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Verified Expert in Management Consulting
Management Consulting Expert
Seattle, WA, United States
Toptal member since December 9, 2020
Bio
With rolled-up sleeves, Jared's led the finance functions for entities with assets in excess of $1 billion. He joined the Toptal network to leverage his experience as a front-line finance leader (corporate modeling, 13-week cash-flow forecasts, Power BI reporting, and day-to-day accounting) to help startups and mid-sized organizations flourish. Jared has learned from his experiences in large corporations at Praxair and in early to mid-stage PE-backed firms (Quantum Energy Partners) in Texas.
Career Highlights
Finance Expert | Interim CFO
Toptal Clients
Tax and Finance Manager
Vernon E Faulconer, Inc.
Senior Manager of Finance
Torqued-Up Energy Services
Education Highlights
Master of Business Administration (MBA) Degree
University of Texas, Tyler
Bachelor's Degree
Stephen F. Austin State University
Case Studies
Seed Financial Model
Seed FundraisingModelingFinancial Planning & Analysis (FP&A)M&A ModelingPro Forma Financial StatementsThree-statement Modeling+ 33 more
Interactive Power BI P&L
Profit & Loss (P&L)P&L ForecastingMicrosoft Power BIFinancial Reporting DashboardsInteractive DashboardsSQL+ 26 more
Software Expertise
- Power Pivot
Other Expertise
- 13-week Cash Flow
- Board Decks
- Finance
- Financial Modeling
- Fractional CFO
- Microsoft Power BI
- Three-statement Modeling
Work Experience
Financial Analyst
2024 - PRESENT
Communal Coffee LLC.
- Developed consolidating financial model for multiple companies out of QuickBooks.
- Built a three-statement forecast model for the various entities being consolidated—once consolidated financials from QBO.
- Implemented a month-end review procedure with the leadership team for KPI review and cash-flow projections.
Focus areas: Cash Flow Analysis, Financial Analysis, Intuit QuickBooks, P&L Analysis, P&L Forecasting, Financial Modeling, Forecasting, Turnaround Management, Financial Forecasting, Scenario Analysis
Financial Modeling Expert
2023 - PRESENT
Kibo Inc.
- Developed integrated 5-year financial model for Series A funding.
- Outlined plan to positive cash flow by integrating cost management and revenue management tactics.
- Integrated actual financial data into model to execute variance analysis.
Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Financial Data, Business Consulting, Business Plan Consulting, Internal Financial Reporting, Cash Management, Nonprofits, Small Business Management, Cash Flow Forecasting, Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Intuit QuickBooks, Analytical Dashboards, Sensitivity Analysis, Startups, P&L Management, Team Leadership, Education Technology (Edtech), Financials, Finance Operation Improvements, SaaS, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Balance Sheets, Capital Raising, Depreciation, GAAP, eCommerce Analysis, Financial Forecasting, Scenario Analysis
Director of Finance
2021 - PRESENT
Private School
- Developed a three-year plan to remove the reliance on fundraising to balance the annual budget. Each year enabled our resource advancement team to migrate to major gifts focused on a long-term endowment to make education more affordable.
- Implemented an all-inclusive tuition model making tuition approachable for families.
- Oversaw the annual budget of a 1,200-plus student private school with less than a $20 million annual budget.
Focus areas: Accounting, Operations, Budgeting, Annual Budgets, Forecasting, Charity, Reconciliation, Education, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Billing & Collections, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Monthly Close Process, Modeling, Performance Improvement, Financial Analysis, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Turnaround, Profitability Optimization, Dashboards, Key Performance Indicators (KPIs), US GAAP, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Nonprofits, Small Business Management, Cash Flow Forecasting, Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Analytical Dashboards, Sensitivity Analysis, P&L Management, Intercompany Accounting, Strategic Planning, Team Leadership, Education Technology (Edtech), Human Resources (HR), Financials, Taxation, Finance Operation Improvements, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Balance Sheets, Depreciation, GAAP, Financial Forecasting, Scenario Analysis
Finance Expert | Interim CFO
2020 - PRESENT
Toptal Clients
- Enhanced the corporate financial model for a consumer packaged goods company to be used for financing.
