Sean Heberling, Finance Expert in Bryn Mawr, PA, United States
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Sean Heberling

Verified Expert  in Finance

Finance Expert

Location
Bryn Mawr, PA, United States
Toptal Member Since
October 18, 2017

With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. Sean is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.

Financial ForecastingPitch Deck ConsultantHedge Fund ConsultantStartup ConsultingInvestment AnalysisExcel ExpertPricing ConsultingBusiness DevelopmentGrowth StrategyMarket SegmentationInvestment StrategyMarket SizingFractional CFODue Diligence ConsultantStartup Funding Consultant

Career Highlights

General Partner
Addvia Capital
Finance Expert and Management Consultant
Toptal Clients
CEO | CFO
Marion Street Capital

Education Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Bachelor's Degree
Villanova University

Certification Highlights

Chartered Financial Analyst (CFA)
CFA Institute

Case Studies

Work Experience

General Partner

2021 - PRESENT
Addvia Capital
  • Built and staffed the GP and its first venture fund, focusing upon early-stage investments into innovative high-growth companies addressing large end markets from scratch.
  • Partnered with a SaaS sales executive who had several successful exits, including a $30 billion public company, and mentored scores of protégés who now lead sales organizations for other innovative growth SaaS companies.
  • Executed our first investment into a SaaS company that had already received unsolicited offers for additional capital that it refused at valuations, which was more than five times what Addvia invested.
  • Issued a term sheet for a second investment into a TESP company.
  • Built a pipeline of additional investment opportunities and interested LPs.
Focus areas: Lean Startups, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Cost Modeling, Artificial Intelligence (AI), Bottom-up Analysis, Equity Investment, Financial Analysis, Finance Strategy, Valuation Modeling, DCF Valuation, Early-stage Startups, Financial Forecasting, Financing, SaaS, Business Modeling, Early-stage Venture Capital, Software as a Service (SaaS), Angel/Seed Funding, DCF Modeling, Due Diligence, Investor Presentations, Business Strategy, Business Models, Revenue Projections, Finance, Startups, Growth Capital Raising, Excel 365, Fund Structure, Structuring of Funds, Metrics, Financial Modeling, Modeling, Models, Competitor Analysis & Profiling, Early-stage Funding, Financial Reporting, Alternative Investments, Equity Markets, Investment Ideas, Research, Due Diligence Consultant, Deal Structuring, Series A, Funding Process, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Pricing Consulting, Business Development, Telehealth, Management, Operations, Venture Capital, Scenario Analysis, Analysis, Target Pricing, Reporting, Investment Funds, Risk Modeling, Consumer Products, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Go-to-market Plans, Market Fit, Market Segmentation, Strategic Partnerships, CEO, Leadership, Quantitative Finance, Quantitative Analysis, Quantitative Risk Analysis, Break-even Analysis, Microsoft 365, Financial Services, Microsoft Excel, Fundraising Strategy, Pitch Preparation, Deal Analysis, Change Management, Healthcare Software, Limited Partnerships, Partnerships, Presentations, PowerPoint Design, Marketplaces, eCommerce, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Blockchain, Non-fungible Tokens (NFT), Web3.js, Digital Asset Management, Manufacturing, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Asset Management, Systems & Procedures, Data Collection, M&A Strategy, Operational Finance, Revenue Recognition, Month-end Processes, Cash Management, Controller, Controllership, Pricing Strategy, Startup Growth Strategy Development, Google Sheets, Restaurants & Dining, Automotive, Equity Raises, Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Investment Strategy, Investment Memoranda, Information Memoranda, Market Sizing, Primary Research, Secondary Research, B2B, Cost Reduction & Optimization, Control & Cost Analysis, Audience Targeting, Market Research & Analysis, Demand Planning, Sales Forecasting, Data Modeling

