Alex Reznikov, Finance Expert in Toronto, ON, Canada
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Alex Reznikov

Verified Expert  in Finance

Finance Expert

Location
Toronto, ON, Canada
Toptal Member Since
September 7, 2020

Alex is a value-driven finance executive with 15+ years of experience advising blue-chip and SMB clients across a range of industries with respect to growth strategies, scenario analysis, financial processes, fundraising, and M&A. He has served as a CFO and has completed 50+ deals across retail, business services, industrials, telecom, and media. As a freelancer, Alex helps entrepreneurs, executives, and investors identify insights to drive value through comprehensive financial analysis.

Growth StrategyInvestment BankingInvestment AnalysisDue Diligence ConsultantFinancial ForecastingPitch Deck ConsultantBusiness Plan ConsultingInterim CFOFractional CFOPart-time CFOSearch FundAccountingCertified Public Accountant (CPA)Financial ModelingFundraising

Career Highlights

Principal
Green Lake Capital Partners
CFO
Fusemachines
VP of Finance
Higher Ground Education

Certification Highlights

CFA
CFA Institute
CPA
CPA Canada

Case Studies

Work Experience

Principal

2020 - PRESENT
Green Lake Capital Partners
  • Worked as the CFO for an AI training and staffing company. Was a key thought partner to the founder/CEO and executives across business lines, working closely with sales + marketing, product, and HR. Led initiatives that resulted in a 60% increase in revenue.
  • Advised CEOs and CFOs on improving financial and operating strategy, including product pricing analysis, marketing efforts, and customer experience.
  • Acted as the interim CFO for a consumer goods company. Established financial reporting protocols and best practices with the controller. Formed relationships with senior bank lenders and prepared financial update presentations.
  • Prepared company valuation analysis for targets in the consumer retail, distribution, business services, cannabis, and industrial sectors.
  • Identified potential target investments and conducted outreach. Negotiated NDAs and term sheets and oversaw due diligence efforts.
Focus areas: Financial Modeling, Valuation Analysis, Company Screening, CFO, Fundraising, Investment Analysis, Fundraising Strategy, Pitch Decks, Startup Accelerators, Business Strategy, Cash Flow Management, Revenue & Expense Projections, Cap Tables, Financial Forecasting, Startup Funding, Early-stage Funding, Startups, Early-stage Startups, Pitch Deck Consultant, Accounting, B2B, Cash Flow, Cash Flow Forecasting, Business Plan Consulting, Leveraged Buyout (LBO), Business Planning, 409A Valuation, Capital Raising, Limited Partnerships, Search Fund, M&A Strategy, Deal Structuring, Client Presentations, M&A Due Diligence (Financial), Reporting, AR/AP Management, Professional Services

Fractional CFO

2023 - 2023
Primo Management Group Inc.
  • Collaborated with executives across departments (marketing and operations) to prepare growth strategy and build forecasts and sensitivity analyses.
  • Oversaw accounting and verified accurate bookkeeping. Managed the migration to QuickBooks Online. Trained the junior bookkeeper and reviewed her work.
  • Assisted with recruiting additional staff and building the accounting and finance function.
Focus areas: Forecasting, Financial Modeling, CFO, Fundraising, Revenue & Expense Projections, Interim CFO, Virtual CFO, Fractional CFO, Part-time CFO, Accounting, Intuit QuickBooks, Cash Flow, Cash Flow Forecasting, eCommerce, Reporting, QuickBooks Online, AR/AP Management, Policies & Procedures Compliance

CFO

2022 - 2023
Fusemachines
  • Reviewed and refined the pricing strategy, enterprise contracts, and invoicing process. Increased pricing by 25%, leading to increased revenue growth of 60%.
  • Secured the company's first financing facility ($3 million) in addition to venture debt term sheets for an additional $7 million.
  • Stood up and oversaw Canadian operations, including sales hires and implementation of payroll and group benefits in Canada.
  • Oversaw cap table migration to an online management platform.
Focus areas: Business Models, Fundraising, M&A (Buy-side), M&A Strategy, Accounting, Growth Strategy, Cap Table Formation, Business Strategy, Fundraising Strategy, Internal Financial Reporting, Budgeting, Pitch Decks, Cash Flow Management, Technology, Business Model Strategy, Revenue & Expense Projections, Cap Tables, Financial Forecasting, Early-stage Funding, Artificial Intelligence (AI), Startups, Early-stage Startups, Pitch Deck Consultant, Venture Capital, B2B, Cash Flow, Cash Flow Forecasting, Event Management, Events, Early-stage Venture Capital, Education, Edtech Design, Business Planning, 409A Valuation, Strategy, Capital Raising, Client Presentations, Reporting, AR/AP Management, Policies & Procedures Compliance, Professional Services

