Juba is available for hire
Hire JubaJuba Tsuladze
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since March 21, 2017
Expertise
Business Analysis ConsultingExcelFinancial AnalysisTaxInvestment AnalysisCFO ConsultantFractional CFOsFundraisingBusiness ConsultantPost-merger IntegrationsBusiness ModelingPricing AnalysisPitch Deck ConsultingUS GAAP AccountingDue DiligencePart-time CFOVenture CapitalSalesforce ConsultingHedge FundsCrowdfundingFP&AEx-McKinsey ConsultantStartup FundingCPACash Flow Consultant
Bio
Juba is the founder of Benefica, a management consulting firm specializing in financial advisory, M&A, and strategic analysis. Before, Juba was a seasoned CFO with multi-industry experience, working on projects ranging from an equity sale of a $150 million telecom company to a $50 million hotel business turnaround. He joined the Toptal network to resolve diverse FP&A, M&A, buyouts, and strategic analysis challenges.
Career Highlights
Principal
Benefica
Interim CFO
Invygo Tech FZ
COO, CIB Business
TBC Bank Group
Education Highlights
Master's Degree (MBA)
Cambridge Judge Business School | University of Cambridge
Certification Highlights
Lean Six Sigma Green Belt
Cambridge Judge Business School
Case Studies
DCF & Comparables Valuation
Investment ModelingMergers & Acquisitions (M&A)DCF ValuationComparable Company AnalysisEquity Research
Leveraged Buy-Out Valuation
Leveraged Buyout (LBO)Leveraged Buyout ModelingInvestment ModelingInvestment AnalysisInvestment ConsultingPrivate Equity
Sample Biotech Valuation Model
AnalysisValuationNPV CalculationDecision ModelingInvestment Decision-making
Industry Expertise
- Agriculture
- Business Services
- Accounting Services
- Management Consulting
- Information & Document Management
- Food Service
- Advertising & Marketing
- Research & Development
Other Expertise
- Capital Budgeting
- CFO
- eCommerce
- Feasibility Studies
- Financial Controlling
- Financial Planning & Analysis (FP&A)
- Manufacturing
- Mergers & Acquisitions (M&A)
Work Experience
CFO
2025 - PRESENT
Luckyastra
- Contributed to the early-stage setup of the online casino and its financial operations.
- Developed a financial model and feasibility assessment for an online lottery initiative.
- Collaborated with internal and external stakeholders on financial aspects of casino operations.
Focus areas: Controller, Financial Modeling, Cash Flow Modeling, Financial Reporting, Forecasting, Budgeting, Cash Flow Management, Finance, Month-end Processes, Gambling, LLC Agreements, Communication, Legal, Governance, Operating Models, FinOps, Startup Consulting, Strategy Consulting, Positioning, Launch Strategy
Principal
2015 - PRESENT
Benefica
- Led the team of associates for business valuation, sell-side advisory, and fundraising projects for an over $400 million large-scale petroleum coke calcining project.
- Managed a financial strategy development and fundraising project worth over $65 million for the greenfield steel manufacturing plant.
- Oversaw the development of feasibility studies for large-scale real-estate development projects worth over $50 million in investments.
- Managed a cost and benefit analysis project for the World Bank-financed renovation project of the international medical resort.
- Supervised commercialization strategy development for the Georgian public vocational education and training sector.
- Led an agribusiness technical assistance project for the leading international dairy manufacturer.
- Pioneered the credit rating assignment and a corporate bond issuance process for mid-size microfinance organizations specializing in auto leasing and asset-based and agriculture lending.
- Spearheaded a B2B market entry project for an international drug manufacturing company.
- Engineered and led feasibility study development, financial modeling, valuation, and fundraising with an investment larger than $5 million for an international hydroponic technology producer set on agricultural, hospitality, and cannabis industries.
- Led financial due diligence, feasibility assessment, and financial modeling for a large-scale ($150 million) silicon wafer production plant acquisition project in partnership with global strategy consulting firm Advention Business Partners.
Focus areas: Management Consulting, Financial Advisory, Credit Ratings, European Credit Ratings, Agribusiness, Education, Oil & Gas, Metallurgy, Metals & Mining, Real Estate, Real Estate Development, Private Equity, Due Diligence, Debt Financing, Equity Financing, Mergers & Acquisitions (M&A), Bonds, Debt Capital Markets, Life Science, Pharmaceuticals, Feasibility Studies, Market Research, Credit Analysis, Deal Analysis, Leveraged Buyout (LBO), Credit Scores, Consumer Loans, Risk & Compliance, Credit Underwriting, Forecasting, Business Models, Financing, Investments, M&A (Buy-side), M&A Modeling, Shareholders' Agreement (JVA), Investment Strategy, Deal Structuring, Term Sheet Advisory, Deal Review, Storytelling, Go-to-market (GTM) Strategy, Product-market Fit, Business Partnerships, Partnerships, Strategic Partnerships, Customer Lifetime Value (CLV), Growth Strategy, Online Payments, PowerPoint Design, Presentations, Executive Presentations, Strategic Planning, Workshops, Solar, Financial Analysis, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Business Plan Consulting, Reporting, Finance, Strategy, Business Services, M&A (Sell-side), United States, Fundraising Consultant, Commercial Real Estate, SaaS, Renewable Energy, Loans & Lending, Microsoft PowerPoint, Company Strategy, Excel 365, Business Consulting, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Management, Deal Sourcing, Investment Committee Advisory, Consumer Products, Cash Flow Forecasting, SME/SMB Financing, Underwriting, B2C, Information Memoranda, Payroll & Benefits, Cannabis, Confidential Information Memorandum (CIM), Employee Stock Options, M&A Due Diligence (Financial), Deal Closure, Fund Structure, Market Intelligence, Agrotech, CIO, Agriculture, Data, Taxation, Analysis, Management, International Finance, Financials, Business Analysis, Digital Media, B2B Partnerships, Equity Research, Financial Statements, Supply Chain, Fundraising Strategy, Compliance, Profitability Optimization, Consolidated Reporting, Month-end Processes, Chartered Professional Accountant (CPA), Internal Financial Reporting, Microsoft Excel, Discounted Cash Flow (DCF), Public Companies, IRR, Capitalization Tables, Cap Tables, Process Optimization, Operational Workflow, Target Operating Models, Cost Reduction & Optimization (Cost-down), Business Restructuring, Team Management, Sourcing, Intercompany Accounting, Auditing, Xero Accounting, Charity, Buy Now Pay Later (BNPL), Edtech Design, RiskMetrics, Clothing, Audits, Grant Accounting, Leadership, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Due Diligence Consultant, NAV, Waterfall Methodology, Commercial Real Estate Finance (CREF), Investment Funds, Process Design, Cash Flow Consultant, Enterprise Resource Planning (ERP), Top-secret Security Clearance, Inventory, Business Advisory, Cash Management, Asset Management, Logistics, Accounts Payable, Billing & Collections, Invoicing, Hedge Fund Consultant, Hedge Funds, Post-merger Integration, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, Consolidation, M&A Strategy, P&L Management, Risk Modeling, Waterfall Modeling, Business Development, Marketing Strategy, Monetization Models, Education Technology (Edtech), VAT Return Preparation, Controlling, Market Research & Analysis, Circular Economy, Consulting, Acquisitions, Tax Audits, Debt Raises, Asset-based Finance, Mid-market companies, Offshore services, Stock Analysis, Localization, Resource Allocation, International Taxation, Trade Finance, Refinancing, Finance Reports, Finance Process Improvement, Process Automation, Digital Transformation, Business Taxation, Corporate Tax Planning, Controller, Competitor Analysis & Profiling, Total Addressable Market (TAM), Procurement, Exit Strategy, Fund Management, Fund Accounting & Administration, Fund of Funds, Organizational Structure, Resource Planning & Analysis, Investment Memoranda, Private Equity Consultant, Legal Structuring, Tax Advisory, Data Analysis, Steelmaking, Lending, Micro Lending, Fintech Consultant, Term Sheet Negotiations, Corporate Development, Risk Management, LLC Agreements, Communication, Distribution Management, Legal, Construction, Sales Strategy, Investor Presentations, Pricing Strategy, Strategy Consulting, Positioning, M&A Due Diligence (Commercial), Customer Analysis, Europe, Venture Funding, Inventory Optimization, AI Adoption, Artificial Intelligence (AI), 409A Valuation
Interim CFO and Fundraising Expert
2026 - 2026
Fewton
- Optimized and fine-tuned investment materials for the first round of fundraising. Built valuation models and performed financial analysis to assess the startup's value under different business scenarios.
- Advised on the evaluation and selection of the optimal business model for a proptech/energy tech startup.
- Developed pricing strategies and commercial models to support the startup's go-to-market approach and long-term profitability.
Focus areas: Financial Modeling, Fundraising, CFO, Valuation, Business Planning, Interim CFO, Technology, Early-stage Startups, Private Equity, Venture Capital, Engineering, Investor Presentations, Startup Consulting, Strategy Consulting, Positioning, Competition Research, Customer Analysis, Market Opportunity Analysis, Europe, IT, Launch Strategy
Interim CFO
2025 - 2026
Invygo Tech FZ
- Served as the interim CFO of a VC-backed automotive subscription platform, owning the full finance function across a high-growth, multi-market operation.
- Concluded the Series B process, supporting the completion of the raise through investor-ready financial materials, cap table and dilution scenarios, cash runway analysis, and board-level reporting.
- Built the FP&A function from scratch, including KPI frameworks, budget-versus-actual reporting, and a scalable forecasting cadence. Drove audit readiness through GL remediation and process improvements.
- Developed and executed a turnaround strategy, stabilizing the business through tightened financial controls, restructured treasury management, and a systematic GL cleanup.
Focus areas: CFO, Financial Reporting, Cash Flow Management, Finance Director, Marketplaces, Controller, Cash Flow Modeling, Middle East and North Africa (MENA), Mobility, Corporate Development, Risk Management, LLC Agreements, Communication, Legal, Technology, Governance, Operating Models, FinOps, Cloud Transformation, Business & Digital Transformation, Pricing Strategy, Positioning, Competition Research, Customer Analysis, IT, Inventory Optimization, AI Adoption, Artificial Intelligence (AI), 409A Valuation
FP&A Specialist
2025 - 2025
ZAUM Studio Ltd
- Designed and implemented a consolidated financial model for a multi-currency game studio, ensuring seamless data capture, forecasting, and reporting, enabling efficient financial operations across three countries.
- Enabled D+5 close, intercompany eliminations, and harmonized reporting.
- Automated monthly Cash Flow and provided project P&Ls, driver-based revenue model, and headcount allocation pipelines.
Focus areas: Microsoft Excel, Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Three-statement Modeling, Dashboards, Automation, Europe
FP&A Expert
2025 - 2025
Babbel GmbH
- Advised the B2B division of a global edtech company on FP&A improvements, introducing KPI-driven analysis and key driver–based planning.
- Implemented decision-tree methodologies to enhance forecasting accuracy, scenario modeling, and visibility into operational and financial outcomes.
- Strengthened reporting frameworks by linking KPIs to strategic goals, enabling data-driven decision-making and more effective resource allocation.
Focus areas: Financial Planning & Analysis (FP&A), Customer Acquisition Cost (CAC), Lifetime Value (LTV), SaaS, B2B, Data Analysis, Europe
Financial Consultant
2025 - 2025
The Alesco Group, LLC
- Oversaw the consolidation of financial statements across multiple entities, implementing standardized reporting frameworks and executing cross-company eliminations to ensure accuracy and compliance.
- Served as a financial planning and analysis (FP&A) adviser during the M&A process, providing strategic financial insights and supporting due diligence and decision-making.
- Enhanced management reporting tools, improving efficiency and enabling faster, data-driven analytics across the company.
Focus areas: Pitch Decks, Forecasting, Mergers & Acquisitions (M&A), Intuit QuickBooks, Financials, Acquisitions, Tax Audits, Financial Modeling, Data Analysis
Interim CFO
2024 - 2025
Alliance Solar
- Advised a sales and marketing company in the solar industry by developing robust financial models that supported strategic growth objectives and improved the quality of decision-making.
- Implemented cash flow planning and optimized working capital management, ensuring liquidity, financial stability, and efficient allocation of resources for both operations and growth.
- Led finance transformation initiatives by introducing improved processes, tools, and frameworks to enhance transparency, strengthen financial management, and align with long-term business goals.
Focus areas: Financial Modeling, Finance Transformation, Working Capital Management, Operating Models, Competition Research, 409A Valuation
Finance Consultant
2024 - 2025
Terd GmbH
- Provided strategic advisory support to the company during the successful acquisition of a buy now, pay later (BNPL) partner, ensuring alignment with growth objectives and enhancing the firm’s financial ecosystem.
- Prepared a comprehensive financial model for a digital goods business, incorporating customer acquisition strategies, BNPL operations, profitability analysis, and other key financial and operational metrics.
- Managed a range of ad-hoc topics concerning financial partners, portfolio recovery processes, and the optimization of payment systems, ensuring effective resolution and strengthening operational resilience.
Focus areas: Lending, Business Strategy, Buy Now Pay Later (BNPL), B2B, B2B Partnerships, Fintech Consultant, Startup Consulting
Business Consultant
2024 - 2024
Ash & Chisel Furniture Inc
- Advised a furniture marketplace with a focus on AI-driven platform capabilities, guiding the development of a strategic financial model to support growth and attract investor interest.
- Engagement included advising on fundraising initiatives, structuring financial projections, and preparing materials to strengthen the company’s positioning with potential investors and stakeholders.
- Contributed to the calibration of the business model, ensuring alignment between AI-based capabilities, market opportunities, and long-term operational and financial sustainability.
Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Cash Flow Analysis, Business Planning, Revenue & Expense Projections, Forecasting, Technology, Startup Consulting, Venture Funding, IT, Launch Strategy
Commercial Strategy Expert
2024 - 2024
TAM Logistics & Trading W.L.L.
- Led the development of a comprehensive commercial strategy for a Bahrain-based transportation company, ensuring the business was positioned for sustainable growth and improved market competitiveness.
- Calibrated the business model, refined value propositions, and prepared tailored proposals to address client needs while aligning with the company’s strategic objectives.
- Identified key accounts, designed a structured communication plan, and implemented a customer acquisition strategy aimed at expanding market reach and strengthening long-term client relationships.
Focus areas: Sales, Lead Generation, B2B Lead Generation, Logistics, Sales Strategy, Investor Presentations, Pricing Strategy
Cost Accounting Expert
2023 - 2023
Forsan Foods & Consumer Products Co. Ltd.
- Led a finance transformation initiative for a large industrial company, focusing on modernizing processes and aligning FP&A operations with best practices.
- Streamlined month-end closing procedures, reducing timelines and increasing accuracy, which enabled faster financial consolidation and improved the reliability of reported results.
- Enhanced management reporting by implementing standardized frameworks and tools, delivering timely insights that supported strategic decision-making and improved performance monitoring.
Focus areas: Cost Accounting, Accounting, Manufacturing, Inventory Optimization
Equity Analyst Report Expert
2023 - 2023
Numus Financial Inc
- Created detailed equity research in support of an ongoing merger transaction between two biotechnology companies, analyzing financial performance, market trends, and strategic fit.
