布莱恩浮士德, 金融专家 in 代顿，俄亥俄州，美国
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布莱恩浮士德

验证专家  in 金融

金融专家

位置
代顿，俄亥俄州，美国
至今成员总数
2017年11月12日

布莱恩 co-founded a family of privately held global technology and media companies with 180 employees and offices in NYC, 俄亥俄州, LA, and Tel Aviv—serving as its board member and CFO. He is also an experienced 公司发展 executive having led more than $500 million of transactions, 集成, 还有资本筹集. 布莱恩 joined Toptal because he enjoys working with leading companies and teams on interesting and dynamic challenges.

部分首席财务官虚拟首席财务官兼职CFO收入 & 费用预测财务规划 & 分析(FP&A)金融建模风险资本筹款估值合并 & 收购(M&A)尽职调查企业融资财务管理CFO收益管理全力投入业务改进财务管理现金流

职业生涯突出

联合创始人、总裁兼首席财务官
伊利媒体
董事会成员兼首席财务官
ooVoo视频聊天
导演,米&A
Teradata集团

教育强调

工商管理硕士(MBA)
代顿大学
学士学位
莱特州立大学

案例研究

工作经验

董事总经理

2017年至今
谢尔比麦克咨询服务公司
  • Provided CFO and other consulting services to mid-market technology and media businesses, ranging from management of administrative and 会计 staff, 现金和现金流量管理, 收入和费用管理, 每月投资者报告.
  • Raised around $10 million of equity financing from a network of angel investors. Evaluated potential investments for investor network and led 尽职调查 for three investment opportunities.
  • Developed bottoms-up operational and financial models and dashboards for small and medium-sized businesses. Updated models with actual results each month and produced "budget vs actual" reporting and variance 分析 for management and investors.
  • Helped client secure $1 million of investor debt financing by developing pro forma cash flow model and opportunity overview deck. Attended investor pitch meetings and provided input as a credible finance and business expert.
  • Led the shutdown of an unsuccessful business for a client. 清算实物资产, 终止的合同义务, and 谈判 cancelation/reduction obligations. Brokered sale of patent portfolio and directed wind-up of 法律 entities.
Focus areas: 尽职调查, Acquisitions, 合并 & 收购(M&A)，运营财务，战略规划 & 执行

CFO

2019 - 2023
Jobs俄亥俄州
  • Oversaw the financial 规划 processes of the State of 俄亥俄州's spiritous liquor enterprise, 代表超过450个地点, $1.7B in revenue, and $400M+ in profits while managing the underlying financial forecast model.
  • Refinanced the organization's corporate bonds to generate $80M in interest expense savings and elevate S&P and Moody's credit rating; successfully issued new bonds, resulting in new funding of $350M.
  • 构思 a portfolio management concept to leverage the organization’s assets effectively by shifting $700M of the company’s assets into an allocated portfolio that led to an estimated 5% increase in ROI.
  • 管理与P&L accountability for cross-functional departments including finance, 会计, 规划, 分析, 合规, 市场营销, 法律 and program lending representing over 50 personnel.
  • 成立, launched and managed the Jobs俄亥俄州 Growth Capital Fund, a seed+ through growth stage $250M AUM venture investment fund with over 80 tech and med tech focused portfolio companies.
  • Partnered with multiple investors and external agencies, 比如机构投资者, 企业风险投资部门, world-class institutions with compelling IP portfolios, etc., to nurture relationships for improved venture deal flow.
重点领域:策略, 管理, 金融, 操作, 风险投资, 会计, 业务发展, 高级管理人员

联合创始人、总裁兼首席财务官

2016 - 2017
伊利媒体
  • 发展投资策略原理, 商业计划, bottom-up operational model and budget and an investor overview deck. Pitched investors and secured funding (in the seven figures).
  • Negotiated and implemented 法律 and corporate structure, and employee incentive compensation plan.
  • Recruited and hired geographically dispersed team of eight highly skilled digital media and programmatic advertising experts. 在加州洛杉矶设立总部.
  • Defined company mission and vision statements, 并建立了品牌的声音, 企业消息传递, corporate culture and online social presence.
  • Ramped from $0 revenue to approximately $5 million of annual revenue in the first 12 months.
  • 概念化, 建模, 谈判, and closed four complex exclusive partnerships with strategic clients.
重点领域:管理, 筹款, 战略合作伙伴关系, 操作财务, 战略规划 & 执行

联合创始人、董事会成员和首席财务官

2015 - 2017
伊利的技术
  • 发展投资策略原理, 商业计划, bottom-up operational model/budget and overview deck. Pitched investors and secured funding of more than $130 million.
  • Negotiated and implemented 法律 and corporate structure and employee profit sharing units plan. Negotiated 就业协议 for COO, CTO, CPO, VP of HR, and VP of Engineering.
  • Established offices in Los Angeles, San Jose, and Dayton OH and managed offices in NYC and Tel Aviv.
  • Selected and implemented all infrastructure and services required to ramp the business, including insurance and employee benefit plans, 工资系统, 会计系统, IP电话业务, 物理安全, 办公家具, 和设备.
  • Designed and implemented business processes, 控制和策略 包括费用管理政策, purchasing and contracting policies and process, levels of financial and contractual approval, monthly budget to actual reporting and variance 分析, 差旅政策, FMLA离开流程和许多其他流程.
  • Designed and managed a hiring mechanism that enabled ramp from 0 to more than 70 engineering and product employees in 12 months.
  • Built and led world-class monetization function increasing revenue efficiency by 60% in six months. The increase was driven by the onboarding of new high-value digital media revenue opportunities while simultaneously scrubbing legacy processes to uncover opportunities for optimization of existing revenues.
  • Served on the board of directors and provided financial management, investment and transaction expertise and perspective to the other board members and the chairman.
重点领域:商业计划, 管理, 筹款, 战略合作伙伴关系, 操作财务, 战略规划 & 执行

