Jaime Jimenez, Finance Expert in Dallas, TX, United States
Jaime Jimenez

Finance Expert in Dallas, TX, United States

Member since October 4, 2017
A finance leader and entrepreneur, Jaime recently co-founded White Hat Consultores, a cybersecurity company. Prior to this venture, he deployed over $1 billion in investments and transactions while working at private equity group Highland Capital and public corporations Alcon Labs and Adeptus Health. As a freelancer, he currently leads fundraising efforts, growth, and organizational strategy as the CFO of hi-tech start-up Schokgear.com.
Jaime is now available for hire

Case studies

Industry Expertise

Other Expertise

Employment

  • Chief Financial Officer

    2017 - PRESENT
    Schok
    • Built the three financial statements and forecasting models from scratch as well as partnered with legal to author pitch books and marketing materials to raise $7 million in capital.
    • Created the pre- and post-money valuation Excel model at the various VC rounds of financing for the company to quantify additional number of shares to issue and respective share price.
    • Negotiated with VC, strategic investors and banks to determine the proper capital structure of the company and to address risk and liquidity needs.
    • Designed short-term growth strategy, market segmentation, and built KPIs that explain company performance and areas of opportunity.
    • Supervised external accounting firm and was responsible for presenting and reporting accurate and timely financials to stakeholders.
    Focus areas: Capital Raising, Growth and Organizational Strategy, Mergers & Acquisitions (M&A), Financial Modeling, Financial Planning & Analysis (FP&A), Cash Management, Cash Flow Modeling
  • Director, Corporate Development and Capital Markets

    2014 - 2017
    Adeptus Health
    • Re-structured $180 million of debt. The transaction provided enough liquidity for real estate developments and optimized capital structure that improved ROIC by 300bps.
    • Performed credit and equity analysis in collaboration with Goldman Sachs during two secondary public offerings for 1,000,000 of class B shares.
    • Led the acquisition platform of due diligence, negotiation, deal structuring, and legal to validate deal flow and term sheet structure for M&A and JV transactions totaling $200 million in assets.
    • Managed banking relationships, monitored covenants, and served as a liaison between public and private side.
    • Implemented a risk modeling initiative with a focus on liquidity and operational risk by setting standards on balance sheet and cash flow modeling forecasts.
    Focus areas: Capital Markets, Mergers & Acquisitions (M&A), JV structures, Private Equity Secondaries, Valuation Analysis, Debt Restructuring, Risk Models, Cash Flow Forecasting, Capital Structure Optimization, Investment Thesis, M&A Modeling, Market Opportunity Analysis
  • Director, Corporate Development

    2012 - 2014
    ACE Cash Express
    • Led cross-functional teams to build and implement M&A pipeline, due diligence, and negotiation/closing processes on payday lending opportunities that generated over $50 million in incremental business.
    • Worked closely with regional leaders to create viable post-acquisition integration plans and oversaw the integration process to ensure a smooth merging between people and processes.
    • Conducted competitive intelligence, regulatory landscape reviews, segmentation, and business scenario analyses to develop financial cases that helped senior management articulate company direction.
    • Performed a five-year cash flow forecast and illustrated capital allocation optimization options to senior management; presented sensitivity tables of different dividend payout ratios versus investing in growth initiatives and ROE impact.
    • Led the monthly, quarterly and annual budget and forecast for 1,600 facilities across the US market and collaborated with business units to manage and coordinate the FP&A process.
    Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Corporate Finance, Finance Strategy, Cash Flow Forecasting, Business Plan Development
  • Director, Corporate Finance

    2009 - 2012
    Hostess Brands
    • Worked closely with senior management to build an M&A pipeline strategy and evaluated investment opportunities looking at return/metrics such as IRR and EBITDA multiples.
    • Managed the monthly, quarterly and annual budget and forecast for 8 business units and 500+ UPC codes, totaling $3 billion in annual revenue. Collaborated with each business unit to coordinate the FP&A process and add value through strategic initiatives to improve processes.
    • Implemented NPV/DCF/ROI financial models for business improvement initiatives (sourcing, capital investments, resource allocation), giving management a robust decision tool.
    • Partnered with banks, analyzed credit lines, and negotiated covenant-lite methodologies that gave Hostess more financial flexibility and the ability to focus more on operations and ROIC improvements.
    • Served as an advisor to the executive team; developed KPIs, created monthly financial and variance reports and performed insightful analyses as well as produced materials for Board of Directors meetings.
    Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, Strategic Finance Management, Financial Planning & Analysis (FP&A), Bank Covenants, Revenue Modeling, Business Plan Development
  • Portfolio Manager

    2006 - 2008
    Highland Capital Management
    • Provided initial investment review and screening of prospective investment opportunities as well as tracked the investment pipeline.
    • Built and maintained transaction models (DCF and transaction multiples approaches) used to value distressed investment opportunities.
    • Drafted LBO investment decks illustrating financing alternatives and capitalization tables pre- and post-conversion ownership for several opportunistic investments.
    • Presented various investment theses across different sectors that were ultimately deployed, accounting for roughly 20% of the portfolio. The fund outperformed the HFRI Index.
    • Oversaw a $300 million private equity middle market distressed portfolio and implemented tactical asset allocation strategies across multiple sectors to improve risk-adjusted returns.
    Focus areas: Valuation Modeling, Investment Thesis, Leveraged Buyout Model, Risk Models, Debt Structuring, Cash Flow Modeling, Mergers & Acquisitions (M&A), Capital Structure Optimization, Capital Markets, Financial Engineering, Investment Monitoring, 13-week Cash Flow, M&A Modeling
  • Senior Strategic Financial Analyst

    2004 - 2006
    Alcon Labs
    • Served as the go-to analyst supporting Alcon’s corporate development team, developing valuation work totaling prospective equity investments over $150 million - including the acquisition of 77% of the outstanding shares of Wavelight for $13.8 per share.
    • Conducted timely and effective financial and strategic analyses in support of Alcon’s global growth initiatives across its refractive business sector.
    • Modeled complex financial structures to buy-out over $20 million of royalty streams in a two-year span.
    • Assisted in strategic M&A planning and vetting efforts, including data gathering and incorporating comprehensive views into solid assumptions and business cases for potential M&A opportunities within the refractive sector.
    • Supported the M&A team in developing the pipeline, evaluating targets, conducting due diligence, preparing board presentations and transaction announcements, and developing post-acquisition business plans.
    Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, Finance Strategy, Valuation Modeling, Risk Models, M&A Modeling, Finance Structures, Market Opportunity Analysis

Education

  • Chartered Financial Analyst (CFA) - Level 2 certificate in Finance
    2015 - 2018
    CFA Institute - USA
  • Master of Business Administration (MBA) degree in Finance, Strategy & Entrepreneurship
    2002 - 2004
    Southern Methodist University - Dallas
  • Bachelor's degree in Mechanical & Electrical Engineering
    1991 - 1995
    ITESM - Monterrey, Mexico

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