Kenny Jen
Verified Expert in Management Consulting
Finance Expert
New York, NY, United States
Toptal member since December 10, 2019
Kenny helps venture funds with investment due diligence and corporate finance for portfolio companies. Kenny also has public markets experience as an Equity Research Analyst at Credit Suisse, where he performed investment research and drafted reports on 13 large-cap bank stocks. As a freelancer, Kenny enjoys helping startups with financial modeling, capital raising, managing cash flow, optimizing working capital, and financial strategy.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
CPG Cap Table Model with Recapitalization Event
Created Cohorts Analysis and KPI Sheet
Industry Expertise
- Venture Capital & Private Equity
- Restaurants
- Food & Beverage
- Health & Nutrition Products
- Retail
- Apparel & Accessories Retail
- Financial Modeling
- Consumer Products
Other Expertise
- Cap Tables
- Cash Flow Forecasting
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Investment Research
- Valuation
- Working Capital Management
Work Experience
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
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
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