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Duncan Beatty
Verified Expert in Management Consulting
Management Consulting Expert
Lima District, Lima Region, Peru
Toptal member since September 1, 2021
Expertise
ExcelFinancial AnalysisFinancial ForecastingBusiness Analysis ConsultingBusiness ModelingGrowth StrategyInvestment AnalysisCorporate FinanceBusiness DevelopmentStartup ConsultingFractional CFOsFinancial ModelingBudgeting ConsultingFP&AFundraisingSalesforce ConsultingEx-McKinsey ConsultantMarket Research AnalystStartup FundingInvestment Thesis ConsultingRisk Management
Bio
Duncan has a passion for startups. He has experience in business and revenue models, asset allocation, budgeting, forecasting, valuations, and pitch decks and fundraising on many projects during his time in Silicon Valley. His MBA from The Wharton School and mechanical engineering degree perfectly complement finance, technology and operational execution. For him, consulting is a rewarding challenge; he helps clients make good financial decisions and grow their companies successfully.
Career Highlights
General Manager | CFO
Finca Tierra Verde SAC
Senior Manager of Project Administration
Consorcio Minero Horizante
Senior Stratigic Analyst
Amyris
Education Highlights
Master's Degree
The Wharton School of the University of Pennsylvania
Bachelor's Degree
University of Alberta
Certification Highlights
QuickBooks Pro Essential Training
Audited Course (Lynda)
Case Studies
Social Networking Startup | Financial Model with Three Financial Statements
Business PlanningBudgetingFinancial StatementsThree-statement ModelingStartupsEarly-stage Funding+ 46 more
Expertise
- Business Planning
- Cost-benefit Analysis
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fundraising
- Pitch Decks
- Strategy
- Valuation
Work Experience
FP&A Consultant
2024 - PRESENT
Freelance client
- Performed business model analysis and financial modeling for digital transformation projects.
- Analyzed internal processes for redundancies and unnecessary steps across siloed departments to increase efficiencies and reduce costs.
- Evaluated AI agents, LLMs, and SLMs for incorporation into business processes and business services to improve efficiencies and increase customer service and experience.
Focus areas: Financial Planning & Analysis (FP&A), Process Automation, Finance Process Improvement, Business Process Modeling, Business Models, Process Improvement, Digital Transformation, Strategic Planning, Commercial Finance, Data Engineering, Sales Forecasting, Balance Sheet Optimization, Project Management, Budget Controls, Resource Planning & Analysis, Subscriptions, Business Intelligence (BI)
Fractional CFO
2023 - PRESENT
Co-working Club and Art Gallery in New York
- Managed accounting for five different entities. Coordinated with an external accounting firm on tax filing preparation.
- Handled billing for club members (usually an automated payment setup) and collections in special cases.
- Performed financial modeling and forecasting for the growth of the business, as well as scenario analysis for different options.
Focus areas: Accounting, Invoices, Billing & Collections, Accounts Receivable, Business Development, Financials, Startup Consulting, Finance Strategy, Process Automation, Finance Process Improvement, Process Improvement, Strategic Planning, Commercial Finance, Sales Forecasting, Balance Sheet Optimization, Bookkeeping, Budget Controls, Financial Systems, Fractional CFO, Growth Strategy, Accounts Payable, Controller, Subscriptions
Finance and Strategy Lead
2023 - PRESENT
Motion Innovation Platform - New York and Paris
- Analyzed multisided marketplace platform business model to understand the value received by each side, elasticities for each side, and how to approach the pricing to promote ignition of the platform (solve the chicken and egg problem).
- Developed a detailed revenue model with multiple revenue streams for a multisided marketplace platform business model.
- Produced initial 5-year, 3-statement financial forecast including Opex and Capex, revenues, and cash flow.
Focus areas: Financials, Budgeting, Modeling, Forecasting, Marketplace Platforms, Marketplaces, Platforms, SaaS, Enterprise SaaS, Fundraising, Seed Fundraising, Financial Statements, Funding Strategy, Technology, Blockchain & Cryptocurrency, Go-to-market (GTM) Strategy, Business Development, Startup Consulting, Advisory, Finance Strategy, Board Advisory, International Expansion, Strategic Planning, Commercial Finance, Sales Forecasting, Balance Sheet Optimization, R&D, Grants, Market Assessment, Market Sizing, Growth Strategy, Organizational Structure, Resource Planning & Analysis, Accounts Receivable, Subscriptions, Business Intelligence (BI)
CFO, Strategy, FP&A, and Financial Modeling Expert
2021 - PRESENT
Toptal Clients
- Worked with several specialty social networks on their business model, launch strategy, revenue, and expense forecasts, user growth and retention, cash flow analysis, financing needs, fundraising strategy, and execution.
- Performed as CFO for an IoT tech startup focused on improving agriculture. Worked on budgeting, forecasting, and strategy, analyzed and developed employee stock option plan (ESOP), managed accounting, and assisted with closing a seed financing round.
- Performed as CFO for a health and wellness startup. Worked on industry and market analysis, business model, launch strategy, revenue and expense forecasts, cash flow analysis, financing needs, fundraising strategy, IP strategy, and set up accounting.
- Worked with an NFT company with a unique approach related to art sales that involved a DAO and a nonprofit. Worked on the business model, financial forecast, revenue sharing and optimization, and fundraising.
- Worked with edtech company on updating their systems and expanding services. Worked on capital budgeting and asset allocation, evaluating ROI in terms of valuation and P/E multiple appreciations.
- Helped establish an esports business. Worked on the business model, revenue and expense forecasts, cash flow analysis, financing needs, user growth, retention, and valuation.
Focus areas: Accounting, Strategy, Financial Planning & Analysis (FP&A), Financials, Budgeting, Fundraising, Pitch Decks, Startups, Market Research, Launch Strategy, CAPEX, Asset Allocation, Cash Flow Analysis, Profit Maximization, Profitability Analysis, Financial Modeling, Budget Modeling, Business Models, Revenue Modeling, Business Strategy, Competitive Analysis, Competitive Strategy, Market Segmentation, Healthcare Services, Fractional CFO, Social Media Platforms, Business Setup, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, B2B Partnerships, Digital Media, Operating Models, Investment Analysis, CFO, Business Plan Consulting, Fundraising Strategy, Pitch Deck Consultant, Crypto, Blockchain, Agriculture, QuickBooks Online, Media, Pricing Models, Controller, Financial Reporting, Marketplaces, Apps, Business to Business to Consumer (B2B2C), B2C, Business to Consumer (B2C), Business Model Strategy, Corporate Finance Consultant, Equity Valuation, Logistics & Supply Chain, Financial Statements, Funding Strategy, Technology, Energy, Project Finance, Electricity, Building & Construction, P&L Analysis, Education Technology (Edtech), Blockchain & Cryptocurrency, Treasury Management, Asset Tokenization, Tokenization, Green Energy, Renewable Energy, Go-to-market (GTM) Strategy, Business Development, Request for Proposal (RFP), Procurement, Startup Consulting, Advisory, Finance Strategy, Finance Process Improvement, Process Improvement, Board Advisory, Strategic Planning, Data Engineering, Sales Forecasting, Balance Sheet Optimization, Bookkeeping, Gaming, Budget Controls, Financial Systems, Market Assessment, Market Sizing, Growth Strategy, Organizational Structure, Resource Planning & Analysis, Accounts Payable, Accounts Receivable, Subscriptions, Business Intelligence (BI)
Finance and Operations Consultant
2009 - PRESENT
Freelance Consulting
- Performed economic analysis and valuation for a hydroelectric facility. Prepared pitch materials for fundraising.
- Led a project to develop a business case and economic profile for sugarcane ethanol production. Prepared pitch materials for fundraising.
- Developed business cases, financial forecasts, and valuation models for commercial and residential real estate projects.
- Built local teams for agricultural, mining, real estate construction, and hydroelectric projects. Worked on resource identification stage to secure prime candidates for development.