Finance Expert and Management Consultant

2018 - PRESENT
Toptal Clients
  • Developed a complex financial model and executive dashboard for a large nonprofit on track to generate $45+ million in revenue to align all international partners toward a common goal. Helped onboard a full-time CFO to execute the organization's vision.
  • Provided valuation advisory on 20+ ESOP transactions for an independent ESOP trustee consultant, including documentation on fairness analysis, fiduciary process checklist, valuation analysis memo, and reliance on financial statements checklist.
  • Helped a cannabis startup backed by celebrities prepare investor documentation to raise a seed round of $10 million, including cap tables that informed dilution for future rounds of capital, term sheets, and SAFE notes.
  • Refined an investment memorandum for a mining company on multiple royalty streaming contracts to pitch prospective investors to create a risk-adjusted vehicle.
  • Developed a real estate financial model and a pitch deck for a law practice in Philadelphia by conducting market research to inform assumptions and designing the model around the company's growth strategy.
  • Recommended implementation of an alternative investment management strategy through SPVs to a multi-family office that invests in HEIs and owns an alternative strategies fund with $100 million AUM. Helped refine a pitch deck for interested investors.
  • Developed a financial model for an investment management and real estate investment firm to present accurate financial projections on the buildout of an 8-20 unit residential project to the city's zoning board where the project is being built.
  • Prepared a software company that offers crypto-based exchange/trading and eCommerce solutions to execute its $7 million seed fundraising strategy by developing a detailed financial model and a pitch deck.
  • Helped a residential real estate company raise $10 million by preparing its fundraising strategy, recommending refinements to the pitch deck, and helping the founder structure the investment agreement to make it attractive for investors and the company.
Focus areas: Accounting, Financial Analysis, Fundraising, Fundraising Consultant, Pitch Decks, Financial Modeling, Management Consulting, Cash Flow Modeling, Investment Thesis, Investor Presentations, Presentations, Storytelling, Streaming, Business Strategy, Consulting, Presentation Design, Financial Planning & Analysis (FP&A), CFO, Coaching, Forecasting, GAAP, Leadership, Board Presentations, Business Technology, Data Analysis, Analytical Dashboards, Project Management, Valuation, ESOPs, Private Company Valuation, Private Equity, Investment Portfolio Management, Family Office, Fund Management, Real Estate, Revenue & Expense Projections, Valuation Modeling, Cryptocurrency, Commercial Real Estate Finance (CREF), Venture Capital, Seed Fundraising, Series A, Google Sheets, Equity Derivatives, Microsoft Word, Microsoft PowerPoint, R&D, Investment Strategy, Distressed Assets, Investment Memoranda, Primary Research, Secondary Research, B2B, Cost Reduction & Optimization, Control & Cost Analysis, Crowdfunding Consultant, Debt, Debt Analysis, Demand Planning, Data Modeling

Adjunct Professor

2017 - PRESENT
Villanova University
  • Taught Applied Portfolio Management for the Master of Science in Finance Program. Taught Equity Markets & Valuation for the Finance Department.
  • Developed a series of 12 weekly Bloomberg® assignments to guide undergraduate Finance Majors to produce actionable long and short investment recommendations with quantifiable alpha and asymmetric risk/reward.
  • Integrated CFA Exam questions into Midterm and Final Exams for the Equity Markets and Valuation course.
  • Received a 4.8/5 rating and several top quartile scores from the student survey for the 2017 Fall Semester.
  • Had three former students that were registered for the CFA Level I Examination.
  • Recruited various investment and finance professionals, including the Fundamental Value Equity Team from Brandywine Global Investments, an $80B active manager located in Philadelphia, to grade my students’ final projects.
Focus areas: Modeling, Valuation, Capital Raising, Hedge Funds, Capital Markets, Equity Valuation, Equity Research, Forecasting, Accounting, ESOPs, Investment Analysis, Education Technology (Edtech), Credit Analysis, Investment Committee Advisory, Initial Public Offerings, SPACs, Special Purpose Acquisition Companies (SPAC), Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Bottom-up Analysis, Equity Investment, Financial Analysis, Portfolio Management, Finance Strategy, Valuation Modeling, DCF Valuation, Financial Forecasting, Business Modeling, DCF Modeling, Due Diligence, M&A (Buy-side), Equity, Investor Presentations, Business Models, Budgeting, Revenue & Expense Projections, Data Analysis, Financial Data Analytics, Finance, Excel 365, Metrics, Financial Management, Financial Modeling, Models, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Wealth Management, Deal Structuring, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Management, Scenario Analysis, Analysis, Target Pricing, Reporting, Go-to-market Strategy, Growth Strategy, Investments, Stock Market, Go-to-market Plans, Market Fit, Leadership, Quantitative Finance, Quantitative Analysis, Quantitative Risk Analysis, NASDAQ, Residential Real Estate, Microsoft 365, Microsoft Excel, Pitch Preparation, Deal Analysis, Change Management, Coaching, Presentations, PowerPoint Design, Risk Assessment, Cap Tables, Opportunity Identification, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Project Management, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Systems & Procedures, Revenue Cycle Management, Data Collection, GAAP, M&A Strategy, Operational Finance, Revenue Recognition, Cash Management, Pricing Strategy, Google Sheets, Equity Raises, Microsoft Word, Microsoft PowerPoint, Real Estate Investment Trust (REIT), Business Strategy, Investment Strategy, Distressed/Special Situations, Investment Memoranda, Information Memoranda, Debt, Debt Analysis, Data Modeling

