Brendan is available for hire
Hire BrendanBrendan Murphy, CFA
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since January 12, 2021
Bio
Brendan is a senior finance specialist with 12 years experience in both corporate finance and investment professional roles and a deal portfolio exceeding $1.2bn. He has built an AI-powered finance function from zero, run acquisition processes at a software PE fund, founded an investor syndicate and secondaries business, and worked at Africa’s largest bank. Brendan works with executives, founders, and investors on fundraising, financial modelling, FP&A, M&A, treasury and regulatory matters.
Career Highlights
Consultant
Private
Senior Investment Analyst
AltaOne Capital
Interim CFO
Standard Bank Group
Education Highlights
Master of Business Administration (MBA)
London Business School
Certification Highlights
CFA
CFA Institute
Case Studies
Financial Model for Evaluating Solar Projects
Financial ModelingRenewable EnergyFinancial AnalysisRevenue & Expense ProjectionsExcel 2016Three-statement Modeling+ 33 more
Return Analysis for a Private Equity Acquisition
M&A (Buy-side)M&A ModelingPresentationsFinancial ModelingFinancial AnalysisRevenue & Expense Projections+ 38 more
Industry Expertise
- Agriculture
- Business Services
- Accounting Services
- HR & Staffing
- Education
- Finance
- Banking
- Investment Banking
Software Expertise
- Excel 2016
Other Expertise
- Acquisitions
- Capital Raising
- Financial Analysis
- Financial Modeling
- Fundraising
- Pitch Deck Consultant
- Valuation
Work Experience
Consultant
2020 - PRESENT
Private
- Built, edited and sanitised financial models and expert prompts across five projects to train and benchmark a financial modelling AI tool.
- Raise the Series A funding round for a car subscription startup based in the Middle East.
- Supported a venture capital fund’s capital raise with market research, LP targeting and fundraising strategy.
- Advised a European direct-to-consumer startup on their £5 million Series A financing.
- Coordinated and sourced investors for the growth equity round for a leading telehealth company based in Australasia.
- Produced the pitch deck and financial model for the seed fundraising of a sustainability-focused asset management platform leveraging proprietary technology.
- Developed a financial model for the vetting of solar PV projects by a renewable energy construction company interested in providing equity financing for its projects.
- Sourced and screened asset and wealth management acquisition targets for an investment holding company, building a qualified pipeline for its buy-side M&A programme.
- Built an integrated financial model for a consumer marketplace startup to support its fundraising and growth planning.
- Developed an integrated financial model for a startup in the UK care sector and advised the founder on fundraising strategy and investor materials.
Focus areas: Venture Capital, Technology, Revenue & Expense Projections, Due Diligence, Financial Analysis, Digital Health, Finance Strategy, Healthcare, Capital Raising, Fundraising Consultant, Startup Funding, Startups, Alternative Investments, Business Advisory, Business Analysis, Discounted Cash Flow (DCF), Financial Advisory, Business Planning, For-profit Education, K-12 Education, Direct to Consumer (D2C), Renewable Energy, Early-stage Venture Capital, Early-stage Funding, Early-stage Startups, Market Research, Financial Modeling, Fundraising, eCommerce, eCommerce Platforms, Product-market Fit, Business Strategy, Agriculture, B2C, Acquisitions, M&A (Buy-side), Financing, Pitch Decks, Business Plan Consulting, Investments, Excel 2016, Tableau, Market Sizing, Strategic Planning, Three-statement Modeling, Business Models, Cross-border M&A, Pitch Deck Consultant, Project Finance, Clean Energy, Investor Presentations, Seed Fundraising, Due Diligence Consultant, Profitability Analysis, Information Technology, TMT, On-demand Services, Food & Beverage, Exit Strategy, High-tech Startups, Freelancing, Family Office, Trading, M&A Modeling, Shareholders' Agreement (JVA), Investment Strategy, Term Sheet Advisory, Deal Review, Deal Structuring, M&A Earn-out Agreements, Go-to-market (GTM) Strategy, Fintech Consultant, Go-to-market Plans, Fintech, Online Payments, Cash Flow, Cash Flow Forecasting, Forecasting, Cap Tables, DCF Modeling, Scenario Analysis, Investment Analysis, Private Equity Secondaries, Private Placements, Growth Equity, Chartered Financial Analyst (CFA), Consumer Banking, Neobanks, Financial Writer, Fundraising