- Developed a financial model and pitch deck for a royalty acquisition startup.
- Served as a lead finance and pricing expert to help expand a cloud-based professional services business.
Focus areas: CFO, Modeling, Finance, Accounting, Audits, Cash Flow Management, Manufacturing, Business Analysis, Startup Funding, Business Development, Fractional CFO, Bank Reconciliation, Reconciliation, Reporting, Marketplaces, eCommerce Platforms, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Early-stage Startups, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Monthly Close Process, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Turnaround, Profitability Optimization, Dashboards, Key Performance Indicators (KPIs), Medical Devices, US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, QuickBooks Online, Financial Data, Business Consulting, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Cash Flow Forecasting, Leveraged Finance, Direct to Consumer (D2C), Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Intuit QuickBooks, Analytical Dashboards, Sensitivity Analysis, Startups, P&L Management, M&A Strategy, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Taxation, Finance Operation Improvements, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Balance Sheets, Capital Raising, Depreciation, GAAP, eCommerce Analysis, Financial Forecasting, Scenario Analysis
Manager of Financial Planning and Analysis (FP&A)
2018 - PRESENT
Tanos Exploration II, LLC
- Led the corporate 3-statement financial modeling with assets in excess of $1 billion and operating budgets in excess of $250 million per year.
- Developed an SQL-integrated 13-week cash-flow forecast for operations with an annual operating budget in excess of $250 million.
- Managed treasury functions and multiple syndicated credit facilities totaling up to $500 million.
- Developed and implemented a Power BI environment inclusive of P&L reporting for over 3,000 profit centers, a cash-flow dashboard, and an operations-level break-even calculator.
- Led corporate risk management processes, including multiple general liability claims in excess of $1 million each.
- Automated accounts payable processes, reducing annual G&A costs by more than $250,000 per year.
Focus areas: Valuation Modeling, Audits, Controller, Valuation, M&A (Sell-side), M&A (Buy-side), Controllership/Accounting, QuickBooks Online, Finance Reports, Pitch Deck Consultant, Fundraising, Excel Modeling, FPA, Forecasting, Acquisitions, Business Modeling, Business Models, Pitch Decks, Bank Covenants, Term Sheet Negotiations, Mergers & Acquisitions (M&A), Accounting, Oil & Gas, Upstream Oil & Gas Management, Private Equity, Three-statement Modeling, 13-week Cash Flow, Budget Modeling, Interim CFO, Cash Flow Modeling, eCommerce, Business Planning, Revenue & Expense Projections, Financial System Implementation, Controllership, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Revenue Modeling, Business Strategy, CFO, Cash Flow Management, Manufacturing, Data Visualization, Business Analysis, Process Flows, Investment Banking, Financial Reporting, Business Development, Bank Reconciliation, Reconciliation, Tax Accounting, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Early-stage Startups, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Monthly Close Process, Modeling, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Turnaround, Dashboards, Key Performance Indicators (KPIs), US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Cash Flow Forecasting, Leveraged Finance, Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Analytical Dashboards, Sensitivity Analysis, P&L Management, M&A Strategy, Intercompany Accounting, ERP Implementation, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Taxation, Finance Operation Improvements, Budget Management, Expense Management, Excel Expert, Balance Sheets, Capital Raising, Depreciation, GAAP, Turnaround Management, Financial Forecasting, Scenario Analysis
Financial Modeling Expert (Edtech Startup)
2023 - 2023
Kibo Inc.
- Developed three-statement model for SAAS startup including income statement, balance sheet and cashflow statement.
- Integrated scenario modeling to be able to forecast five years based various scenarios.
- Prepared user summaries for financial models to be used in investor presentations.
Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Financial Forecasting, Scenario Analysis
Financial Modeling Expert
2023 - 2023
LA Breakers FC
- Developed a 3-statement-integrated financial model for the board of directors' reporting and management.
- Integrated QuickBooks and industry-specific CRM data into the model to provide historical reports and forecasted exception reporting.
- Identified around $400,000 of unbilled revenue via simplified exception billing.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Financial Data, Business Consulting, Business Plan Consulting, Internal Financial Reporting, Cash Management, Nonprofits, Small Business Management, Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Intuit QuickBooks, Analytical Dashboards, Sensitivity Analysis, P&L Management, ERP Implementation, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Taxation, Finance Operation Improvements, Expense Management, Excel Expert, Balance Sheets, Depreciation, GAAP, Financial Forecasting, Scenario Analysis
Fractional CFO
2023 - 2023
Dani Austin LLC
- Implemented consolidating financial model and reporting architecture for multi-entity organizations.
- Executed monthly, quarterly, and annual accounting (book and tax).
- Onboarded the organization to QuickBooks Online as the accounting system.
Focus areas: Accounting, CFO, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Family Office, Family Office Management, Fractional CFO, Interim CFO, QuickBooks Online, Financial Data, Business Consulting, Business Plan Consulting, Cash Management, Small Business Management, Cash Flow Forecasting, Financial Statements, Cash Flow Analysis, P&L Analysis, Intuit QuickBooks, Analytical Dashboards, Sensitivity Analysis, P&L Management, Consolidation, Intercompany Accounting, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Taxation, Finance Operation Improvements, SaaS, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Balance Sheets, Depreciation, GAAP, Financial Forecasting, Scenario Analysis
Tax and Finance Manager
2015 - 2018
Vernon E Faulconer, Inc.
- Developed bottoms up, 3-statement financial models that consolidated more than 20 partnerships and S-Corps with assets in excess of $200 million.
- Developed a standardized M&A model for high-volume deals valued at or below $10 million.
- Spearheaded operations strategies to improve cash flow by over 30% by using Power Pivot to identify and manage costs in profit centers.
- Led balance sheet and income statement audits with no deficiencies.
- Managed the payroll, 401K plan, and self-funded health insurance program.
Focus areas: Valuation Modeling, Audits, Controller, Valuation, M&A (Sell-side), M&A (Buy-side), Controllership/Accounting, Finance Reports, Pitch Deck Consultant, Fundraising, Excel Modeling, FPA, Forecasting, Acquisitions, Business Modeling, Business Models, Pitch Decks, Bank Covenants, Term Sheet Negotiations, Mergers & Acquisitions (M&A), Accounting, Oil & Gas, Upstream Oil & Gas Management, Partnerships, Financial Planning & Analysis (FP&A), M&A Modeling, Budget Modeling, Interim CFO, Cash Flow Modeling, Business Planning, Revenue & Expense Projections, Financial System Implementation, Controllership, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Revenue Modeling, Business Strategy, CFO, Cash Flow Management, Data Visualization, Business Analysis, Process Flows, Financial Reporting, Business Development, Bank Reconciliation, Reconciliation, Tax Accounting, Family Office, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Billing & Collections, Early-stage Startups, Financial Modeling, Cash Flow, Monthly Close Process, Modeling, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Turnaround, Profitability Optimization, Dashboards, Key Performance Indicators (KPIs), US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Cash Flow Forecasting, Leveraged Finance, Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Analytical Dashboards, Sensitivity Analysis, P&L Management, M&A Strategy, Consolidation, Intercompany Accounting, Private Equity, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Taxation, Finance Operation Improvements, SaaS, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Balance Sheets, Capital Raising, Depreciation, GAAP, Financial Forecasting
Senior Manager of Finance
2008 - 2016
Torqued-Up Energy Services
- Led multiple senior debt facility financings including a syndicated $57-million senior secured credit facility and a $15-million capital raise.
- Ran a successful sales process on a 3-year-old startup garnering a 59% return on investment (ROI).