Director

2016 - PRESENT
Global Interdependence Center
  • Helped a Philadelphia nonprofit with a global reach, headquartered inside the Philadelphia Federal Reserve and a sponsor of The College for Central Bankers to strengthen its finances.
  • Refocused the organizations' efforts around a core group of directors. More exclusive events such as the "Monetary and Economic Policies on Both Sides of the Atlantic" attracted attendees from well-capitalized financial institutions.
  • Negotiated ongoing financial support from the CFA Society of Philadelphia.
  • Helped secure financial support from WisdomTree by programming Beyond Abenomics - The Bull-Case for Japan's Economy ahead of Central Banking Series: Japan.
  • Participated in the roles of higher education in competitiveness and global productivity, where Patrick Harker, the current president of the Philadelphia Federal Reserve, delivered the keynote address.
Focus areas: Valuation, Capital Raising, Programming, Financial Planning & Analysis (FP&A), Finance, Strategy, Forecasting, Accounting, Cryptocurrency, Nonprofits, Cost Modeling, Financial Analysis, Finance Strategy, Valuation Modeling, DCF Valuation, Financial Forecasting, Business Plan Consulting, Financing, Business Models, Budgeting, Revenue & Expense Projections, Metrics, Financial Management, Financial Reporting, Deal Structuring, United States, Financial Data, Excel Expert, Business Development, Management, Operations, Scenario Analysis, Analysis, Go-to-market Plans, Strategic Partnerships, Leadership, Microsoft 365, Microsoft Excel, Fundraising Strategy, Presentations, PowerPoint Design, Growth, Risk Assessment, IFRS Financial Reporting, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Systems & Procedures, Revenue Cycle Management, Data Collection, Operational Finance, Cash Management, Controller, Controllership, Google Sheets, Microsoft Word, Microsoft PowerPoint, Data Modeling

Director of Governance and Past President

2016 - PRESENT
CFA Society of Philadelphia
  • Elected to the executive committee in 2019, overseeing initiatives in education, programming, and strategy.
  • Elected to the finance, audit, and investment committee. Assisting in the draft of a committee charter and the re-draft of an investment policy statement since the fall of 2016.
  • Resolved legacy accounting challenges stemming from a change in nonprofit management companies. Studied executive compensation and delineated long-term strategic reserves by setting parameters around the purpose and investment of those reserves.
  • Served as chair of the education committee in 2018. Successfully launched a new CFA exam preparatory course that increased education revenue by 50%. Taught review courses in financial reporting and analysis, corporate finance, and other topics.
  • Served as chair of the Investment Research Challenge from the fall of 2015 to the spring of 2017. Selected as a judge for the global final in Kuala Lumpur in 2018. Implemented a detailed grading rubric for research reports.
  • Served as co-chair of the programs committee from 2015 to 2019. Designed, promoted, and managed five-member programs. Hosted a major annual conference and assisted with four different Villanova University and CFAP programs.
  • Honored as Volunteer of the Quarter in Spring of 2016.
Focus areas: Valuation, Capital Raising, Hedge Funds, Investment Portfolio Management, Equity Research, Three-statement Modeling, Forecasting, Accounting, Chartered Financial Analyst (CFA), Education Technology (Edtech), Investment Committee Advisory, Cost-benefit Analysis, Nonprofits, Equity Research Analysis, Comparable Company Analysis, Cost Modeling, Bottom-up Analysis, Equity Investment, Financial Analysis, Finance Strategy, Valuation Modeling, DCF Valuation, Financial Forecasting, Business Plan Consulting, Financing, Business Models, Budgeting, Revenue & Expense Projections, Finance, Excel 365, Metrics, Financial Management, Competitor Analysis & Profiling, Financial Reporting, Alternative Investments, Research, Deal Structuring, United States, Financial Data, Excel Expert, Business Development, Management, Operations, Scenario Analysis, Analysis, Go-to-market Plans, Strategic Partnerships, Leadership, Microsoft 365, Financial Services, Microsoft Excel, Fundraising Strategy, Limited Partnerships, Partnerships, Coaching, Presentations, Financial Planning & Analysis (FP&A), PowerPoint Design, Growth, Risk Assessment, IFRS Financial Reporting, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Asset Management, Systems & Procedures, Revenue Cycle Management, Data Collection, Corporate Finance, GAAP, Operational Finance, Month-end Processes, Cash Management, Controller, Controllership, Google Sheets, Microsoft Word, Microsoft PowerPoint, Investment Strategy, Demand Planning, Data Modeling

