Jeffrey D. Todd has over 20 years of experience in data analysis, market research, project valuation, and financial analysis. He has worked in roles such as a sales operations analyst, market research analyst, business owner, small business consultant, and financial analyst. Todd has extensive experience building tools to analyze sales data, forecasting, modeling cash flows, and conducting research and due diligence for mergers and acquisitions. He is proficient in Excel, Business Warehouse, and other business tools.

1. Jeffrey D. Todd
8220 E. Oxford Cir (316) 247-1020
Wichita, KS 67226 todd14k@gmail.com
Competitive andgoal orientedprofessional withextensiveexperienceindataanalysis, marketresearch,
and project valuation. Advanced Excel and Business Warehouse user. Experience includesdata mining,
forecasting, dashboard and analysis tool building, project management, cash flow modeling. Some
experience with CRMqueries and data extraction. Experienced trainer.
Professional Experience
Viega, LLC 2011 – Present
Sales Operations Sr. Analyst, Wichita, KS
Built tools to improve field reporting and Management’s understanding of sales performance.
 Built advanced sales reporting tools for use in the field and by Sr. Mgmt.
 Assembled field-based component of demand forecast.
 Performed ad hoc analyses of sales data using BW and Excel.
 Trained field sales in use of BW and Excel based tools.
 Promoted to Sr. Analyst.
Market Research Analyst, Wichita, KS
Fulfilled the Market Research function for Product Management and Marketing.
 Developed methodologies for estimating Viega market share within product categories.
 Tracked success of marketing campaigns.
 Created monthly report tracking Viega performance vs. economic fundamentals.
EPIC Business Planning, LLC 2005 – 2011
Owner – Manager, Houston, TX & Denver, CO
Founded, marketed, and managed Internet-based business planning company.
 Assembled and managed team of consultants to complete planning projects.
 Lead consultant for all projects.
 Produced business plans, feasibility studies and forecasting models.
University of Houston – Small Business Development Center 2002 – 2005
Small Business Consultant, Houston, TX
Advised small business owners in all aspects of business development.
 Successfully led clients toward business goals and access to funding.
 Developed business and marketing plans for clients.
 Increased community awareness of services offered by SBDC.
Universal Compression, Inc. 2000 – 2001
Sr. Financial Analyst, Houston, TX
Built budget and forecast models to evaluate financing, merger, and business opportunities.
 Modeled asset purchases and equity investments.
 Forecasted company financials based on various business group forecasts.
 Investor Relations activities explaining financials with investors and analysts.
Reliant Energy, Inc. 1998 – 2000
Financial Associate, Corporate Development, Houston, TX
Provided fundamental analysis and project management for merger and acquisition activities.
 Researched potential acquisition targets.
 Modeled asset purchases and equity investments.

2. Koch Industries, Inc. 1996 – 1998
Financial Associate, Producer Capital, Houston, TX
Performed due diligence for mezzanine loans in the oil and gas industry.
 Modeled debt and equity facilities in excess of $20 million.
 Integratedinformationfromenergytradingand technical departments into revenue forecast.
 Member of transaction negotiating team in charge of analytics.
 Utilized Mezzanine and LLC structures to achieve risk and return targets.
Associate, Structured Finance, Wichita, KS
Researched and implemented structures used to obtain low after-tax cost of funds. Coordinated due
diligenceandfinancialmodelingfortransactionsinvolvingtax-advantaged strategiesforenvironmentally
distressed assets.
 Assembled effective defense of financing strategies for use in audit situations.
 Evaluated alternative structures to finance risk management activities.
Associate, Business Development Group, Wichita, KS
Internal consultant for model development, market research, and 3rd party negotiations.
 Worked in teams with outside partners to evaluate and implement joint projects.
 Modeled equity value of potential private/public acquisitions.
 Evaluated project profitability and performed due diligence.
Associate, Equity Trading, Wichita, KS
Identified public investment opportunities. Evaluated stocks in commodity industries.
 Forecasted earnings and stock prices for a portfolio of companies.
 Made purchase/selldecisionsregardingcompaniesincommodityindustries,yielding $1.5million
gain.
American Family Insurance 1995 – 1996
Equity Analyst-Intern, Madison, WI
Performed equity research and valuation for capital surplus portfolio.
 Deliveredrecommendationwhichresulted in gain of over $2 million in the technology sector.
 Updated company database used by portfolio managers in stock tracking and analysis.
 Assisted with portfolio financial reporting to management.
American Express Company 1990 – 1993
Financial Advisor, Wichita, KS
Advised clientsconcerning personal and business investment planning.Sold investments to implement
financial planning. Effectively motivated clients to take appropriate investment risks.
Education
M.S. Finance, University of Wisconsin, Madison, WI 1996
Center for Applied Security Analysis
 One of 12 students selectedtomanage portion of universityendowment duringacademicyear.
 One of 4 individualswhopresentedteamstrategyandresultstoBoard of Directorsand Alumni.
B.S. Business/Economics, University of Kansas, Lawrence, KS 1990