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
Certification Highlights
Expertise
Work Experience
Managing Member
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.
Director, Head of Ventures Valuation
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.
Director, US and APAC Head of Portfolio Valuations, Monitoring, Analytics, & Due Diligence
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.
Managing Director
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.
Audit Senior
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.
Education
Master's Degree in Business Administration (MBA)
University of Michigan - Ann Arbor, Michigan, USA
Bachelor's Degree in Finance and Accounting
University of Washington - Seattle, Washington, USA
Certifications
Certified in Entity and Intangible Valuations
AICPA
Certified Corporate FP&A Professional
Association of Finance Professionals
Accredited in Business Valuation
AICPA
Certified Public Accountant
Washington Board of Accountancy
Skills
Finance
Valuations, Valuation Multiples, Private Equity Valuation, Financial Modeling, Mergers & Acquisitions (M&A), Accounting, Certified Public Accountant (CPA), Budgeting, Forecasting, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), 409A Valuation, Asset Valuation, DCF Valuation, Equity Valuation, Valuation Analysis, Valuation Modeling, Pre-revenue Valuation, Private Company Valuation, Intangible Asset Valuation, Contingent Valuation Method, Due Diligence, Portfolio Analysis, CFO, Taxation, M&A Modeling, Comparable Company Analysis, Three-statement Modeling, Fundraising
Output Software
Microsoft PowerPoint, Microsoft Word, Google Slides
Data & Analysis Software
Anaplan
Other
Excel 365, Finance, DCF Modeling, IP Valuation, Excel Expert, Audits, Early-stage Venture Capital, Crypto, TMT, Fintech, B2C, SaaS, Software as a Service (SaaS), Microsoft Teams, Slack, Zoom, Strategy, Leadership, Corporate Development, Management, Negotiation, Planning, Bloomberg Terminal, Commercial Banking, Loan Valuation, Strategic Planning & Execution, Cryptocurrency, M&A Due Diligence (Financial), Post-merger Integration, Startup Consulting, Startups, Analytics, Portfolio Analytics, Portfolio Reporting, SOX, Client Relations, Mentorship, Diversity, Equity, & Inclusion (DEI), M&A Strategy, SPACs, Auditing, Presentations, Board Presentations, M&A Value Creation, Accretion/Dilution Analysis, ProModel EPS, Benchmarking, Growth Analysis, Transaction Comparables, Pro Forma Analysis, Business Planning, SWOT Analysis, Demand Studies, Practice Management, Recruiting, Objectives, Key Performance Indicators (KPIs), Strategic Planning, Reporting
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