Chace Jones, Finance Expert in Highlands, NC, United States
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Chace Jones

Verified Expert  in Finance

Finance Expert

Highlands, NC, United States
Toptal Member Since
October 31, 2022

Chace is an accomplished professional with 13 years of expertise in building and growing companies, successfully negotiating deals worth over $100 million, raising more than $50 million in equity, and leading M&A endeavors. He has led strategy, finance, operations, and product efforts for enterprises and SMBs, generating hundreds of millions in revenue and cost savings. Chace joined Toptal to provide CFO and COO services and help companies with fundraising and M&A.

Career Highlights

Founder | CEO
Vista Partners

Education Highlights

Master's Degree
Brigham Young University
Bachelor's Degree
Brigham Young University

Certification Highlights

Disruptive Strategy
Harvard Business School Online
Certified Public Accountant (CPA)
Virginia Board of Accountancy

Case Studies

Work Experience

Founder | CEO

2022 - PRESENT
Vista Partners
  • Created a comprehensive financial model for a B2B SaaS company. Aggregated and cleaned up data across multiple tools (i.e., Salesforce, Zoho) to highlight revenue growth opportunities and improved efficiencies. Participated in fundraising strategy.
  • Aggregated data within a crypto marketplace to identify the current value of crypto assets and allow for scenario planning based on potential fundraising solutions. Created a clear picture of current financial standing with crypto assets.
  • Acted as a fractional CFO for a peer-to-peer marketplace, enabling both sides to leverage unused assets and increase efficiency. Managed treasury efforts on $9M+ investment funds. Identify key cost savings and revenue-generating levers.
Focus areas: Fundraising, Financial Modeling, Financial Statements, Key Performance Metrics, Investor Reporting, Operational Modeling, QuickBooks Online, Startups, Funding Strategy, Seed Fundraising, Pitch Decks, Fundraising Strategy, Financial Planning & Analysis (FP&A), Reporting, Early-stage Venture Capital, Interim CFO, Fundraising Consultant, CFO

Vice President of Strategy and Corporate Development

2020 - 2022
  • Directed initiatives that produced $10 billion in funded Paycheck Protection Program (PPP) loans for over 170 thousand businesses, working across the finance, operations, analytics, sales, partnerships, marketing, and product departments.
  • Led and managed mergers and acquisitions (M&A) and fundraising efforts, interfacing with bankers and investors, resulting in a multimillion-dollar raise in early 2022. Created materials used for investor presentations and board communications.
  • Built the company's five-year financial model with critical scenario analysis and planning, improving company performance and potential growth visibility, which required data aggregation and evaluation, along with cross-functional collaboration.
  • Evaluated the viability of two business units through market research, data analysis, financial modeling, and product and market fit. Presented results to the management teams.
  • Created and tested a loan pre-approval marketing campaign, leveraging a database of around a million users.
Focus areas: Fundraising, Mergers & Acquisitions (M&A), Strategy, Investor Relations, Board Decks, Financial Modeling, Data Aggregation, Data Analysis, Partnerships, Sales & Channel Enablement, Cross-functional, Collaboration, M&A Modeling, Due Diligence, Valuation, M&A (Buy-side), Forecasting, Revenue & Expense Projections, Cash Flow Analysis, Venture Capital, Consumer Lending, Three-statement Modeling, Software as a Service (SaaS), Venture Funding, Pitch Decks, Startups, Funding Strategy, Fundraising Strategy, Financial Planning & Analysis (FP&A), Reporting, Fundraising Consultant

Director of Strategy and New Business Development

2018 - 2020
1-800 Contacts
  • Led the creation of a new eCommerce site that included virtual try-on technology for glasses and integrated the lab and fulfillment services for a Fortune 10 partner.
  • Created the business case and negotiated the agreement with a top three vision insurance company, locking in multimillion-dollar recurring revenue.
  • Managed the build and launch of a web-based vision exam within four weeks, which included video and voice recording capabilities, leading to an increase of 25% in conversion within 10 weeks.
  • Guided the creation and execution of a product redesign, new marketing campaign, and personalized video for the web-based vision exam. Paved the way for achieving a 2-3 times larger future growth in new and repeat customer usage.
  • Analyzed the shipping cost and online order conversion, recommending an approach with $10 million in savings. Coordinated A/B testing as part of the implementation of the recommendations.
  • Increased by three times the product development value delivered by uniting two teams, hiring a lead developer, and establishing processes.
Focus areas: Product Development, Marketing, Partnerships, Customer Journeys, Distribution Operations, New Product Business Cases, New Products, Launch Strategy, Forecasting, Revenue & Expense Projections, Startups, Pitch Decks, Financial Planning & Analysis (FP&A), Reporting

Strategy and Corporate Development Manager

2017 - 2018
  • Worked on key M&A opportunities, interfacing with bankers and strategic partners and delivering high-quality data presentations and models, such as the customer lifetime value (LTV) model.
  • Co-led an acquisition by sourcing and evaluating potential targets, making recommendations, negotiating terms, and helping in drafting legal agreements.
  • Created the email marketing strategy, including an implementation plan with key milestones and key performance indicators (KPIs), paving the way through personalized emails to increase engagement and product purchases by more than 10%.
  • Evaluated multiple opportunities, including the divestiture of an investment, creating company-branded products, such as apparel, and improving efficiency within the distribution center.
Focus areas: Mergers & Acquisitions (M&A), Partnerships, Strategy, LTV:CAC, Customer Data, Marketing, M&A Modeling, Due Diligence, Valuation, M&A (Buy-side), Forecasting, Revenue & Expense Projections, Cash Flow Analysis, Three-statement Modeling, Pitch Decks, Financial Planning & Analysis (FP&A), Reporting

