A highly accomplished and versatile finance professional, Jim worked on finance teams of top investment banks (Citigroup, Merrill Lynch), optimized returns of a $12 billion AUM hedge fund (Point 72), lead 12 surgery centers as CFO and executed over $25 million in M&A transactions in 2019. He joined Toptal to help advise clients on complex M&A, corporate finance, and VC transactions.
Developed pricing models to validate the financial feasibility of new products and submitted go/no go recommendation; resulted in two new products generating $500,000 in sales within the first three months.
Established a robust revenue model and improved pipeline reporting; resulted in improved revenue forecast accuracy and refined sales targets.
Led departmental price increase initiative; worked closely with business COOs and sales reps to endorse price increase and communicated projected revenue impact to senior management.
Assessed operational and business strategies of the client to increase financial performance.
Provided senior management and business heads (COO and head of sales) with monthly budget vs. actual P&L analysis, forecasting, CAPEX analysis, KPI metrics, client analytics, headcount, quarterly business overviews, and a five-year strategic plan.
Developed complex financial models to project multi-year returns by strategy and short-term/long-term liquidity scenarios assisting the CEO, CFO, and senior management in decision-making related to investments (fund level and private) worth over $500 million and capital structure.
Liaised with multiple departments (Tax, Accounting, Strategy, IT) to facilitate consensus on key decisions such as tax planning and alternative investments.
Worked closely with the valuation team to ensure accurate pricing of held for trading securities and derivative hedges for reporting and cash flow (margin calls) purposes.
Produced CEO’s personal financials (balance sheet, income statement, and cash flows) as a GP and LP.
Responsible as the finance manager for all real estate and technology-related projects of the firm (over $900 million spread over 50 projects).