Kurt McFarland, Finance Expert in San Francisco, CA, United States
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Kurt McFarland

Verified Expert  in Finance

Finance Expert

Location
San Francisco, CA, United States
Toptal Member Since
April 7, 2021

Kurt is a former investment banker who provides strategic CFO services to high-growth companies. As a consultant, he brings a pragmatic approach to problem-solving tailored to the unique requirements of each client. He is equally comfortable partnering with C-suite execs and boards as diving into the weeds with junior staff. Kurt has held numerous finance and strategy leadership roles within VC and PE-backed companies operating in the healthcare, food, technology, retail, and mobility sectors.

Investment AnalysisXeroCorporate FinanceValuationFinancial ReportingFinancial ModelingFundraisingRevenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)Chartered Financial Analyst (CFA)CFOAccountingPrivate EquityBudgetingEconomics

Career Highlights

Interim CFO
NationBuilder
CFO
Kinela
Head of Finance
Expert360

Education Highlights

MBA
IE Business School
Bachelor's Degree
University of Sydney

Certification Highlights

CFA
CFA institute

Case Studies

Work Experience

Interim CFO

2022 - PRESENT
FLINTpro Corp
  • Rebuilt a financial model, including detailed revenue drivers, scenario analysis, and 3-way financial statements.
  • Developed supporting materials for a successful $4.5M capital raise during difficult market conditions in 2022.
  • Restructured finance function and reporting capabilities by implementing new software, bookkeeping support, R&D expertise, and tax advisors from my professional network.
Focus areas: Capital Raising, CFO, Budgeting, Board Reporting, Accounting, Analytics

Interim CFO

2021 - 2022
NationBuilder
  • Rebuilt NationBuilder's financial model and led the 2022 budgeting process. Worked closely with the CEO, President, and leadership team to identify key business drivers and improve forecasting accuracy.
  • NationBuilder acquired Speakable in early 2021, and I managed the integration process, including migrating accounting systems, setting up new systems and processes, and creating consolidated reports.
  • Managed the 2021 audit process for NationBuilder and its subsidiaries, including Speakable and international entities.
Focus areas: Accounting, Budgeting, Board Reporting, CFO, M&A (Buy-side), Financial Modeling, US GAAP, Corporate Finance, Strategy, Forecasting, Analytics, Project Management, Pricing, Operational Finance, Reporting, Intuit QuickBooks, Stripe, Microsoft Excel, Expensify, Financial Reporting, QuickBooks Online, Startups, Financial Planning & Analysis (FP&A), NetSuite, Revenue & Expense Projections

CFO

2020 - 2021
Kinela
  • Led the successful acquisition of a clinical services business and the associated equity capital raise.
  • Rebuilt and streamlined modeling, budgeting, reporting, and analytics processes across the business.
  • Assumed responsibility for the food operations division; led the COVID-19 supply chain project; and implemented processes that improved data, performance tracking, supplier management, and new product development.
  • Led a project to improve receivables collection, reducing the average receivables days by 40% (from 24 to 14) within six months.
Focus areas: M&A (Buy-side), Finance Strategy, Corporate Finance, Operational Finance, Accounting, Reporting, Analytics, Budgeting, Capital Raising, Strategy, Forecasting, Project Management, Pricing, Xero, Stripe, Microsoft Excel, Expensify, CFO, Financial Reporting, Financial Modeling, Startups, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Director

2019 - 2021
KPM Capital
  • Identified an underserved market segment in the high-growth startup space and developed specialized systems, tools, and methodologies to serve the unique needs of these types of clients.
  • Built a loyal and recurring client base of high-growth companies entirely from personal networks and referrals.
  • Transitioned to providing fully remote CFO services during COVID-19 without compromising client requirements or outcomes.
Focus areas: CFO, Virtual CFO, Strategy, Corporate Finance, Budgeting, Forecasting, Analytics, Project Management, Accounting, Pricing, Operational Finance, Reporting, Xero, Stripe, Microsoft Excel, Expensify, Financial Reporting, Financial Modeling, Startups, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Head of Finance