- Navigated multiple debt covenant breaches which included obtaining forbearance agreements and credit agreement amendments.
- Managed a $125-million operating budget and a $40-million growth CAPEX campaign.
- Led monthly and annual close processes for full accounting department including balance sheet and income statement audits with no deficiencies.
- Transitioned the company from QuickBooks to Microsoft Dynamics SL.
Focus areas: Valuation Modeling, M&A Modeling, Controllership, Financial System Implementation, Audits, Controller, Valuation, M&A (Sell-side), M&A (Buy-side), Controllership/Accounting, Pricing, QuickBooks Online, Finance Reports, Pitch Deck Consultant, Fundraising, Excel Modeling, Inventory, FPA, Forecasting, Acquisitions, Business Modeling, Business Models, Pitch Decks, Bank Covenants, Term Sheet Negotiations, Mergers & Acquisitions (M&A), Accounting, Oil & Gas, Upstream Oil & Gas Management, Microsoft Dynamics, Bankruptcy & Insolvency, Monthly Close Process, Intuit QuickBooks, Microsoft Dynamics GP, 13-week Cash Flow, Early-stage Startups, Three-statement Modeling, Private Equity, Debt Raises, C-suite, Budget Modeling, Interim CFO, Cash Flow Modeling, Business Planning, Revenue & Expense Projections, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Revenue Modeling, Business Strategy, CFO, Cash Flow Management, Manufacturing, Data Visualization, Business Analysis, Process Flows, Investment Banking, Startup Funding, Financial Reporting, Business Development, Bank Reconciliation, Reconciliation, Family Office, Reporting, Payroll & Benefits, Investor Presentations, Growth, Interactive Dashboards, CAPEX Budgeting & Inventory Management, Billing & Collections, Financial Modeling, Cash Flow, Financial Planning & Analysis (FP&A), Modeling, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Turnaround, Dashboards, Key Performance Indicators (KPIs), US GAAP, Due Diligence, BI Reporting, Operating Expenses (OPEX), CAPEX, Financial Data, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Cash Flow Forecasting, Leveraged Finance, Financial Statements, Cash Flow Analysis, Bookkeeping, P&L Analysis, Analytical Dashboards, Sensitivity Analysis, P&L Management, M&A Strategy, Consolidation, Intercompany Accounting, ERP Implementation, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Balance Sheets, Capital Raising, Depreciation, GAAP, Turnaround Management, Financial Forecasting, Scenario Analysis
Area Manager
2006 - 2008
Praxair
- Reduced inventory error ratio by 58% to a sustained ratio of less than 2% (average inventory value of $300,000).
- Consolidated four locations into two strategically placed distribution centers and reduced annual costs by $512,000.
- Reduced outstanding A/R by 32% by leading KPI and data warehouse system development and deployment.
Focus areas: Controller, Valuation, Pricing, Finance Reports, Excel Modeling, Inventory, FPA, Forecasting, Healthcare, Business Modeling, Business Models, Accounting, Marketing, Delivery Management, CAPEX Budgeting & Inventory Management, Inventory Management, Billing & Collections, Medical Billing, Sales, Revenue Analysis, Revenue Modeling, Operations, Budget Modeling, Financial Reporting, eCommerce, Business Planning, Revenue & Expense Projections, Financial System Implementation, Accounts Payable, Accounts Receivable, Profit & Loss (P&L), P&L Forecasting, Financial Reporting Dashboards, Business Strategy, Business Analysis, Process Flows, Business Development, Reporting, Growth, Interactive Dashboards, Financial Modeling, Financial Planning & Analysis (FP&A), Monthly Close Process, Performance Improvement, Financial Analysis, Budgeting, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Turnaround, Profitability Optimization, Medical Devices, Business Plan Consulting, Internal Financial Reporting, Cash Management, Small Business Management, Retail & Wholesale, Financial Statements, Bookkeeping, P&L Analysis, Analytical Dashboards, Sensitivity Analysis, P&L Management, Team Leadership, Budget Management, Expense Management, Excel Expert, Balance Sheets, Depreciation, GAAP, Financial Forecasting
Education
2008 - 2010
Master of Business Administration (MBA) Degree in Finance & Accounting
University of Texas, Tyler - Tyler, TX, United States
2001 - 2005
Bachelor's Degree in Business Administration
Stephen F. Austin State University - Nacogdoches, TX, United States
Skills
Finance
Accounting, Financial Modeling, Cash Flow, 13-week Cash Flow, M&A Modeling, Financial Planning & Analysis (FP&A), Three-statement Modeling, Profit & Loss (P&L), P&L Forecasting, Revenue Modeling, Pro Forma Financial Statements, Bank Covenants, Fundraising, Forecasting, Valuation, Controller, Valuation Modeling, Cash Flow Modeling, Revenue & Expense Projections, CFO, Financial Reporting, Budgeting, Profitability Analysis, Cost Reduction & Optimization (Cost-down), Profitability Optimization, Operating Expenses (OPEX), Internal Financial Reporting, Cash Management, Cash Flow Forecasting, Finance Operation Improvements, Balance Sheets, Depreciation, Debt Raises, Private Equity, Seed Fundraising, Mergers & Acquisitions (M&A), M&A (Buy-side), M&A (Sell-side), Startup Funding, Due Diligence, Intercompany Accounting, Capital Raising, Pricing, Financial System Implementation, Taxation
Output Software
Microsoft Excel, Microsoft Dynamics
Data & Analysis Software
Power Pivot, QuickBooks Online, Financial Data, Intuit QuickBooks, SQL
Industry Expertise
Oil & Gas, Early-stage Startups, Healthcare, Real Estate, Nonprofits, Retail & Wholesale, Education Technology (Edtech)
Geographic Expertise
United States
Other
Finance, Operations, Management, Business Systems, Power Query, Microsoft Power BI, Board Decks, Monthly Close Process, Modeling, Accounts Payable, Accounts Receivable, Financial Reporting Dashboards, Interactive Dashboards, Fractional CFO, Revenue Analysis, Sales, Billing & Collections, Inventory Management, CAPEX Budgeting & Inventory Management, Delivery Management, Marketing, Investor Presentations, Growth, Upstream Oil & Gas Management, Excel Modeling, Inventory, FPA, Business Models, Business Modeling, Finance Reports, Controllership/Accounting, Controllership, Budget Modeling, Interim CFO, Business Planning, Business Strategy, Cash Flow Management, Data Visualization, Business Analysis, Process Flows, Reporting, Bank Reconciliation, Reconciliation, Performance Improvement, Financial Analysis, Turnaround, Dashboards, Key Performance Indicators (KPIs), CAPEX, Bookkeeping, Business Consulting, Business Plan Consulting, Small Business Management, Financial Statements, Cash Flow Analysis, P&L Analysis, Analytical Dashboards, Sensitivity Analysis, P&L Management, Strategic Planning, Team Leadership, Human Resources (HR), Financials, Budget Management, Expense Management, Financial Operations & Processes, Excel Expert, Turnaround Management, Financial Forecasting, Scenario Analysis, Microsoft SQL Server, Partnerships, C-suite, Microsoft Dynamics GP, Bankruptcy & Insolvency, Medical Billing, Term Sheet Negotiations, Pitch Decks, Acquisitions, Pitch Deck Consultant, Audits, eCommerce, Manufacturing, Investment Banking, Payroll & Benefits, Business Development, Tax Accounting, Family Office, Education, Medical Devices, US GAAP, BI Reporting, Leveraged Finance, Startups, M&A Strategy, Consolidation, ERP Implementation, SaaS, GAAP, eCommerce Platforms, Marketplaces, Annual Budgets, Charity, Family Office Management, Direct to Consumer (D2C), eCommerce Analysis
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