- Developed valuation models and scenario analyses, assessing potential synergies, risks, and growth opportunities to provide stakeholders with reliable insights for decision-making.
- Prepared structured reports and presentations that communicated findings clearly, supporting negotiations, investor discussions, and the overall transaction evaluation process.
Focus areas: Biotechnology, Scenario Analysis, Financial Modeling, Target Pricing, Reporting, Business Models, Equity Research, Valuation, Analysis, Revenue & Expense Projections, Competition Research
Interim CFO
2021 - 2023
Legend London
- Led the company's finance department, overseeing financial accounting, treasury, and FP&A functions.
- Achieved a GP margin increase of 4% and cash cycle improvement by 30% by optimizing working capital and supply chain management practices.
- Increased the visibility of business performance by designing bespoke analytical reports and KPI-based performance measurement methodology.
- Conducted customer acquisition cost modeling and multi-channel sales funnel planning.
Focus areas: CFO, Forecasting, Accounting, Budgeting, Excel 2016, United Kingdom, Europe, Small & Medium-sized Enterprises (SME), Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Financial Analysis, Interim CFO, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, UK GAAP, Microsoft PowerPoint, Company Strategy, Excel 365, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, B2C, Xero, Xero Accounting, Tax Accounting, Payroll & Benefits, Market Intelligence, Financial Transformation, Change Management, Taxation, Controller, Analysis, Management, International Finance, Financials, Business Analysis, Financial Statements, Shopify, Supply Chain, Operations, Policies & Procedures Compliance, Fashion, Apparel & Accessories, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Certified Public Accountant (CPA), Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Stripe, Chartered Professional Accountant (CPA), Monthly Close Process, Internal Financial Reporting, Microsoft Excel, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Team Management, Sourcing, Clothing, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Inventory, Business Advisory, Small Business Management, Small Business, Cash Management, P&L Responsibility, Accounts Payable, Billing & Collections, Invoicing, Accruals, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, P&L Management, Business Development, Marketing Strategy, Monetization Models, Inventory Management, VAT Return Preparation, Controlling, Tax Audits, Finance Reports, Finance Process Improvement, Process Automation, Digital Transformation, Business Taxation, Corporate Tax Planning, Procurement, Resource Planning & Analysis, Corporate Development, LLC Agreements, Governance, Inventory Optimization
Finance Consultant
2022 - 2022
WAHAT AL AHSA PORTAL L.L.C.
- Conducted commercial feasibility assessment and sell-side advisory for a proptech startup.
- Handled multi-scenario financial modeling and company valuation based on DCF and comps methodologies.
- Carried out investment storytelling, business plan, and pitch-deck development.
- Executed customer acquisition cost modeling and multi-channel sales funnel planning.
Focus areas: Proptech, Venture Capital, Storytelling, Forecasting, Financial Modeling, Fundraising, Revenue & Expense Projections, Business Models, Startups, Valuation, Pitch Decks, Early-stage Startups, Seed Fundraising, Excel Modeling, Excel Expert, Business Plan Consulting, Pitch Deck Consultant, Fintech, Finance, Fundraising Consultant, Microsoft PowerPoint, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Forecasting, Market Intelligence, Analysis, Business Analysis, B2B Partnerships, Financial Statements, Middle East, Fundraising Strategy, Early-stage Funding, Small Business Consultants, Subscriptions, Microsoft Excel, Discounted Cash Flow (DCF), IRR, Capitalization Tables, Cap Tables, Cash Flow Analysis, Business Advisory, Small Business, Saudi Arabia, Waterfall Modeling, Monetization Models, Market Research & Analysis, Consulting, Competitor Analysis & Profiling, Total Addressable Market (TAM), Market Opportunity Analysis
Financial Modeling Expert
2022 - 2022
Galena Innovations, LLC
- Conducted commercial feasibility assessment, financial modeling, and valuation for the biotechnology company, developing medical devices for treating preterm birth complications.
- Prepared market sizing for key indications (key geographies, prevalence rates, propensities of seeking treatments, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
- Analyzed product's R&D process and development lifecycle; developed decision trees and success probability estimates.
- Prepared valuation based on DCF (NPV, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
Focus areas: Forecasting, Financial Modeling, Fundraising, Revenue & Expense Projections, Valuation, DCF Valuation, NPV, Biotechnology, Decision Modeling, Comparable Company Analysis, R&D, Financial Analysis, Excel Modeling, Excel Expert, Business Plan Consulting, Pitch Deck Consultant, United States, Fundraising Consultant, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Information Memoranda, Market Intelligence, US GAAP, Analysis, Business Analysis, B2B Partnerships, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, Small Business Consultants, Microsoft Excel, Discounted Cash Flow (DCF), IRR, Capitalization Tables, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory, Market Research & Analysis, Debt Raises, Competitor Analysis & Profiling, Total Addressable Market (TAM)
Financial Modeling for Buy Now Pay Later Startup
2022 - 2022
YammPay
- Led financial modeling and strategy optimization for KSA-based buy-now-pay-later (BNPL) startup.
- Conducted commercial feasibility assessment and revenue modeling.
- Created project valuation based on DCF and public/private comps.
- Handled customer acquisition cost modeling, and multi-channel sales funnel planning.
Focus areas: Financial Modeling, Cash Flow Management, Credit Risk, Consumer Loans, Financial Analysis, Excel Modeling, Excel Expert, Business Plan Consulting, Pitch Deck Consultant, Finance, Fundraising Consultant, Loans & Lending, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Software as a Service (SaaS), B2C, Market Intelligence, Analysis, Business Analysis, Target Pricing, Financial Statements, Operations, Middle East, Fundraising Strategy, Early-stage Funding, Small Business Consultants, Microsoft Excel, Discounted Cash Flow (DCF), IRR, Capitalization Tables, Cap Tables, B2B, Credit Scores, Buy Now Pay Later (BNPL), RiskMetrics, Cash Flow Analysis, Business Advisory, Small Business, Saudi Arabia, Risk Modeling, Waterfall Modeling, Monetization Models, Market Research & Analysis, Consulting, Debt Raises, Competitor Analysis & Profiling, Total Addressable Market (TAM), Micro Lending, Fintech Consultant, Market Opportunity Analysis, Venture Funding, Launch Strategy
M&A Investment Analyst
2022 - 2022
Lantheus Holding
- Led M&A analytics on more than ten asset investment portfolios. Developed the funnel analysis framework and identified key investment targets.
- Conducted bottom-up due diligence, financial modeling, and valuation for large-cap pharma services deals.
- Developed the investment value build-up framework for multi-asset pharma deals and standardized analytical tools for deal analysis and decision making.
Focus areas: Financial Modeling, Mergers & Acquisitions (M&A), Three-statement Modeling, Revenue & Expense Projections, Life Science, Investments, ROI, Investment Banking, Key Performance Indicators (KPIs), PowerPoint Design, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Financial Analysis, Excel Modeling, Excel Expert, Business Plan Consulting, Pitch Deck Consultant, Reporting, Strategy, M&A (Sell-side), United States, Microsoft PowerPoint, Excel 365, Cash Flow Modeling, Deal Sourcing, Investment Committee Advisory, Cash Flow Forecasting, Information Memoranda, M&A Due Diligence (Financial), Market Intelligence, CIO, US GAAP, Analysis, Management, Financials, Business Analysis, B2B Partnerships, Scenario Analysis, Target Pricing, Equity Research, Financial Statements, Fundraising Strategy, Consolidated Reporting, Internal Financial Reporting, Microsoft Excel, Discounted Cash Flow (DCF), Public Companies, IRR, Target Operating Models, Team Management, RiskMetrics, VentureXpert, Healthcare, Cash Flow Analysis, Due Diligence Consultant, Cash Flow Consultant, Inventory, Business Advisory, Board Reporting, Demand Planning, Sales & Operations Planning (S&OP), M&A Strategy, Waterfall Modeling, Market Research & Analysis, Consulting, Acquisitions, Stock Analysis, Finance Reports, Business Taxation, Competitor Analysis & Profiling, Total Addressable Market (TAM), Organizational Structure, Resource Planning & Analysis, Investment Memoranda, Private Equity Consultant, Term Sheet Negotiations, Corporate Development, Distribution Management, M&A Due Diligence (Commercial), Competition Research, Market Opportunity Analysis
Interim CFO
2022 - 2022
Turner Sign Systems
- Developed the manufacturing cost accounting and job cost analysis methodology, resulting in increased visibility of manufacturing processes and reduced prime costs by 10%.
