Kenny Jen
Verified Expert in Management Consulting
Management Consulting Expert
Los Angeles, CA, United States
Toptal member since December 10, 2019
Kenny Jen is a seasoned finance professional providing CFO services to investor-backed companies, supporting organizations from the pre-revenue stage through to $200 million in annual revenue. With a deep understanding of the financial and operational complexities that come with scaling high-growth businesses, Kenny partners closely with founders and executive teams to drive strategic decision-making, financial planning, and operational excellence.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
CPG Cap Table Model with Recapitalization Event
Created Cohorts Analysis and KPI Sheet
Industry Expertise
- Business Services
- Accounting Services
- Venture Capital & Private Equity
- Financial Modeling
- Consumer Products
- Financial Markets
- Public Companies
Other Expertise
- Cap Tables
- Cash Flow Forecasting
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Investment Research
- Valuation
- Working Capital Management
Work Experience
Fractional CFO
Pilot
- Managed more than $100 million in spend across the client base via departmental budgeting, annual planning, and inventory management.
- Led and supported fundraising processes resulting in over $40 million of debt and equity financing across the client base.
- Constructed and updated financial models, KPI dashboards, supply chain models, weekly cash flow models, and board decks.
- Led profit improvement initiatives across CFO clients, including vendor negotiations, working capital optimizations, customer retention, and operating expense rationalization.
Senior Manager, Finance and Operations
Pure Beauty
- Demanded planning, margins analysis, sales forecasting, cash flow planning, financial modeling, working capital management, sales finance (promotions/discounts), financial planning, and corporate finance.
- Worked on procurement, inventory management/forecasting, logistics, vendor sourcing/management, demand planning, packaging design/compliance, and manufacturing process improvement.
- Developed 20 SKUs launched since 2020, as part of my role.
Associate
Emil Capital Partners
- Built and maintaining financial operating models for management teams of four portfolio companies for fundraising purposes.
- Created an inventory management and forecasting tool for a CPG startup to help manage working capital.
- Created weekly cash flow models for two portfolio companies (snack brand and fast-casual restaurant) to actively monitor and forecast cash positions.
- Worked with management teams of two portfolio companies (fast casual restaurant and apparel brand) to understand SKU contribution margins and pinpoint areas of improvement.
- Evaluated new investment opportunities through financial analysis, market research, and industry due diligence.
Analyst
Credit Suisse AG
- Constructed and prepared research notes regarding updated macroeconomic data points and industry trends.
- Tracked coverage universe’s credit quality, valuation history, capital management, loan composition, and securities portfolio.
- Performed due diligence into regulatory filings, legislative proposals, call transcripts, and financial databases.
- Utilized in-house data tools, SNL, and Datastream to create trend charts, update comparables, and fulfill client requests.
Education
Bachelor's Degree in Finance
Georgetown University - Washington, DC, USA
Certifications
Eagle Scout
Boy Scouts of America
Skills
Finance
Cash Flow Forecasting, Financial Modeling, Three-statement Modeling, Working Capital Management, Financial Planning & Analysis (FP&A), Valuation, DCF Valuation, Valuation Modeling, Equity Valuation, Comparable Company Analysis, Cap Table Formation, Investment Memoranda, CFO, Growth Equity, Valuation Analysis, Recapitalization, Funding Process, Forecasting, Fundraising, Mergers & Acquisitions (M&A)
Output Software
Excel 2010, Excel 2007, Microsoft Word, Microsoft PowerPoint, Excel 2013
Industry Expertise
Retail & Wholesale, Food & Beverage, Health & Wellness, Consumer Products, Venture Capital, Apparel & Accessories, Restaurants & Dining, Financial Markets, Public Companies
Geographic Expertise
United States
Data & Analysis Software
Bloomberg
Other
Consumer Trends, Unit Economics, Investment Research, Cash Flow Analysis, Cap Tables, Capitalization Tables, Excel Modeling, Business Strategy, Strategic Planning, Key Performance Indicators (KPIs), Industry Analysis, LTV:CAC, Direct to Consumer (D2C), Cohort Analysis, CPG, Interim CFO, Investment Analysis, Research Reports, Analysis, Modeling, Ownership, Financial Reporting Dashboards, Operating Models, B2C, B2B, Marketplaces, Strategy, Financial Statements, Supply Chain
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring