Andrew Grimalda, Finance Expert in Irvine, CA, United States
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Andrew Grimalda

Verified Expert  in Finance

Finance Expert

Location
Irvine, CA, United States
Toptal Member Since
February 27, 2017

Andrew is a highly experienced CFO with focus in the insurance, healthcare, eCommerce, and technology sectors. He collaboratively guides companies to maximize their value and growth potential. From angel funding to managing an IPO process, from renegotiating debt structures to developing complex capital budgeting models, or to just be a sounding board—Andrew helps companies find their optimal solution which he finds personally fulfilling.

Small Business ConsultantsRevenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)Financial ModelingMergers & Acquisitions (M&A)

Career Highlights

Professor
Concordia University, Irvine
CEO
Horizon Health Administrators
CEO | Founder
CFOs For Hire

Education Highlights

Senior Officer Leadership Certification
US Army, Command and General Staff College
Master of Science Degree
MIT Sloan School of Management
Bachelor of Science Degree
US Military Academy, West Point

Case Studies

Work Experience

Professor

2009 - PRESENT
Concordia University, Irvine
  • Designed and taught senior-level courses in strategic financial planning, value optimization, data analytics, forecasting techniques, and economics.
  • Provided consultative services in the management of the roll-out and marketing of one of the first true CRM cloud applications.
  • Negotiated strategic partnerships for a company in the data security industry, providing 2-factor authentication and smart card technology.
  • Consulted a startup company in the food and beverage industry, resulting in the company achieving profitability in its first month of operation.
  • Designed and launched the Economics and Data Analytics majors at Concordia University, Irvine.
Focus areas: Revenue Optimization, Strategic Planning & Execution, Data Analysis, Financial Modeling, Forecasting

CEO

2001 - 2009
Horizon Health Administrators
  • Grew the company to become one of the 100 largest claims processing companies in the US.
  • Integrated seamless, real-time operations in the US with India.
  • Adopted new technologies to provide new product offerings and maximize customer loyalty and value by integrating what used to be disparate customer functions into a single unified health management system.
Focus areas: Valuation Modeling, Revenue & Expense Projections, Business Planning, CFO, Cash Flow Analysis, Financial Modeling, Forecasting

Colonel

1978 - 2004
US Army
  • Served as the commander of all officer classroom training in New York, New Jersey, and New England.
  • Worked as the deputy chief of logistics support command responsible for all supply and logistical operations of Reserve Forces in the Northeast US.
  • Commanded 220 soldiers in combat operations during Desert Storm.
  • Taught as an assistant professor in economics at the US Military Academy.
  • Served as a member of the Army Rangers.
Focus areas: Management, Leadership, Forecasting

CEO | Founder

1997 - 2001
CFOs For Hire
  • Built financial models for internal projections and external funding efforts, resulting in raising more than $50 million in angel/mezzanine funding for companies in the B2B and online retail markets.
  • Negotiated agreements between national law enforcement associations and a startup online insurance company.
  • Led an online retailer through its IPO process.
  • Designed one of the pioneer online insurance applications and claims processing system.
  • Negotiated the successful merger and acquisition of a startup online service company.
Focus areas: Valuation Modeling, Mergers & Acquisitions (M&A), Capital Raising, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Capital Budgeting, Forecasting

CFO

1992 - 1997
IVANS, Inc.
  • Handled all aspects of finance and information technology of the largest network and telephonic services reseller in the country.
  • Pioneered the design and engineering of a proprietary in-house CRM system.
  • Developed complex pricing algorithms.
Focus areas: Business Planning, Financial Planning & Analysis (FP&A), Price Analysis, CFO, Financial Modeling

CFO | Treasurer

1989 - 1992
General Insurance Company
  • Oversaw financial reporting and all claims payment operations for health insurance claims processing company.
  • Monitored and analyzed the company's underwriting criteria.
  • Managed information technology systems and asset portfolio of more than $50 million.
Focus areas: Investment Decision-making, Financial Risk Assessment, Financial Planning & Analysis (FP&A), CFO
2001 - 2001

Senior Officer Leadership Certification in Leadership

US Army, Command and General Staff College - Ft. Leavenworth, KS, USA

1985 - 1987

Master of Science Degree in Management with an emphasis in finance

MIT Sloan School of Management - Boston, MA, USA

1974 - 1978

Bachelor of Science Degree in Engineering

US Military Academy, West Point - West Point, NY, USA

Collaboration That Works

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