Julien Roger
Verified Expert in Finance
Management Consulting Expert
Toronto, ON, Canada
Toptal member since June 15, 2022
Julien led finance and operations teams at an HR software startup, overseeing a 6x growth in ARR and two rounds of financing totalling over $37 million. He founded a payroll software company that processed over $1.2 billion in payroll and led the company to acquisition. He freelances to share the lessons he learned in fundraising and operations. Julien started his career in the M&A group of RBC Capital Markets and holds a master’s degree in math and undergraduate degrees in math and commerce.
Career Highlights
Education Highlights
Case Studies
Expertise
Work Experience
VP, Finance and Operations
Humi
- Engineered the company's first 3-statement model and financial forecast, identifying areas for cash flow optimization and margin improvement. The model became the backbone of all strategic and operational planning, including two fundraising rounds.
- Developed paired KPIs to balance department and company objectives, contributing to a 14% increase in gross margins from improved support and engineering infrastructure efficiency.
- Designed and implemented an automated investment strategy for the company's growing payroll business cash float. The strategy resulted in a new line of revenue yielding sustained gross margins of over 95%.
- Consolidated three existing CRM sales pipelines across business lines and sales teams into a unified sales process. Pipeline integration increased sales data quality and contributed to a 6% increase in average contract value.
- Raised two rounds of equity financing and non-dilutive debt financing. Involved in investor sourcing, pitching, and transaction execution secured over $36 million in capital from top-tier VC and lending firms.
Founder and CEO
Abletribe
- Architected operational plans, including go-to-market strategy, banking and regulatory partnerships, and the customer lifecycle. The payroll product has processed over $1.2 billion in payments to date.
- Developed a codebase for the payroll software platform, including a multi-jurisdiction tax engine, user interface, and a payment processing system for ACH, EFT, and EDI transactions.
- Structured and negotiated the sale of the company, completing the acquisition and business integration with a dominant HRIS vendor in under four months.
Analyst
RBC Capital Markets
- Completed valuation for strategic asset sale valued at over $1.3 billion for a global mining company, including sum-of-the-parts valuation of over 15 individual mining operations.
- Advised on a buy-side mandate for a Canadian client in a $1.2 billion auction of international retail assets.
- Executed the sale of $190 million in assets for a Calgary-based oil and gas producer as the only execution team member.
Education
Master's Degree in Mathematics and Statistics
McGill University - Montreal, QC, Canada
Bachelor's Degree in Mathematics
Queen's University - Kingston, ON, Canada
Bachelor's Degree in Commerce
Queen's University - Kingston, ON, Canada
Skills
Finance
Fundraising, Financial Modeling, Forecasting, Operational Finance, FP&A, Seed Fundraising, Startup Funding, Venture Funding, Three-statement Modeling, M&A (Sell-side), M&A, Accounting, Revenue & Expense Projections, Capital Raising, Series A, Valuation Modeling, Investment Return Scenario Analysis, Cash Flow Modeling, ROI, Market Research Analyst, Valuations, M&A Modeling, Due Diligence, Series B, Venture Debt
Output Software
Excel Development, Microsoft PowerPoint, Apple Keynote
Geographic Expertise
Canada
Industry Expertise
Early-stage Startups, Venture Capital
Data & Analysis Software
SQL, R
Other
Presentations, Data Modeling, Excel Development, Presentation Design, SaaS, Early-stage Venture Capital, Operations, Operational Modeling, Startup Development, Excel 365, Financial Forecasting, Subscriptions, Excel, Mathematics, Statistics, Finance, Payroll & Benefits, Fundraising, DCF Modeling, Leadership, Team Leadership, Pitch Books, Pitch Deck Consulting, HRIS, HR Tools, Product Management, Acquisitions, Recurring Revenue Modeling, Cohort Analysis, SaaS, Storytelling Design, Early-stage Funding, Fintech, Tax Software, Business Operations, Business Planning, Virtual Coaching, Business Plan Consulting, Business Strategy, Investor Presentations, Data Science, Investor Relations, Investment Capital Raising, Due Diligence, Design Strategy, Key Performance Indicators (KPIs), Pricing Analysis, Deal Structuring, Term Sheet Advisory, Financing, Investment Banking, IRR, Investments, Cap Tables, Scenario Analysis, Ruby, Human Resources, Sales, Visual Storytelling, B2B Design, Waterfall Modeling, Excel VBA
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