Juba Tsuladze, Finance Expert in London, United Kingdom
Juba is available for hire
Hire Juba

Juba Tsuladze

Verified Expert  in Finance

欧博体育app下载专家

Location
London, United Kingdom
Toptal Member Since
February 15, 2017

Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. 创业之前, Juba was a seasoned CFO with multi-industry experience and worked on projects, ranging from an equity sale of a $150 million telecom company to a $50 million hotel business turnaround. He joined the Toptal network to resolve diverse FP&A, M&A、收购和战略分析挑战.

InventoryExcel ExpertAccounts ReceivableInvestment AnalysisCorporate GovernanceInterim CFOFractional CFO融资顾问小型企业顾问企业资源规划(ERP)Pitch Deck Consultant尽职调查顾问商业计划咨询UnderwritingCash Flow ConsultantPayrollStartup FundingChartered AccountingCrowdfundingInvestment StrategyVenture Capital注册会计师Virtual CFOCost AccountingFP&A

Career Highlights

Principal
Benefica
CFO
Elabelz
COO, CIB Business
TBC Bank Group

Education Highlights

Master's Degree (MBA)
剑桥大学贾奇商学院 | University of Cambridge

认证了

精益六西格玛绿带
剑桥大学贾奇商学院

Case Studies

Work Experience

Principal

2015 - PRESENT
Benefica
  • Led the team of associates for business valuation, sell-side advisory, and fundraising projects for an over $400 million large-scale petroleum coke calcining project.
  • Managed a financial strategy development and fundraising project worth over $65 million for the greenfield steel manufacturing plant.
  • Oversaw the development of feasibility studies for large-scale real-estate development projects worth over $50 million in investments.
  • Managed a cost and benefit analysis project for the World Bank-financed renovation project of the international medical resort.
  • Supervised commercialization strategy development for the Georgian public vocational education and training sector.
  • Led an agribusiness technical assistance project for the leading international dairy manufacturer.
  • Pioneered the credit rating assignment and a corporate bond issuance process for mid-size microfinance organizations specializing in auto leasing and asset-based and agriculture lending.
  • Spearheaded a B2B market entry project for an international drug manufacturing company.
  • Engineered and led feasibility study development, financial modeling, valuation, and fundraising with an investment larger than $5 million for an international hydroponic technology producer set on agricultural, hospitality, 大麻产业.
  • 领导财务尽职调查, feasibility assessment, and financial modeling for a large-scale ($150 million) silicon wafer production plant acquisition project in partnership with global strategy consulting firm Advention Business Partners.
关注领域:欧博体育app下载, Financial Advisory, Credit Ratings, 欧洲信用评级, Agribusiness, Education, Oil & 气体，冶金，金属 & Mining, Real Estate, 房地产开发, Private Equity, Due Diligence, Debt Financing, Equity Financing, Mergers & Acquisitions (M&A), Bonds, Debt Capital Markets, Life Science, Pharmaceuticals, Feasibility Studies, Market Research, Credit Analysis, Deal Analysis, Leveraged Buyout (LBO), Credit Scores, Consumer Loans, Risk & Compliance, Credit Underwriting, Forecasting, Business Models, Financing, Investments, M&A (Buy-side), M&A Modeling, 股东协议(JVA), Investment Strategy, Deal Structuring, Term Sheet Advisory, Deal Review, Storytelling, Go-to-market Strategy, Product-market Fit, Business Partnerships, Partnerships, Strategic Partnerships, 客户终身价值(CLV), Growth Strategy, Online Payments, PowerPoint Design, Presentations, 执行报告, Strategic Planning, Workshops, Solar, Financial Analysis, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, 商业计划咨询, Reporting, Finance, Strategy, Business Services, M&A (Sell-side), United States, 融资顾问, Commercial Real Estate, SaaS, Renewable Energy, Loans & Lending, Microsoft PowerPoint, Company Strategy, Excel 365, Business Consulting, 企业对消费者(B2C), Cash Flow Modeling, Cash Flow Management, Deal Sourcing, 投资委员会谘询, Consumer Products, Cash Flow Forecasting, SME/SMB Financing, Underwriting, B2C, Information Memoranda, Payroll & Benefits, Cannabis, 保密资料备忘录(CIM), Employee Stock Options, M&A尽职调查(财务), Deal Closure, Fund Structure, Market Intelligence, Agrotech, CIO, Agriculture, Data, Taxation, Analysis, Management, International Finance, Financials, Business Analysis, Digital Media, B2B Partnerships, Equity Research, Financial Statements, Supply Chain, Fundraising Strategy, Compliance, 盈利能力的优化, 合并报告, Month-end Processes, 特许专业会计师(CPA), 内部财务报告, Microsoft Excel, 贴现现金流(DCF), Public Companies, IRR, Capitalization Tables, Cap Tables, Process Optimization, Operational Workflow, 目标运营模式, Cost Reduction & Optimization, 业务重组, Team Management, Sourcing, 公司间的会计, Auditing, Xero Accounting, Charity, 先买后付, Edtech Design, RiskMetrics, Clothing, Audits, Grant Accounting, Leadership, 提高运作效率, Team Leadership, Cash Flow Analysis, 尽职调查顾问, NAV, Waterfall Methodology, 商业地产融资(CREF), Investment Funds, Process Design, Cash Flow Consultant, 企业资源规划(ERP), 绝密安全许可, Inventory, Business Advisory, Cash Management, Asset Management, Logistics

