Jacob Wright, Finance Expert in Spartanburg, SC, United States
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Jacob Wright

Verified Expert  in Finance

Finance Expert

Spartanburg, SC, United States
Toptal Member Since
July 31, 2017

Jake has participated in M&A transactions exceeding $500 million and performed valuations for companies of all maturities. A Vanderbilt graduate and CFA charterholder, Jake has extensive experience working with founders and senior executives of professional services and manufacturing companies to unlock the true value of their company. As a freelancer, Jake enjoys advising clients on complex issues of valuation, M&A, and financial strategy.

Career Highlights

Financial Analyst
Advance America

Education Highlights

Master's Degree
Vanderbilt University
Bachelor's Degree
Clemson University

Case Studies

Work Experience

Corporate Strategist

2016 - PRESENT
  • Worked with the executive team to develop corporate strategy and built the corresponding financial model to double company revenues in three years, from $500 million to $1 billion.
  • Built a detailed acquisition model to better assess the overall impact of future company acquisitions.
  • Served as the financial lead on plant consolidation, which included financial modeling, budgeting, and cost control.
  • Built a financial model for the successful divestiture of a $150 million European business unit that was presented to the Board of Directors.
  • Created a 13-week cash flow forecast for the company to better assess working capital and capital expenditure needs.
Focus areas: Controller, Budgeting, Cash Flow Modeling, 13-week Cash Flow, Cash Flow Forecasting, Finance Strategy, Pitch Decks, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), M&A Modeling

Investment Banking Consultant

2014 - 2016
Hourly Nerd
  • Developed models for trading, transaction, discounted cash flow analysis, dividend discounting, and leveraged buyouts to assess the financial viability of small-cap Chinese listed manufacturing and technology firms.
  • Developed a pitch deck for a private equity firm with $1 billion in assets, considering an equity investment or potential buyout of Tinder, an online dating app.
  • Prepared valuation, three statement operating model, and pitch deck for an early stage, venture composite manufacturer in the southeast US seeking $10 million in Series A capital.
  • Developed valuation models for a hedge fund to assess the feasibility of a management buyout by a client company to determine whether hedge fund shareholders would benefit more from the management buyout or the going concern of the client company.
  • Prepared initiating coverage equity research reports for small and micro-cap public companies in the oil and gas and apparel sectors.
Focus areas: Three-statement Modeling, Investor Presentations, Equity Valuation, Private Equity Valuation, Valuation Analysis, Valuation Multiples, Valuation Modeling, Purchase Price Allocation, Pitch Decks, Investment Memoranda, Investment Portfolio Management, Portfolio Analysis, M&A Modeling, Mergers & Acquisitions (M&A)

Financial Analyst

2011 - 2013
Advance America
  • Developed financial models such as sensitivity analysis, cash flow, and valuation to the executive team for expanding the company’s product portfolio from short-term loans to prepaid cards, wire transfer, and longer-term installment loans.
  • Led the financial team in a successful $100 million divestiture of the UK subsidiary. Developed discounted cash flow, comparable transactions, and comparable company valuation models to determine the sale price.
  • Established reporting procedures for regional and divisional management to provide up-to-date results for all products.
  • Assisted the management in the review and update of loan disclosures for compliance with regulatory requirements.
  • Audited the fixed asset processes and provided alternatives to improve lease smoothing and inventory monitoring systems.
Focus areas: Financial Planning & Analysis (FP&A), Cash Flow Forecasting, Financial Model Auditing, Financial Modeling, Valuation Analysis, Valuation Modeling, Pro Forma Financial Statements, Integrated Financial Statements, Financial Statements, Strategy, Financial Regulations
2013 - 2014

Master's Degree in Business Valuation and Accounting

Vanderbilt University - Nashville, TN, USA

2011 - 2013

Chartered Financial Analyst (CFA) in Investment Analysis

CFA Institute - Charlottesville, VA, USA

2007 - 2011

Bachelor's Degree in Corporate Finance

Clemson University - Clemson, SC, USA


Market Research, Pro Forma Financial Statements, Three-statement Modeling, Investment Portfolio Management, Investment Memoranda, Purchase Price Allocation, Valuation Modeling, Valuation Multiples, Valuation Analysis, Private Equity Valuation, Equity Valuation, Financial Regulations, Integrated Financial Statements, Financial Model Auditing, Mergers & Acquisitions (M&A), Finance Strategy, Cash Flow Forecasting, Cash Flow Modeling, 13-week Cash Flow, Forecasting, Controller, Portfolio Analysis, DCF Valuation, Capital Structuring, Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, M&A Modeling, Corporate Finance, Budgeting, Revenue & Expense Projections, Due Diligence, Private Company Valuation, Leveraged Buyout Modeling, Management Buyout Finance, Debt Raises, Revenue Modeling, Comparable Company Analysis

Output Software

Microsoft PowerPoint, Microsoft Excel

Data & Analysis Software

Capital IQ, Bloomberg

Industry Expertise

Financial Services, Professional Services

Geographic Expertise

Mexico, United States


Manufacturing, Financial Statements, Pitch Decks, Scenario Analysis, Finance, Investor Presentations, Strategy, Pitch Books, Transaction Comparables

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