Joe Elberts

Hi, I'm Joe Elberts. Welcome to my profile!

Joe Elberts's Bio:

Business leader with broad experience in corporate finance, M&A and capital market transactions throughout industrial space. Strong track record of leading departments and initiatives within FP&A, treasury and investor relations. Experienced in all aspects of finance including company valuation and capital structure, budgeting/forecasting/reporting, systems implementation, business case development and commercial operations. Excels at developing recommendations and delivering leadership rooted in financial analysis and prior experience. Equipped with an MBA from University of Chicago Booth School of Business, a CPA designation, a graduate degree in Accounting and an undergraduate degree in Finance.

Joe Elberts's Experience:

Manager, Financial Planning and Analysis at SunCoke Energy
August 2011 - March 2014
Responsible for development, coordination and presentation of annual business plan and monthly forecast for SXC (publicly traded C corporation) and SXCP (publicly traded MLP). Led team of four. Advised on and participated in negotiations with customers. Responsible for implementation of web-based budgeting and forecasting (IBM TM-1) and business intelligence (IBM COGNOS). Advised on M&A valuation and executed on due diligence and integration.
Manager, Investor Relations & FP&A at Nalco
March 2011 - August 2011
Helped manage Investor Relations and FP&A activities including drafting quarter end materials (press release, conference call) and worked with business unit management to help develop platform messages. Developed internal guidance models and analyzed securities analyst targets/key assumptions.
Manager, Corporate Finance (promoted from Sr. Analyst) at Nalco
October 2009 - March 2011
Corporate finance strategy including diverse experience in capital markets transactions ($2+ billion), debt agreement amendments, debt compliance, capital investment and retirement plan management. Promoted from Sr. Analyst to Manager.
Investment Banking Analyst at Houlihan Lokey
July 2007 - October 2009
Significant experience in M&A transaction execution, company valuation, financial forecasts and projection models. An example: http://www.hlhz.com/us/transactions/643.aspx
Summer Analyst at Merrill Lynch
May 2005 - August 2005
Balance Sheet and Collateral Management Group
Senior Manager, Business Development / M&A at SunCoke Energy
March 2014

Joe Elberts's Education:

University of Chicago Booth School of Business
2011 – 2013
MBA
Wake Forest University
2006 – 2007
Master of Science
Concentration: Accountancy
Wake Forest University
2002 – 2006
Bachelor of Science, Magna Cum Laude
Concentration: Finance
Benet Academy
1998 – 2002

Joe Elberts

Corporate Finance / M&A

Mining & Metals

Joe Elberts

Hi, I'm Joe Elberts. Welcome to my profile!

Joe Elberts's Bio:

Joe Elberts's Experience:

Manager, Financial Planning and Analysis at SunCoke Energy

Manager, Investor Relations & FP&A at Nalco

Manager, Corporate Finance (promoted from Sr. Analyst) at Nalco

Investment Banking Analyst at Houlihan Lokey

Summer Analyst at Merrill Lynch

Senior Manager, Business Development / M&A at SunCoke Energy

Joe Elberts's Education:

University of Chicago Booth School of Business

Wake Forest University

Wake Forest University

Benet Academy