Interim CFO

2021 - 2023
Legend London
  • Led the company's finance department, overseeing financial accounting, treasury, and FP&A functions.
  • Achieved a GP margin increase of 4% and cash cycle improvement by 30% by optimizing working capital and supply chain management practices.
  • Increased the visibility of business performance by designing bespoke analytical reports and KPI-based performance measurement methodology.
  • Conducted customer acquisition cost modeling and multi-channel sales funnel planning.
Focus areas: CFO, Forecasting, Accounting, Budgeting, Excel 2016, United Kingdom, Europe, Small & 中型企业(SME)，收入 & 费用预测，财务计划 & Analysis (FP&A), Financial Analysis, Interim CFO, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, UK GAAP, Microsoft PowerPoint, Company Strategy, Excel 365, 企业对消费者(B2C), Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, B2C, Xero, Xero Accounting, Tax Accounting, Payroll & Benefits, Market Intelligence, 金融转型, Change Management, Taxation, Controller, Analysis, Management, International Finance, Financials, Business Analysis, Financial Statements, Shopify, Supply Chain, Operations, Policies & 程序合规，时尚，服装 & Accessories, 盈利能力的优化, 小型企业顾问, Retail & Wholesale, 注册会计师(CPA), Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Stripe, 特许专业会计师(CPA), Monthly Close Process, 内部财务报告, Microsoft Excel, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Reorganization, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, Team Management, Sourcing, Clothing, 提高运作效率, Team Leadership, Cash Flow Analysis, Inventory, Business Advisory, 小型企业管理, Small Business, Cash Management, P&L Responsibility

Finance Consultant

2022 - 2022
WAHAT AL AHSA PORTAL L.L.C.
  • 进行商业可行性评估 and sell-side advisory for a proptech startup.
  • Handled multi-scenario financial modeling and company valuation based on DCF and comps methodologies.
  • Carried out investment storytelling, business plan, and pitch-deck development.
  • Executed customer acquisition cost modeling and multi-channel sales funnel planning.
Focus areas: Proptech, Venture Capital, Storytelling, Forecasting, Financial Modeling, Fundraising, Revenue & Expense Projections, Business Models, Startups, Valuation, Pitch Decks, Early-stage Startups, Seed Fundraising, Excel Modeling, Excel Expert, 商业计划咨询, Pitch Deck Consultant, Fintech, Finance, 融资顾问, Microsoft PowerPoint, 企业对消费者(B2C), Cash Flow Modeling, Cash Flow Forecasting, Market Intelligence, Analysis, Business Analysis, B2B Partnerships, Financial Statements, Middle East, Fundraising Strategy, Early-stage Funding, 小型企业顾问, Subscriptions, Microsoft Excel, 贴现现金流(DCF), IRR, Capitalization Tables, Cap Tables, Cash Flow Analysis, Business Advisory, Small Business, Saudi Arabia

金融建模专家

2022 - 2022
Galena创新有限责任公司
  • 进行商业可行性评估, financial modeling, 以及这家生物技术公司的估值, developing medical devices for treating preterm birth complications.
  • Prepared market sizing for key indications (key geographies, prevalence rates, 寻求治疗的倾向, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
  • Analyzed product's R&D过程和开发生命周期; developed decision trees and success probability estimates.
  • 根据DCF (NPV)准备估值, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
重点领域:预测, Financial Modeling, Fundraising, Revenue & Expense Projections, Valuation, DCF Valuation, NPV, Biotechnology, Decision Modeling, 可比公司分析, R&D, Financial Analysis, Excel Modeling, Excel Expert, 商业计划咨询, Pitch Deck Consultant, United States, 融资顾问, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Information Memoranda, Market Intelligence, US GAAP, Analysis, Business Analysis, B2B Partnerships, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, 小型企业顾问, Microsoft Excel, 贴现现金流(DCF), IRR, Capitalization Tables, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory

Financial Modeling for Buy Now Pay Later Startup

2022 - 2022
YammPay
  • Led financial modeling and strategy optimization for KSA-based buy-now-pay-later (BNPL) startup.
  • 进行商业可行性评估 and revenue modeling.
  • Created project valuation based on DCF and public/private comps.
  • Handled customer acquisition cost modeling, and multi-channel sales funnel planning.
重点领域:金融建模, Cash Flow Management, Credit Risk, Consumer Loans, Financial Analysis, Excel Modeling, Excel Expert, 商业计划咨询, Pitch Deck Consultant, Finance, 融资顾问, Loans & Lending, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, 软件即服务(SaaS), B2C, Market Intelligence, Analysis, Business Analysis, Target Pricing, Financial Statements, Operations, Middle East, Fundraising Strategy, Early-stage Funding, 小型企业顾问, Microsoft Excel, 贴现现金流(DCF), IRR, Capitalization Tables, Cap Tables, B2B, Credit Scores, 先买后付, RiskMetrics, Cash Flow Analysis, Business Advisory, Small Business, Saudi Arabia

