Alan Man, Finance Expert in Toronto, ON, Canada
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Alan Man

Verified Expert  in Finance

Bio

Alan has spent the last 10+ years advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions. Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills.

Career Highlights

Principal and Fractional CFO
Growth Partners

Case Studies

Work Experience

Principal and Fractional CFO

2019 - PRESENT
Growth Partners
  • Oversaw equity and debt financing for companies with valuations from $5 million to $50+ million, unlocking capital to scale growth in new markets and products.
  • Implemented and integrated financial systems to streamline processes, including core accounting with QuickBooks Online, Xero, and other cloud-based systems such as Dext, Plooto, Expensify, Wagepoint, and A2X.
  • Co-led business development and strategy to champion startups and emerging companies across North America, increasing aggregate value and revenues of client portfolio by 500%.
Focus areas: Startup Funding, Accounting, Xero, QuickBooks Online, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Fractional CFOs, Virtual CFO, Seed Fundraising, Pitch Decks, Corporate Income Tax, Financial Planning & Analysis (FP&A), Profitability Analysis, Mergers & Acquisitions (M&A), RFP Pricing, Financing, Capital Raising, P&L Forecasting, Budgeting, Revenue & Expense Projections, Forecasting, Startups, Fundraising, Financial Controls & Processes, Price Analysis, Cost Accounting, Valuation, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Interim CFO, Financial Reporting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, Software as a Service (SaaS), Travel, Revenue Projections, Automation, Financial Data, eCommerce, Migration, Cash Flow Management, Business Models, Cash Flow Modeling, SaaS, Technology

CFO

2018 - 2020
SkyX
  • Created a five-year three-statement financial model and pitch deck and led due diligence and legal efforts to raise $10 million in equity financing.
  • Provided financial leadership across the organization, successfully transitioning the company from R&D to commercialization and collaborating with sales and marketing to build the team, establish metrics, and close an initial $1+ million contract.
  • Managed the company's financial and legal activities, including financial systems, cap table, stock option issuance, internal controls, budgeting, reporting, treasury, capital allocation, taxes, and payroll.
Focus areas: Fundraising, Startups, CFO, Price Analysis, Profitability Analysis, Financial Modeling, Comparable Company Analysis, Pitch Decks, Valuation, Revenue & Expense Projections, Financing, Capital Raising, P&L Forecasting, Budgeting, Forecasting, Financial Controls & Processes, RFP Pricing, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), IT Strategy, Cost Accounting, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Seed Fundraising, Cash Flow Forecasting, Equity Raises, Debt Raises, Accounting, Startup Funding, Financial Reporting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Drones, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, Software as a Service (SaaS), Revenue Projections, Automation, Financial Data, Cash Flow Management, Business Models, Cash Flow Modeling, Technology

Senior Manager

2015 - 2018
BCE
  • Created business case and led finance implementation to launch a new value-based wireless brand in Canada to expand the company's addressable market and accelerate growth.
  • Led pricing and financial analysis in an RFP response, resulting in the winning bid for the largest wireless RFP in Canada.
  • Conducted strategic analysis, valuation, and due diligence to complete an acquisition of the largest independent dealer network resulting in more than $10 million in revenue and cost synergies.
Focus areas: Forecasting, Valuation, Financial Modeling, Profitability Analysis, Comparable Company Analysis, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), RFP Pricing, Price Analysis, P&L Forecasting, Budgeting, Revenue & Expense Projections, Cost Accounting, Strategy, Finance, Sensitivity Analysis, Cash Flow Forecasting, Accounting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Software as a Service (SaaS), Revenue Projections, Automation, Financial Data, Cash Flow Management, Business Models, Cash Flow Modeling, SaaS, Technology

FP&A Lead

2014 - 2015
Expedia
  • Prepared the Expedia Canada budget and quarterly forecasts for a $2 billion business by consolidating business inputs, modeling key drivers, and aligning targets across teams.
  • Managed operational reporting with daily, weekly, and monthly key metrics, financial results, and market trends to support agile management and product decisions driving 20% year-on-year growth.
  • Analyzed the business case for branded channels and customer lifetime value for Canadian points and loyalty programs.
Focus areas: Financial Planning & Analysis (FP&A), Profitability Analysis, Revenue & Expense Projections, Price Analysis, Budgeting, P&L Forecasting, Strategy, Finance, Sensitivity Analysis, Accounting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Travel, Revenue Projections, Automation, Financial Data, eCommerce, Cash Flow Management, Business Models, Cash Flow Modeling, Technology

Assistant Manager

2009 - 2013
Deloitte
  • Advised clients through public listing and private sale transactions; activities included due diligence, ASPE to IFRS accounting conversions, financial statements, and prospectus documents.
  • Reviewed and audited complex accounting areas, including convertible debt, stock options, purchase price accounting, consolidations, and systems conversions.
  • Led audit and advisory teams for clients in software and technology sectors with revenues of $10 million to $100 million.
Focus areas: Accounting, Auditing, Cash Flow Forecasting, Budgeting, Comparable Company Analysis, Corporate Income Tax, Entrepreneurship, Financial Controls & Processes, Finance, Sensitivity Analysis, Financial Reporting, Early-stage Venture Capital, Early-stage Funding, Financial Data, Migration, Business Models, Cash Flow Modeling, Technology
2013 - 2014

Master's Degree in Business Administration (MBA)

Ivey Business School at Western University - London, ON

2007 - 2008

Master's Degree in Accounting

University of Waterloo - Waterloo, ON

2003 - 2007

Bachelor's Degree in Accounting and Financial Management

University of Waterloo - Waterloo, ON

OCTOBER 2010 - PRESENT

CPA

CPA Ontario

Finance

Startup Funding, Accounting, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Seed Fundraising, Financial Planning & Analysis (FP&A), Profitability Analysis, Mergers & Acquisitions (M&A), Price Analysis, Fundraising, Forecasting, Comparable Company Analysis, CFO, Revenue & Expense Projections, Budgeting, P&L Forecasting, Capital Raising, Financial Reporting, Series A, Series B, Three-statement Modeling, Cash Flow Modeling, Valuation, Taxation

Output Software

Microsoft Excel, Google Sheets

Data & Analysis Software

QuickBooks Online, Financial Data

Industry Expertise

Technology

Other

Xero, Fractional CFOs, Virtual CFO, Sensitivity Analysis, Finance, Cost Accounting, Pitch Decks, Auditing, Financial Controls & Processes, Startups, Financing, Interim CFO, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Drones, Pitch Deck Consultant, Software as a Service (SaaS), Travel, Revenue Projections, Cash Flow Management, Business Models, SaaS, Business, Entrepreneurship, Strategy, Management, RFP Pricing, Automation, eCommerce, Migration, Marketing, Operations, IT Strategy, Corporate Income Tax

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