Strategy, Stock Trading, Stock Price Analysis, Investor Reporting, Public Companies, CFO, Financial Planning & Analysis (FP&A), Investment Research, Finance Blog, Investment Funds, Budget Modeling, Cash Flow Modeling, Foreign Exchange, ROI, Tax Technology, Competitive Analysis, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Competitor Analysis & Profiling, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Waterfall Modeling, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Investment Capital Raising, Stakeholder Management, Private Equity Consultant, Customer Acquisition, Launch Strategy, Monetization, Monetization Models, Excel Expert, IRR, Sensitivity Analysis, Mergers & Acquisitions (M&A), Corporate Development, Startup Consulting, Business Model Strategy, Business Consulting, AI Tools, Large Language Models (LLMs), Personal Finance, Capital Markets, External Audits, 409A Valuation, Accounting, Intuit QuickBooks, Bookkeeping, Generative Artificial Intelligence (GenAI), ChatGPT, QuickBooks Online, Financial Data, Equity Trading, Risk Management, Capital Structure Analysis, Acquisition Analysis
CFO
2021 - 2026
Prosper
- Built an AI-powered finance function from zero, designing the tech stack and reporting infrastructure.
- Drove Prosper's private market offering spanning private equity, private credit, venture capital, and other alternative investment funds.
- Spearheaded M&A efforts to acquire complementary businesses and high-value customer books.
- Raised £19m in venture capital across successive funding rounds from pre-Seed through Series A, securing investment from global institutional investors, angels, and crowdfunding.
- Handled financial reporting, KPI tracking, and board reporting, regulatory applications and monthly submissions, financial planning and modelling.
Focus areas: Fundraising, Forecasting, P&L Management, Private Capital Markets, Public Markets, Cash Management, Strategy, Financial Reporting, Regulatory Reporting, Budget Modeling, Profit & Loss (P&L), CFO, Internal Financial Reporting, Cash Flow Modeling, ROI, Fractional CFO, Crowdfunding, Competitive Analysis, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Market Research, Competitor Analysis & Profiling, Business Strategy, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Waterfall Modeling, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Digital Marketing, Restructuring, Investment Capital Raising, Stakeholder Management, Private Equity Consultant, Customer Acquisition, Launch Strategy, Monetization, Monetization Models, Excel Expert, Artificial Intelligence (AI), IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Business Model Strategy, AI Tools, Large Language Models (LLMs), Personal Finance, Capital Markets, External Audits, Accounting, Intuit QuickBooks, Bookkeeping, Generative Artificial Intelligence (GenAI), ChatGPT, QuickBooks Online, Financial Data, Equity Trading, Risk Management, Capital Structure Analysis, Acquisition Analysis
Fundraising Consultant
2023 - 2023
Pierre Costin
- Directed the design team in compiling the visual presentation to showcase the company to investors.
- Guided the founder in mapping out the company's most effective fundraising strategy and sequencing, leveraging my VC investor background.
- Utilized my financial modeling expertise to create the financial model that served as the foundation for the seed fundraise.
Focus areas: Financial Modeling, Fundraising, Pitch Decks, Investment Funds, Budget Modeling, Cash Flow Modeling, ROI, Competitive Analysis, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Market Research, Competitor Analysis & Profiling, Business Strategy, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Dashboards, Data Analysis, Subscriptions, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Investment Capital Raising, Excel Expert, IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Startup Consulting, Business Model Strategy, Business Consulting, AI Tools, Large Language Models (LLMs), Personal Finance, Capital Markets, External Audits, 409A Valuation, Accounting, Intuit QuickBooks, Bookkeeping, QuickBooks Online, Financial Data, Equity Trading, Capital Structure Analysis, Acquisition Analysis
Financial Modeling and Market Research Expert
2023 - 2023
Rochelle Knowles
- Built the financial model to support the business' first round of funding.
- Advised the founder on the optimal fundraising strategy for the business.
- Crafted the fundraising pitch and oversaw the compilation of the pitch deck.
