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Chace Jones
Verified Expert in Management Consulting
Management Consulting Expert
Highlands, NC, United States
Toptal member since October 31, 2022
Bio
Chace is an accomplished professional with 13 years of expertise in building and growing companies, successfully negotiating deals worth over $100 million, raising more than $50 million in equity, and leading M&A endeavors. He has led strategy, finance, operations, and product efforts for enterprises and SMBs, generating hundreds of millions in revenue and cost savings. Chace joined Toptal to provide CFO and COO services and help companies with fundraising and M&A.
Career Highlights
Founder | CEO
Vista Partners
Director of Strategy and New Business Development
1-800 Contacts
Education Highlights
Master's Degree
Brigham Young University
Bachelor's Degree
Brigham Young University
Certification Highlights
Disruptive Strategy
Harvard Business School Online
Certified Public Accountant (CPA)
Virginia Board of Accountancy
Case Studies
Vision Insurance Business Case
Financial ModelingData AggregationData AnalysisPresentationsNew Product Business CasesNew Business Development+ 3 more
M&A and Fundraise Process
Financial ModelingPitch PresentationsData AggregationFinancial StatementsKey Performance MetricsCollaboration+ 13 more
Expertise
- Collaboration
- Data Analysis
- Financial Modeling
- Fundraising
- LTV:CAC
- Market Research
- Mergers & Acquisitions (M&A)
- Strategy
Work Experience
Founder | CEO
2022 - PRESENT
Vista Partners
- Created a comprehensive financial model for a B2B SaaS company. Aggregated and cleaned up data across multiple tools (i.e., Salesforce, Zoho) to highlight revenue growth opportunities and improved efficiencies. Participated in fundraising strategy.
- Aggregated data within a crypto marketplace to identify the current value of crypto assets and allow for scenario planning based on potential fundraising solutions. Created a clear picture of current financial standing with crypto assets.
- Acted as a fractional CFO for a peer-to-peer marketplace, enabling both sides to leverage unused assets and increase efficiency. Managed treasury efforts on $9M+ investment funds. Identify key cost savings and revenue-generating levers.
Focus areas: Fundraising, Financial Modeling, Financial Statements, Key Performance Metrics, Investor Reporting, Operational Modeling, QuickBooks Online, Startups, Funding Strategy, Seed Fundraising, Pitch Decks, Fundraising Strategy, Financial Planning & Analysis (FP&A), Reporting, Early-stage Venture Capital, Interim CFO, Fundraising Consultant, CFO
Vice President of Strategy and Corporate Development
2020 - 2022
Lendio
- Directed initiatives that produced $10 billion in funded Paycheck Protection Program (PPP) loans for over 170 thousand businesses, working across the finance, operations, analytics, sales, partnerships, marketing, and product departments.
- Led and managed mergers and acquisitions (M&A) and fundraising efforts, interfacing with bankers and investors, resulting in a multimillion-dollar raise in early 2022. Created materials used for investor presentations and board communications.
- Built the company's five-year financial model with critical scenario analysis and planning, improving company performance and potential growth visibility, which required data aggregation and evaluation, along with cross-functional collaboration.
- Evaluated the viability of two business units through market research, data analysis, financial modeling, and product and market fit. Presented results to the management teams.
- Created and tested a loan pre-approval marketing campaign, leveraging a database of around a million users.
Focus areas: Fundraising, Mergers & Acquisitions (M&A), Strategy, Investor Relations, Board Decks, Financial Modeling, Data Aggregation, Data Analysis, Partnerships, Sales & Channel Enablement, Cross-functional, Collaboration, M&A Modeling, Due Diligence, Valuation, M&A (Buy-side), Forecasting, Revenue & Expense Projections, Cash Flow Analysis, Venture Capital, Consumer Lending, Three-statement Modeling, Software as a Service (SaaS), Venture Funding, Pitch Decks, Startups, Funding Strategy, Fundraising Strategy, Financial Planning & Analysis (FP&A), Reporting, Fundraising Consultant
Director of Strategy and New Business Development
2018 - 2020
1-800 Contacts
- Led the creation of a new eCommerce site that included virtual try-on technology for glasses and integrated the lab and fulfillment services for a Fortune 10 partner.
- Created the business case and negotiated the agreement with a top three vision insurance company, locking in multimillion-dollar recurring revenue.
- Managed the build and launch of a web-based vision exam within four weeks, which included video and voice recording capabilities, leading to an increase of 25% in conversion within 10 weeks.
- Guided the creation and execution of a product redesign, new marketing campaign, and personalized video for the web-based vision exam. Paved the way for achieving a 2-3 times larger future growth in new and repeat customer usage.
- Analyzed the shipping cost and online order conversion, recommending an approach with $10 million in savings. Coordinated A/B testing as part of the implementation of the recommendations.
- Increased by three times the product development value delivered by uniting two teams, hiring a lead developer, and establishing processes.
Focus areas: Product Development, Marketing, Partnerships, Customer Journey, Distribution Operations, New Product Business Cases, New Products, Launch Strategy, Forecasting, Revenue & Expense Projections, Startups, Pitch Decks, Financial Planning & Analysis (FP&A), Reporting
Strategy and Corporate Development Manager
2017 - 2018
Backcountry
- Worked on key M&A opportunities, interfacing with bankers and strategic partners and delivering high-quality data presentations and models, such as the customer lifetime value (LTV) model.
- Co-led an acquisition by sourcing and evaluating potential targets, making recommendations, negotiating terms, and helping in drafting legal agreements.