CEO | CFO

2016 - PRESENT
Marion Street Capital
  • Built a nimble firm from $0 to over $1 million in annual revenue in two years by helping innovative growth companies solve their most pressing challenges.
  • Implemented techniques used by the FBI and CIA to solve complex problems for dozens of innovative growth companies generating $0 to $2+ billion in annual revenue.
  • Designed and structured several single-purpose investment vehicles, including equity investments, secured mezzanine debt, and short-biased LP structure, using call-protected healthcare REITs.
  • Helped a revolutionary healthcare concept grow from $0 to $50+ million in annual revenue while acting as the CFO in 2020.
  • Served as the CFO for a niche healthcare consulting firm in 2019, helping it grow from $1 million to $10 million in annual revenue. Presented the CEO with term sheets from debt and equity investors exceeding $10 million.
  • Grew a 20-month-old consumer electronics company revenue from $26 million in 2018 to almost $50 million in 2019 and secured $3.5 million in trade financing while serving as a CFO.
  • Acted as the CEO and CFO for a restaurant concept that MSC purchased, turned around, and sold within three years for four times the purchase price and 45 times the equity contribution.
  • Advised several startups on how to prepare for institutional fundraising. Researched competition, designed company strategy, wrote business plans and created pitch decks and detailed financial models.
  • Recruited advisors, designed target investor lists, managed the investor funnel, conducted investor outreach, negotiated term sheets, created investor documents, and subscribed investors for several startups.
  • Wrote a strategic plan and recommended a contract fundraiser that enabled an international nonprofit to increase its reserves from under $5,000 to over $200,000 and transition from a founder-funded model to a donor-funded model in around a year.
Focus areas: Interim CFO, Private Capital Markets, Tourism, Health & Wellness, Market Research, Fractional CFO, Modeling, Team Management, Cannabis, Private Equity, Pitch Decks, Business Planning, Valuation, Capital Raising, CFO, Hedge Funds, Credit Investing, Investor Presentations, Private Company Valuation, Equity Financing, Value Investing, Investment Thesis, Venture Funding, Seed Fundraising, Startup Funding, Three-statement Modeling, Forecasting, Startup Funding Consultant, Feasibility Studies, Management Consulting, Startup Consulting, Investment Memoranda, Real Estate Development, Healthcare, Health IT, Healthcare IT, Part-time CFO, Accounting, Biotechnology, ESOPs, Investment Analysis, Trading, Credit Analysis, Aircraft & Airlines, Air Freight, Investment Committee Advisory, Fundraising, Venture Capital, Data, Big Data, Data Analytics, Data Visualization, Power Query, Microsoft Power BI, Initial Public Offerings, SPACs, Special Purpose Acquisition Companies (SPAC), Cost-benefit Analysis, Specialty Healthcare, P&L Forecasting, Cash Flow Modeling, Balance Sheets, M&A Modeling, Lean Startups, Activity-based Costing, Pitch Deck Consultant, M&A (Sell-side), Security, Cryptocurrency, Reverse Mergers, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Cost Modeling, Artificial Intelligence (AI), Bottom-up Analysis, Equity Investment, Hedge Fund Consultant, Financial Analysis, Finance Strategy, Valuation Modeling, Fundraising Consultant, DCF Valuation, Early-stage Startups, Financial Forecasting, Real Estate, Business Plan Consulting, Cash Flow Management, Financing, SaaS, Business Modeling, Software as a Service (SaaS), Angel/Seed Funding, Business Consulting, Due Diligence, Mergers & Acquisitions (M&A), M&A (Buy-side), Equity, Business Strategy, Business Models, REITs, Budgeting, Healthcare Services, Revenue & Expense Projections, Data Analysis, Financial Data Analytics, Revenue Projections, Compliance, Finance, Startups, Growth Capital Raising, Debt Raises, Excel 365, Fund Structure, Structuring of Funds, Fintech, Metrics, Financial Management, Term Sheet Advisory, Life Science, Investment Capital Raising, Financial Modeling, Models, Food & Beverage, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Investor Relations, Early-stage Funding, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Wealth Management, Restaurant Operations, Due Diligence Consultant, QuickBooks Online, Deal Structuring, Electric Vehicles, Series A, Public Companies, Crowdfunding, Funding Process, United States, NetSuite, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Pricing Consulting, Business Development, Telehealth, Management, Operations, Banking & Finance, Technology, Scenario Analysis, Analysis, Target Pricing, Reporting, Gold, Investment Funds, Risk Modeling, Consumer Products, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Go-to-market Plans, Health Insurance, Market Fit, Market Segmentation, Strategic Partnerships, Project Finance, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Quantitative Risk Analysis, Break-even Analysis, Residential Real Estate, Microsoft 365, Financial Services, Microsoft Excel, Bloomberg, Fundraising Strategy, Pitch Preparation, Deal Analysis, Change Management, Mortgages, Healthcare Software, Commercial Real Estate, Limited Partnerships, Partnerships, Presentations, Financial Planning & Analysis (FP&A), Gambling, PowerPoint Design, Marketplaces, eCommerce, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Blockchain, Non-fungible Tokens (NFT), Web3.js, Digital Asset Management, Manufacturing, Clean Energy, Music, Esports, Crowdfunding Promotion, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Asset Management, Systems & Procedures, Revenue Cycle Management, Medical Devices, Medical Software, Data Collection, Corporate Finance, GAAP, M&A Strategy, Operational Finance, Revenue Recognition, Month-end Processes, Pricing Models, Cash Management, Controller, Controllership, Pricing Strategy, Startup Growth Strategy Development, Google Sheets, Bank Debt Raises, Restaurants & Dining, Automotive, Canada, Equity Derivatives, Equity Raises, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Trade Finance, Investment Strategy, Distressed/Special Situations, Distressed Assets, Franchises, Private Equity Consultant, Information Memoranda, Market Sizing, Primary Research, Secondary Research, B2B, Cost Reduction & Optimization, Control & Cost Analysis, Crowdfunding Consultant, Audience Targeting, Market Research & Analysis, Profiling, Debt, Demand Planning, Sales Forecasting, Data Modeling