Focus areas: Financial Modeling, Market Research, Forecasting, Fundraising, Revenue & Expense Projections, Wellness, Restaurants & Dining, Investment Funds, Budget Modeling, Cash Flow Modeling, ROI, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Competitor Analysis & Profiling, Business Strategy, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Investment Capital Raising, Excel Expert, IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Startup Consulting, Business Model Strategy, Business Consulting, AI Tools, Large Language Models (LLMs), Personal Finance, Capital Markets, External Audits, 409A Valuation, Accounting, Intuit QuickBooks, Bookkeeping, QuickBooks Online, Financial Data, Equity Trading, Capital Structure Analysis, Acquisition Analysis
Cap Table Advisor
2023 - 2023
Spherene AG
- Rebuilt the company's financial model to prepare for its Series A fundraising.
- Advised the CEO on fundraising strategy and how best to clean up the cap table.
- Assisted another Toptal talent with the design of the pricing model.
Focus areas: Venture Capital, Decision Support, Cap Tables, Valuation, Switzerland, Structuring, Series A, Startups, Fundraising Strategy, Investor Reporting, Investment Funds, Budget Modeling, Cash Flow Modeling, ROI, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Market Research, Competitor Analysis & Profiling, Business Strategy, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Excel Expert, IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Startup Consulting, Business Model Strategy, Business Consulting, AI Tools, Large Language Models (LLMs), Personal Finance, Capital Markets, External Audits, 409A Valuation, Accounting, Intuit QuickBooks, Bookkeeping, QuickBooks Online, Financial Data, Equity Trading, Capital Structure Analysis, Acquisition Analysis
Fundraising and Financial Modeling Expert
2022 - 2022
Minot Point Advisors LLC
- Built an integrated financial model for a UK-based community-driven banking startup.
- Developed an integrated model for a global payments platform.
- Advised the client on market sizing and fundraising strategy.
Focus areas: Financial Modeling, Fundraising, Three-statement Modeling, Fintech, Investment Analysis, Chartered Financial Analyst (CFA), Consumer Banking, Neobanks, Financial Writer, Venture Capital, Fundraising Strategy, Investor Reporting, Financial Planning & Analysis (FP&A), Investment Funds, Budget Modeling, Cash Flow Modeling, ROI, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Market Research, Competitor Analysis & Profiling, Business Strategy, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Investment Capital Raising, Excel Expert, IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Startup Consulting, Business Model Strategy, Business Consulting, AI Tools, Personal Finance, Capital Markets, External Audits, 409A Valuation, Accounting, Intuit QuickBooks, Bookkeeping, QuickBooks Online, Financial Data, Equity Trading, Capital Structure Analysis, Acquisition Analysis
Senior Investment Analyst
2019 - 2020
AltaOne Capital
- Performed deep-dive market research; engaged with industry experts; screened public companies; and analyzed potential targets.
- Built detailed financial statement, operating, valuation, and LBO models; conducted management interviews; carried out competitor benchmarking; and verified major contracts and IP documents.
- Pitched leveraged buyout transactions to co-investors and banks and assisted with seller negotiations and closing process.
- Led the analysis of the acquisition of Silae, a French Payroll SaaS publisher, acquired with Silver Lake in July 2020.
- Monitored the investment in Cegid Group, a French cloud-based business management software provider originally acquired for £540 million in 2016.
Focus areas: Venture Capital, Technology, Revenue & Expense Projections, Asset Management, Due Diligence, Capital Raising, Three-statement Modeling, Negotiation, M&A (Buy-side), Market Research, Financial Analysis, Financial Modeling, Valuation, Leveraged Buyout (LBO), Leveraged Buyout Modeling, SMB Software, Payroll & Benefits, Tax Software, Accounting Software, Enterprise SaaS, SaaS, Software, Growth, Investing, Private Equity, Fashion, Product-market Fit, Business Strategy, Startups, B2C, Acquisitions, Finance Strategy, Financing, Pitch Decks, Business Plan Consulting, Investments, Excel 2016, Tableau, Market Sizing, Strategic Planning, Business Models, Cross-border M&A, Investor Presentations, Due Diligence Consultant, Profitability Analysis, Information Technology, TMT, Exit Strategy, High-tech Startups, Family Office, Trading, M&A Modeling, Shareholders' Agreement (JVA), Investment Strategy, Term Sheet Advisory, Deal Review, Deal Structuring, M&A Earn-out Agreements, Cash Flow, Cash Flow Forecasting, Forecasting, DCF Modeling, Scenario Analysis, Investment Analysis, Chartered Financial Analyst (CFA), Equity Research, Research, Stock Analysis, Stock Market, Equity Markets, Financial Writer, Stock Trading, Stock Price Analysis, Investor Reporting, Public Companies, Financial Planning & Analysis (FP&A), Investment Research, Investment Funds, Budget Modeling, Cash Flow Modeling, ROI, Tax Technology, Competitive Analysis, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Competitor Analysis & Profiling, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Waterfall Modeling, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Restructuring, Investment Capital Raising, Stakeholder Management, Private Equity Consultant, Investment Banking, Excel Expert, IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Business Model Strategy, AI Tools, Personal Finance, Capital Markets, External Audits, Accounting, Intuit QuickBooks, QuickBooks Online, Financial Data, Equity Trading, Risk Management, Capital Structure Analysis, Acquisition Analysis
Investor
2019 - 2019
Concentric
- Evaluated pitches, met with founders, and conducted due diligence on potential investments.
