Jared is available for hire
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Verified Expert in Finance
Finance Expert
Location
Seattle, WA, United States
Toptal Member Since
December 9, 2020
With rolled-up sleeves, Jared's led the finance functions for entities with assets in excess of $1 billion. He joined the Toptal network to leverage his experience as a front-line finance leader (corporate modeling, 13-week cash-flow forecasts, Power BI reporting, and day-to-day accounting) to help startups and mid-sized organizations flourish. Jared has learned from his experiences in large corporations at Praxair and in early to mid-stage PE-backed firms (Quantum Energy Partners) in Texas.
Career Highlights
Finance Expert | Interim CFO
Toptal Clients
Tax and Finance Manager
Vernon E Faulconer, Inc.
Senior Manager of Finance
Torqued-Up Energy Services
Education Highlights
Master of Business Administration (MBA) Degree
University of Texas, Tyler
Bachelor's Degree
Stephen F. Austin State University
Case Studies
Software Expertise
Other Expertise
Work Experience
Financial Modeling Expert
2023 - PRESENT
Kibo Inc.
- Developed integrated 5-year financial model for Series A funding.
- Outlined plan to positive cash flow by integrating cost management and revenue management tactics.
- Integrated actual financial data into model to execute variance analysis.
Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Financial Data, Business Consulting, Business Plan Consulting, Internal Financial Reporting, Cash Management, Nonprofits, Small Business Management, Cash Flow Forecasting
Director of Finance
2021 - PRESENT
Private School
- Developed a three-year plan to remove the reliance on fundraising to balance the annual budget. Each year enabled our resource advancement team to migrate to major gifts focused on a long-term endowment to make education more affordable.
- Implemented an all-inclusive tuition model making tuition approachable for families.
- Oversaw the annual budget of a 1,200-plus student private school with less than a $20 million annual budget.
Focus areas: Accounting, Operations, Budgeting, Annual Budgets, Forecasting, Charity, Reconciliation, Education, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Billing & Collections, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Monthly Close Process, Modeling, Performance Improvement, Financial Analysis, Profitability Analysis, Cost Reduction & Optimization, Turnaround, Profitability Optimization, Dashboards, Key Performance Indicators (KPIs), US GAAP, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Nonprofits, Small Business Management, Cash Flow Forecasting
Finance Expert | Interim CFO
2020 - PRESENT
Toptal Clients
- Enhanced the corporate financial model for a consumer packaged goods company to be used for financing.
- Developed a financial model and pitch deck for a royalty acquisition startup.
- Served as a lead finance and pricing expert to help expand a cloud-based professional services business.
Focus areas: CFO, Modeling, Finance, Accounting, Audits, Cash Flow Management, Manufacturing, Business Analysis, Startup Funding, Business Development, Fractional CFO, Bank Reconciliation, Reconciliation, Reporting, Marketplaces, eCommerce Platforms, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Early-stage Startups, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Monthly Close Process, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization, Turnaround, Profitability Optimization, Dashboards, Key Performance Indicators (KPIs), Medical Devices, US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, QuickBooks Online, Financial Data, Business Consulting, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Cash Flow Forecasting, Leveraged Finance, Direct to Consumer (D2C)
Manager of Financial Planning and Analysis (FP&A)
2018 - PRESENT
Tanos Exploration II, LLC
- Led the corporate 3-statement financial modeling with assets in excess of $1 billion and operating budgets in excess of $250 million per year.
- Developed an SQL-integrated 13-week cash-flow forecast for operations with an annual operating budget in excess of $250 million.
- Managed treasury functions and multiple syndicated credit facilities totaling up to $500 million.
- Developed and implemented a Power BI environment inclusive of P&L reporting for over 3,000 profit centers, a cash-flow dashboard, and an operations-level break-even calculator.
- Led corporate risk management processes, including multiple general liability claims in excess of $1 million each.
- Automated accounts payable processes, reducing annual G&A costs by more than $250,000 per year.
Focus areas: Valuation Modeling, Audits, Controller, Valuation, M&A (Sell-side), M&A (Buy-side), Controllership/Accounting, QuickBooks Online, Finance Reports, Pitch Deck Consultant, Fundraising, Excel Modeling, FPA, Forecasting, Acquisitions, Business Modeling, Business Models, Pitch Decks, Bank Covenants, Term Sheet Negotiations, Mergers & Acquisitions (M&A), Accounting, Oil & Gas, Upstream Oil & Gas Management, Private Equity, Three-statement Modeling, 13-week Cash Flow, Budget Modeling, Interim CFO, Cash Flow Modeling, eCommerce, Business Planning, Revenue & Expense Projections, Financial System Implementation, Controllership, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Revenue Modeling, Business Strategy, CFO, Cash Flow Management, Manufacturing, Data Visualization, Business Analysis, Process Flows, Investment Banking, Financial Reporting, Business Development, Bank Reconciliation, Reconciliation, Tax Accounting, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Early-stage Startups, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Monthly Close Process, Modeling, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization, Turnaround, Dashboards, Key Performance Indicators (KPIs), US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Cash Flow Forecasting, Leveraged Finance
Financial Modeling Expert
2023 - 2023
LA Breakers FC
- Developed a 3-statement-integrated financial model for the board of directors' reporting and management.
- Integrated QuickBooks and industry-specific CRM data into the model to provide historical reports and forecasted exception reporting.
- Identified around $400,000 of unbilled revenue via simplified exception billing.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Financial Data, Business Consulting, Business Plan Consulting, Internal Financial Reporting, Cash Management, Nonprofits, Small Business Management
Fractional CFO
2023 - 2023
Dani Austin LLC
- Implemented consolidating financial model and reporting architecture for multi-entity organizations.