VP of Finance

2020 - 2021
Higher Ground Education
  • Raised US$73 million from institutional investors through the series C and D rounds. Prepared marketing material and an investor model; was the key contact for diligence.
  • Identified value-enhancing opportunities (pricing and marketing initiatives) and prepared tactical implementation plans.
  • Prepared and reviewed SaaS models and KPIs for business verticals.
Focus areas: Business Models, Asset Acquisition, Financial Planning & Analysis (FP&A), Board Reporting, ERP Implementation, Fundraising Strategy, Internal Financial Reporting, Budgeting, Pitch Decks, Business Strategy, Cash Flow Management, Technology, Business Model Strategy, Revenue & Expense Projections, Cap Tables, Financial Forecasting, Startup Funding, Early-stage Funding, Startups, Early-stage Startups, Pitch Deck Consultant, Venture Capital, Accounting, Cash Flow, Cash Flow Forecasting, Event Management, Events, Early-stage Venture Capital, Education, Edtech Design, eCommerce, Market Research, Business Planning, 409A Valuation, Strategy, Capital Raising, M&A Strategy, Client Presentations, M&A Due Diligence (Financial), Reporting, AR/AP Management

Director

2010 - 2020
CIBC Capital Markets
  • Led the execution of 50+ corporate transactions, with a total value of $15+ billion. Transactions included acquisitions, sales, and financing transactions in various industries, including consumer retail, industrials, business services, and TMT.
  • Oversaw all aspects of transaction execution, including process design, target/buyer identification, prepared marketing material, performed due diligence, determined valuation, transaction structuring, negotiated terms, and documentation.
  • Prepared and delivered presentations with findings and recommendations to deal teams, executive leadership, and investors.
  • Regularly prepared valuations for companies in connection with investment decisions (acquisitions or divestitures), financing transactions, or shareholder agreements.
  • Performed company valuations in consumer retail, industrials, cannabis, business services, media and telecom.
  • Prepared and designed financial models to assist companies with budgeting, scenario planning, and cash flow forecasting that could be used by lenders or investors; models designed to meet objectives of specific users (management, investors, lenders).
  • Conducted performance reviews by benchmarking company performance against public market peers and/or broader industry benchmarks.
  • Performed benchmarking to identify strengths and improvement opportunities, as well as provide a basis for scenario forecasting.
  • Advised companies looking to list on the TSX or TSX venture with respect to listing preparedness, disclosure requirements, investor relations and investor marketing efforts.
Focus areas: Investor Presentations, Scenario Analysis, Forecasting, Financial Modeling, Buyer Lists, Target Screening, Term Sheet Negotiations, Growth Strategy, Fundraising, Mergers & Acquisitions (M&A), Fundraising Strategy, Pitch Decks, Startup Accelerators, Business Strategy, Cash Flow Management, Technology, Business Model Strategy, Revenue & Expense Projections, Cap Tables, Financial Forecasting, Startup Funding, Pitch Deck Consultant, Accounting, B2B, Cash Flow, Cash Flow Forecasting, Event Management, Events, Business Plan Consulting, eCommerce, Market Research, Leveraged Buyout (LBO), Business Planning, 409A Valuation, Public Companies, Strategy, Capital Raising, M&A Strategy, Deal Structuring, Client Presentations, M&A Due Diligence (Financial), Professional Services
2003 - 2007

Bachelor of Business Administration Degree (Hons.) in Finance, Accounting

York University (Schulich School of Business) - Toronto, Ontario

JANUARY 2011 - PRESENT

CFA

CFA Institute

JANUARY 2009 - PRESENT

CPA

CPA Canada

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