M&A Investment Analyst

2022 - 2022
Lantheus Holding
  • Led M&A analytics on more than ten asset investment portfolios. Developed the funnel analysis framework and identified key investment targets.
  • 进行自下而上的尽职调查, financial modeling, and valuation for large-cap pharma services deals.
  • Developed the investment value build-up framework for multi-asset pharma deals and standardized analytical tools for deal analysis and decision making.
关注领域:财务建模、合并 & Acquisitions (M&A)，三语句建模，收益 & Expense Projections, Life Science, Investments, ROI, Investment Banking, 关键绩效指标(kpi), PowerPoint Design, Presentations, 执行报告, Strategic Planning, Knowledge Management, Financial Analysis, Excel Modeling, Excel Expert, 商业计划咨询, Pitch Deck Consultant, Reporting, Strategy, M&A (Sell-side), United States, Microsoft PowerPoint, Excel 365, Cash Flow Modeling, Deal Sourcing, 投资委员会谘询, Cash Flow Forecasting, Information Memoranda, M&A尽职调查(财务), Market Intelligence, CIO, US GAAP, Analysis, Management, Financials, Business Analysis, B2B Partnerships, Scenario Analysis, Target Pricing, Equity Research, Financial Statements, Fundraising Strategy, 合并报告, 内部财务报告, Microsoft Excel, 贴现现金流(DCF), Public Companies, IRR, 目标运营模式, Team Management, RiskMetrics, VentureXpert, Healthcare, Cash Flow Analysis, 尽职调查顾问, Cash Flow Consultant, Inventory, Business Advisory, Board Reporting

Interim CFO

2022 - 2022
Turner Sign Systems
  • Developed the manufacturing cost accounting and job cost analysis methodology, resulting in increased visibility of manufacturing processes and reduced prime costs by 10%.
  • Led the improvement project of finance operations that increased accuracy in invoicing, payroll, tax reporting, 以及应收账款控制.
  • Led project finance and working capital financing transactions with commercial lenders and financial institutions.
重点领域:首席财务官，财务规划 & Analysis (FP&A), Financial Modeling, Budgeting, Interim CFO, Revenue & Expense Projections, Strategic Planning, Financial Analysis, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, Strategy, United States, QuickBooks Online, Microsoft PowerPoint, Company Strategy, Excel 365, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, 金融转型, Change Management, Taxation, Controller, US GAAP, Analysis, Management, International Finance, 政府合同, Financials, Business Analysis, B2B Partnerships, Financial Statements, Shopify, Supply Chain, Policies & Procedures Compliance, 盈利能力的优化, 注册会计师(CPA), Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, 特许专业会计师(CPA), Monthly Close Process, 内部财务报告, Microsoft Excel, Operational Workflow, 目标运营模式, Corporate Governance, Reorganization, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, 业务重组, Team Management, Sourcing, Auditing, Xero Accounting, Intuit QuickBooks, B2B, Audits, Leadership, 提高运作效率, Team Leadership, Cash Flow Analysis, Cash Flow Consultant, Inventory, Business Advisory, Cash Management, Board Reporting, P&L Responsibility

Biotech M&金融建模专家

2021 - 2022
创生治疗公司.
  • 处理商业可行性评估, 财务建模和估值, and term sheet preparation support for the licensing deal of psychedelic-based drug development technology focused on treating obsessive-compulsive disorders (OCD).
  • Prepared market sizing for key indications (key geographies, prevalence rates, 寻求治疗的倾向, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
  • Analyzed product's R&D过程和开发生命周期; developed decision trees and success probability estimates.
  • 根据DCF (NPV)准备估值, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
重点领域:金融建模, Biotechnology, Valuation, M&A Modeling, Term Sheets, Term Sheet Advisory, Financial Analysis, Excel Modeling, Excel Expert, 商业计划咨询, United States, 融资顾问, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Information Memoranda, Market Intelligence, US GAAP, Analysis, Business Analysis, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, Microsoft Excel, 贴现现金流(DCF), IRR, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory

SaaS定价建模专家

2021 - 2021
木星档案媒体公司. Ltd.
  • Conducted pricing strategy development for a SaaS health and self-help platform.
  • Conducted primary research through conjoint analysis and estimated willingness-to-pay (WTP) for critical product features.
  • Produced recommendations for value-based pricing and created a multi-scenario revenue forecast.
重点领域:定价模型, Pricing, Business Modeling, SaaS, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, 软件即服务(SaaS), B2C, Analysis, Business Analysis, Financial Statements, 小型企业顾问, Retail & Wholesale, Subscriptions, Microsoft Excel, IRR, Cash Flow Analysis, Business Advisory

Financial Modeler

2021 - 2021
Aegis Labs LLC
  • 准备商业可行性评估, financial modeling, and valuation for a PE-backed biotechnology company focused on STD vaccine development.
  • 进行商业可行性评估, financial modeling, and valuation for a PE-backed medical devices company focused on developing at-home testing (ATH) kits.
  • Prepared market sizing for key indications (key geographies, prevalence rates, 寻求治疗的倾向, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
  • Analyzed product's R&D过程和开发生命周期; developed decision trees and success probability estimates.
  • 根据DCF (NPV)准备估值, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
重点领域:金融建模, Biotechnology, Startups, Fundraising, Three-statement建模, Costing, Investment Banking, Forecasting, Valuation, Financial Analysis, Excel Modeling, Excel Expert, 商业计划咨询, Pitch Deck Consultant, United States, 融资顾问, Microsoft PowerPoint, Cash Flow Modeling, 投资委员会谘询, Cash Flow Forecasting, Market Intelligence, US GAAP, Analysis, Business Analysis, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, 小型企业顾问, 贴现现金流(DCF), IRR, Capitalization Tables, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory

金融建模专家

2021 - 2021
Bright Minds Biosciences LLC
  • 进行商业可行性评估, financial modeling, and valuation for secondary stock placement of a medical psychedelic-focused biotechnology company.
  • Prepared market sizing for key indications (key geographies, prevalence rates, 寻求治疗的倾向, dosage, annual treatment costs, dynamics, etc.); analyzed product's competitive environment, drug pipeline, and IP landscape.
  • 分析产品的R&D过程和开发生命周期. Developed decision trees and success probability estimates.
  • 根据DCF (NPV)准备估值, NPVr) and comps methodologies; analyzed exit opportunities in partnerships, sublicensing, and acquisitions.
重点领域:估值建模, Valuation, Financial Modeling, Biotechnology, Financial Analysis, Excel Modeling, Excel Expert, 商业计划咨询, Pitch Deck Consultant, 融资顾问, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Market Intelligence, US GAAP, Analysis, Business Analysis, Scenario Analysis, Target Pricing, Financial Statements, Fundraising Strategy, Early-stage Funding, 小型企业顾问, 贴现现金流(DCF), IRR, Capitalization Tables, Cap Tables, VentureXpert, Healthcare, Cash Flow Analysis, Business Advisory

CFO

2020 - 2021
Elabelz
  • Led the execution of the company's long-term business strategy alongside the COO and participated in the organization's transition to a marketplace business model.
  • Pioneered the company's long-term financial strategy, liaised with investors, 并领投了最新一轮融资.
  • Engineered internal management reporting, cost control mechanisms, and KPI analysis frameworks.
  • Conducted customer acquisition cost modeling\ and multi-channel sales funnel planning.
重点领域:会计, Cost Control, Capital Budgeting, Valuation, Fundraising, 可比公司分析, Strategy, Organizational Design, Marketplaces, International Finance, Finance Strategy, Financial Planning & Analysis (FP&A), Pitch Decks, Market Research, Feasibility Studies, Fractional CFO, Consumer Lending, Deal Analysis, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Storytelling, 客户终身价值(CLV), PowerPoint Design, Presentations, 执行报告, Strategic Planning, Financial Analysis, Interim CFO, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, M&A (Sell-side), 融资顾问, SaaS, QuickBooks Online, Microsoft PowerPoint, Company Strategy, 企业对消费者(B2C), Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, SME/SMB Financing, B2C, Information Memoranda, Tax Accounting, Payroll & 福利，员工股票期权，M&A尽职调查(财务), Deal Closure, Market Intelligence, 金融转型, Change Management, Data, Taxation, Controller, Analysis, Management, Financials, Business Analysis, B2B Partnerships, Financial Statements, Shopify, Supply Chain, Operations, Middle East, Policies & 程序合规，时尚，服装 & Accessories, Early-stage Funding, 盈利能力的优化, 小型企业顾问, Retail & Wholesale, 合并报告, Subscriptions, 注册会计师(CPA), Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Stripe, 特许专业会计师(CPA), Monthly Close Process, 内部财务报告, 贴现现金流(DCF), IRR, Capitalization Tables, Cap Tables, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, Team Management, Sourcing, 公司间的会计, Auditing, Intuit QuickBooks, B2B, RiskMetrics, Clothing, Audits, Leadership, 提高运作效率, Team Leadership, Cash Flow Analysis, Cash Flow Consultant, 企业资源规划(ERP), Inventory, Business Advisory, 小型企业管理, Saudi Arabia, Cash Management, Board Reporting, P&L责任，物流

Founder

2013 - 2021
iTech
  • Founded the number one Groupon website in Georgia (Deals.ge) and later merged it with the number one online retailer, Be.ge. Led the sale transaction to the local media holding, resulting in a 28-times cash-on-cash return.
  • Led the development of ambitious niche projects in eCommerce and financial services sectors that aimed to provide coverage of the entire lifecycle of the consumer shopping experience.
  • Led the development of Airbnb's management company, providing customers and homeowners with end-to-end rental management services.
重点领域:财务控制 & Processes, Business Development, Business Strategy, Fintech, Crowdfunding, eCommerce, Marketplaces, Hospitality, Early-stage Startups, Startup Funding, Consumer Lending, Business Models, Proptech, Storytelling, Business Partnerships, 客户终身价值(CLV), Online Payments, Financial Analysis, Excel Modeling, Excel Expert, Loans & Lending, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Consumer Products, Cash Flow Forecasting, 软件即服务(SaaS), B2C, M&A尽职调查(财务), Deal Closure, Analysis, Business Analysis, Financial Statements, Team Management, B2B, 先买后付, Cash Flow Analysis, Cash Flow Consultant, Inventory, 小型企业管理, Small Business, Cash Management

Lead Finance Expert

2020 - 2020
Netsave
  • Advised the CEO in the startup's finance strategy, development plans, and service functionality.
  • Assessed the project's commercial feasibility and developed the pricing model/strategy.
  • Conducted the company's multi-scenario financial model and business valuation based on DCF and public/private comps.
  • Handled customer acquisition cost modeling and multi-channel sales funnel planning.
重点领域:筹款, eCommerce, Product Development, Financial Analysis, Excel Modeling, Excel Expert, 融资顾问, Microsoft PowerPoint, 企业对消费者(B2C), Cash Flow Modeling, Cash Flow Forecasting, 软件即服务(SaaS), B2C, Analysis, Business Analysis, Financial Statements, Retail & Wholesale, Subscriptions, Cash Flow Analysis, Cash Flow Consultant, Small Business