- Researched and developed the post-harvest processing implementation plan and the commercialization plan of premium chocolate for a cacao plantation.
Focus areas: Business Models, Budgeting, Angel/Seed Funding, Business Planning, Business Strategy, Capital Budgeting, Business Plan Consulting, Valuation, Financial Planning & Analysis (FP&A), Strategy, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Renewables, Fundraising Consultant, Financial Forecasting, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, Fundraising, DCF Modeling, Excel 365, Microsoft Excel, Microsoft PowerPoint, Business Analysis, Real Estate, Research, Series A, Process Flows, Process Design, Investment Memoranda, Writing & Editing, Commercial Strategy, Marketing, Go-to-market Plans, Pricing, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, eCommerce, Food & Beverage, Cash Flow, Small & Medium-sized Enterprises (SME), Startup Funding, Opportunity Identification, Cost of Capital, IRR, Return on Invested Capital (ROIC), Edtech Design, Competitive Analysis, Competitive Strategy, Market Research, Business Setup, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, Cost Reduction & Optimization (Cost-down), Operating Models, Business Transformation, Investment Analysis, Construction, Fundraising Strategy, Pitch Deck Consultant, Residential Real Estate, Business Model Strategy, Corporate Finance Consultant, Equity Valuation, Logistics & Supply Chain, Funding Strategy, Energy, Electricity, Building & Construction, P&L Analysis, Green Energy, Renewable Energy, Go-to-market (GTM) Strategy, Request for Proposal (RFP), Procurement, Financials, Startup Consulting, Advisory, Finance Strategy, Strategic Planning, Commercial Finance, Infrastructure, Offering Documents, Project Management, Market Assessment, Market Sizing, Organizational Structure, Resource Planning & Analysis
General Manager | CFO
2017 - 2020
Finca Tierra Verde SAC
- Founded a premium dark chocolate company in Peru, working with local farmers to ensure high-quality cacao sources.
- Developed a business plan, budgets, financial forecast, and implemented the commercialization plan.
- Managed financial operations, including accounting, treasury, control of expenses, and reporting.
- Built and pitched a fundraising presentation to foreign investors to expand capacity and build vertical integration through plantation acquisition.
- Developed and market-tested products, established production processes, and designed and built machines necessary to optimize quality and efficiency.
- Developed brand, logo, and packaging to enhance customer experience. Researched industry to identify target market segmentation, pricing, and marketing plan.
Focus areas: Valuation, Financial Modeling, Budgeting, Product Development, Pitch Decks, DCF Valuation, Startups, Early-stage Funding, Angel/Seed Funding, Excel Expert, Forecasting, Fundraising, Foreign Exchange, Foreign Currency, Emerging Markets, Revenue & Expense Projections, Early-stage Startups, Business Plan Consulting, Impact Investing, Financing, Capital Raising, Investment Thesis, Investor Presentations, Presentations, Storytelling, Business Strategy, Presentation Design, Investment Presentations, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Cap Table Formation, Strategy, Accounting, Cost Accounting, Cap Tables, Exit Strategy, Financial Forecasting, Venture Funding, P&L Forecasting, Corporate Finance, Excel 2016, Private Company Valuation, DCF Modeling, Excel 365, Microsoft Excel, Microsoft PowerPoint, Business Analysis, Research, Series A, Process Flows, Process Design, Writing & Editing, Commercial Strategy, Marketing, Go-to-market Plans, Pricing, Business Models, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Financial Planning & Analysis (FP&A), Operations, Cash Management, Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, eCommerce, Food & Beverage, CFO, Cash Flow, Small & Medium-sized Enterprises (SME), Startup Funding, Growth Analysis, Opportunity Identification, Cost of Capital, IRR, Return on Invested Capital (ROIC), Competitive Analysis, Competitive Strategy, Market Segmentation, Market Research, Inventory, Business Setup, Competition Research, CAPEX Budgeting & Inventory Management, Consumer Products, Cash Flow Forecasting, Cost Reduction & Optimization (Cost-down), Operating Models, Investment Analysis, Fundraising Strategy, Pitch Deck Consultant, Agriculture, Inventory Management, Pricing Models, Controller, Business Model Strategy, Logistics & Supply Chain, Food, Funding Strategy, P&L Analysis, Treasury Management, Go-to-market (GTM) Strategy, Business Development, Request for Proposal (RFP), Procurement, Financials, SOP Development, International Expansion, Strategic Planning, Commercial Finance, Sales Forecasting, Balance Sheet Optimization, Bookkeeping, Controllership, Budget Controls, Financial Systems, Market Assessment, Market Sizing, Growth Strategy, Organizational Structure, Resource Planning & Analysis
Senior Manager of Project Administration
2012 - 2016
Consorcio Minero Horizante
- Managed the CapEx and project team consisting of project managers, engineers, support staff, and contractors. I was also responsible for capital investment projects valuing over $100,000,000.
