Jeff Berry, Finance Expert in New York, NY, United States
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Jeff Berry

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
July 29, 2020

Jeff is a Harvard MBA with experience in corporate finance and investing. He leads the finance and inventory planning function at S’well, a $100 million consumer company. He has led capital raises, long-term strategic planning, forecasting, and implemented new procedures to drive financial discipline. Previously, he worked in investment banking at Morgan Stanley and was a public equity investment professional. Jeff freelances to help companies improve their overall financial strategy.

Investment AnalysisRevenue & Expense ProjectionsBudgetingFinancial ReportingFinancial ModelingFinancial Planning & Analysis (FP&A)Accounts ReceivableEquity ResearchInventoryMergers & Acquisitions (M&A)

Career Highlights

Vice President of Finance
S'well

Education Highlights

Master's Degree
Harvard Business School
Bachelor's Degree
Vanderbilt University

Case Studies

Work Experience

Vice President of Finance

2019 - PRESENT
S'well
  • Led financial response to COVID-19, driving material cost savings and cash flow improvements.
  • Led the company's capital-raising process, including the preparation of a multi-year financial model, Confidential Information Memorandum, management presentations, and ad-hoc diligence activities.
  • Developed the company's strategic plan, driving greater focus on higher growth and higher margin sales channels.
Focus areas: Strategy, Inventory, Cash Flow Forecasting, Capital Raising, Financial Planning & Analysis (FP&A), eCommerce, Profitability Optimization, Revenue & Expense Projections, Budgeting, Financial Reporting

Investment Analyst

2017 - 2019
Clearfield Capital
  • Led the investment in an industrial company that became the firm's largest position.
  • Conducted detailed due diligence on publicly traded companies across consumer, gaming and lodging, technology, media, and telecommunications industries.
  • Led the firm's investments in initial public offerings.
Focus areas: Investing, Public Companies, eCommerce, Profitability Optimization, Revenue & Expense Projections, Budgeting, Financial Reporting

Investment Analyst

2013 - 2015
MSD Capital
  • Sourced and led investments totaling $200 million in six publicly traded companies.
  • Built complex financial models to assess the investment worthiness of over 50 companies.
  • Led extensive due diligence efforts to assess business and industry quality with customers, suppliers, and competitors of potential investment opportunities. Liaised directly with company management teams, and wrote detailed investment memoranda.
Focus areas: Investing, Public Companies, eCommerce, Profitability Optimization, Revenue & Expense Projections, Budgeting, Financial Reporting

Analyst

2010 - 2013
Morgan Stanley
  • Worked on numerous M&A transactions in the US chemicals sector, including the sale of DuPont Performance Coatings to The Carlyle Group.
  • Worked directly for the firm's chief financial officer on firm-wide special projects.
  • Wrote and led the development of US chemicals sector industry primer.
Focus areas: Chief of Staff, Equity Research, Capital Raising, Mergers & Acquisitions (M&A), eCommerce, Profitability Optimization, Revenue & Expense Projections, Budgeting
2015 - 2017

Master's Degree in Business Administration (MBA)

Harvard Business School - Boston, Massachusetts, USA

2007 - 2010

Bachelor's Degree in History and Political Science

Vanderbilt University - Nashville, Tennessee, USA

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