- Generated unique insights through research deep dives into various technology sectors and verticals.
- Involved in key transactions including Wheely (£12 million Series B), Airsorted (£1.3 million Series A), and DueDil (£1 million Series C).
- Supported portfolio companies with competitor analysis, GTM strategy development, and exit opportunity analysis.
Focus areas: Technology, Revenue & Expense Projections, Asset Management, Due Diligence, Financial Analysis, Financial Modeling, Ride-hailing, Startup Accelerators, Series B, Series A, Seed Fundraising, Fintech, Blockchain, Direct to Consumer (D2C), Insurance Technology (Insurtech), Consumer Marketplaces, Marketplaces, Venture Capital, Early-stage Venture Capital, Early-stage Startups, eCommerce, eCommerce Platforms, SaaS, Product-market Fit, Business Strategy, Startups, B2C, Acquisitions, M&A (Buy-side), Finance Strategy, Financing, Pitch Decks, Business Plan Consulting, Investments, Excel 2016, Market Sizing, Strategic Planning, Three-statement Modeling, Business Models, Cross-border M&A, Investor Presentations, Due Diligence Consultant, Profitability Analysis, Information Technology, TMT, On-demand Services, Food & Beverage, Exit Strategy, High-tech Startups, Family Office, Trading, Shareholders' Agreement (JVA), Investment Strategy, Term Sheet Advisory, Deal Review, Deal Structuring, Latin America (LATAM), Go-to-market (GTM) Strategy, Fintech Consultant, Go-to-market Plans, Cash Flow, Cash Flow Forecasting, Forecasting, Travel, Tourism, Cap Tables, DCF Modeling, Scenario Analysis, Investment Analysis, Chartered Financial Analyst (CFA), Consumer Banking, Neobanks, Financial Writer, Stock Trading, Stock Price Analysis, Public Companies, Financial Planning & Analysis (FP&A), Investment Research, Investment Funds, Cash Flow Modeling, ROI, Tax Technology, Competitive Analysis, Excel 365, Investor Relations, Financial Data Analytics, Pitch Preparation, Market Research, Competitor Analysis & Profiling, Total Addressable Market (TAM), Data Rooms, Market Research & Analysis, Waterfall Modeling, Dashboards, Data Analysis, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Investment Capital Raising, Stakeholder Management, Private Equity Consultant, Excel Expert, IRR, Sensitivity Analysis, Discounted Cash Flow (DCF), Mergers & Acquisitions (M&A), Corporate Development, Business Model Strategy, AI Tools, Personal Finance, Capital Markets, External Audits, 409A Valuation, Accounting, Intuit QuickBooks, QuickBooks Online, Financial Data, Equity Trading, Risk Management, Capital Structure Analysis, Acquisition Analysis
Portfolio Manager
2017 - 2018
Standard Bank Group
- Managed 99 multi-asset portfolios consisting of individual stocks, equity and bond funds, and cash on a discretionary basis for family offices, high-net-worth individuals, and small pension funds.
- Generated new business growth of 27.2% from February 2017 to February 2018.
- Delivered equity alpha of 0.8% per annum as a member of the investment committee.
