Jeff Hopkins
Verified Expert in Management Consulting
Management Consulting Expert
San Mateo, CA, United States
Toptal member since July 30, 2020
Jeff has advised and worked with over 40 early-stage venture capital-seeking and venture-backed companies, many as the interim CFO. He has authored CIMs and presentations for a $30 million consumer products company, $25 million staffing firm, $50 million media company, and an early-stage specialty finance firm. Jeff possesses an extensive and diverse financial and consulting background from over a dozen years working in investment banking, management consulting, and startups.
Career Highlights
Education Highlights
Case Studies
Hardware Tech Startup Financial Model
Media Series B Startup Budgeting and Sensitivity Analysis
Pro Forma Cap Table Management
Expertise
- Board Presentations
- Business Strategy
- Capitalization Tables
- CFO
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Software as a Service (SaaS)
Work Experience
Founder
Halo Finance, LLC.
- Advised an entertainment startup through a successful series A equity financing while simultaneously converting from an LLC to a C-Corporation.
- Developed departmental P&L budgets, tracked performance, maintained financial forecasts, and developed board presentation materials for clients.
- Maintained cap tables, both online as well as creating pro-forma capitalization tables for various capital raising scenarios.
- Developed a financial forecast including identifying additional future revenue streams and key performance indicators (KPIs) to track for an early-stage media company.
- Advised the CEO and assisted in negotiations on a key new contract representing over 75% of revenue for a marketing services company.
Interim CFO Consultant
Keating Consulting Group, LLC.
- Served as an outsourced CFO for 12 start-ups and consulted over a dozen more companies ranging from pre-revenue and pre-seed financing to high-growth companies raising series B financing.
- Collaborated with the CEO of a SaaS startup to get an AR credit line in place, identified the type of credit line to pursue as well as potential lenders, organizing and attending meetings, evaluating terms, and recommending the resulting lender.
- Provided guidance and leadership to other CFOs and served as the mentor to junior team members.
- Spearheaded the firm's first M&A advisory project with a sell-side engagement in the sports industry.
- Built a financial model for the firm's internal projections.
Associate
Daroth Capital Advisors, LLC.
- Authored CIMs and presentations for a $30 million consumer products company, $25 million staffing firm, $50 million media company, $25 million manufacturing company, $25 million technical staffing company, and an early-stage specialty finance firm.
- Compiled industry trends analysis, designed reports, and built the LBO model for multiple potential multi-billion dollar acquisitions.
- Conducted a valuation study, in conjunction with a take-private transaction, used to inform the board's perception of value as well as providing the underpinning for the final pricing of the deal.
- Created a marketing pitch presentation and analyzed potential targets for a new service offering.
Director of Research
Student Lending Analytics, LLC.
- Managed all facets of client relationships, acting as the primary point of contact through the entire process from scoping and outlining projects to developing timelines, analyzing results, and making final recommendations.
- Developed a firm’s objective lender evaluation system customizable by the school.
- Designed and supervised initiatives to evaluate lender customer service using online surveys and a mystery caller program executed by a third-party vendor.
- Staffed and managed a fluctuating group of up to eight interns.
- Worked with outsource teams in India and Russia on research and web development projects.
Consultant
Deloitte Consulting, LLP.
- Helped prepare client reports for the Compensation Committee members and management on a variety of topics and presented findings at Compensation Committee meetings.
- Designed the long-term incentive plan, including establishing metrics and setting target levels of performance and payouts for $1.4 billion public financial services company headquartered in New York City.
- Benchmarked employees’ compensation in market pricing analyses using SEC filings and surveys.
- Assessed the financial performance of clients and comparator groups.
Research Manager
Equilar, Inc.
- Recruited, staffed, and managed a staff of fourteen; led weekly staff meetings and served on the executive committee.
- Served as the primary point of contact for all custom research requests, responsible for scoping and pricing such requests, developing and leading internal team research initiatives, and ensuring high-quality deliverables.
- Participated in business development meetings to evaluate potential Equilar alliances.
- Worked with cross-functional teams to survey client needs and implement enhancements to Equilar products.
- Developed comprehensive training programs for the research team, educating new team members about the industry, expanding their financial and compensation structure knowledge, and illustrating how to update and maintain the company's products.
Education
Master of Business Administration (MBA) Degree in Finance, Management, and Accounting
New York University - New York, New York, USA
Bachelor's Degree in Statistics and Economics
University of California - Berkeley, California, USA
Skills
Finance
Forecasting, Budgeting, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Modeling, Cash Management, Three-statement Modeling, CFO, P&L Forecasting, Cash Flow Forecasting, Cap Table Formation, Accounting, Capital Raising, Mergers & Acquisitions (M&A), Finance Strategy, Growth Capital Raising, Valuation, Valuation Multiples, Discounted Cash Flow (DCF), Startup Funding, Fundraising
Output Software
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Google Sheets, Google Slides, Google Docs, Xero.com, Expensify
Data & Analysis Software
Capital IQ, QuickBooks Online, Bloomberg
Industry Expertise
Sports, Entertainment & Leisure, Financial Services, Casinos & Gaming, Confidential Information Memorandum (CIM), Higher Education, Student Loans, Real Estate, Healthcare
Geographic Expertise
United States, United Kingdom, Canada
Other
Startups, Interim CFO, Software as a Service (SaaS), Consulting, Financials, Management, Capitalization Tables, Gmail, Investor Reporting, Manufacturing, Business Strategy, Board Presentations, Bill.com, Key Performance Indicators (KPIs), ESOPs, Employee Stock Options, SaaS, Mobile Apps, Investor Relations, Enterprise SaaS, Financial Forecasting, Strategy, Cap Tables, Board of Directors, Pitch Decks, Online Research, Executive Consulting, Compensation, Compensation Plans, CEO Compensation, Equity Compensation, Business Research, Product Development, New Product Development, Budget Modeling, Rolling Forecasts, Sensitivity Analysis, Pro Forma Analysis, Investor Presentations, eCommerce, Biotechnology, Citrix Software, Business Development
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