Evan Glover, CFA, CPA, Finance Expert in Cincinnati, OH, United States
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Evan Glover, CFA, CPA

Verified Expert  in Finance

Finance Expert

Location
Cincinnati, OH, United States
Toptal Member Since
November 7, 2022

Evan is a CPA and CFA with expertise in complex financial analysis, investment analysis, and business advisory. With over seven years of experience, he has worked in a family office, a hedge fund, a top-five bank in the United States, various startups, and a Fortune 500 company. Evan was involved in an organization-wide transformation initiative that saved a company $100 million over three years. He has also worked with startups to raise capital, recently completing a $5 million debt financing.

Career Highlights

Founder | Chief Investment Officer
Tetelestai Capital, LLC

Education Highlights

Bachelor's Degree
Miami University

Certification Highlights

Series 65
FINRA Organization
Certified Public Accountant (CPA)
Accountancy Board of Ohio

Case Studies

Work Experience

Founder | Chief Investment Officer

2022 - PRESENT
Tetelestai Capital, LLC
  • Implemented actively-managed portfolio strategies for multiple private funds, separately managed accounts, and personal investments.
  • Developed proprietary investment research with actionable investment ideas for global markets during volatile market environments.
  • Led the investor relations and performance reporting for hedge fund clients.
  • Actively raised client assets to build an investment management business from the ground up.
  • Utilized derivatives to hedge portfolios for investment funds and client accounts.
  • Built volatility strategies for client portfolios to mitigate market risk during high-stress market environments.
  • Created and presented investor pitch decks on portfolio strategies and private funds to prospective clients.
  • Developed valuation models for public and private investments, including Discounted Cash Flow (DCF) models and Pro Forma financial statements.
Focus areas: Alternative Investments, Portfolio Management, Stock Trading, Derivatives, Options Trading, Investor Relations, Hedge Funds, Economics, Investment Research, Investment Performance Reporting, Hedging, Equity Investment, Equity Research Analysis, Financial Analysis, Financial Statements, Futures & Options, Capital Raising, DCF Valuation, Value Investing, Performance Analysis, Investment Capital Raising, Valuation, Peer Comparison, Inventory, Trend Analysis, Consumer Trends, Stock Analysis, Asset Valuation, Technical Analysis, Discounted Cash Flow (DCF), Interest Rate Risk, Financial Presentations, Data Analysis, FX, Global Banking, Operational Finance, Annual Budgets, CAPEX, Cash Management, Financial Consultation, Financial Modeling, Investments, Ethics, Pro Forma Financial Statements, Tax Reporting, Depreciation, Investment Funds, Financial Planning & Analysis (FP&A), Financial Regulations, Finance, Technical Writing, Microsoft Excel, Zoom, Microsoft Teams, Microsoft PowerPoint, Microsoft Word, Cost Efficiency, Financials, Pitch Decks, Fundraising, Reporting, Business Strategy, Due Diligence, Three-statement Modeling, Excel Expert, Financial Services, Asset Management, Bookkeeping, Profit & Loss (P&L), P&L Management, Equity Research, Trade Finance, Business Models, Startups, Business Modeling, Business Planning, Investment Manager, Investment Thesis, Volatility, Risk Management, Equity Markets, Fund Management, Pricing Models, Energy, Budgeting, Cash Flow, Analysis, Systems & Procedures, Small Business, Small Business Consultants, United States, Research, CFO, Bank Reconciliation, Reconciliation, Equity Derivatives, Stock Market, Chartered Financial Analyst (CFA), Fundamental Analysis, Personal Finance, Personal Finance Management, Cash Flow Management, Small & Medium-sized Enterprises (SME), General Ledgers, Operations, Banking & Finance, Wealth Management, Financial Advisory, Financial Advisement, Professional Services, AR/AP Management, Policies & Procedures Compliance, Excel Modeling, Five-year Projections, Dashboards, Small Business Management, Investment Analysis, Competitor Analysis & Profiling, Public Companies, Investment Presentations, Pricing Strategy, Cash Flow Analysis, Mergers & Acquisitions (M&A), Data Reporting, ROI

Financial Consultant | Fractional CFO

2021 - PRESENT
Freelance Clients
  • Developed a valuation model and business plan for a $70 million organization, which helped raise $5 million in debt financing for the growth of the firm.
  • Implemented financial reporting and oversaw client bookkeeping for several startups ranging up to $20 million in annualized revenue.
  • Acted as a fractional CFO for a consumer business, building financial models and organizing the accounting work for the company to raise additional financing.
  • Consulted on a client's startup business and established a financial strategy for future growth in the event and retail sectors.
  • Led the creation of the organization's legal entities and onboarded a client's CRM system in the events space.
  • Managed the revenue and expenses for an early-stage startup during the initial revenue growth from zero to approximately $100,000 in annual revenue.
  • Served as a chief financial officer for a healthcare startup in the early stages of formation.
  • Created a financial model for a healthcare startup, including valuation, growth metrics, and exit strategy.
  • Managed accounts payable and accounts receivable for a professional services organization with transactions of approximately $3 million per year.
Focus areas: Accounting, Financials, Corporate Strategy, Business Strategy, Three-statement Modeling, Excel Expert, Bookkeeping, Profit & Loss (P&L), Business Models, Startups, Business Modeling, Business Plan Consulting, Business Planning, Budget Management, Pricing Models, Budgeting, Cash Flow, Analysis, Administrative Procedures, Systems & Procedures, Small Business, Small Business Consultants, United States, Pricing, eCommerce, Early-stage Startups, Fractional CFO, Tax Accounting, Bank Reconciliation, Reconciliation, Performance Improvement, Personal Finance, Personal Finance Management, QuickBooks Online, Cash Flow Management, Small & Medium-sized Enterprises (SME), Operations, Intuit QuickBooks, Growth, Interim CFO, Virtual CFO, Part-time CFO, Financing, Fundraising Consultant, Financial Advisory, Financial Advisement, Business Consulting, Startup Consulting, Fundraising Strategy, Professional Services, AR/AP Management, Excel Modeling, Five-year Projections, Dashboards, Small Business Management, Investment Presentations, Pricing Strategy, Consumer Packaged Goods (CPG), Food & Beverage, Cash Flow Analysis, Comparable Company Analysis, Financial Controlling, Financial Controls & Processes, Data Reporting, Expense Reports, ROI, Operating Expenses (OPEX)

