贾里德密封
验证专家 in 金融
金融专家
卷起袖子, 贾里德's led the finance functions for entities with assets in excess of $1 billion. He joined the Toptal network to leverage his experience as a front-line finance leader (corporate modeling, 13周现金流预测, Power BI报表, and day-to-day accounting) to help startups and mid-sized organizations flourish. 贾里德 has learned from his experiences in large corporations at 普莱克斯 and in early to mid-stage PE-backed firms (Quantum Energy Partners) in Texas.
职业生涯突出
教育强调
案例研究
工作经验
金融建模专家
希望公司.
- 开发了A轮融资的综合5年财务模型.
- Outlined plan to positive cash flow by integrating cost management and revenue management tactics.
- Integrated actual financial data into model to execute variance analysis.
财务总监
私立学校
- Developed a three-year plan to remove the reliance on fundraising to balance the annual budget. Each year enabled our resource advancement team to migrate to major gifts focused on a long-term endowment to make education more affordable.
- Implemented an all-inclusive tuition model making tuition approachable for families.
- 监督公司的年度预算,200-plus student private school with less than a $20 million annual budget.
财务专家|临时首席财务官
Toptal客户
- Enhanced the corporate financial model for a consumer packaged goods company to be used for financing.
- Developed a financial model and pitch deck for a royalty acquisition startup.
- Served as a lead finance and pricing expert to help expand a cloud-based professional services business.
财务规划与分析经理&A)
塔诺斯勘探有限责任公司
- Led the corporate 3-statement financial modeling with assets in excess of $1 billion and operating budgets in excess of $250 million per year.
- Developed an SQL-integrated 13-week cash-flow forecast for operations with an annual operating budget in excess of $250 million.
- Managed treasury functions and multiple syndicated credit facilities totaling up to $500 million.
- 开发并实现了包含P的Power BI环境&L报告超过3,000个利润中心, 现金流仪表盘, 还有一个操作级盈亏平衡计算器.
- 领导公司风险管理流程, including multiple general liability claims in excess of $1 million each.
- 自动化应付帐款流程,减少年度支出&A每年的成本超过25万美元.
金融建模专家
洛杉矶断路器FC
- Developed a 3-statement-integrated financial model for the board of directors' reporting and management.
- Integrated QuickBooks and industry-specific CRM data into the model to provide historical reports and forecasted exception reporting.
- Identified around $400,000 of unbilled revenue via simplified exception billing.
部分首席财务官
丹尼·奥斯汀有限责任公司
- Implemented consolidating financial model and reporting architecture for multi-entity organizations.
- 执行月度、季度和年度会计(帐簿和税务).
- Onboarded the organization to QuickBooks在线 as the accounting system.
税务及财务经理
弗农·E·福克纳公司.
- 自底向上发展, 3-statement financial models that consolidated more than 20 partnerships and S-Corps with assets in excess of $200 million.
- 开发了标准化的M&价值1,000万美元或以下的大宗交易模式.
- Spearheaded operations strategies to improve cash flow by over 30% by using 力量主 to identify and manage costs in profit centers.
- 领导资产负债表和损益表审计,无缺陷.
- Managed the payroll, 401K plan, and self-funded health insurance program.
财务高级经理
扭转能源服务
- Led multiple senior debt facility financings including a syndicated $57-million senior secured credit facility and a $15-million capital raise.
- Ran a successful sales process on a 3-year-old startup garnering a 59% return on investment (ROI).
- Navigated multiple debt covenant breaches which included obtaining forbearance agreements and credit agreement amendments.
- Managed a $125-million operating budget and a $40-million growth 资本支出 campaign.
- Led monthly and annual close processes for full accounting department including balance sheet and income statement audits with no deficiencies.
- 将公司从QuickBooks过渡到Microsoft Dynamics SL.
区域经理
普莱克斯
- Reduced inventory error ratio by 58% to a sustained ratio of less than 2% (average inventory value of $300,000).
- Consolidated four locations into two strategically placed distribution centers and reduced annual costs by $512,000.
- Reduced outstanding A/R by 32% by leading KPI and data warehouse system development and deployment.
教育
工商管理硕士(MBA)学位,金融学 & 会计
德克萨斯大学,泰勒-泰勒,德克萨斯州,美国
工商管理学士学位
Stephen F. 奥斯汀州立大学-纳科多奇斯,德克萨斯州,美国
Skills
金融
会计,财务模型,现金流,13周现金流,硕士&A建模,财务规划 & 分析(FP&A),三语句建模,利润 & 损失(P&L), P&L预测, 收入模型, 预估财务报表, 银行契约, 筹款, 预测, 估值, 控制器, 估值建模, 现金流量模型, 收入 & 费用预测, 首席财务官, 财务报告, 预算, 盈利能力分析, 降低成本 & 优化, 盈利能力的优化, 运营费用(OPEX), 内部财务报告, 现金管理, 现金流量预测, 债务增加, 私人股本, 种子筹款, 合并 & 收购(M&A), M&A(买方),M&A (Sell-side), 创业融资, 尽职调查, 定价, 财务制度实施
输出的软件
微软Excel,微软Dynamics
Data & 分析软件
力量主, QuickBooks在线,财务数据,Intuit QuickBooks, SQL
行业专业知识
石油 & Gas, 早期的创业公司, 医疗保健, Real Estate, 非营利组织, 零售 & 批发
地理专业
美国
其他
金融, 操作, 管理, 业务系统, 权力查询, Microsoft Power BI, 董事会甲板, 每月结帐流程, 建模, 应付账款, 应收账款, 财务报告仪表板, 交互式仪表板, 收入分析, 销售, 计费 & 收款,库存管理,资本支出预算 & 库存 管理, 交付管理, 市场营销, 投资者的演讲, 增长, Upstream 石油 & 气体管理, Excel建模, 库存, 平安险, 商业模式, 业务建模, 财务报告, 管理员职位/会计, 管理员职位, 预算建模, 临时首席财务官, 业务规划, 商业策略, 现金流量管理, 数据可视化, 业务分析, 流程流, 报告, 银行对帐单, 和解, 性能改进, 财务分析, 转变, 指示板, 关键绩效指标(kpi), 资本支出, 商业咨询, 商业计划咨询, 小型企业管理, 财务报表, Microsoft SQL Server, 合作伙伴关系, 管理层, Microsoft Dynamics GP, 破产 & 破产, 部分首席财务官, 医疗帐单, 投资意向书谈判, 球场上甲板, 收购, Pitch Deck顾问, 审计, 电子商务, 制造业, 投资银行, 工资 & 好处, 业务发展, 税务会计, 家庭办公室, 教育, 医疗设备, 美国公认会计准则, BI报告, 杠杆融资, 电子商务平台, 市场, 年度预算, 慈善机构, 记账, 家族办公室管理, 直接对消费者(D2C)
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