Focus areas: Technology, Revenue & Expense Projections, Asset Management, Financial Modeling, Healthcare, Capital Raising, Wealth Management, Taxation, Client Management, Pitch Presentations, New Business Development, Stock Analysis, Portfolio Management, Equity Investment, Financial Analysis, eCommerce, Fashion, eCommerce Platforms, SaaS, B2C, Acquisitions, M&A (Buy-side), Finance Strategy, Financing, Investments, Excel 2016, Market Sizing, Three-statement Modeling, Business Models, Cross-border M&A, Investor Presentations, Due Diligence Consultant, Profitability Analysis, Information Technology, Food & Beverage, Family Office, Trading, M&A Modeling, Investment Strategy, Deal Review, Fintech Consultant, Travel, Tourism, DCF Modeling, Scenario Analysis, Investment Analysis, Chartered Financial Analyst (CFA), Portfolio Analysis, Equity Research, Portfolios, Research, Stock Market, Equity Markets, Financial Writer, Stock Trading, Stock Price Analysis, Investor Reporting, Public Companies, Fund Management, Financial Planning & Analysis (FP&A), Investment Research, Investment Funds, Cash Flow Modeling, ROI, MVNO, Competitive Analysis, Excel 365, Investor Relations, Market Research, Competitor Analysis & Profiling, Business Strategy, Total Addressable Market (TAM), Market Research & Analysis, Dashboards, Data Analysis, Subscriptions, Market Expansion, Investment Capital Raising, Stakeholder Management, Investment Banking, Excel Expert, Sensitivity Analysis, Discounted Cash Flow (DCF), Corporate Development, AI Tools, Personal Finance, Capital Markets, External Audits, Accounting, Financial Data, Equity Trading, Risk Management, Capital Structure Analysis, Acquisition Analysis
Research Analyst
2015 - 2016
Standard Bank Group
- Produced stock selection alpha for clients in the following sectors of the Johannesburg Stock Exchange: FMCG, +7.0% p.a.; Telecommunications, +12.3% p.a.; and Industrials, +5.9% p.a.
- Evaluated investment opportunities using proprietary industry and company analysis, information gathered from meetings with company management, industry experts, sell-side brokers, as well as my own valuations.
- Built detailed forecast, financial statement, and valuation models (price and value multiples, sum-of-the-parts, and DCF valuation) for the stocks in the above sectors.
Focus areas: Technology, Revenue & Expense Projections, Asset Management, Due Diligence, Primary Research, Investment Summaries, DCF Valuation, Industrials, Telecommunications, FMCG, Market Research, Company Research, Financial Modeling, Valuation, Stock Analysis, Financial Analysis, Equity Investment, eCommerce, Fashion, eCommerce Platforms, SaaS, Agriculture, B2C, Acquisitions, Finance Strategy, Financing, Investments, Excel 2016, Market Sizing, Three-statement Modeling, Business Models, Cross-border M&A, Investor Presentations, Due Diligence Consultant, Profitability Analysis, Information Technology, TMT, Food & Beverage, Trading, M&A Modeling, Deal Review, Fintech Consultant, Cash Flow, Cash Flow Forecasting, Forecasting, Travel, Tourism, DCF Modeling, Scenario Analysis, Investment Analysis, Chartered Financial Analyst (CFA), Portfolio Analysis, Equity Research, Research, Stock Market, Equity Markets, Financial Writer, Stock Trading, Public Companies, Financial Planning & Analysis (FP&A), Investment Research, Cash Flow Modeling, Value at Risk, ROI, MVNO, Competitive Analysis, Excel 365, Financial Data Analytics, Competitor Analysis & Profiling, Business Strategy, Market Research & Analysis, Dashboards, Data Analysis, Subscriptions, Market Expansion, Investment Banking, Excel Expert, Sensitivity Analysis, Discounted Cash Flow (DCF), Corporate Development, AI Tools, Personal Finance, Capital Markets, External Audits, Accounting, Financial Data, Equity Trading, Risk Management, Capital Structure Analysis, Acquisition Analysis
Interim CFO
2015 - 2015
Standard Bank Group
- Prepared and presented monthly financials, developed and monitored budgets, and submitted tax returns.
- Drafted balance sheet substantiation policy documents and implemented foreign exchange accounting procedures, which released an $18 million negative reserve.
- Improved internal processes and conducted training on finance software and general finance topics.