COO, CIB Business

2017 - 2018
TBC Bank Group
  • Developed and executed, alongside the CEO, the CIB strategy that covered redesign of coverage models, new product developments like structured products and mezzanine financing, 基础设施的改善.
  • Created performance measurement systems including KPIs, 报告和分析框架, and balanced scorecards for financial and operational results.
  • Redesigned budgeting processes by introducing account planning for over 2,000 CIB clients.
  • Improved pricing by introducing a value-based approach and client EVA analysis, resulting in a net interest margin increase of 30 basis points.
  • Led major IT projects such as an integration of the CRM, an adaptation of the process management software to optimize business processes, and the development of client profitability module to automate FP&A processes.
  • Managed FP&A, process improvement, and corporate administration divisions.
重点领域:信用风险, CFO, 财务流程改进, Portfolio Analysis, 资产负债管理(ALM), 流动性覆盖率(LCR), Lending, Corporate Finance, Mergers & Acquisitions (M&A), Investment Banking, Corporate, Accounting, IFRS 9, Interest Rate Risk, Forward Contracts, 资产负债表优化, Banking & 财务，财务管理，财务 & Liquidity Management, Credit Analysis, Commercial Lending, Credit Scores, Consumer Loans, Risk & Compliance, Credit Underwriting, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, 股东协议(JVA), Deal Structuring, Online Payments, Presentations, 执行报告, Strategic Planning, Knowledge Management, Workshops, Financial Analysis, Excel Modeling, Excel Expert, Cash Flow, Reporting, Finance, Strategy, M&A (Sell-side), Loans & Lending, Microsoft PowerPoint, Company Strategy, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, NetSuite, SME/SMB Financing, Underwriting, Information Memoranda, 保密资料备忘录(CIM), Deal Closure, 金融转型, Change Management, Project Management, Data, Analysis, Management, International Finance, 政府合同, Financials, Business Analysis, Equity Research, Financial Statements, Operations, Compliance, 盈利能力的优化, 合并报告, Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Monthly Close Process, 内部财务报告, Public Companies, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Vendor Selection, Vendors & Suppliers, Team Management, Sourcing, 公司间的会计, Auditing, B2B, 事件管理平台, Event Management, 先买后付, Audits, Leadership, 提高运作效率, Team Leadership, Cash Flow Analysis, Process Design, Cash Flow Consultant, 企业资源规划(ERP), Cash Management, Board Reporting, P&责任，资产管理

Fractional CFO

2017 - 2017
VanWest Partners
  • Oversaw financial and strategic governance of multi-entity real estate development portfolio and led FP&A和融资流程.
  • Led project-based development budgeting, cost planning, reporting, and variance analysis.
  • Conducted weekly/monthly cash flow planning and asset/liability management and ensured liquidity with safety buffers.
重点领域:预测, Microsoft Excel, Intuit QuickBooks, Private Equity, Financial Reporting, Financial Forecasting, IT, Cash Flow, Accounts Receivable, United States, Commercial Real Estate, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, Fund Structure, 金融转型, Taxation, Controller, US GAAP, Analysis, Management, International Finance, 政府合同, Financials, Business Analysis, B2B Partnerships, Financial Statements, Supply Chain, Policies & Procedures Compliance, 合并报告, Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Monthly Close Process, 内部财务报告, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Reorganization, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, 业务重组, Team Management, Auditing, Xero Accounting, B2B, 提高运作效率, Team Leadership, Cash Flow Analysis, Cash Flow Consultant, Inventory, Cash Management, Board Reporting, P&L Responsibility

CFO

2016 - 2017
Tegeta Motors
  • Led the turnaround of the group’s failing hotel and resort business, resulting in a 35% year-on-year profitability increase.
  • 增加1美元的年利润增量.5 million via a spinout and launch of the group’s leasing business unit.
  • Finalized the integration of an SAP ERP system and the transfer of the financial reporting into a business intelligence system.
  • Decreased the company’s cash cycle by 25 days and saved $13 million in working capital need by initiating changes to the group’s controls over inventory management and trade receivables administration.
重点领域:财务风险评估, Interest Rate Risk, 资本结构分析, 营运资金管理, Revenue & Expense Projections, Profitability Analysis, Investor Relations, Mergers & Acquisitions (M&A), 贴现现金流(DCF), Due Diligence, 可比公司分析, Capital Raising, Business Planning, Budgeting, Valuation Modeling, Financial Planning & Analysis (FP&A), Accounting, Cost Accounting, Automotive, Leases, Hospitality, Debt Financing, Bonds, Group Reporting, Treasury Management, Treasury & Liquidity Management, Credit Underwriting, Risk & Compliance, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Investments, M&A (Buy-side), M&A Modeling, 股东协议(JVA), Investment Strategy, Deal Structuring, Deal Review, Go-to-market Strategy, Business Partnerships, Partnerships, Brand Strategy, Presentations, 执行报告, Strategic Planning, Knowledge Management, Workshops, Financial Analysis, Interim CFO, Part-time CFO, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Reporting, Finance, Strategy, M&A (Sell-side), Microsoft PowerPoint, Company Strategy, 企业对消费者(B2C), Cash Flow Modeling, Cash Flow Management, 投资委员会谘询, Cash Flow Forecasting, NetSuite, SME/SMB Financing, Information Memoranda, Tax Accounting, Payroll & Benefits, 保密资料备忘录(CIM), M&A尽职调查(财务), Deal Closure, Market Intelligence, CIO, 金融转型, Change Management, Project Management, Data, Taxation, Controller, Analysis, Management, 政府合同, Financials, Business Analysis, B2B Partnerships, Financial Statements, Supply Chain, Policies & Procedures Compliance, Compliance, 盈利能力的优化, 合并报告, Financial Operations & Processes, Automation, Month-end Processes, Monthly Close Process, 内部财务报告, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Reorganization, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, 业务重组, Team Management, Sourcing, 公司间的会计, Auditing, B2B, Audits, Grant Accounting, Leadership, 提高运作效率, Team Leadership, Insurance, Cash Flow Analysis, Cash Flow Consultant, 企业资源规划(ERP), Inventory, Cash Management, Board Reporting, P&责任、资产管理、物流