2017 - 2019
Expert360
  • Led successful capital raising, sales target setting, budgeting, forecasting, cash flow management, statutory and management reporting, business analytics, tax, and compliance.
  • Rebuilt and streamlined modeling, reporting, forecasting tools, and analytics processes across the business.
  • Provided real-time data and dashboards to drive improvements in the sales team, resulting in net revenue growth of 125% in less than two years and seven consecutive quarters of QoQ growth.
  • Participated as an observer (non-voting member) in all quarterly board meetings and managed investor relations.
Focus areas: Finance, Corporate Finance, Strategy, Capital Raising, Operational Finance, Forecasting, Budgeting, Analytics, Project Management, Accounting, Pricing, Reporting, Xero, Stripe, Microsoft Excel, Expensify, CFO, Financial Reporting, Financial Modeling, Startups, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Transformation Associate

2016 - 2017
Ingham's Chicken
  • Executed projects initiated under private equity ownership as part of "Project Accelerate," resulting in $200 million of annual earnings improvements.
  • Developed and implemented a turnaround strategy for the Turkey division, which went from breakeven in FY16 to EBITDA of AUD 8 million in FY17 (from a combination of cost-out, operational improvements, and launch of new products).
  • Played a key role in a successful AUD 1.2 billion IPO deal team in 2016. Responsible for drafting the prospectus and marketing materials, financial analysis, and managing the IPO verification process.
Focus areas: Strategy, Corporate Finance, Budgeting, Forecasting, Analytics, Project Management, Pricing, Operational Finance, Microsoft Excel, Financial Modeling, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Associate

2010 - 2013
Qatar First Bank
  • Managed investments across the entire lifecycle for a $430 million fund, including originating, screening, due diligence, executing deals, improving operational performance, and exiting.
  • Served as an investor and advisor for a $4 billion stadium redevelopment and real estate project consortium for the 2022 World Cup.
  • Executed the successful sale of a Qatar-based construction company for $77 million that generated a two-time return in less than two years.
  • Served as an investor and advisor for a $300 million capital raise for a Qatar hotel development project.
  • Invested successfully in Memorial Healthcare Group (Turkey's second-largest healthcare provider) and Al Rifai (a Lebanon-based manufacturer and retailer of nuts, kernels, and snacks).
Focus areas: Private Equity, Corporate Finance, Investment Analysis, Chartered Financial Analyst (CFA), M&A (Buy-side), Forecasting, Valuation, Project Management, Microsoft Excel, Financial Modeling, Fundraising, Revenue & Expense Projections

Assistant Manager

2009 - 2009
Seera Investment Bank
  • Managed private equity investments for a $300 million fund across origination, execution, and exit.
  • Implemented performance improvement initiatives and managed the sale process of BWA Water Additives (a UK-based global provider of water treatment chemicals), leading to a successful sale that generated an IRR of 20%.
  • Served as a board observer (non-voting member) at Kosan Crisplant, a Denmark-based provider of LPG cylinder systems and solutions.
Focus areas: Private Equity, Investment Analysis, Corporate Finance, Chartered Financial Analyst (CFA), M&A (Buy-side), Forecasting, Valuation, Project Management, Microsoft Excel, Financial Modeling, Fundraising, Revenue & Expense Projections

Analyst

2007 - 2009
Macquarie
  • Executed principal investments and advised clients on M&A transactions. Created financial models, business plans, IMs, pitch books, teasers, and industry research, and managed the transaction project.
  • Advised Macquarie Media Group on the AUD $1.3 billion listed takeover of Southern Cross Broadcasting.
  • Executed principal investments in Zhaopin ($105 million) and Ambow ($54 million), using Macquarie's balance sheet.
  • Advised European Directories on the €290 million acquisition of Gouden Gids (directories) in the Netherlands.
  • Led Fujitsu Australia on the AUD$250 million acquisition of KAZ Group (IT services).
  • Advised Pacific Equity Partners on the AUD$440 million acquisition of Hoyts Group (cinema chain).
Focus areas: M&A (Buy-side), M&A (Sell-side), Cross-border M&A, Valuation, Corporate Finance, Private Equity, Investment Analysis, Chartered Financial Analyst (CFA), Forecasting, Project Management, Microsoft Excel, Financial Modeling, Fundraising, Revenue & Expense Projections
2013 - 2014

MBA in Business Administration

IE Business School - Madrid, Spain

2003 - 2006

Bachelor's Degree in Commerce

University of Sydney - Sydney, Australia

SEPTEMBER 2012 - PRESENT

CFA

CFA institute

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