Paul Smith, CFA

Corporate Finance Executive at Springboard Corporate Finance
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Contact Information
us****@****om
(386) 825-5501
Location
Solihull, England, United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • Chinese Limited working proficiency

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Credentials

  • Advanced Financial Modeler (AFM)
    Financial Modeling Institute (FMI)
    Dec, 2022
    - Nov, 2024
  • Capital IQ Pro 101
    S&P Global Market Intelligence
    Nov, 2022
    - Nov, 2024
  • Power BI Dashboards
    Codecademy
    Jun, 2022
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    May, 2022
    - Nov, 2024
  • Chinese: (A2) HSK 2 汉语水平考试 - 二级 Chinese Proficiency Test Level 2
    Hanban Confucius Institute
    May, 2022
    - Nov, 2024
  • Tableau Dashboards
    Codecademy
    May, 2022
    - Nov, 2024
  • Blockchain Revolution Specialization
    Coursera
    Oct, 2021
    - Nov, 2024
  • Blockchain: Learning Solidity
    LinkedIn
    Oct, 2021
    - Nov, 2024
  • How to Code Course
    Codecademy
    Oct, 2021
    - Nov, 2024
  • Microsoft Office Specialist: Excel Expert (Excel and Excel 2019)
    Microsoft
    Dec, 2020
    - Nov, 2024

Experience

    • United Kingdom
    • Investment Banking
    • 1 - 100 Employee
    • Corporate Finance Executive
      • Nov 2022 - Present

    • Private Tutor
      • Jun 2015 - Present

      Helping students realise their potential. Main subject is A-Level Economics. Helping students realise their potential. Main subject is A-Level Economics.

    • United States
    • Software Development
    • 100 - 200 Employee
    • Research Analyst
      • Oct 2021 - Nov 2022

      Performing detailed structured Crypto research, published on the Messari website. Leading analyst in the scheme, with proven track record completing high priority work. Performing detailed structured Crypto research, published on the Messari website. Leading analyst in the scheme, with proven track record completing high priority work.

    • Accounting
    • 1 - 100 Employee
    • Senior Associate
      • Feb 2020 - Oct 2021

      CF advisory including locked box prep & working capital adjustments. Developing investment grade financial models using cutting edge approaches including leveraging Power BI visualisations for impactful data presentation. Performing vendor assist, de-risking data presentation by presenting a coherent story. Building BI dashboards to streamline monthly reporting processes and board pack preparation. Trusted role as Senior Associate with high levels of autonomy for C-suite client interaction. Nurtured meaningful trusting relationships with clients, who can provide a reference. Show less

    • France
    • Accounting
    • 700 & Above Employee
    • Audit Assistant Manager
      • Oct 2019 - Jan 2020

      Working as an Audit Assistant Manager before joining the Transaction Services team. Working as an Audit Assistant Manager before joining the Transaction Services team.

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior
      • Oct 2018 - Apr 2019

      Qualified ICAS Chartered Accountant (CA)First time passes

    • Assurance Transformation Secondment, X-Service Line
      • Jun 2018 - Apr 2019

      Secondment Background:Developing a “Long Term Value” framework to view companies holistically.LTV aims to create consistent comparable universal financial and non-financial KPIs, building on EY’s Project Embankment supported by 11 asset managers including Blackrock & Fidelity with total AUM $18.5tn.My Work:Developed a financial model to evaluate companies’ ratios (FTSE 350) to create meaningful triggers for LTV discussion. Evolved the model with Partner feedback. The model quickly gained traction and through word of mouth spread to the US LTV team who requested me to help adapt it for them.General:Continued to help and evolve the LTV model ad-hoc during my time at EY, for example explaining to Partners key figures to highlight for client pitches. Show less

    • Part Qualified Senior
      • Nov 2017 - Sep 2018

    • Assurance Associate
      • Sep 2015 - Oct 2017

      Working towards becoming a Chartered Accountant with ICAS.

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Investment Management Intern
      • Jun 2015 - Jun 2015

      Constructed a model balanced client portfolio. Attended daily internal investment conference calls. Listened to fund manager and equity investor relations quarterly updates. Shadowed Investment Managers covering, bond selection, using internal and external research, switching funds and pitching to clients (IFA's and Direct Clients) Constructed a model balanced client portfolio. Attended daily internal investment conference calls. Listened to fund manager and equity investor relations quarterly updates. Shadowed Investment Managers covering, bond selection, using internal and external research, switching funds and pitching to clients (IFA's and Direct Clients)

    • United Kingdom
    • Education Administration Programs
    • 400 - 500 Employee
    • Teacher
      • Apr 2015 - Jun 2015

      Helping children fulfil their Maths and English potential. Intrinsically rewarding to teach Kumon after also benefiting from it. Helping children fulfil their Maths and English potential. Intrinsically rewarding to teach Kumon after also benefiting from it.

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Quantitative Analyst
      • Jun 2013 - Aug 2013

      Working with Dr Peter Miskell on an equivalent Undergraduate Research Opportunities Programme. Excel based analysis of Italian Film database. Lead quantitative analyst as part of an international project with Bocconi University. The paper is published in the Cambridge University, Enterprise & Society Journal. Working with Dr Peter Miskell on an equivalent Undergraduate Research Opportunities Programme. Excel based analysis of Italian Film database. Lead quantitative analyst as part of an international project with Bocconi University. The paper is published in the Cambridge University, Enterprise & Society Journal.

Education

  • ICAS - The Professional Body of CAs
    2015 - 2018
  • ICMA Centre
    BSc (Hons), Finance and Investment Banking
    2011 - 2014
  • Solihull School
    2004 - 2011

Community

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