Albert Nguyen, Finance Expert in Redwood City, CA, United States
Albert Nguyen

Finance Expert in Redwood City, CA, United States

Member since November 20, 2020
Albert is a versatile finance professional with global experience across corporate finance functions from FP&A, operational finance to the treasury, strategic finance, M&A, and corporate development. He is a proven partner to senior leadership and business units, from global corporations to venture-backed startups. Albert's experience includes managing billions of budget, building finance infrastructure from the ground-up for startups, and raising $150 million in venture capital.
Albert is now available for hire

Career Highlights

Case studies

Industry Expertise

  • Automotive Service & Collision Repair
  • Finance
  • Manufacturing
  • Electronics
  • Financial Modeling
  • Startups
  • Capital Markets
  • Information Technology

Software Expertise

Other Expertise

Employment

  • FP&A Director

    2020 - PRESENT
    Sama
    • Built and owned the company‚Äôs first long-term financial model, revamped corporate financial reporting across departments and entities in the US, Canada, Europe, and East Africa, and helped create a new SaaS metrics dashboard.
    • Led rolling forecasting, reporting process standardization and automation, and resource rationalization.
    • Raised $25,000,000 capital (debt, convertible, and equity) for the company.
    Focus areas: Financial Planning & Analysis (FP&A), Fundraising, Strategic Planning, Budgeting, P&L Forecasting, Long-term Planning, Five-year Projections, Revenue Projections
  • Consultant

    2010 - PRESENT
    Everest Partners
    • Prepared a US SaaS edtech startup for Series B fundraising by building financial projections with key metrics such as ARR, MRR, ARPU, churns, LTV, and CAC, resulting in 5+ meetings with the potential investors.
    • Spearheaded the auction process, due diligence, and contract negotiation for an Asian client, a leading local agricultural group, resulting in a successful private placement transaction (convertible debt issuance).
    • Advised a real estate developer in fundraising and establishing an issuance arrangement.
    Focus areas: Venture Funding, Cash Flow Modeling, Cash Flow Management, Three-statement Modeling, Convertible Debt, Pitch Decks, Funding Presentations, Budget Management, Performance Analysis, Board Decks, Valuation, Valuation Modeling, DCF Valuation, Equity Valuation, Corporate Finance, Management Consulting, Fundraising
  • Finance Director

    2017 - 2020
    ClearMotion, Inc.
    • Led the Series C-2 and Series D funding rounds, including financial projection and valuation models, pitch decks and marketing materials, and financial diligence coordination, resulting in $150 million capital (equity and debt) raised.
    • Took on finance responsibilities during a nine-month absence of the CFO, reporting to the CEO and board of directors. Delivered the 2019 expenses 15% below budget and extended cash runway by nine months.
    • Developed the finance infrastructure from the ground-up and built the first bottom-up budget. Achieved actual variance within 5% for the annual budget by coordinating cross functions in establishing KPIs and medium- and long-term business drivers.
    • Managed the financial due diligence and assisted CFO in plotting negotiation tactics to acquire a new business, resulting in a 25% reduction in asked price while outbidding other competitors.
    Focus areas: Venture Funding, Capital Markets, Pitch Decks, Funding Presentations, Budget Management, Performance Analysis, Board Decks, Valuation, Valuation Modeling, Equity Valuation, 409A Valuation, Treasury, Financial Planning & Analysis (FP&A), Forecasting, Budgeting, Finance, Startups, Fundraising
  • Finance Leadership Program

    2014 - 2017
    General Motors
    • Provided FP&A support for the North American leadership. Owned a $20 million business improvement fund, evaluated business case, and partnered with cross-functional teams to deliver three times higher savings.
    • Performed the analysis on a $9 billion annual investment of global product portfolio capital investments, resulting in a 14% spending reduction over a four-year period by rationalizing investments across product lines and countries.
    • Managed the liquidity cash and short-fixed income portfolios ($16 billion in-house and $3 billion external assets), executed daily trading of the hundred million fixed-income securities, and facilitated cash management and equity-related tasks.
    • Served as an operational finance lead in fuel cell collaboration with a major OEM that led to a commitment to the joint venture (JV). Helped build a business plan and prepare the JV's financial infrastructure.
    Focus areas: Automotive, Industrial & Manufacturing, Inventory Management, Cash Flow Modeling, Cash Flow Management, Three-statement Modeling, Capital Markets, Budget Management, Performance Analysis, Portfolio Analysis, Valuation Modeling, Product Planning, Product Costing, Manufacturing, Return on Invested Capital (ROIC), Financial Planning & Analysis (FP&A), Treasury, CAPEX, Corporate Finance
  • Management Consultant

    2009 - 2010
    SECOR Consulting (acquired by KPMG Canada)
    • Collaborated with a COO of raw material (recycled plastic resin) company, selecting a suitable location, negotiating with local authorities, and recruiting the CEO, leading to the formation of the client's first factory in Asia worth $5 million.
    • Managed a team of two analysts in advising an educational institution in building partnerships and launching a joint business course with a local university.
    • Worked closely with a garment industry client to analyze supply chain costs and establish a supplier network in Asia.
    Focus areas: Industrial & Manufacturing, Global Operations, Market Entry, Strategy, Management Consulting

Education

  • Master's Degree in Business Administration (MBA)
    2012 - 2014
    University of Virginia, Darden School of Business - Charlottesville, VA
  • Bachelor's Degree in Engineering
    2001 - 2005
    Nanyang Technological University - Singapore

Certifications

  • Certified Treasury Professional (CTP)
    FEBRUARY 2017 - PRESENT
    Association for Financial Professionals

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