Evan Glover, CFA, CPA
Verified Expert in Finance
Finance Expert
Cincinnati, OH, United States
Toptal member since November 7, 2022
Evan is a CPA and CFA with expertise in complex financial analysis, fractional CFO work, and M&A advisory. With over eight years of experience, he has worked in a family office, a hedge fund, a top-five bank in the United States, various startups, and two Fortune 500 companies. 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
Education Highlights
Certification Highlights
Expertise
Work Experience
Founder | Fractional CFO | M&A Advisor
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.
- Built an M&A go-to-market strategy for a home services company that was successfully marketed to private equity firms. The company is under LOI.
- Created a financial model and deal structure for a restaurant company to raise $6 million in capital over the next two years.
Financial Consultant | Fractional CFO
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.
Officer | Financial Analyst
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.
Financial Analyst
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.
Accounting Associate
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.
Education
Bachelor's Degree in Accounting and Pre-medical Studies
Miami University - Oxford, OH, USA
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Series 65
FINRA Organization
Certified Public Accountant (CPA)
Accountancy Board of Ohio
Skills
Finance
Financial Modeling, Accounting, Financial Planning & Analysis (FP&A), Equity Research Analysis, Stock Trading, Hedging, Value Investing, Corporate Finance, Operational Finance, Market Research, Valuation, Cost Efficiency, Forecasting, P&L Forecasting, Revenue & Expense Projections, Fundraising, Three-statement Modeling, Equity Research, Trade Finance, Private Equity, Investment Thesis, Volatility, Budgeting, Debt, CFO, Equity Derivatives, Chartered Financial Analyst (CFA), Fundamental Analysis, Personal Finance, Wealth Management, Financial Advisory, Five-year Projections, Mergers & Acquisitions (M&A), ROI, Operating Expenses (OPEX), Debt Analysis, Personal Budgeting, Cash Flow Modeling, Pro Forma Financial Statements, Management Accounting, Depreciation, Financial Regulations, Capital Raising, DCF Valuation, Capital Expenditure Planning, Cash Management, Data Analysis, Interest Rate Risk, Discounted Cash Flow (DCF), Asset Valuation, Due Diligence, Project Finance, Profit & Loss (P&L), RiskMetrics, Fund Management, Cash Flow, Taxation, Certified Public Accountant (CPA), CPA, Pricing Strategy, Comparable Company Analysis, Credit/Debt, M&A (Sell-side), Pricing, M&A (Buy-side), M&A Modeling
Output Software
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Data & Analysis Software
QuickBooks Online, Intuit QuickBooks
Industry Expertise
Financial Services, Asset Management, Banking & Finance, Public Companies, Food & Beverage, Energy, Small Business, Consumer Products, Professional Services, Real Estate, Early-stage Startups
Geographic Expertise
United States
Other
Financial Analysis, Equity Investment, Investments, Alternative Investments, Derivatives, Trading, Portfolio Management, Ethics, Hedge Funds, Investment Research, Financial Statements, Economics, Investment Funds, Futures & Options, Finance, Skype, Zoom, Options Trading, Financial Consultant, Budget Modeling, Annual Budgets, Technical Analysis, Stock Analysis, Collaboration, Financials, P&L Analysis, Reporting, Excel Expert, Business Models, Budget Management, Investment Manager, Equity Markets, Analysis, Research, Stock Market, Personal Finance Management, Cash Flow Management, Financial Advisement, Excel Modeling, Small Business Management, Investment Analysis, Competitor Analysis & Profiling, Consumer Packaged Goods (CPG), Data Reporting, Expense Reports, Financial Statement Preparation, Waterfall Modeling, Strategic Planning, Financial Forecasting, Bonds, Tax Reporting, Audits, Technical Writing, Microsoft Teams, Investor Relations, Investment Performance Reporting, Performance Analysis, CAPEX, Financial Training, Global Banking, FX, Financial Presentations, Investment Capital Raising, Peer Comparison, Inventory, Trend Analysis, Consumer Trends, Financial Transformation, Corporate Strategy, Pitch Decks, Business Strategy, Bookkeeping, P&L Management, Startups, Business Modeling, Business Plan Consulting, Business Planning, Risk Management, Pricing Models, Consulting, Small Business Consultants, Accounts Payable, Accounts Receivable, eCommerce, Fractional CFO, Family Office, Tax Accounting, Bank Reconciliation, Reconciliation, Performance Improvement, Small & Medium-sized Enterprises (SME), General Ledgers, Operations, Growth, Interim CFO, Virtual CFO, Part-time CFO, Financing, Fundraising Consultant, Business Consulting, Startup Consulting, Fundraising Strategy, US GAAP, AR/AP Management, Dashboards, Investment Presentations, Cash Flow Analysis, Financial Controlling, Financial Controls & Processes, Cryptocurrency, Key Performance Indicators (KPIs), ERP Implementation, Team Leadership, People Management, Leveraged Buyout (LBO), Sensitivity Analysis, System Integration, Administrative Procedures, Systems & Procedures, Loans, Policies & Procedures Compliance, Internal Control
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