Officer | Financial Analyst

2018 - 2022
U.S. Bank
  • Implemented an original transformation tracking system for the bank and coordinated with my team to realize over $100 million in transformational expense savings over three years.
  • Maintained the monthly cash-level reporting and analysis for $1.2 billion in banking assets.
  • Developed a proprietary model to analyze the profitability of the bank's cash vaults.
  • Managed forecasts and annual budgets for $125 million in technology operating expenses.
  • Assisted and eventually led the business line stress test analysis in 2020 and 2021 by utilizing financial models to build the future outlook for risk reporting.
  • Prepared financial and executive summaries for 15+ capital projects—some valued at over $25 million—to present to the bank's investment committee.
  • Led month-end reporting and analysis for over 10 business lines within the bank with duties ranging from senior management presentations to month-end journal entry submissions.
Focus areas: Corporate Finance, Financial Consultation, Financial Planning & Analysis (FP&A), Capital Expenditure Planning, Cash Management, CAPEX, Financial Analysis, Budget Modeling, Annual Budgets, Operational Finance, Global Banking, FX, Financial Modeling, Data Analysis, Market Research, Inventory, Trend Analysis, Consumer Trends, Valuation, Asset Valuation, Financial Presentations, Financial Training, Investments, Ethics, Financial Statements, Pro Forma Financial Statements, Depreciation, Financial Regulations, Finance, Microsoft Excel, Skype, Microsoft Teams, Microsoft PowerPoint, Microsoft Word, Collaboration, Cost Efficiency, Financials, Forecasting, P&L Analysis, P&L Forecasting, Revenue & Expense Projections, Reporting, Business Strategy, Due Diligence, Project Finance, Three-statement Modeling, Excel Expert, Financial Services, Profit & Loss (P&L), P&L Management, RiskMetrics, Budget Management, Risk Management, Budgeting, Analysis, Administrative Procedures, Systems & Procedures, United States, Debt, Cash Flow Management, Operations, Banking & Finance, Excel Modeling, Dashboards, Data Reporting, Expense Reports, Operating Expenses (OPEX)

Financial Analyst

2017 - 2018
Newell Brands
  • Managed the $125 million budget reporting for the gaming division of Newell Brands in 2018.
  • Created quarterly forecasts for sales revenue and SG&A expenses for six subsidiaries of Newell Brands.
  • Analyzed profit and loss reports from the company's European and APAC divisions.
  • Assisted in integrating a new, company-wide financial reporting system and trained associates on the reporting tools.
  • Built internal financial models to value aspects of the business for future investments and leases.
Focus areas: Accounting, Budget Modeling, Annual Budgets, Financial Presentations, Pro Forma Financial Statements, System Integration, Tax Reporting, Corporate Finance, Consumer Trends, Data Analysis, Financial Training, Operational Finance, Financial Modeling, Financial Statements, Financial Planning & Analysis (FP&A), Finance, Microsoft Excel, Skype, Microsoft PowerPoint, Microsoft Word, Collaboration, Cost Efficiency, Financials, P&L Forecasting, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Excel Expert, Profit & Loss (P&L), P&L Management, Budget Management, Budgeting, Analysis, United States, Consumer Products, Excel Modeling, Consumer Packaged Goods (CPG), Mergers & Acquisitions (M&A), Data Reporting, Expense Reports, Operating Expenses (OPEX)

Accounting Associate

2016 - 2017
PLK Communities
  • Led the onboarding process when switching the company-wide accounting software by auditing data, working with software developers, and test-running data in a simulated environment.
  • Participated in weekly financial meetings in collaboration with upper-level management and worked closely with the CFO on financial projects.
  • Worked with 100+ vendors to manage accounts payable for the company.
  • Conducted quarter-end and year-end audits for more than five of the core investments.
Focus areas: Accounting, Audits, Interest Rate Risk, Financial Analysis, Annual Budgets, Budget Modeling, System Integration, Data Analysis, Financial Training, Operational Finance, Corporate Finance, Financial Modeling, Financial Statements, Pro Forma Financial Statements, Tax Reporting, Economics, Financial Planning & Analysis (FP&A), Finance, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Collaboration, Cost Efficiency, Financials, Excel Expert, Real Estate, Private Equity, Analysis, United States, Accounts Payable, Family Office, Tax Accounting, Bank Reconciliation, Reconciliation, Small & Medium-sized Enterprises (SME), Excel Modeling, Data Reporting, Expense Reports, Operating Expenses (OPEX)
2012 - 2016

Bachelor's Degree in Accounting and Pre-medical Studies

Miami University - Oxford, OH, USA

AUGUST 2021 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

MAY 2021 - PRESENT

Series 65

FINRA Organization

OCTOBER 2017 - PRESENT

Certified Public Accountant (CPA)

Accountancy Board of Ohio

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