Vice President of Corporate Finance @ As the Vice President of Corporate Finance, Max's main responsibilities entail overseeing the financial review process for The Saxton Group's portfolio of 61 franchise restaurants in Texas, Oklahoma, Kansas, and Missouri. Additionally, Max is responsible for external financial reporting to TSG's banking and private equity partners as well as internal financial reporting to TSG's Executive Management and Regional Director teams. Max is responsible for financial forecasting, trend analysis, and cash management. Max also oversees TSG's annual audit and annual stock valuation. Max is married to his wife, Whitney, and they have three children, Wells, Crews and Emerson. Max is a member of Park Cities Baptist Church and enjoys playing ice hockey and golf and all things Baylor Bears! From April 2013 to Present (2 years 5 months) Dallas/Fort Worth AreaAnalyst @ VALUE Incorporated is a premier firm that specializes in the valuation of businesses, securities, and intellectual property. VALUE advises clients through mergers and acquisitions, litigation and financial reporting. Responsibilities include valuation analyses and consulting for M&A, including fairness opinions and purchase price allocations; valuation opinions for financial reporting, such as stock-option valuations, goodwill impairment studies, and transfer pricing; and valuations of business and partnership interests in matters relating to gift and estate taxes. Our clients are in a wide range of industries including: banking, energy, financial services, healthcare, hospitality, manufacturing, media, retail, wholesale and technology. From July 2011 to April 2013 (1 year 10 months) Senior Real Estate Analyst @ Perform pro forma underwriting/valuation analyses of new acquisition and development projects; Proficient in discounted cash flow modeling in MS Excel with Argus experience; Assist in asset management for Greystar owned properties in Dallas, Houston, and Austin; Perform market rent, expense, and demographic research and analyses; Create and maintain monthly financial metrics reports for portfolio performance reporting; Lead due diligence teams for new acquisitions and management takeovers From February 2008 to July 2011 (3 years 6 months) Associate @ From October 2005 to February 2008 (2 years 5 months)
MBA, Finance and Real Estate @ Southern Methodist University From 2010 to 2011 BBA, Finance and Entrepreneurship @ Baylor University From 2000 to 2004 Highland Park High School Max Jodry is skilled in: Portfolio Management, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Asset Management, Acquisitions, Financial Reporting, Business Valuation, Analysis, Management, Banking, Financial Modeling, Finance, Financial Analysis, Real Estate Economics, Investments, Real Estate, Real Estate Development, Capital Markets, Commercial Real Estate