- Led the improvement project of finance operations that increased accuracy in invoicing, payroll, tax reporting, and receivable controls.
- Led project finance and working capital financing transactions with commercial lenders and financial institutions.
Focus areas: CFO, Financial Planning & Analysis (FP&A), Financial Modeling, Budgeting, Interim CFO, Revenue & Expense Projections, Strategic Planning, Financial Analysis, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, Strategy, United States, QuickBooks Online, Microsoft PowerPoint, Company Strategy, Excel 365, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, Financial Transformation, Change Management, Taxation, Controller, US GAAP, Analysis, Management, International Finance, Government Contracting, Financials, Business Analysis, B2B Partnerships, Financial Statements, Shopify, Supply Chain, Policies & Procedures Compliance, Profitability Optimization, Certified Public Accountant (CPA), Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Chartered Professional Accountant (CPA), Monthly Close Process, Internal Financial Reporting, Microsoft Excel, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Auditing, Xero Accounting, Intuit QuickBooks, B2B, Audits, Leadership, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Cash Flow Consultant, Inventory, Business Advisory, Cash Management, Board Reporting, P&L Responsibility, Accounts Payable, Billing & Collections, Accruals, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, P&L Management, Business Development, Inventory Management, VAT Return Preparation, Controlling, Tax Audits, Debt Raises, Finance Reports, Finance Process Improvement, Process Automation, Digital Transformation, COO, Business Taxation, Corporate Tax Planning, Procurement, Organizational Structure, Resource Planning & Analysis, Risk Management, LLC Agreements, Legal, Governance, Operating Models, FinOps, Cloud Transformation, Business & Digital Transformation, 409A Valuation
Biotech M&A Financial Modeling Expert
2021 - 2022
Transcend Therapeutics, Inc.
- Handled the commercial feasibility assessment, financial modeling and valuation, and term sheet preparation support for the licensing deal of psychedelic-based drug development technology focused on treating obsessive-compulsive disorders (OCD).
- Prepared market sizing for key indications (key geographies, prevalence rates, propensities of seeking treatments, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
- Analyzed product's R&D process and development lifecycle; developed decision trees and success probability estimates.
- Prepared valuation based on DCF (NPV, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
Focus areas: Financial Modeling, Biotechnology, Valuation, M&A Modeling, Term Sheets, Term Sheet Advisory, Financial Analysis, Excel Modeling, Excel Expert, Business Plan Consulting, United States, Fundraising Consultant, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Information Memoranda, Market Intelligence, US GAAP, Analysis, Business Analysis, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, Microsoft Excel, Discounted Cash Flow (DCF), IRR, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory, Market Research & Analysis, Competitor Analysis & Profiling, Total Addressable Market (TAM), Private Equity Consultant
SaaS Pricing Modeling Expert
2021 - 2021
Jovian Archive Media Pte. Ltd.
- Conducted pricing strategy development for a SaaS health and self-help platform.
- Conducted primary research through conjoint analysis and estimated willingness-to-pay (WTP) for critical product features.
- Produced recommendations for value-based pricing and created a multi-scenario revenue forecast.
Focus areas: Pricing Models, Pricing, Business Modeling, SaaS, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Software as a Service (SaaS), B2C, Analysis, Business Analysis, Financial Statements, Small Business Consultants, Retail & Wholesale, Subscriptions, Microsoft Excel, IRR, Cash Flow Analysis, Business Advisory, Market Research & Analysis, Competitor Analysis & Profiling, Total Addressable Market (TAM), Pricing Strategy, Europe
Financial Modeler
2021 - 2021
Aegis Labs LLC
- Prepared commercial feasibility assessment, financial modeling, and valuation for a PE-backed biotechnology company focused on STD vaccine development.
- Conducted commercial feasibility assessment, financial modeling, and valuation for a PE-backed medical devices company focused on developing at-home testing (ATH) kits.
- Prepared market sizing for key indications (key geographies, prevalence rates, propensities of seeking treatments, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
- Analyzed product's R&D process and development lifecycle; developed decision trees and success probability estimates.
- Prepared valuation based on DCF (NPV, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
Focus areas: Financial Modeling, Biotechnology, Startups, Fundraising, Three-statement Modeling, Costing, Investment Banking, Forecasting, Valuation, Financial Analysis, Excel Modeling, Excel Expert, Business Plan Consulting, Pitch Deck Consultant, United States, Fundraising Consultant, Microsoft PowerPoint, Cash Flow Modeling, Investment Committee Advisory, Cash Flow Forecasting, Market Intelligence, US GAAP, Analysis, Business Analysis, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, Small Business Consultants, Discounted Cash Flow (DCF), IRR, Capitalization Tables, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory, Market Research & Analysis, Consulting, Debt Raises, Competitor Analysis & Profiling, Total Addressable Market (TAM), Investment Memoranda
Financial Modeling Expert
2021 - 2021
Bright Minds Biosciences LLC
- Conducted commercial feasibility assessment, financial modeling, and valuation for secondary stock placement of a medical psychedelic-focused biotechnology company.
- Prepared market sizing for key indications (key geographies, prevalence rates, propensities of seeking treatments, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
- Analyzed the product's R&D process and development lifecycle. Developed decision trees and success probability estimates.
- Prepared valuation based on DCF (NPV, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
Focus areas: Valuation Modeling, Valuation, Financial Modeling, Biotechnology, Financial Analysis, Excel Modeling, Excel Expert, Business Plan Consulting, Pitch Deck Consultant, Fundraising Consultant, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Market Intelligence, US GAAP, Analysis, Business Analysis, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, Small Business Consultants, Discounted Cash Flow (DCF), IRR, Capitalization Tables, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory, Market Research & Analysis, Consulting, Debt Raises, Stock Analysis, Competitor Analysis & Profiling, Total Addressable Market (TAM)
CFO
2020 - 2021
Elabelz
- Led the execution of the company's long-term business strategy alongside the COO and participated in the organization's transition to a marketplace business model.
- Pioneered the company's long-term financial strategy, liaised with investors, and led the latest fundraising round.
- Engineered internal management reporting, cost control mechanisms, and KPI analysis frameworks.
- Conducted customer acquisition cost modeling and multi-channel sales funnel planning.
