Carol Kraemer

Finance Expert

Location

San Francisco, CA, United States

Toptal Member Since

February 24, 2017

Carol advised in the sale of a global multi-billion dollar energy company and served as a sub-segment controller/CFO for Siemens. She helps companies grow through acquisitions, fundraising, and strategic advisory. Carol has built some of the most sophisticated financial models for high-tech startups as well as large corporations and infrastructure projects. Freelancing allows her to broaden her industry focus while working with very driven CEOs.

Financial Forecasting Revenue & Expense Projections Project Finance Financial Modeling Financial Planning & Analysis (FP&A)Private Equity Venture Capital Real Estate Corporate Controller Interim Financial Controller Valuation Fundraising Mergers & Acquisitions (M&A)Comparable Company Analysis Financial Reporting

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Career Highlights

Strategic CFO

CENAK Consulting L.P.

Sub Segment Controller | CFO Latin America

Siemens Energy

Finance Manager

Enron Corporation

Education

Master of Business Administration (MBA)

Thunderbird Global School of Management

Bachelor's Degree

Instituto Tecnologico y de Estudios Superiores de Monterrey | ITESM

Case Studies

Startup Forecast Fundraising

StartupsFinancial Modeling Fundraising Venture Capital Pitch Decks

Project Finance

Project FinanceForecastingFinancial ModelingDebt FinancingEquity FinancingMezzanine+ 6 more

SaaS Company Pitch Deck

Venture CapitalForecastingFinancial Modeling Financial ForecastingCash Flow AnalysisCash Flow Calculation+ 1 more

Industry Expertise

Accounting ServicesEducationEnergy, Utilities & WasteVenture Capital & Private EquitySoftwareFinancial ModelingFintechStartups

Other Expertise

AccountingCFOFinancial ControllingFinancial Modeling Project FinanceRevenue Modeling

Work Experience

2002 - PRESENT

Strategic CFO

CENAK Consulting L.P.

Worked closely with CEOs on market entry strategies, corporate models, presentations, and investor decks.
Performed all the aspects of strategic planning, accounting, and reporting for clients in diverse industries, including high-tech, software, energy, and biotechnology.
Recommended strategic solutions for budgeting, capital requirements, contract negotiations, strategic initiatives, and back-office management.
Built hundreds of financial models from scratch for fundraising, project development, and strategic management purposes.
Established US internal accounting policies and procedures, set up Mexico accounting and finance operations, and managed the accounting cycle for a number of clients.
Served as CFO for the following clients: Edutone (EdTech), Maniak Experiencial (Nearshoring), Spectrum Bridge (5G ISP), CeleritasCloud (SaaS), Mada Power (energy storage), Omni Agri Trade Group (AgTech).

Focus areas: Private Company Valuation, Financial Risk Assessment, Credit Risk, Financial Reporting, Pitch Decks, Financial Management, Revenue & Expense Projections, Project Finance, Transaction Modeling, Capital Structure Analysis, 409A Valuation, Valuation Multiples, Valuation, Budgeting, Comparable Company Analysis, Mergers & Acquisitions (M&A), Fundraising, CFO, Strategy, Financial Modeling, Excel Modeling, Venture Capital, Latin America (LATAM), Mexico, Valuation Modeling, Revenue Recognition

2020 - 2021

Corporate Controller

Wizeline

Conducted investor due diligence and acquisition, resulting in a 5x uplift in value.
Completed 2018-2020 audit successfully, working with external auditors.
Built a strong finance team, empowered to make their own work product.

Focus areas: Accounting, Operations, Finance, Audits, Financial Controlling, Excel Modeling, Venture Capital, Financial Planning & Analysis (FP&A), Latin America (LATAM), Mexico, Valuation Modeling, Revenue Recognition

2011 - 2013

Sub Segment Controller | CFO Latin America

Siemens Energy

Led and performed all aspects of financial analysis and reporting as well as credit/risk analysis.
Performed financial model development by business unit and product line for the division with over $2 billion in sales.
Approved key projects and engagements (example: long-term maintenance service programs) in order to achieve financial targets.
Developed and successfully executed international analyst exchange training program with over 10 analysts rotating within Latin America and headquarters in the United States and Germany.
Managed the accounting and financial functions for 7 countries including Colombia, Mexico, Brazil, Peru, Chile, Argentina. Consolidated the information and reported to headquarters in Germany.

Focus areas: Financial Reporting, Financial Modeling, Credit Risk, Credit Analysis, Financial Controlling, Excel Modeling, Latin America (LATAM), Mexico, Valuation Modeling, Revenue Recognition

2004 - 2007

Manager, Financial Analysis

Globeleq

Directed the financial modeling and analysis for both regional (various international, including Central and South America, Sub-Sahara Africa and South East Asia) and corporate operations to sustain growth and to facilitate operations funding.
Conducted a detailed transaction analysis (acquisitions and divestitures) to approve and submit to the executive committee and board review.
Examined the financial models for accuracy and regulatory/standards compliance.
Orchestrated the divestiture of company assets, returning over $1.5 billion to strategic investors.

Focus areas: Corporate Finance, Transaction Modeling, Financial Modeling, Mergers & Acquisitions (M&A), Financial Controlling, Excel Modeling, Financial Planning & Analysis (FP&A), Latin America (LATAM), Valuation Modeling, Revenue Recognition

1996 - 2002

Finance Manager

Enron Corporation

Collaborated with teams from various financial disciplines, including commodities, structured products, underwriting, and trading, to craft financial transactions that met credit risk, cash flow, and reserve requirements.
Led a team of financial professionals in financial analysis, modeling, risk assessment/management, and project due diligence for capital initiatives in the Southern Cone region.
Oversaw the development of complex financial models as well as analyses of cash flows and financial performance to prepare, and later present, energy service pricing/tariff proposals to Bolivian government and regulatory agencies.
Coordinated negotiations on tariffs, budgets, and regulatory matters.
Directed the financial modeling and analysis of major projects, including $300 million pipeline project spanning Bolivia and Brazil as well as the construction of a $500 million power plant in Brazil.
Oversaw the credit line approval for 100+ trades and structured transactions.
Trained and mentored 20+ traders/structurers on credit risk exposure strategies.

Focus areas: Credit Analysis, Budgeting, Project Finance, Due Diligence, Valuation, Valuation Modeling, Financial Modeling, Credit Risk, Financial Controlling, Excel Modeling, Financial Planning & Analysis (FP&A)

Education

1995 - 1996

Master of Business Administration (MBA) in International Finance and Operations

Thunderbird Global School of Management - Glendale, AZ, USA

1989 - 1994

Bachelor's Degree in Business Administration

Instituto Tecnologico y de Estudios Superiores de Monterrey | ITESM - Monterrey, Nuevo Leon, Mexico