Management Consulting Expert in Denver, United States
Member since December 19, 2016
David is a CFO that has worked on over $25 billion of M&A and capital markets transactions over a 15+ year career with leading firms like Accenture, Rothschild, and Jefferies. He has a strong restructuring background, both in and out of court. He completed numerous research, diligence, and finance projects as a consultant. David joined Toptal to help clients with strategic transactions, financial improvement, and project management.
Conducted ~25 business planning, due diligence, investment, and fundraising projects. Responsible for market research, industry analysis, predictive models, strategy development, forecasting and project management.
Advised a Fortune 50 telecom company’s corporate strategy team. Built forecast model/scenarios and bolstered planning capabilities to address unreliable investment planning capabilities. Optimized $20 billion CAPEX; netted 3% annual ROI over 5 years.
Advised vertically integrated grower and drink manufacturer on valuation and structuring for acquisition.
Worked as the CFO at equipment supplier, advising on financial reporting, KPIs, sourcing and contract structuring.
Acted as the CFO at a transportation-and-logistics company pivoting to a SaaS model. Worked on all financial matters, including accounting, budgeting, legal/tax, board work, and raises of $3 million and $10 million raise.
Served as the CFO at device manufacturer through all steps of the process, raised $2.75 million in new funds while budgeting through R&D and manufacturing issues.
Advised a PE firm, providing buy-side diligence for $600 million acquisition of a transatlantic equipment provider.
Spearheaded the RFP development for an industrial IoT company which reduced annual connectivity costs by 40%.
Served as the CFO at B2B and B2C SaaS company. Advised on the product roll-out, accounting, budgeting, fundraising, and investor relations.
Served as an advisor to a $4-billion food and distribution company, advising on strategic investments and corporate activities.
Focus areas: Valuation, Capital Markets, Due Diligence, External Financial Reporting, Finance Strategy, Market Research, Mergers & Acquisitions (M&A)
Chief Financial Officer
2017 - 2018
Salt Lending | Salt Blockchain Asset Management
Oversaw the scaling of a financial technology marketplace enabling asset-backed lending for blockchain and distributed ledger technology assets such as cryptocurrencies.
Drove all the aspects of finance and administration infrastructure creation. Was responsible for accounting regulation compliance, audit work, financial reports, HR/payroll/benefits, asset management, treasury, insurance, partnership development, and capital markets activities.
Managed a $200-million balance sheet, this included owning the treasury management, cash flow forecasting and financial statement creation; currently completing company’s first accounting audit and tax filings.
Built an accounting and finance team of six from the ground up.
Established first-time policies and procedures for accounting, controls, tax, transfer pricing, and insurance and expense management.
Produced accurate burn rate forecasts and growth projections which streamlined the reporting cycle times by 80%.
Supported $50 million of annual membership sales with related P&L management and sales targeting.
Focus areas: Hedging, Management, Audits, P&L Forecasting, Growth Capital Raising, Management Accounting, Capital Budgeting
Vice President, Corporate Development
2014 - 2015
Oversaw the M&A and integration planningnas well as capital markets transactions. Responsible for supporting financial reporting and accounting/audits, investor relations, board meetings, and special projects from executives.
Managed up to four direct and indirect reports and external professionals.
Completed debt issuances—refinancing and issuing $4 billion in debt and saving ~$200 million in annual interest expenses.
Drove equity issuances which brought to fruition a $450 million initial public offering and $600 million follow-on.
Drove a large-scale M&A which completed $675 million acquisition and bridge loan for Latisys, a data center company.
Solely ran smaller M&A and completed a $51 million acquisition of Ideatek, a Kansas-based fiber company.
Sourced M&A opportunities and drove acquisition pipeline—compiling actionable list of 30 targets.