Hudson Cashdan, Finance Expert in New York, NY, United States
Hudson Cashdan

Finance Expert in New York, NY, United States

Member since December 2, 2016
Hudson has a broad financial experience as a trader, hedge fund equity analyst and portfolio manager, middle-market private equity associate, and director of finance for an enterprise SaaS startup. He is a strategic thinker adept at dealing with the details of a business or transaction. As a freelancer, he enjoys exposure to a range of industries and business models while working with innovative management teams to advance solutions.
Hudson is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • Director, Finance

    2015 - PRESENT
    Xpand.io
    • Oversaw a successful $1-million growth capital raise.
    • Built from the bottom-up a financial model including forecast scenarios around net income and cash flow.
    • Cleaned up the capitalization table and migrated to Carta, a cap table management software platform.
    • Identified and screened eventual investors and negotiated terms.
    • Worked with legal counterparts to negotiate and edit investment documents.
    Focus areas: Financial Planning & Analysis (FP&A), Growth Capital Raising, Budgeting, Investor Communications
  • Financial and Business Development Advisor

    2012 - PRESENT
    TigerTrade
    • Identified several investors who came in at various stages and/or will be coming in at the next stage.
    • Built a financial model using top-down assumptions. Currently, revising to incorporate data around ROI on marketing and sales resources.
    • Helped to identify a new product line concentrated on managing excess inventory that is currently the focus of the business, contributing to business model rationalization.
    • Created forward budgets under various financing scenarios.
    • Worked with leaders of logistics/operations, marketing, sales, and technology to model resource needs and return on investment.
    Focus areas: Business Plan Development, Financial Modeling, Budgeting, Investor Communications
  • Analyst

    2011 - 2013
    Glenwood Capital
    • Evaluated businesses and determined optimal investment structures based on enterprise value and deal feasibility.
    • Originated a presentation used to educate current financial partners then worked towards obtaining LOI and term-sheet and set up a data room for conducting due diligence.
    • Negotiated terms working with management and legal on both sides of transactions.
    • Worked on transactions that typically involved companies with $5-30 million in EBITDA—either raising capital for growth or acquisitions or selling a controlling interest.
    • Sourced deals using a network of attorneys, accountants, entrepreneurs, and advisors.
    Focus areas: Mezzanine, Mergers & Acquisitions
  • Junior Portfolio Manager

    2004 - 2010
    ReachCapital Management
    • Managed the Asia-and-emerging-markets portion of the $3 billion+ Tamarack Fund, a non-US long/short equity hedge fund. Generated significant alpha from the bucket commingled with the larger fund.
    • Worked my way up from junior analyst to senior analyst and eventually to junior portfolio manager over six years.
    • Worked on the fund AUM which grew over 20x during my tenure and we made the Barrons List of Top 50 Hedge Funds in 2007.

Other Experience

  • A Step-by-step Guide to Building an Accurate Financial Model (Publication)
    Many financial models fail because they rely on optimistic assumptions and ignore the risks presented by uncertain variables. This six-step guide illustrates how to avoid these pitfalls and develop practical, accurate financial models to inform your decision-making.

Education

  • Nanodegree in Business Analyst
    2017 - 2018
    Udacity - Remote
  • Advanced graduate degree in Real Estate
    2002 - 2003
    New York University - New York, NY, USA
  • Bachelor's degree in Economics
    1996 - 2000
    Lafayette College - Easton, PA, USA

Certifications

  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2013 - PRESENT
    CFA Institute

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