Director of Research

2015 - 2016
Valdes & Moreno
  • Built an Institutional Research product for this minority-owned broker-dealer, offering the best execution for institutional equity, equity option and fixed income investment firms.
  • Developed relationships with public company management teams to offer our institutional clients corporate access.
  • Presented to many recognizable institutions on negative interest rate policies, The Puerto Rican Debt Crisis, MLP’s, transportation industries, nonresidential construction, and homebuilders vs. apartment REITs.
  • Recommended investment in Virgin Airlines (long, annualized return 345%) and SunPower (short, annualized return 55%).
Focus areas: Market Research, Valuation, Capital Raising, Hedge Funds, Fixed Income Analysis, Equity Research, Logistics, Forecasting, Feasibility Studies, Biotechnology, Investment Analysis, Trading, Credit Analysis, Aircraft & Airlines, Air Freight, Investment Committee Advisory, Initial Public Offerings, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Bottom-up Analysis, Equity Investment, Financial Analysis, Valuation Modeling, DCF Valuation, Financial Forecasting, Real Estate, Cash Flow Management, Financing, Business Modeling, DCF Modeling, Due Diligence, Equity, Investor Presentations, Business Models, Budgeting, Data Analysis, Financial Data Analytics, Revenue Projections, Compliance, Finance, Startups, Excel 365, Metrics, Financial Management, Financial Modeling, Modeling, Models, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Due Diligence Consultant, Public Companies, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Business Development, Management, Operations, Scenario Analysis, Analysis, Target Pricing, Reporting, Gold, Investment Funds, Risk Modeling, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Metals & Mining, Go-to-market Plans, Market Fit, Market Segmentation, Strategic Partnerships, Leadership, Quantitative Analysis, Quantitative Finance, Quantitative Risk Analysis, Break-even Analysis, Residential Real Estate, Microsoft 365, Microsoft Excel, Bloomberg, Fundraising Strategy, Pitch Preparation, Deal Analysis, Mortgages, PowerPoint Design, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Systems & Procedures, Revenue Cycle Management, Data Collection, Corporate Finance, GAAP, M&A Strategy, Revenue Recognition, Month-end Processes, Cash Management, Pricing Strategy, Google Sheets, Bank Debt Raises, Equity Derivatives, Equity Raises, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Business Strategy, Investment Strategy, Information Memoranda, Market Sizing, Primary Research, Secondary Research, Debt, Debt Analysis, Sales Forecasting, Data Modeling