Focus areas: Revenue & Expense Projections, Financial Analysis, Financial Modeling, Finance Strategy, Interim CFO, Foreign Exchange (FX) Hedging, Accounting, Training, Training & Training Content Development, Accounting Policy, Taxation, Tax Returns, Budgeting, Management Accounting, Corporate Finance, Business Strategy, Financing, Business Plan Consulting, Excel 2016, Business Models, Investor Presentations, Profitability Analysis, CFO, Trading, Cash Flow, Cash Flow Forecasting, Forecasting, DCF Modeling, Stock Trading, Stock Price Analysis, Investor Reporting, Public Companies, Financial Planning & Analysis (FP&A), Budget Modeling, Profit & Loss (P&L), Internal Financial Reporting, Cash Flow Modeling, ROI, Fractional CFO, Excel 365, Financial Data Analytics, Market Research, Dashboards, Data Analysis, Subscriptions, Market Expansion, Stakeholder Management, Investment Banking, Excel Expert, Sensitivity Analysis, Discounted Cash Flow (DCF), Corporate Development, AI Tools, Personal Finance, Capital Markets, External Audits, Financial Data, Equity Trading, Capital Structure Analysis, Acquisition Analysis
Accountant
2014 - 2015
Standard Bank Group
- Controlled daily profit and loss reporting, prepared annual financial statements, and submitted tax returns.
- Managed the group financial reporting and budgeting processes for operations in DRC, Lesotho, Mauritius, Swaziland, and Zimbabwe.
- Evaluated prospective property finance deals based on company credit evaluations and cash flow serviceability models.
Focus areas: Revenue & Expense Projections, Financial Analysis, Financial Modeling, Finance Strategy, Budgeting, Real Estate, Credit Evaluation, Business Intelligence (BI), Management Information, Tax Returns, Financial Statements, Auditing, Taxation, Accounting, Financial Planning & Analysis (FP&A), Financing, Business Plan Consulting, Excel 2016, Business Models, Investor Presentations, Profitability Analysis, Trading, Cash Flow, Cash Flow Forecasting, Forecasting, Stock Trading, Stock Price Analysis, Public Companies, Budget Modeling, Profit & Loss (P&L), CFO, Internal Financial Reporting, Cash Flow Modeling, Value at Risk, ROI, Excel 365, Financial Data Analytics, Business Strategy, Dashboards, Data Analysis, Subscriptions, Market Expansion, Investment Banking, Excel Expert, Sensitivity Analysis, Discounted Cash Flow (DCF), AI Tools, Personal Finance, Capital Markets, External Audits, Financial Data, Equity Trading, Capital Structure Analysis
Education
2018 - 2020
Master of Business Administration (MBA) in Finance
London Business School - London, England
2013 - 2013
Master's Degree in Accounting
University of Cape Town - Cape Town, South Africa
2009 - 2012
Bachelor's Degree in Finance
University of Cape Town - Cape Town, South Africa
Certifications
AUGUST 2020 - PRESENT
CFA
CFA Institute
DECEMBER 2016 - PRESENT
Chartered Accountant
South African Institute of Chartered Accountants
Skills
Finance
Private Equity, Leveraged Buyout Modeling, Accounting, Financial Planning & Analysis (FP&A), Market Research, Fundraising, Forecasting, Financial Benchmarking, Valuation, Mergers & Acquisitions (M&A), Financial Modeling, Discounted Cash Flow (DCF), M&A (Buy-side), M&A Modeling, Revenue & Expense Projections, Capital Raising, Valuation Modeling, Finance Strategy, Profitability Analysis, CFO, Cash Flow, Cash Flow Forecasting, Chartered Financial Analyst (CFA), Equity Research, Stock Trading, Stock Price Analysis, Profit & Loss (P&L), Internal Financial Reporting, Cash Flow Modeling, ROI, Total Addressable Market (TAM), Data Analysis, Monetization Models, Personal Finance, 409A Valuation, Capital Structure Analysis, Due Diligence, Startup Funding, Three-statement Modeling, Cross-border M&A, Project Finance, M&A Earn-out Agreements, Private Equity Secondaries, Growth Equity, Portfolio Analysis, Fund Management, Crowdfunding, Management Accounting, Corporate Finance, Taxation, Financial Advisory, Business Advisory, Blockchain, Seed Fundraising, Series A, Series B, Wealth Management, DCF Valuation, Investment Summaries, Budgeting, Foreign Exchange (FX) Hedging, Business Intelligence (BI), Credit Evaluation, Angel/Seed Funding, Pricing, Cash Management, Financial Reporting