- Implemented a capital expenditure management system to review, value, and prioritize project investments for economic and strategic impact.
- Performed economic and strategic evaluations and justifications, including cost, benefit, and risk analysis.
- Budgeted and forecasted CapEx and OpEx on individual projects.
- Established the department of projects, including PPM software, procedures, controls, hiring, and training.
- Implemented clean and transparent guidelines for tenders, resulting in a thorough and competitive bidding process, a higher caliber of contractors, and improved cost and quality.
- Led the time, cost, scope, and quality management, logistics and scheduling, obtaining environmental and legal approvals, and contractor management.
Focus areas: Projects, Valuation, Asset Allocation, Budgeting, CAPEX, Pitch Decks, DCF Valuation, Three-statement Modeling, Investor Relations, Excel Expert, Forecasting, Financial Modeling, Foreign Currency, Emerging Markets, Comparable Company Analysis, Revenue & Expense Projections, Financing, Investor Presentations, Presentations, Streaming, Business Strategy, Presentation Design, Investment Presentations, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Accounting, Cost Accounting, Financial Forecasting, P&L Forecasting, Corporate Finance, Excel 2016, Private Company Valuation, DCF Modeling, Excel 365, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, Research, Manufacturing, Process Flows, Process Design, Writing & Editing, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Financial Planning & Analysis (FP&A), Operations, Cash Management, Investment Return Scenario Analysis, Cash Flow, Integration, Growth Analysis, Opportunity Identification, Cost of Capital, IRR, Return on Invested Capital (ROIC), Competitive Strategy, Market Research, Inventory, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, Turnaround, Cost Reduction & Optimization (Cost-down), Business Transformation, Investment Analysis, Construction, ERP Implementation, Mining, Pitch Deck Consultant, Inventory Management, Financial Reporting, Logistics & Supply Chain, Project Finance, Electricity, Building & Construction, P&L Analysis, Request for Proposal (RFP), Procurement, Financials, Process Automation, Finance Process Improvement, Process Improvement, SOP Development, Board Advisory, International Expansion, Commercial Finance, Data Engineering, Infrastructure, Offering Documents, Mergers & Acquisitions (M&A), M&A (Buy-side), Project Management, Budget Controls, Financial Systems, Organizational Structure, Resource Planning & Analysis
Senior Stratigic Analyst
2007 - 2008
Amyris
- Managed the five-year financial plan and valuation model, consolidating cross-border legal entities with complex shareholder structures and multiple currencies.
- Participated in fundraising and led financial due diligence talks – the company raised $90,000,000 in 2007 and 2008.
- Drove the company-wide budgeting process, producing our first robust annual OpEx and CapEx budget. Led the forecasting process for internal tracking accuracy and IPO preparedness.
- Managed and mentored a financial analyst and a budget manager, delegating workload and developing a team skillset to ensure department stability as the company grew.
- Performed strategic and economic analysis, comparing business models and currency and commodity risk to determine optimal development path.
- Conducted the analysis that resulted in our first two business development initiatives; a second-generation bio-fuel commercialization JV and an ethanol supply and marketing subsidiary. Acted as the key team member executing on those initiatives.