Focus areas: Accounting, Cost Control, Capital Budgeting, Valuation, Fundraising, Comparable Company Analysis, Strategy, Organizational Design, Marketplaces, International Finance, Finance Strategy, Financial Planning & Analysis (FP&A), Pitch Decks, Market Research, Feasibility Studies, Fractional CFO, Consumer Lending, Deal Analysis, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Storytelling, Customer Lifetime Value (CLV), PowerPoint Design, Presentations, Executive Presentations, Strategic Planning, Financial Analysis, Interim CFO, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, M&A (Sell-side), Fundraising Consultant, SaaS, QuickBooks Online, Microsoft PowerPoint, Company Strategy, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, SME/SMB Financing, B2C, Information Memoranda, Tax Accounting, Payroll & Benefits, Employee Stock Options, M&A Due Diligence (Financial), Deal Closure, Market Intelligence, Financial Transformation, Change Management, Data, Taxation, Controller, Analysis, Management, Financials, Business Analysis, B2B Partnerships, Financial Statements, Shopify, Supply Chain, Operations, Middle East, Policies & Procedures Compliance, Fashion, Apparel & Accessories, Early-stage Funding, Profitability Optimization, Small Business Consultants, Retail & Wholesale, Consolidated Reporting, Subscriptions, Certified Public Accountant (CPA), Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Stripe, Chartered Professional Accountant (CPA), Monthly Close Process, Internal Financial Reporting, Discounted Cash Flow (DCF), IRR, Capitalization Tables, Cap Tables, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Team Management, Sourcing, Intercompany Accounting, Auditing, Intuit QuickBooks, B2B, RiskMetrics, Clothing, Audits, Leadership, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Cash Flow Consultant, Enterprise Resource Planning (ERP), Inventory, Business Advisory, Small Business Management, Saudi Arabia, Cash Management, Board Reporting, P&L Responsibility, Logistics, Accounts Payable, Billing & Collections, Invoicing, Accruals, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, Consolidation, M&A Strategy, P&L Management, Waterfall Modeling, Marketing Strategy, Monetization Models, Inventory Management, VAT Return Preparation, Controlling, Acquisitions, Tax Audits, Debt Raises, Localization, Resource Allocation, International Taxation, Trade Finance, Finance Reports, Finance Process Improvement, Process Automation, Digital Transformation, COO, Business Taxation, Corporate Tax Planning, Competitor Analysis & Profiling, Total Addressable Market (TAM), Procurement, Exit Strategy, Organizational Structure, Resource Planning & Analysis, Term Sheet Negotiations, LLC Agreements, Legal, Governance, Business & Digital Transformation, Inventory Optimization, 409A Valuation
Founder
2013 - 2021
iTech
- Founded the number one Groupon website in Georgia (Deals.ge) and later merged it with the number one online retailer, Be.ge. Led the sale transaction to the local media holding, resulting in a 28-times cash-on-cash return.
- Led the development of ambitious niche projects in eCommerce and financial services sectors that aimed to provide coverage of the entire lifecycle of the consumer shopping experience.
- Led the development of Airbnb's management company, providing customers and homeowners with end-to-end rental management services.
Focus areas: Financial Controls & Processes, Business Development, Business Strategy, Fintech, Crowdfunding, eCommerce, Marketplaces, Hospitality, Early-stage Startups, Startup Funding, Consumer Lending, Business Models, Proptech, Storytelling, Business Partnerships, Customer Lifetime Value (CLV), Online Payments, Financial Analysis, Excel Modeling, Excel Expert, Loans & Lending, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Consumer Products, Cash Flow Forecasting, Software as a Service (SaaS), B2C, M&A Due Diligence (Financial), Deal Closure, Analysis, Business Analysis, Financial Statements, Team Management, B2B, Buy Now Pay Later (BNPL), Cash Flow Analysis, Cash Flow Consultant, Inventory, Small Business Management, Small Business, Cash Management, Lending, Micro Lending, Technology, Sales Strategy
Lead Finance Expert
2020 - 2020
Netsave
- Advised the CEO in the startup's finance strategy, development plans, and service functionality.
- Assessed the project's commercial feasibility and developed the pricing model/strategy.
- Conducted the company's multi-scenario financial model and business valuation based on DCF and public/private comps.
- Handled customer acquisition cost modeling and multi-channel sales funnel planning.
Focus areas: Fundraising, eCommerce, Product Development, Financial Analysis, Excel Modeling, Excel Expert, Fundraising Consultant, Microsoft PowerPoint, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Forecasting, Software as a Service (SaaS), B2C, Analysis, Business Analysis, Financial Statements, Retail & Wholesale, Subscriptions, Cash Flow Analysis, Cash Flow Consultant, Small Business, Competitor Analysis & Profiling, Strategy Consulting
COO, CIB Business
2017 - 2018
TBC Bank Group
- Developed and executed the CIB strategy alongside the CEO, covering coverage model redesign, new product developments such as structured products and mezzanine financing, and infrastructural improvements.
- Created performance measurement systems including KPIs, reporting and analysis frameworks, and balanced scorecards for financial and operational results.
- Redesigned budgeting processes by introducing account planning for over 2,000 CIB clients.
- Improved pricing by introducing a value-based approach and client EVA analysis, resulting in a net interest margin increase of 30 basis points.
- Led major IT projects such as an integration of the CRM, an adaptation of the process management software to optimize business processes, and the development of a client profitability module to automate FP&A processes.
- Managed the FP&A, process improvement, and corporate administration divisions.
Focus areas: Credit Risk, CFO, Finance Process Improvement, Portfolio Analysis, Asset Liability Management (ALM), Liquidity Coverage Ratio (LCR), Lending, Corporate Finance, Mergers & Acquisitions (M&A), Investment Banking, Corporate, Accounting, IFRS 9, Interest Rate Risk, Forward Contracts, Balance Sheet Optimization, Banking & Finance, Treasury Management, Treasury & Liquidity Management, Credit Analysis, Commercial Lending, Credit Scores, Consumer Loans, Risk & Compliance, Credit Underwriting, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Shareholders' Agreement (JVA), Deal Structuring, Online Payments, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Workshops, Financial Analysis, Excel Modeling, Excel Expert, Cash Flow, Reporting, Finance, Strategy, M&A (Sell-side), Loans & Lending, Microsoft PowerPoint, Company Strategy, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, NetSuite, SME/SMB Financing, Underwriting, Information Memoranda, Confidential Information Memorandum (CIM), Deal Closure, Financial Transformation, Change Management, Project Management, Data, Analysis, Management, International Finance, Government Contracting, Financials, Business Analysis, Equity Research, Financial Statements, Operations, Compliance, Profitability Optimization, Consolidated Reporting, Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Monthly Close Process, Internal Financial Reporting, Public Companies, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Vendor Selection, Vendors & Suppliers, Team Management, Sourcing, Intercompany Accounting, Auditing, B2B, Event Management Platforms, Event Management, Buy Now Pay Later (BNPL), Audits, Leadership, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Process Design, Cash Flow Consultant, Enterprise Resource Planning (ERP), Cash Management, Board Reporting, P&L Responsibility, Asset Management, Accounts Payable, Billing & Collections, Invoicing, Hedge Fund Consultant, Hedge Funds, Accruals, Consolidation, M&A Strategy, Risk Modeling, Waterfall Modeling, Tax Audits, Debt Raises, Asset-based Finance, Localization, Resource Allocation, International Taxation, Refinancing, Wealth Management, Process Automation, Digital Transformation, COO, Business Taxation, Corporate Tax Planning, Procurement, Fund Accounting & Administration, Fund of Funds, Organizational Structure, Resource Planning & Analysis, Legal Structuring, Micro Lending, Corporate Development, Risk Management, Legal, Distribution Management, Cloud Transformation, Business & Digital Transformation
Fractional CFO
2017 - 2017
VanWest Partners
- Oversaw financial and strategic governance of multi-entity real estate development portfolio and led FP&A and fundraising processes.
- Led project-based development budgeting, cost planning, reporting, and variance analysis.
- Conducted weekly/monthly cash flow planning and asset/liability management and ensured liquidity with safety buffers.
