Alan Man
Verified Expert in Management Consulting
Management Consulting Expert
Toronto, ON, Canada
Toptal member since August 27, 2021
Alan has spent the last 10+ years advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions. Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills.
Career Highlights
Case Studies
Financial Model and Equity Raise
Cloud Accounting System Implementation
Monthly Fractional CFO in a Growing Startup
Expertise
- Accounting
- Cash Flow Forecasting
- Equity Raises
- Financial Modeling
- Fractional CFO
- Seed Fundraising
- Startup Funding
- Virtual CFO
Work Experience
Principal and Fractional CFO
Growth Partners
- Oversaw equity and debt financing for companies with valuations from $5 million to $50+ million, unlocking capital to scale growth in new markets and products.
- Implemented and integrated financial systems to streamline processes, including core accounting with QuickBooks Online, Xero, and other cloud-based systems such as Dext, Plooto, Expensify, Wagepoint, and A2X.
- Co-led business development and strategy to champion startups and emerging companies across North America, increasing aggregate value and revenues of client portfolio by 500%.
CFO
SkyX
- Created a five-year three-statement financial model and pitch deck and led due diligence and legal efforts to raise $10 million in equity financing.
- Provided financial leadership across the organization, successfully transitioning the company from R&D to commercialization and collaborating with sales and marketing to build the team, establish metrics, and close an initial $1+ million contract.
- Managed the company's financial and legal activities, including financial systems, cap table, stock option issuance, internal controls, budgeting, reporting, treasury, capital allocation, taxes, and payroll.
Senior Manager
BCE
- Created business case and led finance implementation to launch a new value-based wireless brand in Canada to expand the company's addressable market and accelerate growth.
- Led pricing and financial analysis in an RFP response, resulting in the winning bid for the largest wireless RFP in Canada.
- Conducted strategic analysis, valuation, and due diligence to complete an acquisition of the largest independent dealer network resulting in more than $10 million in revenue and cost synergies.
FP&A Lead
Expedia
- Prepared the Expedia Canada budget and quarterly forecasts for a $2 billion business by consolidating business inputs, modeling key drivers, and aligning targets across teams.
- Managed operational reporting with daily, weekly, and monthly key metrics, financial results, and market trends to support agile management and product decisions driving 20% year-on-year growth.
- Analyzed the business case for branded channels and customer lifetime value for Canadian points and loyalty programs.
Assistant Manager
Deloitte
- Advised clients through public listing and private sale transactions; activities included due diligence, ASPE to IFRS accounting conversions, financial statements, and prospectus documents.
- Reviewed and audited complex accounting areas, including convertible debt, stock options, purchase price accounting, consolidations, and systems conversions.
- Led audit and advisory teams for clients in software and technology sectors with revenues of $10 million to $100 million.
Education
Master's Degree in Business Administration (MBA)
Ivey Business School at Western University - London, ON
Master's Degree in Accounting
University of Waterloo - Waterloo, ON
Bachelor's Degree in Accounting and Financial Management
University of Waterloo - Waterloo, ON
Certifications
CPA
CPA Ontario
Skills
Finance
Startup Funding, Accounting, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Seed Fundraising, Financial Planning & Analysis (FP&A), Profitability Analysis, Mergers & Acquisitions (M&A), Price Analysis, Fundraising, Forecasting, Comparable Company Analysis, CFO, Revenue & Expense Projections, Budgeting, P&L Forecasting, Capital Raising, Financial Reporting, Series A, Series B, Three-statement Modeling, Cash Flow Modeling, Valuation, Taxation
Output Software
Microsoft Excel, Google Sheets
Data & Analysis Software
QuickBooks Online, Financial Data
Industry Expertise
Technology
Other
Xero, Fractional CFO, Virtual CFO, Sensitivity Analysis, Finance, Cost Accounting, Pitch Decks, Auditing, Financial Controls & Processes, Startups, Financing, Interim CFO, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Drones, Pitch Deck Consultant, Software as a Service (SaaS), Travel, Revenue Projections, Cash Flow Management, Business Models, SaaS, Business, Entrepreneurship, Strategy, Management, RFP Pricing, Automation, eCommerce, Migration, Marketing, Operations, IT Strategy, Corporate Income Tax
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