- Created the email marketing strategy, including an implementation plan with key milestones and key performance indicators (KPIs), paving the way through personalized emails to increase engagement and product purchases by more than 10%.
- Evaluated multiple opportunities, including the divestiture of an investment, creating company-branded products, such as apparel, and improving efficiency within the distribution center.
Focus areas: Mergers & Acquisitions (M&A), Partnerships, Strategy, LTV:CAC, Customer Data, Marketing, M&A Modeling, Due Diligence, Valuation, M&A (Buy-side), Forecasting, Revenue & Expense Projections, Cash Flow Analysis, Three-statement Modeling, Pitch Decks, Financial Planning & Analysis (FP&A), Reporting
Business Administration Intern
2015 - 2017
Multiple Projects and Organizations
- Sourced, evaluated, and recommended the deal pursued and finalized by the search fund, acquiring three dental offices, each with over $1 million in earnings before interest, taxes, depreciation, and amortization (EBITDA).
- Performed due diligence on multiple companies, built strategic partnerships, and managed teams through due diligence and investment processes.
- Increased international revenue by 225% through targeted social media marketing.
- Created a go-to-market strategy targeting US Hispanics, managing the translation process.
- Developed a framework to facilitate profit and growth trade-off decisions within the product portfolio.
Focus areas: Search Fund, Internationalization, Growth, Corporate Development, Early-stage Venture Capital, Due Diligence, Venture Capital, Venture Funding, Startups, Fundraising, Fundraising Strategy, Financial Planning & Analysis (FP&A), Reporting
Senior Financial Analyst
2013 - 2015
Orbital ATK (acquired by Northrop Grumman)
- Influenced strategic decisions and managed finances for a $1.4 billion commercial program. Received specific leadership training and mentoring as a high-potential leader.
- Led the negotiation of international contracts resulting in over $100 million in incremental revenue.
- Developed a strategy for new and follow-on business proposals and modeled the respective financial impacts.
- Designed and implemented standard cost reports from multiple inter-relational database systems to monitor and evaluate the weekly performance of $2 billion commercial programs.
- Created an innovative report to pinpoint causes of production errors, leading to a 70% error reduction.
Focus areas: Financial Modeling, Data Aggregation, Data Analysis, Process Flows, Operations, Lean Manufacturing, Operational Modeling, Forecasting, Revenue & Expense Projections, Cash Flow Analysis, Controller, Three-statement Modeling, Travel, Financial Planning & Analysis (FP&A), Reporting
Senior Auditor
2011 - 2013
Deloitte
- Managed teams to ensure projects were planned and executed effectively and within budget.
- Developed a complex valuation model for the real estate industry, highlighting an error in current valuations, resulting in more accurate reporting to investors.
- Identified a $2 million misstatement, resulting in the client deploying major changes to its inventory process.
Focus areas: Audits, Process Flows, Contract Review, Financial Statements, Data Analysis, Financial Modeling, Controller, Three-statement Modeling, Food, Food Production
Associate Auditor
2009 - 2011
EY
- Served a $1 billion high-growth renewable energy company with private equity sponsorship and significant global expansion, evaluating the management team and analyzing operational and accounting data.
- Created a model for aggregating and analyzing journal entries, streamlining the audit of a weather technology application.
- Worked autonomously on client projects with the international operations team and mentored staff.
Focus areas: Audits, Financial Statements, Contract Review, Data Analysis, Financial Modeling, Process Flows, Renewable Energy, Controller, Three-statement Modeling
Education
2015 - 2017
Master's Degree in Business Administration (MBA)
Brigham Young University - Provo, Utah, USA
2005 - 2009
Bachelor's Degree in Accounting
Brigham Young University - Provo, Utah, USA
Certifications
SEPTEMBER 2017 - PRESENT
Disruptive Strategy
Harvard Business School Online
DECEMBER 2010 - JUNE 2020
Certified Public Accountant (CPA)
Virginia Board of Accountancy
Skills
Finance
Fundraising, Financial Modeling, Data Analysis, Forecasting, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Due Diligence, Controller, Three-statement Modeling, Venture Funding, Funding Strategy, Mergers & Acquisitions (M&A), Market Research, Big 4 Accounting, Valuation, M&A (Buy-side), Seed Fundraising, CFO, Accounting, M&A Modeling, Corporate Finance, Consumer Lending
Data & Analysis Software
QuickBooks Online, Tableau
Industry Expertise
Venture Capital, Renewable Energy, Food, Food Production
Other
Microsoft, Data Aggregation, Collaboration, Pitch Decks, Reporting, Fundraising Strategy, Google Workspace, Early-stage Venture Capital, Strategy, Jobs to be Done (JTBD), Partnerships, LTV:CAC, Interim CFO, Business Models, Cash Flow Analysis, Software as a Service (SaaS), Startups, Fundraising Consultant, Zoho, Salesforce Sales Cloud, Cap Tables, Teaching, Training, Finance, Writing & Editing, Search Fund, Investments, Negotiation, Marketing, Contract Drafting, Presentations, Networking, Product Development, Sales, Market Disruption, Tax Accounting, Audits, Investor Relations, Board Decks, Sales & Channel Enablement, Cross-functional, Customer Journey, Distribution Operations, New Product Business Cases, New Products, Launch Strategy, Customer Data, Process Flows, Operations, Lean Manufacturing, Financials, Contract Review, New Business Development, Pitch Presentations, Financial Statements, Key Performance Metrics, Domo, Internationalization, Growth, Corporate Development, Operational Modeling, Marketing Strategy, Innovation, Travel, Investor Reporting, Social Media Apps
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