Focus areas: Forecasting, Microsoft Excel, Intuit QuickBooks, Private Equity, Financial Reporting, Financial Forecasting, IT, Cash Flow, Accounts Receivable, United States, Commercial Real Estate, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, Fund Structure, Financial Transformation, Taxation, Controller, US GAAP, Analysis, Management, International Finance, Government Contracting, Financials, Business Analysis, B2B Partnerships, Financial Statements, Supply Chain, Policies & Procedures Compliance, Consolidated Reporting, Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Monthly Close Process, Internal Financial Reporting, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Auditing, Xero Accounting, B2B, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Cash Flow Consultant, Inventory, Cash Management, Board Reporting, P&L Responsibility, Accounts Payable, Billing & Collections, Accruals, Consolidation, M&A Strategy, P&L Management, Waterfall Modeling, Acquisitions, Tax Audits, Debt Raises, Asset-based Finance, Finance Reports, Digital Transformation, Business Taxation, Corporate Tax Planning, Fund Management, Fund Accounting & Administration, Organizational Structure, Resource Planning & Analysis, Legal Structuring, Tax Advisory, Construction
CFO
2016 - 2017
Tegeta Motors
- Led the turnaround of the group’s failing hotel and resort business, resulting in a 35% year-on-year profitability increase.
- Added incremental annual profits of $1.5 million via a spinout and launch of the group’s leasing business unit.
- Finalized the integration of an SAP ERP system and the transfer of the financial reporting into a business intelligence system.
- Decreased the company’s cash cycle by 25 days and saved $13 million in working capital need by initiating changes to the group’s controls over inventory management and trade receivables administration.
Focus areas: Financial Risk Analysis, Interest Rate Risk, Capital Structure Analysis, Working Capital Management, Revenue & Expense Projections, Profitability Analysis, Investor Relations, Mergers & Acquisitions (M&A), Discounted Cash Flow (DCF), Due Diligence, Comparable Company Analysis, Capital Raising, Business Planning, Budgeting, Valuation Modeling, Financial Planning & Analysis (FP&A), Accounting, Cost Accounting, Automotive, Leases, Hospitality, Debt Financing, Bonds, Group Reporting, Treasury Management, Treasury & Liquidity Management, Credit Underwriting, Risk & Compliance, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Investments, M&A (Buy-side), M&A Modeling, Shareholders' Agreement (JVA), Investment Strategy, Deal Structuring, Deal Review, Go-to-market (GTM) Strategy, Business Partnerships, Partnerships, Brand Strategy, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Workshops, Financial Analysis, Interim CFO, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, Finance, Strategy, M&A (Sell-side), Microsoft PowerPoint, Company Strategy, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Management, Investment Committee Advisory, Cash Flow Forecasting, NetSuite, SME/SMB Financing, Information Memoranda, Tax Accounting, Payroll & Benefits, Confidential Information Memorandum (CIM), M&A Due Diligence (Financial), Deal Closure, Market Intelligence, CIO, Financial Transformation, Change Management, Project Management, Data, Taxation, Controller, Analysis, Management, Government Contracting, Financials, Business Analysis, B2B Partnerships, Financial Statements, Supply Chain, Policies & Procedures Compliance, Compliance, Profitability Optimization, Consolidated Reporting, Financial Operations & Processes, Automation, Month-end Processes, Monthly Close Process, Internal Financial Reporting, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Intercompany Accounting, Auditing, B2B, Audits, Grant Accounting, Leadership, Operational Efficiency Improvement, Team Leadership, Insurance, Cash Flow Analysis, Cash Flow Consultant, Enterprise Resource Planning (ERP), Inventory, Cash Management, Board Reporting, P&L Responsibility, Asset Management, Logistics, Accounts Payable, Billing & Collections, Invoicing, Accruals, Post-merger Integration, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, Consolidation, M&A Strategy, P&L Management, Waterfall Modeling, Inventory Management, Circular Economy, Acquisitions, Tax Audits, Debt Raises, Asset-based Finance, Localization, Resource Allocation, International Taxation, Trade Finance, Refinancing, Finance Reports, Process Automation, Digital Transformation, COO, Business Taxation, Corporate Tax Planning, Procurement, Resource Planning & Analysis
Founder
2014 - 2017
angioClast
- Spearheaded the business strategy and operations of the biotech startup, angioClast.
- Led the fundraising process from Cambridge-based angels and biotech-focused investors.
- Worked alongside the CSO and sourced and negotiated key contracts with contract research organizations.
Focus areas: Financial Controls & Processes, Seed Fundraising, Funding Strategy, Drug Development, R&D, Biotechnology, Pitch Decks, Business Models, Storytelling, Excel Modeling, Excel Expert, United Kingdom, M&A (Sell-side), UK GAAP, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Deal Closure, Project Management, Taxation, Analysis, Management, Business Analysis, Financial Statements, Team Management, Cash Flow Analysis, Small Business Management, Small Business, Market Research & Analysis, Exit Strategy
Investment Consultant
2015 - 2015
Octopus Investments
- Performed top-down analysis of the UK’s pharmacy, fitness, and education sectors as part of the deal origination process.
- Identified attractive investment targets and conducted LBO modeling.
- Produced investment reports and other transaction-related materials.
Focus areas: Leveraged Buyout (LBO), Leveraged Buyout Modeling, Private Equity, Pharmaceuticals, Health & Wellness, Real Estate, Investment Briefs, Investment Modeling, Feasibility Studies, Market Research, Feasibility, Deal Analysis, Mergers & Acquisitions (M&A), Business Models, Financing, Investments, M&A (Buy-side), Shareholders' Agreement (JVA), Investment Strategy, Deal Structuring, Deal Review, Excel Modeling, Excel Expert, United Kingdom, Cash Flow, Commercial Real Estate, UK GAAP, Microsoft PowerPoint, Business Consulting, Cash Flow Modeling, Deal Sourcing, Investment Committee Advisory, Cash Flow Forecasting, Confidential Information Memorandum (CIM), M&A Due Diligence (Financial), Deal Closure, Market Intelligence, CIO, Data, Analysis, Business Analysis, Cash Flow Analysis, Due Diligence Consultant, Market Research & Analysis, Asset-based Finance, Stock Analysis, Business Taxation, Corporate Tax Planning, Fund Management, Investment Memoranda, Private Equity Consultant, M&A Due Diligence (Commercial)
Strategy Advisor
2015 - 2015
AXELOS
- Developed an academia-market project that included a top-down analysis of key markets, detailed entry strategy, and product portfolio optimization.
- Estimated the risks and analyzed scenarios using Monte Carlo and decision trees.
- Developed pricing model based on Conjoint analysis methodology.
Focus areas: Financial Planning & Analysis (FP&A), Market Entry, Business Development, Business Planning, Management Consulting, Go-to-market Plans, Pricing, Pricing Models, Financial Modeling, Commercialization, Education, Educational Platform Design, Market Research, Feasibility Studies, Forecasting, Business Models, Go-to-market (GTM) Strategy, Product-market Fit, Business Partnerships, Partnerships, Brand Strategy, Strategic Partnerships, Customer Lifetime Value (CLV), Growth Strategy, Knowledge Management, Product Development, Workshops, Excel Modeling, Excel Expert, UK GAAP, Microsoft PowerPoint, Company Strategy, Business Consulting, Cash Flow Modeling, Cash Flow Forecasting, Data, Analysis, Government Contracting, Business Analysis, Edtech Design, Cash Flow Analysis, Sales & Operations Planning (S&OP), Sales Planning, Education Technology (Edtech), Market Research & Analysis, Corporate Tax Planning
Finance Director
2013 - 2014
Public Service Hall
- Led carve-out transaction (organizational setup) that established a new public entity from the Ministry of Justice ecosystem.
- Achieved +$1.6 million in savings in the standalone costs by discontinuing non-value-added projects, optimizing procurement, and implementing an activity-based cost management system.
- Developed pricing strategy for over 300 public services, based on the statistical analysis methodologies.
Focus areas: Carve-out Planning, Financial Planning & Analysis (FP&A), Budgeting, Accounting, Government, Public Companies, Public Finance, Business Models, Business Partnerships, Strategic Partnerships, Workshops, Excel Modeling, Excel Expert, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, Confidential Information Memorandum (CIM), Financial Transformation, Change Management, Taxation, Controller, Analysis, Management, Government Contracting, Business Analysis, Process Optimization, Operational Workflow, Target Operating Models, Cost Reduction & Optimization (Cost-down), Vendor Selection, Team Management, Intercompany Accounting, Auditing, Leadership, Cash Flow Analysis, Corporate Tax Planning
CFO
2012 - 2013
Delta Comm
- Led the sale transaction of Delta Comm’s minority stake to Georgia’s sovereign fund—including conducting sell-side due diligence and a business valuation (DCF & comps) at US$150 million.
- Handled the strategic development project, requiring $105 million in CAPEX, increasing the number of broadband end-users by 300,000, and raised initial investment need of US$17 million by debt-financing from a local commercial bank.
- Managed and led the finance transformation initiatives, which included the integration of 1C: ERP and redesigning the FP&A procedures, resulting in increased cost control and higher visibility of business processes.
Focus areas: Capital Structure Analysis, Working Capital Management, Investor Relations, Fundraising, Ratio Analysis, Revenue & Expense Projections, Financial Benchmarking, Financial Risk Analysis, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Modeling, Budgeting, Valuation, Business Planning, Mergers & Acquisitions (M&A), Treasury Management, Treasury & Liquidity Management, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Investments, Deal Structuring, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, M&A (Sell-side), Microsoft PowerPoint, Company Strategy, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, Confidential Information Memorandum (CIM), Financial Transformation, Change Management, Project Management, Taxation, Controller, Analysis, Management, Government Contracting, Business Analysis, Digital Media, Policies & Procedures Compliance, Electronics, Automation, Internal Financial Reporting, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Team Management, Sourcing, Intercompany Accounting, Auditing, Audits, Grant Accounting, Leadership, Operational Efficiency Improvement, Team Leadership, Cash Flow Analysis, Enterprise Resource Planning (ERP), Inventory, P&L Responsibility, Post-merger Integration, Demand Planning, Tax Audits, Asset-based Finance, International Taxation, Business Taxation, Corporate Tax Planning
Investment Manager
2010 - 2011
Real Invest
- Achieved IRR +25% after leading an end-to-end investment process in three commercial real estate deals. Managed the team of analysts and external consultants, and liaised with shareholders on proposed transactions.
- Generated a $7 million incremental return by leading the sale transaction of a boutique of 19th-century buildings to foreign investors.
- Raised more than $30 million in equity and debt financing from the family office of UHNWI and local commercial banks.
Focus areas: Buyouts, M&A (Buy-side), Financial Reporting, Financial Risk Analysis, Financial Modeling, Fund Analysis, Three-statement Modeling, Investor Relations, Capital Raising, Investment Decision-making, Project Development, Mergers & Acquisitions (M&A), Fund Management, Forecasting, Business Models, Financing, Investments, Deal Structuring, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Commercial Real Estate, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, Confidential Information Memorandum (CIM), Fund Structure, Market Intelligence, CIO, Taxation, Analysis, Management, Business Analysis, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Vendor Selection, Team Management, Sourcing, Auditing, Audits, Cash Flow Analysis, Due Diligence Consultant, Corporate Tax Planning, Fund Accounting & Administration, Fund of Funds, Private Equity Consultant, Legal Structuring, Tax Advisory, Construction
Interim CFO
2009 - 2010
Begi Company
- Reduced the conversion costs by 30% and increased EBITDA by 7% in a year by enhancing supply chain efficiency, and finalized an $11 million expansion project that increased the daily manufacturing capacity by 350 tons.
- Led the factory expansion project with Buhler milling equipment, increasing daily manufacturing capacity to 600 metric tons of grain; total investment value of ₤8.5 million.
- Initiated and finalized the integration of the EXACT-ERP system.
- Alongside, the CCO planned and executed a comprehensive supply chain improvement initiative that centered on working capital optimization, including inventories, receivables, and payables, and efficiency improvement in logistics.
Focus areas: Supply Chain, Operations Analytics, Business Planning, Corporate Restructuring, Turnaround, Forecasting, Business Models, Financing, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Microsoft PowerPoint, Company Strategy, Cash Flow Modeling, Tax Accounting, Payroll & Benefits, Confidential Information Memorandum (CIM), Agrotech, Agriculture, Financial Transformation, Change Management, Project Management, Taxation, Controller, Analysis, Management, Business Analysis, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Auditing, Audits, Grant Accounting, Nutrition & Supplements, Team Leadership, Cash Flow Analysis, Enterprise Resource Planning (ERP), Inventory, P&L Responsibility, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, Inventory Management, FMCG, CPG, Consumer Packaged Goods (CPG), COO, Business Taxation, Corporate Tax Planning
Finance Manager
2006 - 2008
Sante GMT Products
- Developed a company-wide process costing system for accounting of manufacturing costs.
- Initiated the development of ERP software tailored to the company's needs.
- Developed a comprehensive working capital monitoring tool across inventories, receivables, and payables.
Focus areas: Budget Controls, Capital Budgeting, Sales Expense Forecasting, Zero-based Budgeting, Budgeting, Operational Finance, Financial Planning & Analysis (FP&A), Forecasting, Business Models, Financing, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Microsoft PowerPoint, Tax Accounting, Payroll & Benefits, Agriculture, Financial Transformation, Change Management, Project Management, Taxation, Controller, Analysis, Management, Business Analysis, Process Optimization, Operational Workflow, Target Operating Models, Reorganization, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Team Management, Auditing, Audits, Grant Accounting, Nutrition & Supplements, Team Leadership, Cash Flow Analysis, Enterprise Resource Planning (ERP), Inventory, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, FMCG, CPG, Consumer Packaged Goods (CPG), Business Taxation, Corporate Tax Planning
Education
2014 - 2015
Master's Degree (MBA) in Business Administration
Cambridge Judge Business School | University of Cambridge - Cambridge, UK
2004 - 2007
Bachelor's Degree (BBA) in Business Administration
Caucasus University - Tbilisi, Georgia
Certifications
JUNE 2015 - PRESENT
Lean Six Sigma Green Belt
Cambridge Judge Business School
Skills
Finance
Financial Modeling, Valuation Modeling, Capital Raising, Due Diligence, Discounted Cash Flow (DCF), Profitability Analysis, Capital Structure Analysis, Financial Reporting, Financial Benchmarking, Investment Decision-making, M&A (Buy-side), Lending, Finance Process Improvement, Credit Risk, Operational Finance, Zero-based Budgeting, Budget Controls, DCF Valuation, Equity Research, Venture Funding, Accounting, Finance Strategy, Cash Flow Modeling, Credit/Debt, Microfinancing, Investment Briefs, Market Research, International Finance, CFO, Debt Raises, Pricing, Working Capital Management, Three-statement Modeling, Comparable Company Analysis, Ratio Analysis, Revenue & Expense Projections, Certified Public Accountant (CPA), Corporate Finance, Private Equity, Capital Budgeting, Project Finance, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Seed Fundraising, Fundraising, Loan Origination, Valuation, Budgeting, Forecasting, Crowdfunding, P&L Forecasting, M&A (Sell-side), FIG, Data Analysis, Customer Acquisition Cost (CAC), M&A Modeling, Consumer Lending, Cash Flow, Credit Analysis, Deal Analysis, Credit Underwriting, Customer Lifetime Value (CLV), UK GAAP, Cash Flow Forecasting, Fund Structure, Taxation, Controller, Profitability Optimization, Chartered Professional Accountant (CPA), Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Intercompany Accounting, RiskMetrics, Business Advisory, Cash Management, Monetization Models, Asset-based Finance, International Taxation, Trade Finance, Refinancing, Wealth Management, Business Taxation, Total Addressable Market (TAM), Fund of Funds, Investment Memoranda, Micro Lending, Pricing Strategy, Market Opportunity Analysis, 409A Valuation, Interest Rate Risk, Financial Risk Analysis, Fund Analysis, Liquidity Coverage Ratio (LCR), Risk Models, Portfolio Analysis, Sales Expense Forecasting, Funding Strategy, Angel/Seed Funding, Financial Advisory, Equity Financing, Startup Funding, Forward Contracts, Leveraged Buyout Modeling, Feasibility, Fund Management, Consumer Loans, ROI, Lifetime Value (LTV)
Output Software
Microsoft PowerPoint, Microsoft Excel, Google Sheets, Excel 2016
Data & Analysis Software
QuickBooks Online, Intuit QuickBooks, Xero Accounting, VentureXpert, Bloomberg, Thomson Reuters, Capital IQ, NetSuite
Industry Expertise
Real Estate Development, Retail & Wholesale, Fashion, Agribusiness, Early-stage Startups, Public Companies, Consumer Products, Health & Wellness, Automotive, Asset Management, Real Estate, Venture Capital, Telecommunications, Government, Commercial Real Estate, Residential Real Estate, Financial Services, Banking & Finance, Renewable Energy, Cannabis, Confidential Information Memorandum (CIM), Agrotech, Agriculture, Electronics, Apparel & Accessories, Insurance, Small Business, Education Technology (Edtech), Steelmaking, Technology, Construction, Logistics, Healthcare, Lean Six Sigma, Pharmaceuticals, Oil & Gas, Debt Capital Markets, Hospitality, Public Finance, Leases
Geographic Expertise
EMEA, Europe, United States, Middle East, Saudi Arabia, China, United Kingdom, Eastern Europe, Middle East and North Africa (MENA)
Other
Investments, eCommerce Platforms, Fintech, Business Services, Business Planning, Strategy, Analysis, Business Management, Business Development, Turnaround, Supply Chain, Investment Banking, Business Strategy, Startups, Interim CFO, Investment Analysis, Investment Consulting, Business Models, SaaS, Budget Modeling, Marketplaces, Management Consulting, Loans, Life Science, Feasibility Studies, Pitch Decks, Sales Funnel, Sales Operations, Marketing Research & Analysis, Microsoft Visio, Enterprise Resource Planning (ERP), Manufacturing Productivity Improvement, Investment Capital Raising, Pricing Models, Cost Control, Cost Accounting, IFRS Financial Reporting, Treasury & Liquidity Management, Growth Strategy, Emerging Markets, FMCG, Debt Financing, Manufacturing, eCommerce, Financial Controlling, Financial Controls & Processes, Key Performance Indicators (KPIs), Balance Scorecards, Crowdfunding Consultant, Part-time CFO, Financial Analysis, FPA, Subscriptions, Fractional CFO, Business Administration, Delivery, Commercial Lending, Software as a Service (SaaS), Credit Scores, Risk & Compliance, Financing, Process Improvement, Process Mapping, Shareholders' Agreement (JVA), Deal Structuring, Term Sheet Advisory, Deal Review, Proptech, Storytelling, Go-to-market (GTM) Strategy, Product-market Fit, Business Partnerships, Partnerships, Strategic Partnerships, Online Payments, Small & Medium-sized Enterprises (SME), PowerPoint Design, Cash Flow Management, Presentations, Executive Presentations, Strategic Planning, Knowledge Management, Product Development, Workshops, Solar, Biotechnology, Excel Modeling, Excel Expert, IT, Accounts Receivable, Business Plan Consulting, Pitch Deck Consultant, Reporting, Finance, Fundraising Consultant, Loans & Lending, Company Strategy, Excel 365, Business Consulting, Business to Consumer (B2C), Deal Sourcing, Investment Committee Advisory, SME/SMB Financing, Underwriting, B2C, Xero, Information Memoranda, Tax Accounting, Payroll & Benefits, Employee Stock Options, M&A Due Diligence (Financial), Deal Closure, Market Intelligence, CIO, Financial Transformation, Change Management, Project Management, Data, US GAAP, Management, Financials, Business Analysis, Digital Media, B2B Partnerships, Scenario Analysis, Target Pricing, Financial Statements, Shopify, Operations, Policies & Procedures Compliance, Fundraising Strategy, Early-stage Funding, Compliance, Small Business Consultants, Consolidated Reporting, Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Stripe, Monthly Close Process, IRR, Capitalization Tables, Cap Tables, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Auditing, B2B, Event Management Platforms, Event Management, Buy Now Pay Later (BNPL), Edtech Design, Clothing, Audits, Grant Accounting, Leadership, Operational Efficiency Improvement, Nutrition & Supplements, Team Leadership, Cash Flow Analysis, Due Diligence Consultant, NAV, Waterfall Methodology, Commercial Real Estate Finance (CREF), Investment Funds, Process Design, Cash Flow Consultant, Top-secret Security Clearance, Inventory, Small Business Management, Board Reporting, P&L Responsibility, Accounts Payable, Billing & Collections, Invoicing, Hedge Fund Consultant, Hedge Funds, Accruals, Post-merger Integration, Demand Planning, Sales & Operations Planning (S&OP), Supply Chain Optimization, Sales Planning, Consolidation, M&A Strategy, P&L Management, Risk Modeling, Waterfall Modeling, Marketing Strategy, Inventory Management, VAT Return Preparation, Controlling, Market Research & Analysis, Circular Economy, Consulting, Acquisitions, Tax Audits, Mid-market companies, Offshore services, Stock Analysis, Localization, Resource Allocation, CPG, Consumer Packaged Goods (CPG), Finance Reports, Process Automation, Digital Transformation, COO, Corporate Tax Planning, Competitor Analysis & Profiling, Procurement, Exit Strategy, Fund Accounting & Administration, Organizational Structure, Resource Planning & Analysis, Private Equity Consultant, Legal Structuring, Tax Advisory, Fintech Consultant, Term Sheet Negotiations, Corporate Development, Risk Management, LLC Agreements, Communication, Distribution Management, Legal, Governance, Operating Models, FinOps, Cloud Transformation, Business & Digital Transformation, Investor Presentations, Startup Consulting, Strategy Consulting, Positioning, M&A Due Diligence (Commercial), Competition Research, Customer Analysis, Launch Strategy, Inventory Optimization, AI Adoption, Artificial Intelligence (AI), Market Entry, Carve-out Planning, Operations Analytics, Buyouts, Asset Liability Management (ALM), FX, Investment Strategy, SAP, Startup Growth Strategy Development, Treasury Management, Brand Strategy, Government Contracting, Charity, Investor Relations, Corporate Restructuring, Project Development, Corporate, Sales, Marketing, Product Sourcing, R&D, Drug Development, Investment Modeling, Digital Health, Credit Ratings, European Credit Ratings, Education, Metallurgy, Metals & Mining, Bonds, Go-to-market Plans, Commercialization, Educational Platform Design, IFRS 9, Balance Sheet Optimization, Group Reporting, Leveraged Buyout (LBO), Organizational Design, Visual Basic for Applications (VBA), NPV Calculation, Decision Modeling, Costing, Term Sheets, NPV, Financial Forecasting, Business Modeling, Gambling, Lead Generation, B2B Lead Generation, Sales Strategy, Finance Transformation, Finance Director, Mobility, Engineering, Dashboards
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Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
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