- Selected and managed external consulting teams for projects to evaluate new ethanol market attractiveness and conduct market research to determine pricing premium for our product.
Focus areas: Financial Planning & Analysis (FP&A), Capital Budgeting, Operating Expenses (OPEX), Financial Modeling, Valuation, Strategy, Pitch Decks, DCF Valuation, Three-statement Modeling, Startups, Investor Relations, Early-stage Venture Capital, Excel Expert, Forecasting, Fundraising, Foreign Exchange, Foreign Currency, Comparable Company Analysis, Revenue & Expense Projections, Financial Software, Financing, Capital Raising, Investment Thesis, Investor Presentations, Presentations, Storytelling, Business Strategy, Presentation Design, Investment Presentations, Finance, Financial Analysis, M&A Modeling, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Cap Table Formation, Renewables, Accounting, Cost Accounting, GAAP, US GAAP, Cap Tables, Financial Forecasting, Venture Funding, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, DCF Modeling, Excel 365, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, United States, Research, Biotechnology, Process Flows, Mergers & Acquisitions (M&A), Writing & Editing, Commercial Strategy, Go-to-market Plans, Pricing, Business Models, Due Diligence, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, Data Analysis, Data Analytics, EBITDA, Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, International Finance, Cash Flow, Startup Funding, Growth Analysis, Opportunity Identification, Cost of Capital, IRR, Competitive Analysis, Competitive Strategy, Market Segmentation, Market Research, Competition Research, CAPEX Budgeting & Inventory Management, Cash Flow Forecasting, B2B Partnerships, Cost Reduction & Optimization (Cost-down), Operating Models, Business Transformation, Investment Analysis, ERP Implementation, Hyperion, Business Plan Consulting, Fundraising Strategy, Pitch Deck Consultant, Agriculture, Inventory Management, Pricing Models, Financial Reporting, Business Model Strategy, Equity Valuation, Logistics & Supply Chain, Financial Statements, Technology, Energy, Building & Construction, Monte Carlo Simulations, P&L Analysis, Joint Ventures, Joint Venture Development, Green Energy, Renewable Energy, Go-to-market (GTM) Strategy, Business Development, Request for Proposal (RFP), Procurement, Financials, Startup Consulting, Advisory, Finance Strategy, Process Automation, Finance Process Improvement, Process Improvement, Board Advisory, International Expansion, Strategic Planning, Commercial Finance, Data Engineering, Sales Forecasting, M&A (Buy-side), Budget Controls, Financial Systems, R&D, Grants, Financial Records, Market Assessment, Market Sizing, Growth Strategy, Organizational Structure, Resource Planning & Analysis
Finance and Business Consultant
2000 - 2008
Freelance Consulting
- Developed a financial risk management tool for non-financial SME firms. Researched and interviewed potential customers to understand market needs and define product requirements.
- Developed strategic and financial plan for the biotech company utilizing gene therapy. Initiated business development by building a team to focus on licensing partnership as a path to commercialization.
- Researched prior art and wrote a patent application for a secure wireless access device, now published as number 20030204526. Performed market and competitive analyses and wrote a business plan.
- Performed market research, business model, and pitch deck development, pilot customer search, and fundraising assistance for a SaaS company in the insurance space that raised a seed round at that time.
- Developed revenue model, five-year budget, and three-statement financial forecast for local social networking company to prepare for fundraising.