Business Administration Intern

2015 - 2017
Multiple Projects and Organizations
  • Sourced, evaluated, and recommended the deal pursued and finalized by the search fund, acquiring three dental offices, each with over $1 million in earnings before interest, taxes, depreciation, and amortization (EBITDA).
  • Performed due diligence on multiple companies, built strategic partnerships, and managed teams through due diligence and investment processes.
  • Increased international revenue by 225% through targeted social media marketing.
  • Created a go-to-market strategy targeting US Hispanics, managing the translation process.
  • Developed a framework to facilitate profit and growth trade-off decisions within the product portfolio.
Focus areas: Search Fund, Internationalization, Growth, Corporate Development, Early-stage Venture Capital, Due Diligence, Venture Capital, Venture Funding, Startups, Fundraising, Fundraising Strategy, Financial Planning & Analysis (FP&A), Reporting

Senior Financial Analyst

2013 - 2015
Orbital ATK (acquired by Northrop Grumman)
  • Influenced strategic decisions and managed finances for a $1.4 billion commercial program. Received specific leadership training and mentoring as a high-potential leader.
  • Led the negotiation of international contracts resulting in over $100 million in incremental revenue.
  • Developed a strategy for new and follow-on business proposals and modeled the respective financial impacts.
  • Designed and implemented standard cost reports from multiple inter-relational database systems to monitor and evaluate the weekly performance of $2 billion commercial programs.
  • Created an innovative report to pinpoint causes of production errors, leading to a 70% error reduction.
Focus areas: Financial Modeling, Data Aggregation, Data Analysis, Process Flows, Operations, Lean Manufacturing, Operational Modeling, Forecasting, Revenue & Expense Projections, Cash Flow Analysis, Controller, Three-statement Modeling, Travel, Financial Planning & Analysis (FP&A), Reporting

Senior Auditor

2011 - 2013
  • Managed teams to ensure projects were planned and executed effectively and within budget.
  • Developed a complex valuation model for the real estate industry, highlighting an error in current valuations, resulting in more accurate reporting to investors.
  • Identified a $2 million misstatement, resulting in the client deploying major changes to its inventory process.
Focus areas: Audits, Process Flows, Contract Review, Financial Statements, Data Analysis, Financial Modeling, Controller, Three-statement Modeling, Food, Food Production

Associate Auditor

2009 - 2011
  • Served a $1 billion high-growth renewable energy company with private equity sponsorship and significant global expansion, evaluating the management team and analyzing operational and accounting data.
  • Created a model for aggregating and analyzing journal entries, streamlining the audit of a weather technology application.
  • Worked autonomously on client projects with the international operations team and mentored staff.
Focus areas: Audits, Financial Statements, Contract Review, Data Analysis, Financial Modeling, Process Flows, Renewable Energy, Controller, Three-statement Modeling
2015 - 2017

Master's Degree in Business Administration (MBA)

Brigham Young University - Provo, Utah, USA

2005 - 2009

Bachelor's Degree in Accounting

Brigham Young University - Provo, Utah, USA


Disruptive Strategy

Harvard Business School Online

DECEMBER 2010 - JUNE 2020

Certified Public Accountant (CPA)

Virginia Board of Accountancy


Fundraising, Financial Modeling, Data Analysis, Forecasting, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Due Diligence, Controller, Three-statement Modeling, Venture Funding, Funding Strategy, Mergers & Acquisitions (M&A), Market Research, Big 4 Accounting, Valuation, M&A (Buy-side), Seed Fundraising, CFO, Accounting, M&A Modeling, Corporate Finance, Consumer Lending

Data & Analysis Software

QuickBooks Online, Tableau

Industry Expertise

Venture Capital, Renewable Energy, Food, Food Production


Microsoft, Data Aggregation, Collaboration, Pitch Decks, Reporting, Fundraising Strategy, G Suite, Early-stage Venture Capital, Strategy, Jobs to be Done (JTBD), Partnerships, LTV:CAC, Interim CFO, Business Models, Cash Flow Analysis, Software as a Service (SaaS), Startups, Fundraising Consultant, Zoho, Salesforce Sales Cloud, Cap Tables, Teaching, Training, Finance, Writing & Editing, Search Fund, Investments, Negotiation, Marketing, Contract Drafting, Presentations, Networking, Product Development, Sales, Market Disruption, Tax Accounting, Audits, Investor Relations, Board Decks, Sales & Channel Enablement, Cross-functional, Customer Journeys, Distribution Operations, New Product Business Cases, New Products, Launch Strategy, Customer Data, Process Flows, Operations, Lean Manufacturing, Financials, Contract Review, New Business Development, Pitch Presentations, Financial Statements, Key Performance Metrics, Domo, Internationalization, Growth, Corporate Development, Operational Modeling, Marketing Strategy, Innovation, Travel, Investor Reporting, Social Media Apps

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