Matt Goldstein
Verified Expert in Finance
Finance Expert
Washington, DC, United States
Toptal member since July 8, 2020
Matt is a business operations and finance executive that has owned nine-figure P&Ls and executed over $100 million in financings and acquisitions. He's an operations-focused executive with a strategy and corporate finance skillset and 12+ years of working with C-suite executives at National Geographic, CustomInk.com, and The Royal Bank of Scotland. He's passionate about helping great companies scale, manage through change, and operationalize their strategy.
Career Highlights
Education Highlights
Case Studies
Expertise
Work Experience
Vice President, Digital Business Operations
National Geographic Partners
- Managed the planning and deployment of ~$50 million operating budget spanning content, audience development, monetization, publisher operations, as well as the product and technology teams.
- Led the operations of a $30+ million social sponsorship and branded content division for the #1 social media brand, increasing campaign throughput by 100% with cross-functional process improvement efforts.
- Led publisher management efforts to scale advertising opportunities across all owned and third-party digital platforms, resulting in a 100% increase in available ad opportunities per unique visitor.
- Developed and implemented business operations processes across 10+ operating teams to enable departmental financial management, project-level budget management, end-to-end contract execution, and vendor onboarding.
Director of Marketing Effectiveness
Custom Ink
- Increased 2016 sales to 10% while reducing cost per new customer by 9%.
- Developed annual and quarterly marketing and sales plans budgets for a $30+ million advertising operation, constructing detailed operational sales forecasts in partnership with the FP&A team.
- Served as the business partner for the integrated marketing team, with a purview that spanned the marketing, merchandising, and creative teams.
- Supported the CMO and CEO with responsibilities that included planning, budget management, and strategic execution.
Director of Finance
Custom Ink
- Worked closely with the CEO and CFO to close a $40 million equity raise from Revolution Growth, $30 million debt financing with Orix Ventures and Square 1 Bank, as well as two strategic acquisitions.
- Led the FP&A team as the company doubled in size to $200+ million in sales, with responsibilities that included working across managers and executives to construct financial forecasts and strategic plans for presentation to the board of directors.
- Improved overall revenue projection accuracy to <5% variance by building a cohort-based repeat customer model to identify, analyze, and project customer LTV.
- Negotiated finance/accounting and HR ERP contract pricing down 40% over a three-year contract life, and structurally mitigated future pricing increases tied to growth in the employee base.
Senior Analyst
The Gladstone Companies
- Analyzed and presented $100+ million of investments to the investment committee, detailing all facets of target companies, including SWOT analyses, industry research, operational analysis, financial projections, and projected fund-level returns.
- Managed relationships and investments in ten portfolio companies, representing ~$70 million of capital exposure. Prepared regular company performance update memoranda.
- Built complex financial projection models to analyze various capital structures, performance scenarios, and resulting financial and return metrics of potential transactions.
- Led the quarterly valuation of a $500+ million investment portfolio across three publicly traded funds for presentation to the board of directors, including equity waterfall and DCF valuations, as well as distressed investment updates.
Analyst
The Royal Bank of Scotland
- Built a pricing model to value a £20 billion global leveraged finance portfolio and determine capital benefit/cost of asset sales. Co-led the creation of presentations for the global RBS C-suite, detailing asset disposition strategies and progress.
- Conducted an in-depth financial analysis of 15 leveraged finance portfolio companies, representing $150+ million of capital exposure, analyzing historical and projected operating results, industry trends, and macroeconomic business conditions.
- Performed extensive financial modeling to sensitize projected company performance to determine resulting cash flow and credit/covenant impacts.
- Completed intensive financial modeling and corporate valuation training with "Training the Street."
Education
Bachelor of Science Degree in Business Administration (Accounting)
Georgetown University - Washington, DC, USA
Skills
Finance
Financial Modeling, FP&A, Forecasting, Three-statement Modeling, Corporate Finance, M&A, Accounting, Finance Strategy, Equity Financing, Private Equity, Interim CFOs, Five-year Projections, Capital Structuring
Output Software
Excel Development, Microsoft PowerPoint
Data & Analysis Software
Tableau Development, Intuit QuickBooks
Other
Business Analysis Consulting, Financial Analysis, Strategic Planning & Execution, Business Operations, Data Science, Contract Negotiation, Leadership, Cross-functional Team Leadership, Team Leadership, E-commerce marketing, Digital Media, Negotiation, Monetization Product Management, Debt Financing, Leveraged Buyout (LBO), Leveraged Finance, Leveraged Credit, Virtual CFO, Marketing Strategy, Process Improvement, Culture Development, Marketing Design, Digital Marketing Product Management, Commercial Lending, Portfolio Management, Workday, Asana, Executive Presentations, Operations, Chief Operations Officer (COO), Annual Budgets
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