Focus areas: Angel/Seed Funding, Budgeting, Business Models, Business Plan Consulting, Business Planning, Business Strategy, Capital Budgeting, Capital Raising, Comparable Company Analysis, Valuation, DCF Modeling, DCF Valuation, Discounted Cash Flow (DCF), Risk Management, Financial Risk Management, Business Risk Assessment, Financial Risk Analysis, Market Research, Strategy, Growth Strategy, Patents, Product Licensing, Intellectual Property, Financial Modeling, Fundraising, Seed Fundraising, Software as a Service (SaaS), Private Equity, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Exit Strategy, Financial Forecasting, Venture Funding, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, Excel 365, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, Real Estate, United States, Social Networks, Research, Biotechnology, Series A, Process Flows, Life Science, Investment Memoranda, Writing & Editing, Commercial Strategy, Go-to-market Plans, Pricing, Due Diligence, Investments, Market Research & Analysis, Financial Management, EBITDA, SaaS, Financial Planning & Analysis (FP&A), Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, FDA & EPA Regulations, Small & Medium-sized Enterprises (SME), Startup Funding, Growth Analysis, Opportunity Identification, Social Media Apps, Cost of Capital, IRR, Insurance, Venture Capital, Competitive Analysis, Competitive Strategy, Market Segmentation, Healthcare Services, Social Media Platforms, Business Setup, Competition Research, Cash Flow Forecasting, B2B Partnerships, Cost Reduction & Optimization (Cost-down), Operating Models, Business Transformation, Fundraising Strategy, Pitch Deck Consultant, Pricing Models, Marketplaces, Business to Business to Consumer (B2B2C), B2C, Business to Consumer (B2C), Business Model Strategy, Corporate Finance Consultant, Equity Valuation, Financial Statements, Funding Strategy, Technology, Value at Risk, P&L Analysis, Go-to-market (GTM) Strategy, Financials, Startup Consulting, Advisory, Finance Strategy, Strategic Planning, Sales Forecasting, Financial Records, Market Assessment, Market Sizing, Organizational Structure
Finance and Operations Consultant
2006 - 2007
Microsoft
- Performed QoS benchmarking and capacity analysis and forecasting for new email product rollout.
- Provided direction for product build-out and CapEx spend decisions of $100,000,000.
- Managed an outsourcing initiative, including value-added analysis and vendor evaluations.
Focus areas: Data Analysis, Capital Budgeting, Outsourcing, Excel Expert, Financial Modeling, Revenue & Expense Projections, Presentations, Business Strategy, Presentation Design, Consulting, Management Consulting, Finance, Financial Analysis, Cash Flow Modeling, Strategy, Cost Accounting, Fundraising Consultant, Financial Forecasting, P&L Forecasting, Corporate Finance, Excel 2016, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, Microsoft PowerPoint, Business Analysis, United States, Research, Writing & Editing, Investments, Financial Management, Data Analytics, Financial Planning & Analysis (FP&A), Operations, Scenario Analysis, Investment Return Scenario Analysis, Integration, Competitive Strategy, CAPEX Budgeting & Inventory Management, Cost Reduction & Optimization (Cost-down), Investment Analysis, Corporate Finance Consultant, Technology, Financials, Process Improvement, Project Management, Financial Systems
Teaching Assistant, Advanced Corporate Finance
2005 - 2007
The Wharton School
- Acted as a teaching assistant for Advanced Corporate Finance, a strategy and valuation class. Learned and applied different valuation methods to projects, products, or companies, including cost, benefit, risk evaluations, and industry factors.
- Attended all classes and tutored students on the concepts when needed to ensure a good understanding.
- Graded all the assignments and reviewed with students when needed. Assigned grades for the course.
Focus areas: Valuation, Strategy, DCF Modeling, DCF Valuation, Discounted Cash Flow (DCF), Financials, Education, Asset Allocation, Budgeting, Business Models, Business Planning, Accounting, Business Strategy, Financial Forecasting, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Excel 2016, Private Company Valuation, Microsoft Excel, Business Analysis, United States, Investments, Market Research & Analysis, Financial Management, Cash Flow Management, EBITDA, Financial Planning & Analysis (FP&A), Scenario Analysis, Investment Return Scenario Analysis, Transaction Comparables, International Finance, Cash Flow, Growth Analysis, Cost of Capital, IRR, Return on Invested Capital (ROIC), Cash Flow Forecasting, Investment Analysis, Strategic Planning
Co-founder, Finance and Strategy
2002 - 2004
Ecoventure
- Built an environmental engineering company serving the oilfield industry to help keep clients in compliance with government regulations concerning soil and groundwater contamination.