Founder

2014 - 2017
angioClast
  • Spearheaded the business strategy and operations of the biotech startup, angioClast.
  • Led the fundraising process from Cambridge-based angels and biotech-focused investors.
  • Worked alongside the CSO and sourced and negotiated key contracts with contract research organizations.
重点领域:财务控制 & Processes, Seed Fundraising, Funding Strategy, Drug Development, R&D, Biotechnology, Pitch Decks, Business Models, Storytelling, Excel Modeling, Excel Expert, United Kingdom, M&A (Sell-side), UK GAAP, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Forecasting, Deal Closure, Project Management, Taxation, Analysis, Management, Business Analysis, Financial Statements, Team Management, Cash Flow Analysis, 小型企业管理, Small Business

Investment Consultant

2015 - 2015
Octopus Investments
  • Performed top-down analysis of the UK’s pharmacy, fitness, and education sectors as part of the deal origination process.
  • Identified attractive investment targets and conducted LBO modeling.
  • Produced investment reports and other transaction-related materials.
关注领域:杠杆收购(LBO), 杠杆收购模型, Private Equity, Pharmaceuticals, Health & Wellness, Real Estate, Investment Briefs, Investment Modeling, Feasibility Studies, Market Research, Feasibility, Deal Analysis, Mergers & Acquisitions (M&A)、商业模式、融资、投资&A (Buy-side), 股东协议(JVA), Investment Strategy, Deal Structuring, Deal Review, Excel Modeling, Excel Expert, United Kingdom, Cash Flow, Commercial Real Estate, UK GAAP, Microsoft PowerPoint, Business Consulting, Cash Flow Modeling, Deal Sourcing, 投资委员会谘询, Cash Flow Forecasting, 保密资料备忘录(CIM), M&A尽职调查(财务), Deal Closure, Market Intelligence, CIO, Data, Analysis, Business Analysis, Cash Flow Analysis, 尽职调查顾问

Strategy Advisor

2015 - 2015
AXELOS
  • Developed an academia-market project that included a top-down analysis of key markets, 详细的进入策略, 以及产品组合优化.
  • Estimated the risks and analyzed scenarios using Monte Carlo and decision trees.
  • Developed pricing model based on Conjoint analysis methodology.
重点领域:财务规划 & Analysis (FP&A), Market Entry, Business Development, Business Planning, Management Consulting, Go-to-market Plans, Pricing, Pricing Models, Financial Modeling, Commercialization, Education, 教育平台设计, Market Research, Feasibility Studies, Forecasting, Business Models, Go-to-market Strategy, Product-market Fit, Business Partnerships, Partnerships, Brand Strategy, Strategic Partnerships, 客户终身价值(CLV), Growth Strategy, Knowledge Management, Product Development, Workshops, Excel Modeling, Excel Expert, UK GAAP, Microsoft PowerPoint, Company Strategy, Business Consulting, Cash Flow Modeling, Cash Flow Forecasting, Data, Analysis, 政府合同, Business Analysis, Edtech Design, Cash Flow Analysis

Finance Director

2013 - 2014
Public Service Hall
  • Led carve-out transaction (organizational setup) that established a new public entity from the Ministry of Justice ecosystem.
  • Achieved +$1.6 million in savings in the standalone costs by discontinuing non-value-added projects, optimizing procurement, and implementing an activity-based cost management system.
  • Developed pricing strategy for over 300 public services, based on the statistical analysis methodologies.
Focus areas: Carve-out Planning, Financial Planning & Analysis (FP&A), Budgeting, Accounting, Government, Public Companies, Public Finance, Business Models, Business Partnerships, Strategic Partnerships, Workshops, Excel Modeling, Excel Expert, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, 保密资料备忘录(CIM), 金融转型, Change Management, Taxation, Controller, Analysis, Management, 政府合同, Business Analysis, Process Optimization, Operational Workflow, 目标运营模式, Cost Reduction & Optimization, Vendor Selection, Team Management, 公司间的会计, Auditing, Leadership, Cash Flow Analysis

CFO

2012 - 2013
Delta Comm
  • Led the sale transaction of Delta Comm’s minority stake to Georgia’s sovereign fund—including conducting sell-side due diligence and a business valuation (DCF & 以1.5亿美元计.
  • 负责战略发展项目, 需要1.05亿美元的资本支出, increasing the number of broadband end-users by 300,000, and raised initial investment need of US$17 million by debt-financing from a local commercial bank.
  • Managed and led the finance transformation initiatives, which included the integration of 1C: ERP and redesigning the FP&A procedures, resulting in increased cost control and higher visibility of business processes.
重点领域:资本结构分析, 营运资金管理, Investor Relations, Fundraising, Ratio Analysis, Revenue & Expense Projections, Financial Benchmarking, 财务风险评估, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Modeling, Budgeting, Valuation, Business Planning, Mergers & Acquisitions (M&A)，财政管理，财政 & Liquidity Management, Forecasting, Business Models, Financing, Process Improvement, Process Mapping, Investments, Deal Structuring, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, M&A (Sell-side), Microsoft PowerPoint, Company Strategy, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, 保密资料备忘录(CIM), 金融转型, Change Management, Project Management, Taxation, Controller, Analysis, Management, 政府合同, Business Analysis, Digital Media, Policies & Procedures Compliance, Electronics, Automation, 内部财务报告, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, Team Management, Sourcing, 公司间的会计, Auditing, Audits, Grant Accounting, Leadership, 提高运作效率, Team Leadership, Cash Flow Analysis, 企业资源规划(ERP), Inventory, P&L Responsibility

