Jason is available for hire
Hire JasonJason Woon, CPA, ABV, FPAC, CEIV
Verified Expert in Finance
Finance Expert
Location
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
Director, US and APAC Head of Portfolio Valuations, Monitoring, Analytics, & Due Diligence
SoftBank Investment Advisers
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
Expertise
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
Coinbase
- 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
KPMG
- 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
Education
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
Certifications
OCTOBER 2019 - PRESENT
Certified in Entity and Intangible Valuations
AICPA
JUNE 2018 - PRESENT
Certified Corporate FP&A Professional
Association of Finance Professionals
JUNE 2010 - PRESENT
Accredited in Business Valuation
AICPA
JUNE 2008 - PRESENT
Certified Public Accountant
Washington Board of Accountancy