- Analyzed the oilfield services industry to identify high potential market niches. Developed and executed a business plan that led to the establishment of a service-oriented organization growing at 75% annually.
- Evaluated structuring and financing alternatives. Recommendation led to complete change in the strategic plan, enabling founders to maintain control and focus on expertise and customer service.
Focus areas: Business Planning, Financing, Three-statement Modeling, Startups, Excel Expert, Forecasting, Financial Modeling, Revenue & Expense Projections, Early-stage Startups, Business Plan Consulting, Investment Thesis, Presentations, Storytelling, Business Strategy, Presentation Design, Finance, Financial Analysis, Cash Flow Analysis, Cash Flow Modeling, Revenue Projections, Strategy, Exit Strategy, Financial Forecasting, P&L Forecasting, Corporate Finance, Excel 2016, Microsoft Excel, Business Analysis, Research, Mergers & Acquisitions (M&A), Writing & Editing, Commercial Strategy, Business Models, Due Diligence, Market Research & Analysis, Financial Management, Cash Flow Management, Financial Planning & Analysis (FP&A), Cash Management, Scenario Analysis, Investment Return Scenario Analysis, Cash Flow, Small & Medium-sized Enterprises (SME), Startup Funding, Growth Analysis, Opportunity Identification, Competitive Analysis, Competitive Strategy, Market Segmentation, Market Research, Business Setup, Competition Research, Operating Models, Business Transformation, CFO, Oil & Gas, Fundraising Strategy, Strategic Planning, Organizational Structure, Resource Planning & Analysis
Manufacturing Product Manager
2000 - 2002
Onix Microsystems Inc.
- Brought together the development and manufacturing engineering, purchasing, and manufacturing efforts to establish manufacturable design and manufacturing processes and have quality components and a trained manufacturing group ready.
- Helped establish operations department to meet the initial four-month delivery deadline by preparing capital expenditure budgets and COGS forecasts, hiring personnel, and developing workflow.
- Managed a relationship with the primary contract manufacturing vendor, vastly improving communication amongst cross-company teams and enabling technology transfer to match the aggressive in-house schedule for the first time.
- Acted as the lead member of the emergency response entry team for responding to hazardous materials incidents in the facility.
Focus areas: Operations, Manufacturing, Outsourcing, Process Flows, Process Design, Capital Equipment, Work Process Design, Process Definition, Vendor Management, Vendor Selection, Vendors & Suppliers, Technology Transfer, Project Management, Excel 2016, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, United States, Research, Writing & Editing, Data Analysis, Data Analytics, Scenario Analysis, Integration, Small & Medium-sized Enterprises (SME), Inventory, Cost Reduction & Optimization (Cost-down), Inventory Management, Logistics & Supply Chain, Process Improvement, SOP Development, Offering Documents, R&D, Organizational Structure, Resource Planning & Analysis
Senior Manufacturing Engineer | Test Department Supervisor
1998 - 2000
Star Medical
- Managed manufacturing engineering and testing of every aspect of a solid-state diode medical laser system to improve quality and reduce costs. Organized and managed a test department to fulfill customer orders and meet production quotas.
- Managed a team of engineers and technicians with line responsibility for throughput and quality.
- Increased primary medical laser product production by 15x over an eight-month period while improving quality by 7% per month as measured by customer service calls.
- Implemented process and design changes to reduce costs and retain product margins as sales price dropped 30%.
- Coordinated with RA and QA departments on quality and FDA and ISO compliance, materials and purchasing departments on shortages and vendor issues, and engineering and R&D departments on quality improvement, design changes, and new products.
