the subsequent prospect lists

• Senior Financial Analyst at BU Undergraduate Investment Fund

  September 2011 - April 2012

  o Taught a class of 20 students how to conduct industry research using IBIS World and other databases and how to perform valuation, including a DCF and comparable company analysis o Pitched a healthcare stock to professors, industry professionals, and the investment management team, answered questions, and progressed to the final round of pitches

• Rotational Program Intern (Risk Consulting, Human Capital Consulting, Sales, Wealth Management) at SilverStone Group

  June 2011 - August 2011

  SilverStone Group (www.silverstonegroup.com) is a large, Omaha-based commercial insurance broker and wealth management organization representing all lines of property and casualty insurance including construction, real estate, healthcare, aviation. o Researched mutual funds using fi360 and Morningstar and reported on their performance attributes to ensure that each client was on track to meet his/her long-term financial goals o Developed client relationships by accompanying and supporting senior executives at current and prospective client meetings an average of 4 times per week o Collaborated with an industry professional to write and format two aviation safety manuals for use in client aircraft operations o Studied and researched the insurance industry through readings and three audits to better understand what services each client needed

• Junior Financial Analyst at BU Undergraduate Investment Fund

  September 2010 - August 2011

  o Awarded "Best Junior Analyst" award o Collaborated with a team of 15 to conduct research on the retail industry to identify trends, evaluate risks, and determine the growth potential for True Religion Jeans o Developed various financial metrics to determine the company's relative valuation in the market place then gave a stock pitch to the e-board for consideration of investment

• Founder & Advisor at Nu Chapter Consulting Group

  January 2012

  Nu Chapter Consulting Group is a student consulting group that was founded by Alpha Kappa Psi at Boston University in 2012. The group provides consulting services in the fields of finance, accounting, marketing, operations management, and information systems to small and medium sized businesses and startups like yours. We have 4 critical advantages: 1. A team of professional, bright, high energy students, many with internship backgrounds with major organizations such as McKinsey and IBM. Membership of Alpha Kappa Psi requires demonstrated academic achievement in business studies. 2. Most critically, we are backed by mentors from the business studies faculty at Boston University School of Management, current or former management consultants and venture capitalists and/or senior entrepreneurs who have built successful businesses from the ground up. Our mentors support and help quality control our work throughout the project. 3. Our team and our mentors are happy to be bound by all reasonable confidentiality agreements. 4. We don't charge for our services. If we aren't adding value send us away. We are currently seeking to develop additional relationships where owners and managers believe Nu Chapter can add value. We invite you to email us at [email protected] to find out more about how we can help your startup through the next step in development. -- I established NCCG by coordinating with alumni and other chapters to provide career development opportunities in growing sectors. For more information, please visit http://buakpsi.com/pages/consulting.php

Andrew Walters's Education:

• Boston University - School of Management

  2010 – 2014
  BSBA

• Millard North High School

  2006 – 2010
  Commended Liberal Arts Degree

Andrew Walters's Interests & Activities: