杰瑞·贝尔曼, 金融专家 in 旧金山，加州，美国
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杰瑞·贝尔曼

验证专家  in 金融

金融专家

位置
旧金山，加州，美国
至今成员总数
2019年4月18日

杰里完成了超过100亿美元的M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. 他的经验还包括股票分析师, 对冲基金, 公共会计实务, 首席财务官的角色，以及帮助公司制定kpi, 仪表板和财务策略. 杰里 joined Toptal to bring his analytic and modeling skills to a variety of companies.

财务预测金融建模收入 & 费用预测财务规划 & 分析(FP&A)合并 & 收购(M&A)市场研究业务发展财务规划财务欧博体育app下载银行投资咨询

职业生涯突出

部分首席财务官
运动运动员
首席执行官顾问
CareLinx
导演,TMT
SG Cowen/ societingsastree

教育强调

工商管理硕士学位
芝加哥大学
学士学位
纽约州立大学奥尔巴尼分校

认证了

注册会计师(CPA)
会计师协会

案例研究

工作经验

部分首席财务官

2019年至今
运动运动员
  • Created LTV/CAC calculations by using aggregate accounting data in the absence of app and website analytics to secure additional funding.
  • Built dashboard templates and worked with CEO, data analyst, head of product, and head of marketing.
  • Constructed a financial model for internal projections and external funding efforts.
  • Provided a data-driven strategy review which resulted in shifting the channel strategy away from content/blog marketing to more scalable CPC and referral-driven strategies.
  • Worked closely with CEO; based on the budgeting analysis I chose to postpone specific development work to better manage cash burn.
Focus areas: Seed Fundraising, 预算, 金融建模, 财务规划 & 分析(FP&A)

顾问

2018年至今
Omnigate
  • Built a financial model for internal projections and external fundraising efforts.
  • Conducted product development interviews with new potential verticals and use cases for the company's cryptocurrency enabling middleware (eg Asset Management, 图标/停止, 支付处理).
  • 准备定价策略分析.
  • 研究ed TAM and value proposition for extension into new use cases and prepared draft marketing and business development materials.
重点领域:业务发展, 产品市场健康, 产品开发, 预算, 财务规划 & 分析(FP&A)

部分首席财务官

2018年至今
大影公司
  • Recommended a strategic pivot from its weak B2C short film streaming service to a B2B model, using its artificial intelligence tool for enhancing returns on movie production. Prepared the financial model and analyzed 1) lower go-to-market financial requirements and 2) more topical investment theme for early-stage investors, 利用专利和数据库. This resulted in a beta install with a major European film distributor, selection by the Swiss government to be promoted as a leading tech company, 活跃的销售渠道, 以及投资者对新一轮融资的强烈兴趣.
  • 准备KPI仪表板来跟踪性能, based on my financial model's bottom-up channel strategy and top-down addressable market analysis.
  • Prepared a pitch deck and business plan material for an upcoming funding round.
  • Prepared the calculation of a client's ROI for marketing the AI tool and drafted a video demo storyboard.
  • Participated in the recruitment for an enterprise sales hire.
Focus areas: 金融建模, 预算, 财务规划 & 分析(FP&A)

首席执行官顾问

2016年至今
CareLinx
  • Built a financial model for internal projections and external fundraising efforts, 包括将公司出售给贸易买家.
  • Drew up a churn analysis using SQL downloads to excel and Saleforce.Com数据，以更好地了解流失的来源, 导致新的销售程序和AdWords的选择.
  • Presented a financial model and calculations for unit economics and budget to prospective investors.
  • Prepared a management discussion and analysis for the board.
  • 审阅并提供幻灯片.
重点领域:财务规划 & 分析(FP&一)、合并 & 收购(M&A)， B系列，财务建模

机构销售

2016 - 2018
Stifel银行
  • Doubled the commissions at all key accounts and for the territory overall. Repaired relations with Denver's major institutional investment funds (Janus, 索恩伯格, Arrowmark, 等.)，并成功地推出了该产品, 培养人际关系, 银行和经纪收入增加了100%.
  • Generated numerous non-deal roadshows (a key metric for broker votes and commissions) by reaching out to public company CFOs in my own professional network through outreach and networking at Stifel conferences.
  • Improved the IPO and secondary deal flow orders in Denver by 500%.
关注领域:股票研究和分析

欧洲股权机构销售

2010 - 2015
Jefferies
  • Drove annual revenue generation from ~$1 million to $5+ million for European research content to institutional investment funds from the West Coast, 丹佛和德克萨斯.
  • Generated numerous non-deal roadshows by reaching out to public company CFOs within own professional network through outreach and networking at Jefferies conferences.
关注领域:股票研究和分析

股票分析师

2008 - 2010
Bellman Walter Capital
  • Outperformed peer group for Market Neutral Long/Short investments: +0.5% vs -15.2008年为7%，2008年为+15%，2008年为+ 8%.2% for 2009 (Peer data from Hennessee Group and seekingalpha.com).
  • Marketed new fund creation and analysis with a successful raise of $883 million for fund inception in 2008.
重点领域:资产管理

出版销售分析师

2004 - 2008
开普勒股票
  • 构建了电信行业大盘股覆盖.
  • 创建SMID TMT研究团队并提供报道.
  • 被邀请成为CNBC欧洲频道的常客, Bloomberg (TV and News Service) and other financial press outlets.
关注领域:股票研究和分析

导演,TMT

1991 - 2004
SG Cowen/ societingsastree
  • 为客户M执行了超过100亿美元的交易&A transactions and supervised teams of 3-12 professionals per transaction.
  • Marketed and originated $1-6 million per year in commissions as an industry M&一个导演.
  • 与包括华纳兄弟在内的许多客户合作., 意大利电信, Canal +, 维旺迪, 哈瓦斯, 飞机的多媒体, 布依格, Canal Digital Norway, 空中客车公司, 和法国政府.
  • Trained junior personnel (analysts and associates) from execution pool.
  • 与商业伙伴组建了TMT团队.
关注领域:合并 & 收购(M&A)

审计高级

1985 - 1989
价格沃特豪斯
  • 具有注册会计师资格.
  • Was promoted to the position of audit senior and was the youngest transfer from PW NY office to PW London, 两年后.
  • Focused on financial services (banking, brokerage, and asset management).
  • Prepared special studies on portfolio insurance and client VAT.
重点领域:审计
1989 - 1991

工商管理硕士(MBA)学位，金融学

芝加哥大学-芝加哥，伊利诺伊州，美国

1981 - 1985

会计或经济学学士学位

纽约州立大学奥尔巴尼分校-奥尔巴尼，纽约州，美国

1988年3月至1990年3月

注册会计师(CPA)

会计师协会

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