Focus areas: Manufacturing, Engineering, Testing, QA Testing, Production, Electronics, Process Design, Product Design, Vendors & Suppliers, Vendor Selection, Vendor Management, Costs, Quality Control (QC), Production & Quality, Quality Management, Customer Service, Customer Support, Management, Reporting, Key Performance Indicators (KPIs), Microsoft Excel, United States, Research, Process Flows, Writing & Editing, Data Analysis, Data Analytics, Operations, Scenario Analysis, FDA & EPA Regulations, Integration, Small & Medium-sized Enterprises (SME), Healthcare Services, Inventory, Cost Reduction & Optimization (Cost-down), ERP Implementation, Inventory Management, Logistics & Supply Chain, Process Improvement, SOP Development, Offering Documents, R&D, Organizational Structure, Resource Planning & Analysis
Various Positions
1989 - 1997
Petroleum Industry
- Designed and operated a chemical recycling system, including flow process and physical layout, and calculated preliminary specifications for the process like heat exchange sizing, pressure loss, pressure vessel sizing, flow capacity, and pump sizing.
- Designed custom valves for specialty chemical applications and managed small production runs overseeing quality assurance, on-time delivery, vendor negotiations, and material purchasing.
- Operated a petroleum processing plant and a power generation plant.
- Installed and monitored cathodic protection systems on pipelines and in refineries to prevent corrosion and leaks.
Focus areas: Engineering, Mechanical Design, Mechanical Engineering, Petrochemicals, Power Generation, Operations, Design, Key Performance Indicators (KPIs), Research, Manufacturing, Process Flows, Process Design, Data Analysis, Data Analytics, Scenario Analysis, Inventory, Cost Reduction & Optimization (Cost-down), Construction, Oil & Gas, Inventory Management, Logistics & Supply Chain, Energy, Electricity, Process Improvement, SOP Development, R&D
Education
2003 - 2005
Master's Degree in Business Administration (MBA) and Finance with Honors
The Wharton School of the University of Pennsylvania - San Francisco, US
1989 - 1994
Bachelor's Degree in Mechanical Engineering
University of Alberta - Edmonton, Alberta, Canada
Certifications
AUGUST 2021 - PRESENT
QuickBooks Pro Essential Training
Audited Course (Lynda)
AUGUST 2013 - PRESENT
Programa de Formulación, Evaluación y Gestión de Proyectos Mineros
Gerens
Skills
Finance
Valuation, Financial Modeling, Budgeting, Asset Allocation, Financial Planning & Analysis (FP&A), Project Evaluation, Cost-benefit Analysis, Valuation Modeling, Forecasting, DCF Valuation, Three-statement Modeling, Revenue & Expense Projections, Investment Thesis, Market Research, Cash Flow Modeling, P&L Forecasting, Weighted Average Cost of Capital (WACC), Corporate Finance, Private Company Valuation, Financial Management, Cash Management, Investment Return Scenario Analysis, Cash Flow, Cost of Capital, Cash Flow Forecasting, Cost Reduction & Optimization (Cost-down), Equity Valuation, Finance Strategy, Fundraising, Capital Budgeting, Operating Expenses (OPEX), Data Analysis, Capital Raising, Due Diligence, Revenue Modeling, Comparable Company Analysis, M&A Modeling, Cap Table Formation, Accounting, Venture Funding, Series A, Mergers & Acquisitions (M&A), Pricing, CFO, Startup Funding, Controller, Financial Reporting, Funding Strategy, Project Finance, Finance Process Improvement, Commercial Finance, M&A (Buy-side), Business Intelligence (BI), Seed Fundraising, Angel/Seed Funding, Discounted Cash Flow (DCF), Financial Risk Analysis, Investment Memoranda, International Finance, Private Equity, Profitability Analysis, Blockchain
Output Software
Microsoft Excel, Microsoft PowerPoint, Excel 2016
Industry Expertise
Early-stage Startups, Mining, Agriculture, Technology, Building & Construction, Real Estate, Food & Beverage, Construction, Oil & Gas, Energy, Electricity, Education Technology (Edtech), Renewable Energy, Insurance, Venture Capital, Electronics, Consumer Products, Residential Real Estate, Food
Geographic Expertise
United States
Data & Analysis Software
QuickBooks Online, Intuit QuickBooks, Hyperion
Other
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