James Park

Vancouver, BC, Canada

Member since February 21, 2017

James joined Toptal as a finance expert in April 2017. Aside from Toptal, he has worked at a boutique consulting firm with an investment banking/startup background. To date, he has about five years of experience specializing in financial analysis financial modeling, and analysis and research for all major research platforms.

Financial Planning & Analysis (FP&A)Fundraising Mergers & Acquisitions (M&A)Financial Modeling Valuation Show more

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Career Highlights

Director
Exalto Advisory
Vice President of Finance
Viralyze
M&A Analyst
RCI Capital Group

Academic Highlights

Bachelor's degree
University of British Columbia

Case studies

Investor Memorandum
- Financial Reports
- Forecasting
- Modeling
- Investor Reporting
- Investor Relations
- Startup Growth Strategy Development
- Fundraising
- Venture Capital
Startup Pitch Deck
- Startups
- Startup Growth Strategy Development
- Financial Analysis
- Financial Planning & Analysis (FP&A)
- Modeling
- Microsoft PowerPoint
- Microsoft Excel
Investor Reporting
- Financial Planning & Analysis (FP&A)
- Modeling

Industry Expertise

Technology

Other Expertise

Canada
Digital Marketing
Financial Modeling
Mergers & Acquisitions (M&A)
Metals & Mining
South Korea
Startup Growth Strategy Development

Employment

Director
Exalto Advisory
2014 - PRESENT
- Built a client base of more than 200 clients for grant advisory and capital raising.
- Created investor-facing business plans for clients in various industries ranging from beauty and personal care, agriculture, advertising, and exporting consumer goods.
- Helped a client in the food delivery sector raise $1.2 million in government and venture funding through building financial models and investment pitch decks.
- Reorganized the personnel and introduce employee evaluation for an eCommerce company with $20 million in sales—reducing their HR costs by 15%.
- Helped a healthcare startup to build their financial model, pitchbook, and business plan; reached out to investors on their behalf and managed their data room.
Focus areas: Financial Planning & Analysis (FP&A), Grant Writing, Budgeting, Financial Data Analysis, Business Plan Development, Comparable Company Analysis, Capital Raising, Discounted Cash Flow (DCF), Entrepreneurial Finance
CEO
Tabulit Media Corporation
2014 - 2017
- Developed a financial model that detailed Tabulit's expansion plans and burn rate—presenting them to potential investors.
- Successfully led Tabulit to one of Canada's leading accelerators, Wavefront, through a series of presentations—this enabled us to build our MVP.
- Bootstrapped Tabulit through different revenue strategies (pay-per-view, subscription, and more) to arrive at the present version, which can be found at TabulitComics.com.
- Managed the communication between tech and management by organizing regular meetings and bridging the communications gap.
- Built pitches to be delivered to two major investor groups in Canada and ten venture capital firms.
Focus areas: Fundraising, Revenue & Expense Projections, Venture Funding, Budgeting
Vice President of Finance
Viralyze
2016 - 2016
- Developed a comprehensive financial model for an influencer marketing startup, valuing the company at $8 million.
- Helped raise $2 million in a super-seed round from a prominent Vancouver-based real estate magnate by building financial models and pitch decks.
- Managed investor relations and regular quarterly reporting for investors, including revenue and operational metrics development.
- Delivered marketing pitches for strategic partnerships to some of the most prominent players in social media and influencer marketing (combined 150 million followers on Twitter and Instagram).
- Conducted pro-forma and M&A analysis for acquiring/merging with other social media marketing firms and influencer marketing firms.
Focus areas: Financial Modeling, Venture Funding, Revenue Management, Entrepreneurial Finance, Working Capital Management, Revenue & Expense Projections, Angel/Seed Funding
Associate
Orbis Investments
2014 - 2015
- Worked in a team of three in covering investor relations and mutual fund operations covering investment inflows and outflows into a $70 billion AUM fund.
- Streamlined various operational workflows such as team reporting, fund calculations, and fund flow management by introducing new procedures and guidelines, which was implemented by the team.
- Built internal-use financial spreadsheets to ease the workflow on CRM, which helped to reduce the time taken for the monthly fund accounting process by 10%.
Focus areas: Fund Analysis
M&A Analyst
RCI Capital Group
2011 - 2014
- Built an industry landscape for various different metals and mining projects in the Americas, used by Korean metals traders and conglomerates to scan for mining deals.
- Conducted valuations of multiple mining companies and managed communications with key stakeholders in Korea and Canada.
- Implemented market research on sustainable technologies focusing on startups in Vancouver in partnership with Sustainable Development Technologies Canada (SDTC), a government entity investing and supporting startups in the sustainable technology industry.
- Advised a major Korean government power producer to invest in Canadian natural resources, which led its senior management to consider investment in one of the largest coal terminals in Canada.
- Developed teasers and managed communication with Korean investors, providing bilingual Korean-English pitch decks.
Focus areas: Mergers & Acquisitions (M&A), Valuation, Valuation Modeling, Financial Planning & Analysis (FP&A), Financial Modeling, Market Research, Valuation Multiples

Education

Bachelor's degree in Accounting
University of British Columbia - Vancouver, BC, Canada
2008 - 2012

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