Jason Woon, CPA, ABV, FPAC, CEIV, Finance Expert in Redwood City, United States
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Jason Woon, CPA, ABV, FPAC, CEIV

Verified Expert  in Finance

Finance Expert

Redwood City, United States
Toptal Member Since
November 15, 2022

Jason is a former managing director at KPMG, director at SoftBank Vision Fund, and M&A finance director at Coinbase. He advised Fortune 30 clients on transformational acquisitions and led valuation and portfolio monitoring of $50+ billion in venture capital investments. Jason graduated top of his class from Michigan-Ross with his EMBA. He joined Toptal as he enjoys working directly with clients, big and small, to think beyond the numbers to get things done and add value to business partners.

Career Highlights

Education Highlights

Master's Degree
University of Michigan
Bachelor's Degree
University of Washington

Certification Highlights

Certified Corporate FP&A Professional
Association of Finance Professionals
Certified Public Accountant
Washington Board of Accountancy

Case Studies

Work Experience

Managing Member

2022 - PRESENT
Bellevue Ventures LLC
  • Advised a national service line lead partner of a Top 20 accounting firm on an optimal target operating model.
  • Executed and reviewed business, intangible asset, financial instrument, and cryptocurrency valuation engagements.
  • Trained audit professionals about PCAOB documentation standards.
  • Coached and mentored staff, from consultants to senior directors.
Focus areas: Valuation, 409A Valuation, IP Valuation, Asset Valuation, DCF Valuation, Loan Valuation, Valuation Multiples, Equity Valuation, Valuation Analysis, Valuation Modeling, Private Equity Valuation, Pre-revenue Valuation, Private Company Valuation, Intangible Asset Valuation, Contingent Valuation Method, Strategy, Strategic Planning & Execution

Director, Head of Ventures Valuation

2022 - 2022
  • Built a work-class valuation, portfolio monitoring, and portfolio analytics team to support M&A and the Coinbase Ventures portfolio (375+ portfolio companies, 575+ unique investments).
  • Led M&A deal modeling, financial due diligence, and long-range corporate planning, including synergy measurement and accretion/dilution analysis.
  • Delivered a portfolio insights presentation to inform senior management of the composition and risk areas and indicated the value of the venture's portfolio.
  • Streamlined a target operating model to combine corporate functional areas (e.g., accounting, treasury, tax, legal, FP&A) to drive deal execution and monitoring.
Focus areas: Cryptocurrency, Accounting, Valuation, Fintech, Corporate Development, Early-stage Venture Capital, M&A Due Diligence (Financial), Due Diligence, Post-merger Integration, Fundraising, Excel Expert, B2C

Director, US and APAC Head of Portfolio Valuations, Monitoring, Analytics, & Due Diligence

2021 - 2022
SoftBank Investment Advisers
  • Led seven high-performing professionals in Silicon Valley, Miami, and Shanghai, to deliver quarterly portfolio valuations of US and APAC investments (140 investments totaling $50 billion).
  • Presented quarterly portfolio-level insights to executive management and LPs, including a quarterly Valuation Committee meeting.
  • Advised 10+ portfolio company CFOs on auditor selection, 401K plan benchmarking, recruiting, and treasury management.
Focus areas: Startup Consulting, Startups, Early-stage Venture Capital, Valuation, Analytics, Anaplan, Portfolio Analytics, Portfolio Analysis, Portfolio Reporting, Due Diligence, CFO, SOX, Reporting, Forecasting, Revenue & Expense Projections, Fundraising, Excel Expert, B2C, SaaS, Software as a Service (SaaS)

Managing Director

2011 - 2021
  • Served Fortune 30, middle market, and startup companies with direct oversight, P&L responsibility, and final approval of valuation opinions and financial modeling projects.
  • Participated in all aspects of the deals process, including deal pricing, due diligence, capital markets readiness, post-acquisition review, and external audit.
  • Led hundreds of financial modeling and business, intangible asset, and financial instrument valuation engagements for financial reporting, tax compliance, and management planning purposes.
  • Received two "40 under 40" awards, one from the AICPA and the other from NACVA.
Focus areas: Valuation, IP Valuation, 409A Valuation, Accounting, Taxation, Client Relations, Mentorship, DEI (Diversity, Equity, & Inclusion), M&A Strategy, SPACs, Reporting, Forecasting, Revenue & Expense Projections, Excel Expert, B2C, SaaS, Software as a Service (SaaS)

Audit Senior

2008 - 2011
Clark Nuber PS
  • Led over 40 for-profit, non-profit, and employee benefit plan audits, reviews, and compilations.
  • Served clients in numerous industries, including TMT, non-profits, manufacturing, banking, and consumer goods.
  • Spearheaded the firm's valuation review efforts in the audit capacity.
Focus areas: Accounting, Auditing, Taxation, CFO, Reporting
2016 - 2018

Master's Degree in Business Administration (MBA)

University of Michigan - Ann Arbor, Michigan, USA

2004 - 2007

Bachelor's Degree in Finance and Accounting

University of Washington - Seattle, Washington, USA


Certified in Entity and Intangible Valuations



Certified Corporate FP&A Professional

Association of Finance Professionals


Accredited in Business Valuation



Certified Public Accountant

Washington Board of Accountancy