Investment Banking Product and Securities Sales Analyst

2013 - 2015
Morgan Stanley
  • Presented the firm with over $7.5 million in potential new revenue.
  • Built an institutional practice focused on banks, family offices, and investment firms.
  • Designed an absolute return money management product offering asymmetric rewards with a target profile of 15% annual return and single-digit volatility.
  • Recommended investment in Citizens Financial (long, annualized return of 40%) and Enable Midstream Partners (short, annualized return of over 70%).
Focus areas: Private Capital Markets, Market Research, Modeling, Team Management, Pitch Decks, Valuation, Capital Raising, Hedge Funds, Fixed Income Analysis, Equity Research, Seed Fundraising, Startup Funding, Three-statement Modeling, Forecasting, Investment Memoranda, Biotechnology, Investment Analysis, Trading, Credit Analysis, Investment Committee Advisory, Initial Public Offerings, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Bottom-up Analysis, Equity Investment, Financial Analysis, Finance Strategy, Valuation Modeling, DCF Valuation, Financial Forecasting, Due Diligence, Mergers & Acquisitions (M&A), M&A Modeling, Equity, Investor Presentations, M&A (Sell-side), Business Models, REITs, Budgeting, Revenue & Expense Projections, Investment Banking, Data Analysis, Financial Data Analytics, Revenue Projections, Compliance, Finance, Growth Capital Raising, Excel 365, Metrics, Financial Management, Term Sheet Advisory, Financial Modeling, Models, Competitor Analysis & Profiling, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Wealth Management, Due Diligence Consultant, Deal Structuring, Public Companies, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Business Development, Management, Operations, Banking & Finance, Scenario Analysis, Analysis, Target Pricing, Reporting, Investment Funds, Risk Modeling, Go-to-market Strategy, Growth Strategy, Investments, Stock Market, Metals & Mining, Go-to-market Plans, Health Insurance, Strategic Partnerships, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Quantitative Risk Analysis, NASDAQ, Break-even Analysis, Residential Real Estate, Microsoft 365, Financial Services, Microsoft Excel, Bloomberg, Fundraising Strategy, Pitch Preparation, Deal Analysis, PowerPoint Design, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Systems & Procedures, Corporate Finance, GAAP, M&A Strategy, Revenue Recognition, Month-end Processes, Cash Management, Pricing Strategy, Google Sheets, Bank Debt Raises, Equity Derivatives, Equity Raises, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Investment Strategy, Information Memoranda, Debt, Debt Analysis, Demand Planning, Sales Forecasting, Data Modeling

Senior Analyst

2008 - 2009
Very Independent Research
  • Helped expand the distribution of our research on equity and credit securities for metals and mining companies to as many as 300 recognizable institutions.
  • Proposed new research vertical with the potential to double sales.
  • Investigated launching a hedge fund as a complement to our research.
  • Recommended investment in Century Aluminum convertible bonds (long, redeemed at an annualized return of over 35%) and Alumina Ltd. (short, annualized return over 89%).
Focus areas: Private Capital Markets, Greenfield, Deal Structuring, Market Research, Modeling, Team Management, Valuation, Capital Raising, Hedge Funds, Fixed Income Analysis, Equity Research, Three-statement Modeling, Forecasting, Feasibility Studies, Startup Consulting, Investment Analysis, Credit Analysis, Investment Committee Advisory, Initial Public Offerings, Cost-benefit Analysis, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Bottom-up Analysis, Equity Investment, Financial Analysis, Valuation Modeling, DCF Valuation, Financial Forecasting, Due Diligence, Equity, Business Models, REITs, Budgeting, Revenue & Expense Projections, Data Analysis, Financial Data Analytics, Revenue Projections, Compliance, Finance, Startups, Excel 365, Metrics, Financial Management, Financial Modeling, Models, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Due Diligence Consultant, Public Companies, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Business Development, Management, Operations, Scenario Analysis, Analysis, Target Pricing, Reporting, Gold, Investment Funds, Risk Modeling, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Go-to-market Plans, Strategic Partnerships, Leadership, Quantitative Analysis, Quantitative Finance, Quantitative Risk Analysis, Break-even Analysis, Residential Real Estate, Microsoft 365, Financial Services, Microsoft Excel, Bloomberg, Deal Analysis, Mortgages, PowerPoint Design, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Data Collection, Corporate Finance, GAAP, M&A Strategy, Revenue Recognition, Month-end Processes, Cash Management, Pricing Strategy, Google Sheets, Bank Debt Raises, Equity Derivatives, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Investment Strategy, Market Sizing, Primary Research, Secondary Research, Debt, Debt Analysis, Demand Planning, Sales Forecasting

