Liana Bertsch
Verified Expert in Management Consulting
Management Consulting Expert
Brooklyn, United States
Toptal member since October 3, 2022
Liana is a CFO for growth companies across a diverse range of industries, including eCommerce, SaaS, marketing agencies, entertainment, and professional services. She has over 15 years of experience providing financial services to clients varying in size from startups to medium-sized. Liana offers a combination of expertise in finance, accounting, management, business leadership, and operations to companies with ambitions to grow their revenues and profitability.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Financial Modeling
Strategic Roadmap and Business Strategy Development
SaaS Financial Model
Expertise
- Comparable Company Analysis
- Controller
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fractional CFO
- Interim CFO
- Mergers & Acquisitions (M&A)
- Virtual CFO
Work Experience
Financial Advisor
LANA Tequila
- Developed a complete set of financial statements, including financial modeling and valuation.
- Sourced potential investors and acted as a key intermediary.
- Designed and implemented companywide financial reporting and control systems.
Associate Director | Fractional CFO and Controller
Black Ink Business Services
- Led and inspired a cross-functional team of seven providing fractional CFO and controller services to clients of varying sizes across diverse industries, including eCommerce, SaaS, marketing agencies, entertainment, and professional services.
- Gained financial and accounting experience by developing effective growth and management strategies with business owners and C-suite executives. Prepared complete sets of financial statements and scenario analyses and identified improvement areas.
- Oversaw multiple due diligences related to the successful raising of $5 million in Series A funding, gaining experience in fundraising.
- Acquired M&A experience by successfully assisting a client purchased for $500M, handling pushdown accounting (ASC 805-50-25-4 and 805-50-25-6), debt issuance costs, and financing fees accounting treatment (ASU 2015-03).
CFO
Vision Integrity Engineering
- Created and applied forecasting models to build budgets and facilitate growth.
- Led negotiations to develop partnerships with other companies and coordinate joint projects.
- Contributed to corporate growth by assisting with business development and optimizing profit margins, which led to an 800% increase in revenue. This included supporting the expansion of the organization from 3 to 78 employees.
- Developed and implemented an M&A plan to acquire two companies, leading to their successful merger.
- Played a key role in managing external relationships by acting as the point person on all external connections with audit, tax, legal, bankers, investors, and union.
Education
Master's Degree (MBA) in Finance
University of Calgary - Calgary, Alberta, Canada
Master’s Degree (Engineer) in Economist Information Systems
Yerevan State Institute of Economy - Armenia
Certifications
CPA
CPA Canada
CFA
CFA institute
Skills
Finance
Cash Management, Startup Funding, Mergers & Acquisitions (M&A), Valuation, Financial Modeling, Financial Planning & Analysis (FP&A), Comparable Company Analysis, Capital Structure Optimization, Accounting, Controller, Financial Reporting, Forecasting, Budget Controls, Budgeting, CFO, Revenue & Expense Projections, Fundraising, Capital Structuring, Five-year Projections
Output Software
IFRS 3
Data & Analysis Software
QuickBooks Online, Intuit QuickBooks, Xero Accounting, NetSuite, SQL
Other
Microsoft, Excel 365, Finance, Financing, Fractional CFO, Interim CFO, Startup Consulting, Interim Finance Director, US GAAP, IFRS Financial Reporting, Accounting Standards for Private Enterprises (ASPE), Virtual CFO, Cost Accounting, Interim Controller, Interim Financial Controller, Key Performance Indicators (KPIs), Financial Consultation, Performance Management, Economics, Startups, Managerial Finance, M&A Due Diligence (Financial), Business Risk Assessment, Scenario Analysis, Industry Analysis, Budget Modeling, Annual Planning, Competitor Analysis & Profiling, Modeling, Variance Reporting, Analysis of Variance (ANOVA), Revenue Recognition, Financial Analysis, Internal Control, Cash Flow Analysis, Business Models, Business Planning, Operations, Fundraising Consultant, COO, Quality Control (QC), Safety, Forensic Accounting, C++
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