Verified Expert in Finance
Management Consulting Expert
Jason is a finance expert, a CFA charterholder, and an MBA graduate from the University of Oxford. He has over ten years of corporate experience across investment banking (Currency Sales Trader) and top-tier management consulting (Bain & Co). Since leaving the corporate world, Jason has advised start-ups (e.g., Fintech, Proptech, and Medtech) on their fundraising efforts and built the materials to assist the process.
Valuation (DCF and Multiples Method) for Consumer-lending Fintech
- Built the pitch deck and the financial model (including valuation) for an innovative consumer funding fintech used by its founders as a tool to predict monthly debt needs in advance and to raise funding from a locally listed strategic investor.
- Built the pitch deck for a credit fund specialising in distressed opportunities in the South African corporate credit market. The pitch deck was used to raise a new fund from global financial institutions.
- Raised an angel and seed round for a hospital-at-home medtech startup. Built the pitch deck and the financial model to support the fundraising rounds.
- Consulted for a top 10 African bank on its digital wallet micro-lending product to be launched across three countries in 2021. I built their lending model and advised on their route to market strategy.
- Built a comprehensive LBO model for a target of a local PE fund.
- Led the successful fundraising for a startup that uses computer vision and machine learning to scan vehicle damages and provide a real-time vehicle health condition and repair estimate.
- Successfully managed the crowd fundraising of four startups across a variety of business life stages and industry focus. (e.g., proptech, marketplace, edtech, and fintech).
- Prepared a valuation for a revolutionary technology startup that powers real-time data and video integration enabling engagement for spectators and precision for professionals.
- Built more than five models with valuations for fundraising for a variety of industries using the following methodologies: Berkus method, Bill Payne scorecard, venture capital method, and DCF.
- Led the successful fundraising for a vehicle subscription leasing marketplace.
Bain & Company
- Completed procurement spend analysis and identified potential annual savings of ~$20 million within two spend categories, for a global oil and gas firm.
- Redesigned the fuel dispensing process within the biggest fuel depot of a downstream oil and gas firm, resulting in expected annual cost savings of ~$10 million.
- Designed the “earn and burn” mechanism as part of the enhancement of a retail bank loyalty program, expected to drive ~$30 million increase in annual revenue.
- Refined the strategy for a financial service firm’s premier client offering through assessing its competitive landscape and benchmarking it against competitors.
Rand Merchant Bank
- Managed the gold trading book ($600 million) across a variety of asset classes including interest rate, exchange rate, and refinancing risk.
- Managed the full physical gold trading value chain, including buying, refining, leasing, transporting, and selling across multiple global locations.
- Provided tailored off-take solutions and hedging strategies to global mining firms for greenfield and brownfield projects in excess of $50 million.
FX Sales Trader
Rand Merchant Bank
- Oversaw a client portfolio of ~$2.5 billion annual turnover; consistently grew turnover and profitability by building strong client relationships.
- Provided hedging advice and solutions, including spot, swaps, forwards, and futures to FTSE 100 multi-national corporate clients on managing their foreign exchange exposures and risks.
- Risk managed the FX exposure generated from the FX corporate sales desk.
Master's Degree in Business Administration (MBA)
University of Oxford - Oxford, England
Bachelor's Degree in Finance
University of Johannesburg - Johannesburg, South Africa
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