Will Chavey, Finance Expert in Cambridge, MA, United States
Will Chavey

Finance Expert in Cambridge, MA, United States

Member since September 23, 2019
A Harvard MBA candidate and Rhodes Finalist, Will was an executive at YC-backed startup CarDash and on the corporate development team for Santander, working with senior leaders to execute transactions up to $1 billion. At CarDash, he guided product releases and scaled customer service while helping raise funds from Index Ventures. An operationally focused finance expert, Will delivers strategic finance advice and M&A guidance to Toptal clients.
Will is now available for hire

Career Highlights


Case studies

Industry Expertise

  • Advertising & Marketing
  • Automotive Service & Collision Repair
  • Finance
  • Venture Capital & Private Equity
  • Financial Modeling
  • Startups
  • Early-stage Startups

Software Expertise

Other Expertise


  • Head of Customer Experience

    2017 - 2019
    • Led the successful acquisition of multiple auto repair facilities with responsibilities that included outreach, due diligence, the development of the financial models, authoring the offer letter, leading the debt negotiations, and managing post-acquisition operations and integration activities.
    • Worked with the engineering and design teams to release multiple new product features, including upfront pricing on an online auto repair marketplace and a redesigned digital inspection tool for auto mechanics.
    • Scaled multiple customer service and inbound sales teams, including managing a team of 5+ while growing gross merchandise value run rate to $1+ million and maintaining a net promoter score of 75+.
    • Helped company deliver revenue growth of ~10x during the Y-Combinator program, leading to $5+ million of equity funding from prominent venture capitalists including Index Ventures and Felicis Ventures.
    • Created and managed omnichannel marketing campaigns for various email and digital marketing initiatives, reducing customer acquisition costs by 50%+ over the life of two separate marketing campaigns.
    • Helped build a pitch deck and the financial model for venture capital fundraising discussions.
    Focus areas: Management, Customer Support, Acquisitions, Sales, Marketing, Product Management
  • Corporate Development Associate

    2015 - 2017
    Santander Consumer USA
    • Created financial models and board presentations, oversaw supporting analysts, satisfied diligence requests, and managed the day-to-day process, working with the company's EVP to secure the separate sales of a ~$1 billion as well as a $1.5 billion loan portfolio.
    • Built a sell / hold analysis template model, still in use at the company today, to help quickly compare sell-side bids for discrete loan portfolios, illustrating the cash flow and net present value comparisons in addition to the accounting impact.
    • Conceptualized and built supporting analysis to secure a successful negotiation of a $1+ billion loan sale, including proposing the relevant segmentation for sale purposes and modeling the overall economic impact.
    • Learned SQL and built multiple scripts and internal tools to help automate or expedite internal processes including the development of a query that enabled the corporate development group to expedite the procurement of data integral to our sell-hold evaluation analysis, and improve the analysis time by 1-2 days.
    Focus areas: Financial Modeling, Board Presentations, Board of Directors, Profitability Analysis, Forecasting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)


  • Master of Business Administration (MBA) Degree in General Management
    2019 - 2021
    Harvard Business School - Boston, MA
  • Bachelor's Degree in Economics
    2011 - 2015
    University of Dallas - Dallas, TX

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