- Executed monthly, quarterly, and annual accounting (book and tax).
- Onboarded the organization to QuickBooks Online as the accounting system.
Focus areas: Accounting, CFO, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Family Office, Family Office Management, Fractional CFO, Interim CFO, QuickBooks Online, Financial Data, Business Consulting, Business Plan Consulting, Cash Management, Small Business Management, Cash Flow Forecasting
Tax and Finance Manager
2015 - 2018
Vernon E Faulconer, Inc.
- Developed bottoms up, 3-statement financial models that consolidated more than 20 partnerships and S-Corps with assets in excess of $200 million.
- Developed a standardized M&A model for high-volume deals valued at or below $10 million.
- Spearheaded operations strategies to improve cash flow by over 30% by using Power Pivot to identify and manage costs in profit centers.
- Led balance sheet and income statement audits with no deficiencies.
- Managed the payroll, 401K plan, and self-funded health insurance program.
Focus areas: Valuation Modeling, Audits, Controller, Valuation, M&A (Sell-side), M&A (Buy-side), Controllership/Accounting, Finance Reports, Pitch Deck Consultant, Fundraising, Excel Modeling, FPA, Forecasting, Acquisitions, Business Modeling, Business Models, Pitch Decks, Bank Covenants, Term Sheet Negotiations, Mergers & Acquisitions (M&A), Accounting, Oil & Gas, Upstream Oil & Gas Management, Partnerships, Financial Planning & Analysis (FP&A), M&A Modeling, Budget Modeling, Interim CFO, Cash Flow Modeling, Business Planning, Revenue & Expense Projections, Financial System Implementation, Controllership, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Revenue Modeling, Business Strategy, CFO, Cash Flow Management, Data Visualization, Business Analysis, Process Flows, Financial Reporting, Business Development, Bank Reconciliation, Reconciliation, Tax Accounting, Family Office, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Billing & Collections, Early-stage Startups, Financial Modeling, Cash Flow, Monthly Close Process, Modeling, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization, Turnaround, Profitability Optimization, Dashboards, Key Performance Indicators (KPIs), US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Cash Flow Forecasting, Leveraged Finance
Senior Manager of Finance
2008 - 2016
Torqued-Up Energy Services
- Led multiple senior debt facility financings including a syndicated $57-million senior secured credit facility and a $15-million capital raise.
- Ran a successful sales process on a 3-year-old startup garnering a 59% return on investment (ROI).
- Navigated multiple debt covenant breaches which included obtaining forbearance agreements and credit agreement amendments.
- Managed a $125-million operating budget and a $40-million growth CAPEX campaign.
- Led monthly and annual close processes for full accounting department including balance sheet and income statement audits with no deficiencies.
- Transitioned the company from QuickBooks to Microsoft Dynamics SL.
Focus areas: Valuation Modeling, M&A Modeling, Controllership, Financial System Implementation, Audits, Controller, Valuation, M&A (Sell-side), M&A (Buy-side), Controllership/Accounting, Pricing, QuickBooks Online, Finance Reports, Pitch Deck Consultant, Fundraising, Excel Modeling, Inventory, FPA, Forecasting, Acquisitions, Business Modeling, Business Models, Pitch Decks, Bank Covenants, Term Sheet Negotiations, Mergers & Acquisitions (M&A), Accounting, Oil & Gas, Upstream Oil & Gas Management, Microsoft Dynamics, Bankruptcy & Insolvency, Monthly Close Process, Intuit QuickBooks, Microsoft Dynamics GP, 13-week Cash Flow, Early-stage Startups, Three-statement Modeling, Private Equity, Debt Raises, C-suite, Budget Modeling, Interim CFO, Cash Flow Modeling, Business Planning, Revenue & Expense Projections, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Revenue Modeling, Business Strategy, CFO, Cash Flow Management, Manufacturing, Data Visualization, Business Analysis, Process Flows, Investment Banking, Startup Funding, Financial Reporting, Business Development, Bank Reconciliation, Reconciliation, Family Office, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Billing & Collections, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Modeling, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization, Turnaround, Dashboards, Key Performance Indicators (KPIs), US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Cash Flow Forecasting, Leveraged Finance
Area Manager
2006 - 2008
Praxair
- Reduced inventory error ratio by 58% to a sustained ratio of less than 2% (average inventory value of $300,000).
- Consolidated four locations into two strategically placed distribution centers and reduced annual costs by $512,000.
- Reduced outstanding A/R by 32% by leading KPI and data warehouse system development and deployment.
Focus areas: Controller, Valuation, Pricing, Finance Reports, Excel Modeling, Inventory, FPA, Forecasting, Healthcare, Business Modeling, Business Models, Accounting, Marketing, Delivery Management, CAPEX Budgeting & Inventory Management, Inventory Management, Billing & Collections, Medical Billing, Sales, Revenue Analysis, Revenue Modeling, Operations, Budget Modeling, Financial Reporting, eCommerce, Business Planning, Revenue & Expense Projections, Financial System Implementation, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Business Strategy, Business Analysis, Process Flows, Business Development, Reporting, Growth, Interactive Dashboards, Financial Modeling, Financial Planning & Analysis (FP&A), Monthly Close Process, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization, Turnaround, Profitability Optimization, Medical Devices, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Retail & Wholesale
Education
2008 - 2010
Master of Business Administration (MBA) Degree in Finance & Accounting
University of Texas, Tyler - Tyler, TX, United States
2001 - 2005
Bachelor's Degree in Business Administration
Stephen F. Austin State University - Nacogdoches, TX, United States
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