卡罗尔 is 可用 租用
雇佣 卡罗尔卡罗尔·克劳福德，CFA
验证专家 in 金融
金融专家
位置
New York, NY, United States
至今成员总数
2017年8月14日
在摩根士丹利, 卡罗尔 advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. 前科技公司首席财务官, she freelances to leverage her experience with capital raises, 战略支点, 与逆转. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.
职业生涯突出
Founder | Managing Partner
fincap360,有限责任公司
Senior Consultant, VP and Branch Head of Alternative Investments
摩根士丹利(Morgan Stanley)
首席财务官
长江基建/ ESP软件
教育强调
学士学位
密歇根大学
Certified Investment Management Analyst
The Wharton School Executive 教育
认证了
行业专业知识
软件专业知识
其他专业知识
工作经验
Founder | Managing Partner
2007年至今
fincap360,有限责任公司
- Designed and managed venture-direct and co-investment initiatives for family offices, often serving as the interim 首席财务官 for clients' portfolio companies.
- Served as the interim 首席财务官 for a sports, 媒体, and entertainment agency—leading a $52 million recapitalization and five acquisitions totaling $15 million.
- Provided fundraising support and a go-to-market strategy for a seed capital fund in Silicon Valley who was looking to raise $50 million.
- Served as the interim 首席财务官 for an edtech company, raising $8 million and rebuilding financial infrastructure for an incoming CEO, 包括kpi, 预算, 现金管理, board reporting and capital budgeting for growth initiatives.
- Worked as a fractional 首席财务官 for a rapidly growing business intelligence and 替代数据 firm focused on 电子商务 platforms.
- Developed a niche as a fintech expert, covering 750 startups for family office clients; sub-verticals include blockchain and distributed ledger technology, 替代数据, 人工智能驱动分析方法, 比特币/ cryptocurrency, 市场借贷, 资本市场, 投资众筹.
- Built financial models for internal projections and fundraising efforts for 12 companies.
Focus areas: Debt Restructuring, 合并 & 收购(M&A), Pitch Decks, 财务规划 & 分析(FP&A), Communication, 筹款, Board Presentations, 家庭办公室, 临时首席财务官
Senior Consultant, VP and Branch Head of Alternative Investments
1995 - 2005
摩根士丹利(Morgan Stanley)
- Significantly increased clients' post-sale assets on exits ranging from $20 to $350 million through pre-liquidity deal structure scenario analyses, and optimizing for post-liquidity wealth, 税收和投资计划.
- Added value to the firm's investment banking efforts, advising on and managing assets of executives pre- and post-IPO.
- Outperformed relative benchmarks with smooth risk-adjusted returns, building custom portfolios with short-term tactical positioning using mean-variance optimization for strategic asset allocation.
- Led the internal business development for alternative investments and separately managed accounts for Chicago and Washington, 直流办公室, ranking number one in the region for both offices.
- Performed due diligence and analysis of over 75 professional investment managers (long-only, 期货管理, 私人股本, 还有对冲基金).
Focus areas: Exit Planning, 尽职调查, 投资监控, Comparable Company Analysis, 业务发展, Investment Decision-making
首席财务官
1989 - 1992
长江基建/ ESP软件
- Led a successful turnaround of an almost-defunct software development company which was subsequently listed on Washington Technology Fast 50.
- Built a financial model for internal projections, instrumental in positioning the company for an eventual sale of $100 million in today's dollars.
- Rebuilt, restructured, and automated the entire accounting and financial reporting process.
- Collected $3 million in outstanding government receivables—leading to positive cash flow.
- Charted a path to profitability by analyzing contract gross profit margins, developing pricing strategies, 削减成本, and identifying additional strategic opportunities.
重点领域:债务人 & Creditor Management, Contract Negotiation, Turnaround, Cash Flow Management, 财务规划 & 分析(FP&A)
教育
1981 - 2015
学士学位 in Economics
密歇根大学 - Ann Arbor, MI, USA
2000 - 2001
Certified Investment Management Analyst in Investment Management
The Wharton School Executive 教育 - Philadelphia, PA, USA
认证
2013年8月至今
Chartered Financial Analyst (CFA)
CFA协会
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
分享你的需求
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
选择你的才能
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
Top talent is in high demand.
开始招聘