Investment Director

2010 - 2011
Real Invest
  • Achieved IRR +25% after leading an end-to-end investment process in three commercial real estate deals; managed the team of analysts and external consultants, and liaised with shareholders on proposed transactions.
  • Generated $7 million incremental return by leading to the sale transaction of a boutique of 19th-century buildings to foreign investors.
  • Raised more than $30 million in equity and debt financing from the family office of UHNWI and local commercial banks.
关注领域:收购&A (Buy-side), Financial Reporting, 财务风险评估, Financial Modeling, Fund Analysis, Three-statement建模, Investor Relations, Capital Raising, 投资决策, Project Development, Mergers & Acquisitions (M&A), Fund Management, Forecasting, Business Models, Financing, Investments, Deal Structuring, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Commercial Real Estate, Microsoft PowerPoint, Cash Flow Modeling, Cash Flow Management, Cash Flow Forecasting, Tax Accounting, Payroll & Benefits, 保密资料备忘录(CIM), Fund Structure, Market Intelligence, CIO, Taxation, Analysis, Management, Business Analysis, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Vendor Selection, Team Management, Sourcing, Auditing, Audits, Cash Flow Analysis, 尽职调查顾问

Interim CFO

2009 - 2010
Begi Company
  • Reduced the conversion costs by 30% and increased EBITDA by 7% in a year by enhancing supply chain efficiency, and finalized an $11 million expansion project that increased the daily manufacturing capacity by 350 tons.
  • Led the factory expansion project with Buhler milling equipment, increasing daily manufacturing capacity to 600 metric tons of grain; total investment value of ₤8.5 million.
  • Initiated and finalized the integration of the EXACT-ERP system.
  • Alongside, the CCO planned and executed a comprehensive supply chain improvement initiative that centered on working capital optimization, including inventories, receivables, and payables, 以及物流效率的提高.
重点领域:供应链, Operations Analytics, Business Planning, 企业重组, Turnaround, Forecasting, Business Models, Financing, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Microsoft PowerPoint, Company Strategy, Cash Flow Modeling, Tax Accounting, Payroll & Benefits, 保密资料备忘录(CIM), Agrotech, Agriculture, 金融转型, Change Management, Project Management, Taxation, Controller, Analysis, Management, Business Analysis, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Reorganization, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, 业务重组, Team Management, Sourcing, Auditing, Audits, Grant Accounting, Nutrition & Supplements, Team Leadership, Cash Flow Analysis, 企业资源规划(ERP), Inventory, P&L Responsibility

Finance Manager

2006 - 2008
Sante GMT Products
  • Developed a company-wide process costing system for accounting of manufacturing costs.
  • Initiated the development of ERP software tailored to the company's needs.
  • Developed a comprehensive working capital monitoring tool across inventories, receivables, and payables.
重点领域:预算控制, Capital Budgeting, 销售费用预测, Zero-based Budgeting, Budgeting, Operational Finance, Financial Planning & Analysis (FP&A), Forecasting, Business Models, Financing, Excel Modeling, Excel Expert, Cash Flow, Accounts Receivable, Microsoft PowerPoint, Tax Accounting, Payroll & Benefits, Agriculture, 金融转型, Change Management, Project Management, Taxation, Controller, Analysis, Management, Business Analysis, Process Optimization, Operational Workflow, 目标运营模式, Reorganization, Cost Reduction & 优化，供应商选择，供应商 & Suppliers, Team Management, Auditing, Audits, Grant Accounting, Nutrition & Supplements, Team Leadership, Cash Flow Analysis, 企业资源规划(ERP), Inventory
2014 - 2015

Master's Degree (MBA) in 工商管理

剑桥大学贾奇商学院 | University of Cambridge - Cambridge, UK

2004 - 2007

Bachelor's Degree (BBA) in 工商管理

高加索大学-第比利斯，格鲁吉亚

JUNE 2015 - PRESENT

精益六西格玛绿带

剑桥大学贾奇商学院

Finance

Financial Modeling, Valuation Modeling, Capital Raising, Due Diligence, 贴现现金流(DCF), Profitability Analysis, 资本结构分析, Financial Reporting, Financial Benchmarking, 投资决策, M&A (Buy-side), Lending, Credit Risk, Operational Finance, Zero-based Budgeting, Budget Controls, DCF Valuation, Equity Research, Accounting, Finance Strategy, Cash Flow Modeling, Credit/Debt, Microfinancing, Investment Briefs, Market Research, International Finance, CFO, Debt Raises, Pricing, 营运资金管理, Three-statement建模, 可比公司分析, Ratio Analysis, Revenue & Expense Projections, 注册会计师(CPA), Corporate Finance, Private Equity, Capital Budgeting, Project Finance, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Seed Fundraising, Fundraising, Loan Origination, Valuation, Budgeting, Forecasting, Crowdfunding, P&L Forecasting, M&A (Sell-side), FIG, Data Analysis, Customer Acquisition Cost (CAC), M&A Modeling, Consumer Lending, Cash Flow, Credit Analysis, Deal Analysis, Credit Underwriting, 客户终身价值(CLV), UK GAAP, Cash Flow Forecasting, Fund Structure, Taxation, Controller, 盈利能力的优化, 特许专业会计师(CPA), 内部财务报告, Cost Reduction & Optimization, 公司间的会计, RiskMetrics, Business Advisory, Cash Management, Interest Rate Risk, 财务风险评估, Fund Analysis, 流动性覆盖率(LCR), Risk Models, Portfolio Analysis, 财务流程改进, 销售费用预测, Funding Strategy, Venture Funding, Angel/Seed Funding, Financial Advisory, Equity Financing, Startup Funding, Forward Contracts, 杠杆收购模型, Feasibility, Fund Management, Consumer Loans, ROI

Output Software

Microsoft PowerPoint, Microsoft Excel, Google Sheets, Excel 2016

Data & Analysis Software

QuickBooks Online, Intuit QuickBooks, Xero Accounting, VentureXpert, Bloomberg, Thomson Reuters, Capital IQ, NetSuite

Industry Expertise

房地产开发，零售 & Wholesale, Fashion, Agribusiness, Early-stage Startups, Public Companies, Consumer Products, Health & Wellness, Automotive, Asset Management, Real Estate, Venture Capital, Telecommunications, Government, Commercial Real Estate, 住宅地产, Financial Services, Banking & Finance, Renewable Energy, Cannabis, 保密资料备忘录(CIM), Agrotech, Agriculture, Electronics, Apparel & Accessories, Insurance, Small Business, Logistics, Healthcare, Pharmaceuticals, Oil & Gas, Debt Capital Markets, Hospitality, Public Finance, Leases

Geographic Expertise

EMEA, United States, Middle East, Saudi Arabia, China, United Kingdom, Eastern Europe, Europe

Other

Investments, eCommerce Platforms, Fintech, Business Services, Business Planning, Strategy, Analysis, Business Management, Turnaround, Investment Banking, Business Strategy, Startups, Interim CFO, Investment Analysis, Investment Consulting, Business Models, SaaS, Budget Modeling, Marketplaces, Management Consulting, Loans, Life Science, Feasibility Studies, Pitch Decks, Sales Funnel, Sales Operations, Marketing Research & Analysis, Microsoft Visio, 企业资源规划(ERP), 提高制造业生产力, 投资融资, Pricing Models, Cost Control, Cost Accounting, 财务报告, Treasury & Liquidity Management, Growth Strategy, Emerging Markets, FMCG, Debt Financing, Manufacturing, eCommerce, Financial Controlling, Financial Controls & Processes, 关键绩效指标(kpi), Balance Scorecards, 集资”顾问, Part-time CFO, Financial Analysis, FPA, Subscriptions, Fractional CFO, 工商管理, Delivery, Commercial Lending, 软件即服务(SaaS), Credit Scores, Risk & Compliance, Financing, Process Improvement, Process Mapping, 股东协议(JVA), Deal Structuring, Term Sheet Advisory, Deal Review, Proptech, Storytelling, Go-to-market Strategy, Product-market Fit, Business Partnerships, Partnerships, Strategic Partnerships, Online Payments, Small & 中型企业(SME), PowerPoint Design, Cash Flow Management, Presentations, 执行报告, Strategic Planning, Knowledge Management, Product Development, Workshops, Solar, Biotechnology, Excel Modeling, Excel Expert, Accounts Receivable, 商业计划咨询, Pitch Deck Consultant, Reporting, Finance, 融资顾问, Loans & Lending, Company Strategy, Excel 365, Business Consulting, 企业对消费者(B2C), Deal Sourcing, 投资委员会谘询, SME/SMB Financing, Underwriting, B2C, Xero, Information Memoranda, Tax Accounting, Payroll & 福利，员工股票期权，M&A尽职调查(财务), Deal Closure, Market Intelligence, CIO, 金融转型, Change Management, Project Management, Data, US GAAP, Management, Financials, Business Analysis, Digital Media, B2B Partnerships, Scenario Analysis, Target Pricing, Financial Statements, Shopify, Operations, Policies & Procedures Compliance, Fundraising Strategy, Early-stage Funding, Compliance, 小型企业顾问, 合并报告, Financial Operations & Processes, Bookkeeping, Automation, Month-end Processes, Stripe, Monthly Close Process, IRR, Capitalization Tables, Cap Tables, Process Optimization, Operational Workflow, 目标运营模式, Corporate Governance, Reorganization, Vendor Selection, Vendors & Suppliers, 业务重组, Team Management, Sourcing, Auditing, B2B, 事件管理平台, Event Management, 先买后付, Edtech Design, Clothing, Audits, Grant Accounting, Leadership, 提高运作效率, Nutrition & Supplements, Team Leadership, Cash Flow Analysis, 尽职调查顾问, NAV, Waterfall Methodology, 商业地产融资(CREF), Investment Funds, Process Design, Cash Flow Consultant, 绝密安全许可, Inventory, 小型企业管理, Board Reporting, P&L Responsibility, Market Entry, Carve-out Planning, Operations Analytics, Supply Chain, Buyouts, 资产负债管理(ALM), FX, Investment Strategy, SAP, 创业公司成长战略, Treasury Management, Lean Six Sigma, Brand Strategy, 政府合同, Charity, Investor Relations, Business Development, 企业重组, Project Development, Corporate, Sales, Marketing, Product Sourcing, R&D, Drug Development, Investment Modeling, Digital Health, Credit Ratings, 欧洲信用评级, Education, Metallurgy, Metals & Mining, Bonds, Go-to-market Plans, Commercialization, 教育平台设计, IFRS 9, 资产负债表优化, Group Reporting, Leveraged Buyout (LBO), Organizational Design, Visual Basic for Applications (VBA), NPV Calculation, Decision Modeling, Costing, Term Sheets, NPV, Financial Forecasting, IT, Business Modeling

有效的合作

如何使用Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

Share your needs

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

Choose your talent

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

开始你的无风险人才试验

Work with your chosen talent on a trial basis for up to two weeks. 只有当你决定雇佣他们时才付钱.

对顶尖人才的需求很大.

Start hiring