董事会成员兼首席财务官

2013 - 2016
ooVoo视频聊天
  • Led a 12-person team in New York and Tel Aviv responsible for all aspects of finance, 会计, 规划, 分析, 公司发展, HR, 法律, 隐私, 用户安全, 设施管理. Spent one week each month working in the Tel Aviv office and enhancing team performance by turning the U.S. and Israeli cultural differences into strengths.
  • 实现的业务流程, 控制和策略, 包括费用管理政策, purchasing and contracting policies and process, levels of financial and contractual approval, monthly budget to actual reporting and variance 分析, 差旅政策, 和FMLA离开流程.
  • 构思, 策划, and executed simultaneous downsizing in New York and Tel Aviv, resulting in a 30% workforce reduction and annual savings of more than $4 million with no loss of productivity.
  • Reorganized the management team and helped evaluate and select the new CTO, 产品主管, 和工程执行副总裁.
  • Restructured the monetization function and led the new team resulting in 50% increase in advertising revenue efficiency.
  • Served on the board of directors and provided financial management, investment and transaction expertise and perspective to the other board members and the chairman.
重点领域:管理, 筹款, 合并 & 收购(M&A), 战略合作伙伴关系, 操作财务, 战略规划 & 执行

M&一个导演

2010 - 2015
Myrian资本
  • 形成了正式的概念, 商业计划, bottom-up operational model and budget and overview deck for a direct investing vehicle for a wealthy family, Myrian资本.
  • Built the investment hypotheses and defined the investment focus areas. Designed investment screening process, criteria and approval gates.
  • Negotiated and implemented the 法律 and corporate structure of the management company and serial investment fund, including the management fee and carried interest plan.
  • Developed and maintained contacts with investment banks, 财务报告, 风投公司, and other corporate finance-related businesses to drive high quality, 具有战略意义的交易流程. Compiled and curated a list of investment candidates and established a mechanism to actively track them.
  • Led five new investments and completed more than $100 million of follow-on investments in the technology and media space. Negotiated all associated term sheets, 明确的协议, and ancillary deal documents.
  • Served as a board director of three portfolio companies in the technology, 先进的广告, 医疗技术领域.
  • Developed, implemented, and managed monthly investment reporting processes.
Focus areas: Investment Portfolio 管理, Investment Monitoring, 私人股本, 合并 & 收购(M&A)

导演,米&A

2006 - 2009
Teradata集团
  • Advised on all aspects of transactions including selection and evaluation, 尽职调查, 交易条款谈判, 获利, 明确的协议, 管理角色, 就业协议, 媒体和分析师发布, 集成计划, 以及收盘后的业绩跟踪.
  • Managed the large cross-functional 尽职调查 teams of analysts, 经理, 外部和内部顾问, 外部和内部会计, 税务顾问, 投资银行家.
  • Created detailed financial models describing proforma results, 协同作用的影响, valuation 分析 and EPS impact 分析 on more than 50 acquisition candidates in the data warehouse, 分析, 市场营销 technology and professional services industries, of which about half were based outside of the US.
  • 协商意向书, conducted 尽职调查 and 谈判 明确的协议 for more than 10 acquisition candidates.
  • Developed and maintained contacts with investment banks, 财务报告, venture capital firms and other corporate finance-related businesses to drive high quality, 具有战略意义的交易流程.
  • Developed and instituted a standardized financial reporting format across the organization in order to produce consistent results and presentations for management.
Focus areas: Integration, 尽职调查, Transaction 构建, M&A建模、合并 & 收购(M&A)

业务拓展总监

2005 - 2006
雷诺兹和雷诺兹公司
  • 领导金融, valuation and EPS 分析 and deal structuring of 16 acquisition targets representing revenues of more than $600 million, where four of the targets were outside the US. The targets were in the automotive technology, 业务服务, 电子商务, 专业服务空间.
  • Led the formal 尽职调查 process for acquisition targets including managing large cross-functional teams consisting of 20 to 30 internal functional area experts, 外部投资银行家, 以及法律顾问.
  • Led the negotiation of agreements relating to asset purchase, stock purchase and strategic alliance. Worked closely with inside and outside counsel to create all transaction and ancillary documents.
  • Presented acquisition and partnership opportunities and the associated progress reports to senior management in order to build consensus and create a buy-in for the transaction.
  • Helped develop the overarching business strategy for three new business units.
重点领域:整合、尽职调查、管理&A建模、合并 & 收购(M&A)
2001 - 2003

工商管理硕士(MBA) in 企业融资

代顿大学-代顿，俄亥俄州，美国

1999 - 2001

金融学士学位

赖特州立大学-代顿，俄亥俄州，美国

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