Brad Bowling, Finance Expert in Dallas, United States
Brad Bowling

Finance Expert in Dallas, United States

Member since August 17, 2022
Brad is a highly credentialed CFA, CPA, and MBA professional with over ten years of experience in the finance and investment industry and has transacted over $350 million of new investments across various asset classes. He joined Toptal as a freelance consultant to continue building his portfolio of project experience and partner with top operators worldwide.
Brad is now available for hire

Case studies



  • Vice President, Investment Team

    2017 - 2022
    Corrum Capital Management
    • Sourced, screened, underwrote, and executed prospective investments primarily in alt credit, direct debt, ABLs, and structured credit (additional experience in real assets, direct equity, work-outs, restructurings, fund investments, and secondaries).
    • Led and performed all aspects of the diligence and investment process for over $350 million of new investments and ongoing management of $500 million of existing investments across multiple discretionary funds and SMAs.
    • Involved in marketing and fundraising activities alongside senior firm management and was a significant participant and presenter in the final meeting that led to closing a new $25 million SMA with a large endowment.
    Focus areas: M&A (Buy-side), Private Equity, Private Credit, Debt, Structured Products, Investments, Underwriting, Cash Flow, Fundraising, Fund of Funds, Private Equity Secondaries, Valuation, Debt Restructuring, Pitch Decks
  • Senior Associate, Strategy and Process Consulting

    2015 - 2017
    Grant Thornton
    • Provided strategy and process consulting to C-Suite executives of mid-market companies with $50 million to $2.5 billion in revenues with a primary focus on adding value to clients’ finance and investment functions.
    • Managed a client's process to create a $500 million investment fund and selected an advisor to manage the portfolio.
    • Created an enterprise-wide consolidated cash flow model for a $1 billion revenue company.
    • Authored a corporate cash reserve policy that helped to identify over $400 million in excess cash available for investment.
    • Involved in the projects transaction services group, including enterprise, equity, and fair value calculations of business assets, components, and entities. Also participated in M&A buy-side due diligence and quality of earnings reports.
    Focus areas: Cash Flow Modeling, Portfolio Management, Strategy, Valuation
  • Associate, Audit

    2013 - 2015
    • Provided audit services to hedge funds, PE firms, and asset managers ranging in size from $5 million to $75 billion in AUM.
    • Analyzed, recreated, and tested various discounted cash flow, asset valuation, and corporate operating models.
    • Studied partnership agreements to develop a thorough understanding of the GP and LP capital structure and flows, including waterfall calculations and promoting fees.
    • Supervised, trained, and integrated new associates and interns on multiple engagement teams.
    Focus areas: Private Equity, Mutual Funds, Hedge Funds


  • Masters of Business Administration in Finance
    2009 - 2011
    University of Alabama - Tuscaloosa, AL
  • Bachelor's Degree in Economics
    2004 - 2008
    New Mexico State Univeristy - Las Cruces, NM


  • Chartered Financial Analyst (CFA)
    CFA institute
  • Certified Public Accountant (CPA)

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