Jordan MacKenzie
Verified Expert in Finance
Finance Expert
A CPA and MBA, Jordan has created an impact in a diverse range of senior finance roles. He's built financial and operating processes for alternative funds with around $52 billion of assets, executed four investments at a travel scale-up, developed a micro-lending fund in East Africa, and raised a £600,000 seed round for a digital health startup. Jordan freelances because he enjoys helping innovative clients to obtain capital, improve their back-office, and scale effectively.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Expertise
Work Experience
Strategic Finance, Innovation & Scale Consultant
MacKenzie Advisory
- Registered a Dutch sole proprietorship that provides startups and SMEs with business model designs, go-to-market strategies, financial modeling, and CFO services.
- Redesigned a Dutch edtech startup client business model to maximize scalability by implementing new digital components. Developed a strategy to test critical hypotheses and built a pitch deck and a five-year financial model.
- Advised an early-stage EV mobility client in the area of business model design, customer testing and validation, feasibility and unit economics assessments, financial modeling, and investment pitching.
- Helped scale-up clients (proptech, B2B SaaS, mobility) to select growth markets, validate through experimentation, build actionable go-to-market strategies, and operationalize localization through playbook development.
- Created a new go-to-market strategy for an eCommerce AI Dutch startup, narrowing their industry focus to more quickly prove product-market fit. Crafted a financial model, valuation, and a pitch deck for seed fundraising.
- Developed projection, valuation, and investor distribution waterfall models to assist with marketing an American real estate investment client fund. Recommended an optimal fund structure and deal terms.
- Led the build-out of one client's internal operations; designed and built OKR and KPI processes; implemented software tools and frameworks for project management, capacity planning, financial planning, and cash-flow management.
- Constructed a COVID-19 restructure plan for an American leisure and entertainment SME client to close four locations alongside strategies to increase revenue and margin at existing ones, after extensive financial analysis and modeling.
- Created the VC fundraising strategy, target investor list, and pitch deck/financial model; also drove investor outreach and due diligence for a €2.5 million seed round for a femtech/digital health startup based in the Netherlands.
Founder in Residence
Antler
- Chosen from over 3,600 applicants to be one of 49 entrepreneurs in the third Amsterdam cohort.
- Completed a rigorous three-month program of training, mentorship, and pitch coaching to accelerate early-stage ideation and venture building.
- Co-founded a startup that helped companies to assess climate risk exposure.
- Secured two partnerships and advisory from a large Dutch bank. Postponed build-out after concluding the industry was too immature to achieve a recurring business model.
COO (with CFO Responsibility)
ImproveWell Ltd.
- Developed a seed-round fundraising strategy along with determining capital needs to provide the cash runway and trajectory needed to reach Series A.
- Built a bottom-up, 5-year projection model which was driven by sales force effectiveness and a staggered international expansion.
- Created a simulation model to quantify the range of potential financial outcomes of existing warm pipeline leads.
- Attended and assisted the founder in giving investor pitches and responding to Q&A.
- Oversaw due diligence of pipeline investors, including in-person sessions and due diligence questionnaires; closed commitments of ~£600,000, and managed subsequent investor relations and reporting.
- Reviewed and approved final monthly reporting and annual financial statements produced by an external bookkeeper.
- Developed the company’s first budget and working capital strategy, and performed short-term cashflow scenario analysis to plan for worst-case sales and fundraising performance.
- Performed strategic financial analysis; calculated and monitored key financial KPIs of (customer acquisition cost (CAC), lifetime customer value (LTV), and customer churn) to ensure tracking towards long-term sustainable target ratios.
Director of Capital Services
Anza Entrepreneurs
- Designed, recruited, and facilitated an “investment readiness” accelerator program for 10 early-stage, high-growth social enterprise startups.
- Advised the organization on business model design, financial modeling, market mapping, competitor analysis, customer hypothesis testing, and investor pitching.
- Provided fundraising advisory support, such as pitch decks, five-year projections, and term sheet negotiation strategies to three additional clients, leading to around $2 million in investment from impact venture capitalists.
- Designed a micro-lending fund from scratch, structured the fund’s investment committee governance, and crafted standardized loan application and screening tools and due diligence processes.
- Capitalized the fund with $250,000 (two years of dry powder) of debt capital through fundraising from philanthropic investors.
- Managed due diligence, information coefficient approval, disbursement, and collection of the funds' first seven loans.
- Designed a "debt-readiness" framework to embed in the acceleration program to ensure a steady pipeline of loan-eligible startups.
Fund Operations Manager
Brookfield Asset Management
- Created and refined company-wide policies that governed financial reporting, regulatory compliance, performance measurement, and valuations across Brookfield’s three private fund platforms covering around $52 billion of assets under management.
- Created and rolled out new reporting frameworks to ensure best-practice investor reporting and SEC regulatory compliance.
- Analyzed the financial and operational viability of Brookfield’s new fund products, including high-net-worth funds and new European feeder funds. Elaborated operating models to maximize scalability.
- Designed a new technology ecosystem that integrated Brookfield’s CRM system, investor web portal, and investor query processes using Salesforce. Assessed the optimal technology vendor and developed data protocols and implementation plans.
- Performed due diligence on service providers to outsource the accounting function for newly launched private funds.
- Elaborated a sustainability (ESG) operations and communications strategy; drafted investment committee approval requirements and post-investment oversight frameworks to manage sustainability (ESG) indicators across our portfolio companies.
- Assisted the sales team with closing institutional investment capital for the world’s largest infrastructure fund ($14 billion in 2016), along with managing the financial analysis required to respond to investor due diligence.
Director of Corporate Development
Handa Travel (S-Trip!)
- Planned and performed the financial due diligence for the equity purchase of two competitor travel companies along with normalizing earnings and presenting due diligence summaries which ultimately led to executed share purchase agreements.
- Negotiated and executed a convertible loan agreement with an early-stage travel tech venture.
- Acted as the head of finance for three subsidiary companies by leading financial planning and analysis activities, including building budgets and forecasts, performing variance analysis, and remediating control weaknesses.
- Created a new costing template to calculate fully allocated costs, alongside new internal controls to ensure that pricing and group discounts were appropriately reviewed and signed-off, guaranteeing minimum target margins for every customer.
Senior Associate
PricewaterhouseCoopers (PwC)
- Managed audit-and-review engagements from end-to-end for a range of clients, predominantly funds and wealth management firms.
- Served as a subject-matter expert within the asset management group with respect to complex valuation methodologies and testing approaches.
- Acted as a key point of contact to top-tier and second-tier clients, including a national strategic client with $27 billion in assets-under-management; provided value-added tax, internal control, and valuation recommendations.
Education
Master of Business Administration (MBA) Degree in Business Administration
Ivey School of Business — Western University - London, ON, Canada
Honours Business Administration (HBA) Degree in Business Administration
Ivey School of Business — Western University - London, ON, Canada
Certifications
Certificate in Entrepreneurship
Ivey School of Business — Western University
Chartered Professional Accountant (CPA, CA)
Institute of Chartered Accountants of Ontario
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