Will Chavey
Verified Expert in Management Consulting
Finance Expert
Cambridge, MA, United States
Toptal member since September 27, 2019
A Harvard MBA candidate and Rhodes Finalist, Will was an executive at YC-backed startup CarDash and on the corporate development team for Santander, working with senior leaders to execute transactions up to $1 billion. At CarDash, he guided product releases and scaled customer service while helping raise funds from Index Ventures. An operationally focused finance expert, Will delivers strategic finance advice and M&A guidance to Toptal clients.
Career Highlights
Education Highlights
Case Studies
Dynamic Expansion Cash Flow Model
Dynamic Financial Valuation Model
Pitch Deck (Heavily Redacted)
Industry Expertise
- Advertising & Marketing
- Automotive Service & Collision Repair
- Finance
- Venture Capital & Private Equity
- Financial Modeling
- Startups
- Early-stage Startups
Software Expertise
- SQL
Other Expertise
- Cash Flow Analysis
- Financial Forecasting
- Startup Funding
- Three-statement Modeling
- Unit Economics
- Valuation
Work Experience
Head of Customer Experience
CarDash
- Led the successful acquisition of multiple auto repair facilities with responsibilities that included outreach, due diligence, the development of the financial models, authoring the offer letter, leading the debt negotiations, and managing post-acquisition operations and integration activities.
- Worked with the engineering and design teams to release multiple new product features, including upfront pricing on an online auto repair marketplace and a redesigned digital inspection tool for auto mechanics.
- Scaled multiple customer service and inbound sales teams, including managing a team of 5+ while growing gross merchandise value run rate to $1+ million and maintaining a net promoter score of 75+.
- Helped company deliver revenue growth of ~10x during the Y-Combinator program, leading to $5+ million of equity funding from prominent venture capitalists including Index Ventures and Felicis Ventures.
- Created and managed omnichannel marketing campaigns for various email and digital marketing initiatives, reducing customer acquisition costs by 50%+ over the life of two separate marketing campaigns.
- Helped build a pitch deck and the financial model for venture capital fundraising discussions.
Corporate Development Associate
Santander Consumer USA
- Created financial models and board presentations, oversaw supporting analysts, satisfied diligence requests, and managed the day-to-day process, working with the company's EVP to secure the separate sales of a ~$1 billion as well as a $1.5 billion loan portfolio.
- Built a sell / hold analysis template model, still in use at the company today, to help quickly compare sell-side bids for discrete loan portfolios, illustrating the cash flow and net present value comparisons in addition to the accounting impact.
- Conceptualized and built supporting analysis to secure a successful negotiation of a $1+ billion loan sale, including proposing the relevant segmentation for sale purposes and modeling the overall economic impact.
- Learned SQL and built multiple scripts and internal tools to help automate or expedite internal processes including the development of a query that enabled the corporate development group to expedite the procurement of data integral to our sell-hold evaluation analysis, and improve the analysis time by 1-2 days.
Education
Master of Business Administration (MBA) Degree in General Management
Harvard Business School - Boston, MA
Bachelor's Degree in Economics
University of Dallas - Dallas, TX
Skills
Finance
Three-statement Modeling, Financial Modeling, Valuation, Startup Funding, Term Loans, Mergers & Acquisitions (M&A), M&A (Sell-side), Financial Planning & Analysis (FP&A), Forecasting, Profitability Analysis, Projected Cash Flow, Valuation Modeling, Fundraising, Seed Fundraising, Cap Table Formation
Output Software
Excel 2013, Google Sheets, Microsoft PowerPoint, Google Slides
Industry Expertise
Early-stage Startups, Financial Services, Consumer Finance, Automotive, Venture Capital
Geographic Expertise
United States, California
Data & Analysis Software
SQL
Other
Excel Modeling, Unit Economics, Financial Forecasting, Cash Flow Analysis, Startups, Debt Financing, Corporate Development, Product Management, Flowcharts, Mobility, Marketing, Sales, Acquisitions, Customer Support, Management, Board of Directors, Board Presentations, Investor Presentations, Google Ads, Facebook Ads, Cap Tables, Customer Segmentation, Net Promoter Score (NPS)
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