Albert Nguyen, Finance Expert in South San Francisco, CA, United States
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Albert Nguyen

Verified Expert  in Finance

Bio

Albert is a versatile finance professional with global experience across corporate finance functions, from FP&A and operational finance to 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 in budget, building finance infrastructure from the ground up for startups, and raising $220 million in venture capital.

Career Highlights

Case Studies

Work Experience

Senior Director of Finance

2020 - PRESENT
Sama
  • Led the finance function (corporate FP&A, strategic finance, investor relations); supervised the global team & guided the offshore finance team. Owned consolidated P&L, balance sheet, cash flow, KPIs/SaaS metrics; reported to the board and investors.
  • Established and led the sales finance function, collaborating closely with GTM leadership. Facilitated the expansion of a 40+ personnel GTM team, resulting in a 50% revenue growth within 18 months.
  • Raised $72 million in capital (debt, convertible, and equity) for the company through effective long-range projections, valuation models, pitch decks, and coordinating due diligence.
  • Initiated customer-level cost allocation and profitability tracking methodology, spearheaded automation in NetSuite, and trained the operations team. Improved gross margin by 20%.
  • Collaborated with R&D to develop cost metrics and execute initiatives that reduced hosting costs by 33%.
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
  • Consulted a transportation SaaS company in building financial metrics and reporting, contributing to successful Series A fundraising.
  • 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 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
2012 - 2014

Master's Degree in Business Administration (MBA)

University of Virginia, Darden School of Business - Charlottesville, VA

2001 - 2005

Bachelor's Degree in Engineering

Nanyang Technological University - Singapore

FEBRUARY 2017 - PRESENT

Certified Treasury Professional (CTP)

Association for Financial Professionals

Finance

Financial Modeling, Budgeting, Forecasting, Financial Planning & Analysis (FP&A), Valuation, Valuation Modeling, DCF Valuation, Three-statement Modeling, Cash Flow Modeling, Fundraising, 409A Valuation, Equity Valuation, Venture Funding, Corporate Finance, Convertible Debt, Portfolio Analysis, P&L Forecasting, Five-year Projections, Financial Reporting

Output Software

Microsoft Excel, Microsoft PowerPoint, Google Sheets

Data & Analysis Software

SQL, Tableau, Intuit QuickBooks, Hyperion, Adaptive Insights

Industry Expertise

Capital Markets, Automotive, Industrial & Manufacturing

Other

Treasury, Financial Analysis, Financial Data Analytics, Cash Flow Management, Excel VBA, Startups, CAPEX, Return on Invested Capital (ROIC), Manufacturing, Product Costing, Product Planning, Management Consulting, Pitch Decks, Funding Presentations, Budget Management, Performance Analysis, Board Decks, Finance, Interim CFO, Inventory Management, Strategy, Market Entry, Global Operations, Strategic Planning, Long-term Planning, Revenue Projections

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