Senior Analyst

2006 - 2007
Sailfish Capital Partners
  • Oversaw more than $100 million in capital invested in equity and credit securities for this $2.5B multi-strategy hedge fund.
  • Launched a $100 million equity hedge fund. Hired staff, raised capital, evaluated prime brokers, vetted vendors, and shaped and implemented strategy. Authored monthly investor letters, terminated staff and handled legal issues.
  • Invested client capital into Hasbro (long, annualized return exceeded 80%) and National City (short, annualized return exceeded 80%).
Focus areas: Private Capital Markets, Tourism, Greenfield, Market Research, Modeling, Team Management, Valuation, Capital Raising, Hedge Funds, Fixed-income Derivatives, Derivatives, Equity, Fixed Income Analysis, Equity Research, Logistics, Three-statement Modeling, Forecasting, Feasibility Studies, Startup Consulting, Investment Memoranda, Biotechnology, ESOPs, Investment Analysis, Trading, Education Technology (Edtech), Credit Analysis, Aircraft & Airlines, Air Freight, Investment Committee Advisory, Initial Public Offerings, SPACs, Special Purpose Acquisition Companies (SPAC), Cost-benefit Analysis, Balance Sheets, Reverse Mergers, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Bottom-up Analysis, Equity Investment, Financial Analysis, Finance Strategy, Valuation Modeling, DCF Valuation, Financial Forecasting, Cash Flow Management, Financing, Due Diligence, Business Models, Revenue & Expense Projections, Data Analysis, Financial Data Analytics, Revenue Projections, Finance, Excel 365, Metrics, Financial Management, Financial Modeling, Models, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Investor Relations, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Wealth Management, Due Diligence Consultant, Deal Structuring, Public Companies, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Business Development, Management, Scenario Analysis, Analysis, Target Pricing, Reporting, Investment Funds, Risk Modeling, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Go-to-market Plans, Strategic Partnerships, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Quantitative Risk Analysis, NASDAQ, Break-even Analysis, Residential Real Estate, Microsoft 365, Financial Services, Microsoft Excel, Bloomberg, Fundraising Strategy, Pitch Preparation, Deal Analysis, PowerPoint Design, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Asset Management, Systems & Procedures, Revenue Cycle Management, Medical Devices, Medical Software, Data Collection, Corporate Finance, GAAP, M&A Strategy, Revenue Recognition, Cash Management, Controller, Controllership, Pricing Strategy, Google Sheets, Bank Debt Raises, Equity Derivatives, Equity Raises, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Business Strategy, Investment Strategy, Information Memoranda, Market Sizing, Primary Research, Secondary Research, Audience Targeting, Market Research & Analysis, Profiling, Demand Planning, Sales Forecasting

