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Matt Goldstein
Verified Expert in Management Consulting
Management Consulting Expert
Washington, DC, United States
Toptal member since July 8, 2020
Bio
Matt is a business operations and finance executive that has owned nine-figure P&Ls and executed over $100 million in financings and acquisitions. He's an operations-focused executive with a strategy and corporate finance skillset and 12+ years of working with C-suite executives at National Geographic, CustomInk.com, and The Royal Bank of Scotland. He's passionate about helping great companies scale, manage through change, and operationalize their strategy.
Career Highlights
Vice President, Digital Business Operations
National Geographic Partners
Director of Finance
Custom Ink
Analyst
The Royal Bank of Scotland
Education Highlights
Bachelor of Science Degree
Georgetown University
Case Studies
Growth Projection Model for Equity Financing
Financial ModelingFinancial Planning & Analysis (FP&A)Microsoft ExcelThree-statement ModelingCorporate FinanceEquity Financing+ 2 more
LBO Model for Consumer Services Franchise Target Company
Financial ModelingMicrosoft ExcelMergers & Acquisitions (M&A)Private EquityFinancial AnalysisLeveraged Buyout (LBO)+ 1 more
Budget Overview Executive Presentation Deck
Financial Planning & Analysis (FP&A)Microsoft PowerPointCorporate FinanceAnnual BudgetsExecutive PresentationsBusiness Operations
Functional Overview Onboarding Presentation
Executive PresentationsOperationsStrategic Planning & ExecutionTeam LeadershipBusiness OperationsChief Operations Officer (COO)
Expertise
- Business Analysis
- Business Operations
- Corporate Finance
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Strategic Planning & Execution
- Three-statement Modeling
Work Experience
Vice President, Digital Business Operations
2017 - 2019
National Geographic Partners
- Managed the planning and deployment of ~$50 million operating budget spanning content, audience development, monetization, publisher operations, as well as the product and technology teams.
- Led the operations of a $30+ million social sponsorship and branded content division for the #1 social media brand, increasing campaign throughput by 100% with cross-functional process improvement efforts.
- Led publisher management efforts to scale advertising opportunities across all owned and third-party digital platforms, resulting in a 100% increase in available ad opportunities per unique visitor.
- Developed and implemented business operations processes across 10+ operating teams to enable departmental financial management, project-level budget management, end-to-end contract execution, and vendor onboarding.
Focus areas: Financial Analysis, Culture Development, Financial Planning & Analysis (FP&A), Strategic Planning & Execution, Process Improvement, Monetization, Business Operations
Director of Marketing Effectiveness
2015 - 2017
Custom Ink
- Increased 2016 sales to 10% while reducing cost per new customer by 9%.
- Developed annual and quarterly marketing and sales plans budgets for a $30+ million advertising operation, constructing detailed operational sales forecasts in partnership with the FP&A team.
- Served as the business partner for the integrated marketing team, with a purview that spanned the marketing, merchandising, and creative teams.
- Supported the CMO and CEO with responsibilities that included planning, budget management, and strategic execution.
Focus areas: Financial Planning & Analysis (FP&A), Strategic Planning & Execution, Marketing Strategy, Business Operations, Financial Analysis, Digital Marketing, Marketing
Director of Finance
2012 - 2016
Custom Ink
- Worked closely with the CEO and CFO to close a $40 million equity raise from Revolution Growth, $30 million debt financing with Orix Ventures and Square 1 Bank, as well as two strategic acquisitions.
- Led the FP&A team as the company doubled in size to $200+ million in sales, with responsibilities that included working across managers and executives to construct financial forecasts and strategic plans for presentation to the board of directors.
- Improved overall revenue projection accuracy to <5% variance by building a cohort-based repeat customer model to identify, analyze, and project customer LTV.
- Negotiated finance/accounting and HR ERP contract pricing down 40% over a three-year contract life, and structurally mitigated future pricing increases tied to growth in the employee base.
Focus areas: Corporate Finance, Financial Analysis, Contract Negotiation, Debt Financing, Equity Financing, Finance Strategy, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
Senior Analyst
2010 - 2012
The Gladstone Companies
- Analyzed and presented $100+ million of investments to the investment committee, detailing all facets of target companies, including SWOT analyses, industry research, operational analysis, financial projections, and projected fund-level returns.
- Managed relationships and investments in ten portfolio companies, representing ~$70 million of capital exposure. Prepared regular company performance update memoranda.
- Built complex financial projection models to analyze various capital structures, performance scenarios, and resulting financial and return metrics of potential transactions.
- Led the quarterly valuation of a $500+ million investment portfolio across three publicly traded funds for presentation to the board of directors, including equity waterfall and DCF valuations, as well as distressed investment updates.
Focus areas: Commercial Lending, Leveraged Credit, Leveraged Finance, Private Equity, Leveraged Buyout (LBO)
Analyst
2008 - 2010
The Royal Bank of Scotland
- Built a pricing model to value a £20 billion global leveraged finance portfolio and determine capital benefit/cost of asset sales. Co-led the creation of presentations for the global RBS C-suite, detailing asset disposition strategies and progress.
- Conducted an in-depth financial analysis of 15 leveraged finance portfolio companies, representing $150+ million of capital exposure, analyzing historical and projected operating results, industry trends, and macroeconomic business conditions.
- Performed extensive financial modeling to sensitize projected company performance to determine resulting cash flow and credit/covenant impacts.
- Completed intensive financial modeling and corporate valuation training with "Training the Street."
Focus areas: Financial Modeling, Financial Analysis, Portfolio Management, Leveraged Buyout (LBO), Leveraged Finance
Education
2006 - 2008
Bachelor of Science Degree in Business Administration (Accounting)
Georgetown University - Washington, DC, USA
Skills
Finance
Financial Modeling, Financial Planning & Analysis (FP&A), Forecasting, Three-statement Modeling, Corporate Finance, Mergers & Acquisitions (M&A), Accounting, Finance Strategy, Equity Financing, Private Equity, CFO, Five-year Projections, Capital Structuring
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
Tableau, Intuit QuickBooks
Other
Business Analysis, Financial Analysis, Strategic Planning & Execution, Business Operations, Data Analytics, Contract Negotiation, Leadership, Cross-functional Team Leadership, Team Leadership, eCommerce, Digital Media, Negotiation, Monetization, Debt Financing, Leveraged Buyout (LBO), Leveraged Finance, Leveraged Credit, Virtual CFO, Marketing Strategy, Process Improvement, Culture Development, Marketing, Digital Marketing, Commercial Lending, Portfolio Management, Workday, Asana, Executive Presentations, Operations, Chief Operations Officer (COO), Annual Budgets
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