Eric Davidoff
UC Berkeley Haas MBA Candidate | Finance, Strategy & Investments | CFA Level III Candidate
- Role
- Portfolio Manager, Credit Research Analyst at Western Alliance Bank
- Location
- Berkeley, CA, US
- LinkedIn followers
- 500 followers
About Eric Davidoff
Finance professional and CFA Level Candidate currently pursuing an MBA at UC Berkeley Haas with interest in Finance, Technology Strategy, and applied AI. My professional foundation is built on rigorous quantitative analysis and risk management. Through my academic work at Haas, I am actively applying these skills to the technology sector, focusing on how Strategic Finance drives product innovation and competitive advantage.Areas of Expertise & Study- Capital Markets: Deep understanding of valuation, ROI, and cost of capital- Passionate about bridging the gap between traditional finance and the future of technology- Financial Planning: Forecasting, Budgeting, and Resource Allocation- Data Analysis: Leveraging big data and technical tools to solve business problems.CORE COMPETENCIES & KEYWORDS: • Strategic Finance: FP & A | Corporate Strategy | P&L Management | Unit Economics | ROI Analysis | Capital Allocation | Deal Structuring | Valuation (DCF, LBO)| Revenue Forecasting | Headcount Planning | Budgeting & Variance Analysis | GAAP • Tech & Data Stack: Python (Pandas/NumPy)| SQL | Tableau | PowerBI | Looker | Snowflake | Excel (VBA)| Bloomberg Terminal | CapIQ | FactSet | Netsuite | Anaplan | Oracle | Generative AI • SaaS & Growth Metrics: ARR / MRR | LTV / CAC | Churn Analysis | Net Dollar Retention (NDR)| Cohort Analysis | Contribution Margin | Gross Margin Optimization | User Growth Modeling • Soft Skills: Cross-Functional Leadership | Stakeholder Management | Executive Presentation | Board Reporting | Strategic Business Partnering | Agile MethodologyINDUSTRY & ACADEMIC FOCUS: • Sectors: FinTech, Enterprise SaaS, Consumer Tech, Artificial Intelligence, Digital Marketplaces. • Market Research: Strategic analysis of business models within Big Tech ecosystems (e.g, Google / Alphabet, Apple, Meta, Amazon, Netflix).CONNECTIONS: Open to networking regarding Strategic Finance, FP & A, and Strategy opportunities. Please message me directly on LinkedIn.
Experience
Portfolio Manager, Credit Research Analyst
Feb 2023 — Present · Los Angeles, CA, US
Supporting the Leveraged & Structured Lending team.• Advanced Financial Modeling: Build and maintain complex, dynamic financial models for scenario analysis, stress testing, and forecasting. Translate large datasets (via Excel/Bloomberg) into actionable insights to support executive decision-making.• Deal Execution & Cross-Functional Leadership: Manage the end-to-end investment lifecycle for complex capital structures. Lead cross-functional collaboration with internal teams and external stakeholders to negotiate terms, assess risk, and execute transactions.• Strategic Finance & Business Partnering: Partner with senior leadership to drive capital allocation strategy and value creation. Lead quarterly portfolio reviews and performance analysis to identify key drivers of growth and optimize returns.
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration - MBA
2025 — 2028
W. P. Carey School of Business – Arizona State University
Bachelor’s Degree, Finance
2017
Skills
- Microsoft Word
- Customer Service
- Microsoft Office
- Powerpoint
- Microsoft Excel
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.