Research Analyst

2000 - 2001
BNY Mellon
  • Co-developed a new zero-beta product which helped the division grow from $2B to $18B in assets.
  • Evaluated private investment partnerships employing various sophisticated investment strategies, including convertible debt arbitrage, credit arbitrage, distressed debt investing, risk arbitrage and long/short equity.
  • Utilized FBI investigative interviewing techniques to reveal investment manager fraud and deceit.
Focus areas: Private Capital Markets, Tourism, Deal Structuring, Market Research, Private Equity, Capital Raising, Hedge Funds, Risk Analysis, Seed Fundraising, Startup Funding, Forecasting, Startup Consulting, Investment Memoranda, Real Estate Development, Biotechnology, Investment Analysis, Credit Analysis, Investment Committee Advisory, Initial Public Offerings, Balance Sheets, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Bottom-up Analysis, Equity Investment, Financial Analysis, Valuation Modeling, DCF Valuation, Financial Forecasting, Due Diligence, Mergers & Acquisitions (M&A), M&A Modeling, M&A (Buy-side), Equity, M&A (Sell-side), Business Models, Investment Banking, Data Analysis, Financial Data Analytics, Revenue Projections, Finance, Excel 365, Metrics, Financial Management, Financial Modeling, Modeling, Models, CAPEX Budgeting & Inventory Management, Competitor Analysis & Profiling, Financial Reporting, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Public Companies, United States, Capital Structure Analysis, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Business Development, Management, Banking & Finance, Scenario Analysis, Analysis, Target Pricing, Reporting, Investment Funds, Risk Modeling, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Go-to-market Plans, Market Segmentation, Strategic Partnerships, Leadership, Quantitative Analysis, Quantitative Finance, Quantitative Risk Analysis, NASDAQ, Break-even Analysis, Residential Real Estate, Microsoft 365, Financial Services, Microsoft Excel, Deal Analysis, Mortgages, PowerPoint Design, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Strategic Planning, Key Performance Indicators (KPIs), Organization Assessment, Medical Devices, Medical Software, Corporate Finance, GAAP, M&A Strategy, Revenue Recognition, Cash Management, Pricing Strategy, Bank Debt Raises, Leveraged Buyout (LBO), Microsoft Word, Microsoft PowerPoint, R&D, Real Estate Investment Trust (REIT), Investment Strategy, Information Memoranda, Market Sizing, Audience Targeting, Market Research & Analysis, Profiling, Debt, Debt Analysis, Demand Planning, Sales Forecasting

Senior Consultant

1997 - 1999
Navigant Consulting, Inc.
  • Designed expert witness testimony for mass tort litigation involving billions of dollars.
  • Entrusted with managing my division’s largest engagement at the age of 23 with a staff of over ten.
  • Prepared and presented proposals to develop new business frequently.
Focus areas: Market Research, Modeling, Team Management, Risk Models, Risk Analysis, Logistics, Forecasting, Management Consulting, Investment Analysis, Credit Analysis, Cost-benefit Analysis, Equity Research Analysis, Comparable Company Analysis, Market Intelligence, Cost Modeling, Bottom-up Analysis, Equity Investment, Financial Analysis, Finance Strategy, Valuation Modeling, DCF Valuation, Financial Forecasting, Business Plan Consulting, Pitch Deck Consultant, Cash Flow Management, Financing, Business Modeling, DCF Modeling, Business Consulting, Equity, Revenue & Expense Projections, Data Analysis, Financial Data Analytics, Revenue Projections, Compliance, Finance, Startups, Excel 365, Metrics, Financial Management, Financial Modeling, Models, Competitor Analysis & Profiling, Early-stage Funding, Alternative Investments, Bonds, Equity Markets, Investment Ideas, Research, Public Companies, United States, Credit/Debt, Financial Data, Leveraged Finance, Excel Expert, Pricing Consulting, Business Development, Management, Operations, Scenario Analysis, Analysis, Target Pricing, Reporting, Go-to-market Strategy, Growth Strategy, Loans & Lending, Investments, Stock Market, Go-to-market Plans, Market Fit, Strategic Partnerships, Leadership, Break-even Analysis, Microsoft 365, Financial Services, Microsoft Excel, Deal Analysis, Change Management, Mortgages, PowerPoint Design, Growth, Risk Assessment, Cap Tables, Opportunity Identification, Pricing, Product-market Fit, IFRS Financial Reporting, Financial Transformation, Project Management, Strategic Planning, Key Performance Indicators (KPIs), Strategic Planning & Execution, Organization Assessment, Asset Management, Systems & Procedures, Revenue Cycle Management, Medical Software, Corporate Finance, GAAP, M&A Strategy, Revenue Recognition, Cash Management, Pricing Strategy, Microsoft Word, R&D, Cost Reduction & Optimization, Control & Cost Analysis, Audience Targeting, Market Research & Analysis, Profiling, Debt, Debt Analysis
Image of The Undeniable Importance of a Business Plan publication
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The Undeniable Importance of a Business Plan

https://www.toptal.com/finance/business-plan-consultants/importance-of-business-plan
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The KPI Cure: How Healthcare Data Analytics Can Improve Medical Center Finances

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The Metrics Investors Want: Quantitative Forecasting for Early-stage Startups

https://www.toptal.com/finance/quantitative-analysts/quantitative-forecasting
1997 - 1999

Chartered Financial Analyst (CFA) in Investment Management

CFA Institute - Charlottesville, NJ, USA

1993 - 1997

Bachelor's Degree in Finance

Villanova University - Villanova, PA, USA

AUGUST 2000 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

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