Output Software
Excel 2016
Data & Analysis Software
Bloomberg, FactSet, Intuit QuickBooks, QuickBooks Online, Financial Data, Tableau
Industry Expertise
Venture Capital, Asset Management, Public Companies, Banking & Finance, Capital Markets, Technology, Consumer Products, Healthcare, Food & Beverage, High-tech Startups, Software, Early-stage Startups, Real Estate, Renewable Energy, For-profit Education, Insurance Technology (Insurtech), Startup Accelerators, Telecommunications, Industrials, Retail & Wholesale, Fashion, Agriculture, Restaurants & Dining
Geographic Expertise
United Kingdom, Latin America (LATAM), Switzerland
Other
Microsoft 365, Financial Analysis, Finance, Pitch Presentations, Competitor Analysis & Profiling, Stock Analysis, Pitch Decks, Financial Forecasting, Investor Relations, Business Strategy, Acquisitions, Financing, Investments, Business Models, Investor Presentations, Due Diligence Consultant, Information Technology, TMT, Family Office, Trading, Investment Strategy, Deal Review, Fintech Consultant, DCF Modeling, Scenario Analysis, Investment Analysis, Stock Market, Equity Markets, Financial Writer, Investor Reporting, Investment Research, Investment Funds, Budget Modeling, Fractional CFO, Competitive Analysis, Excel 365, Financial Data Analytics, Pitch Preparation, Data Rooms, Market Research & Analysis, Compliance, Waterfall Modeling, Dashboards, Subscriptions, Commercial Strategy, Growth Strategy, International Expansion, Market Entry, Market Expansion, Strategic Partnerships, Digital Marketing, Restructuring, Investment Capital Raising, Stakeholder Management, Private Equity Consultant, Customer Acquisition, Launch Strategy, Monetization, Excel Expert, IRR, Sensitivity Analysis, Corporate Development, Startup Consulting, Business Model Strategy, Business Consulting, AI Tools, Large Language Models (LLMs), External Audits, Bookkeeping, Equity Trading, Risk Management, Acquisition Analysis, Reuters Eikon, Cap Tables, Board Presentations, Go-to-market Plans, Transaction Advisory, Startups, SaaS, Fintech, Angel Investing, High Net Worth Individuals (HNWI), Software as a Service (SaaS), Manufacturing, eCommerce, eCommerce Platforms, Product-market Fit, B2C, Business Plan Consulting, Market Sizing, Strategic Planning, Pitch Deck Consultant, Exit Strategy, Freelancing, Shareholders' Agreement (JVA), Term Sheet Advisory, Deal Structuring, Go-to-market (GTM) Strategy, Travel, Tourism, Private Placements, Research, Consumer Banking, Neobanks, Fundraising Strategy, Foreign Exchange, Tax Technology, Investment Banking, Artificial Intelligence (AI), Generative Artificial Intelligence (GenAI), ChatGPT, Early-stage Venture Capital, Financial Statement Preparation, Equity Investment, Portfolio Management, Auditing, Enterprise SaaS, Exit Planning, Operating Models, Early-stage Funding, Direct to Consumer (D2C), K-12 Education, Business Planning, Business Analysis, Alternative Investments, Fundraising Consultant, Accounting Software, Tax Software, Payroll & Benefits, SMB Software, Leveraged Buyout (LBO), Negotiation, Marketplaces, Consumer Marketplaces, Ride-hailing, New Business Development, Client Management, Company Research, FMCG, Primary Research, Tax Returns, Accounting Policy, Training, Financial Statements, Management Information, Presentations, Pitch Books, Business to Consumer (B2C), Platforms, Interim CFO, Digital Health, Training & Training Content Development, Clean Energy, On-demand Services, Online Payments, Growth, Investing, Portfolios, Decision Support, Structuring, Wellness, Finance Blog, P&L Management, Private Capital Markets, Public Markets, Strategy, Regulatory Reporting, Value at Risk, MVNO
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