Alan Man，加拿大安大略省多伦多金融专家
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Alan Man

Verified Expert  in Finance

Finance Expert

Location
Toronto, ON, Canada
Toptal Member Since
August 27, 2021

Alan在过去的10多年里一直为B轮融资后的公司提供咨询和工作. 他的经验包括担任公司的首席财务官，帮助公司扩大规模并为增长筹集资金. 他支持过收购、新产品发布和IPO交易. Alan是一位经验丰富的问题解决者和数据驱动型决策者，拥有专业的促进技能.

XeroInterim CFOPitch Deck ConsultantFractional CFOVirtual CFOStartup FundingAccountingFinancial ModelingProfitability AnalysisComparable Company AnalysisRevenue & Expense ProjectionsBudgetingFinancial ReportingFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)KPICost Accounting

Career Highlights

主要和部分CFO
Growth Partners

Case Studies

Work Experience

主要和部分CFO

2019 - PRESENT
Growth Partners
  • 监督估值从500万美元到5000多万美元的公司的股权和债务融资, 释放资本，扩大新市场和新产品的规模.
  • 实施和整合财务系统以简化流程, 包括QuickBooks Online的核心会计, Xero, 以及其他基于云的系统，如Dext, Plooto, Expensify, Wagepoint, and A2X.
  • 共同领导业务发展和战略，支持北美地区的初创公司和新兴公司, 将客户组合的总价值和收入提高500%.
重点领域:创业融资, Accounting, Xero, QuickBooks Online, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Fractional CFO, Virtual CFO, Seed Fundraising, Pitch Decks, Corporate Income Tax, Financial Planning & Analysis (FP&A)，盈利能力分析，合并 & Acquisitions (M&A)、RFP定价、融资、融资&预测、预算、收入 & 费用预测、预测、创业、融资、财务控制 & Processes, Price Analysis, Cost Accounting, Valuation, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Interim CFO, Financial Reporting, 财务报告仪表板, 关键绩效指标(kpi), Early-stage Funding, Early-stage Venture Capital, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, 软件即服务(SaaS), Travel, Revenue Projections, Automation, Financial Data, eCommerce, Migration, Cash Flow Management, Business Models, Cash Flow Modeling, SaaS, Technology

CFO

2018 - 2020
SkyX
  • 创建了一个为期五年的三报表财务模型和推介平台，并领导了尽职调查和法律工作，筹集了1000万美元的股权融资.
  • 在整个组织中提供财务领导，成功地将公司从R&与销售和市场合作建立团队, establish metrics, 完成一份100多万美元的初始合同.
  • 管理公司的财务和法律活动, including financial systems, cap table, stock option issuance, internal controls, budgeting, reporting, treasury, capital allocation, taxes, and payroll.
Focus areas: Fundraising, Startups, CFO, Price Analysis, Profitability Analysis, Financial Modeling, Comparable Company Analysis, Pitch Decks, Valuation, Revenue & 费用预测，融资，资本筹集，P&预测，预算，预测，财务控制 & 流程，RFP定价，合并 & Acquisitions (M&A), Financial Planning & Analysis (FP&A), IT Strategy, Cost Accounting, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Seed Fundraising, Cash Flow Forecasting, Equity Raises, Debt Raises, Accounting, Startup Funding, Financial Reporting, 财务报告仪表板, 关键绩效指标(kpi), Early-stage Funding, Early-stage Venture Capital, Drones, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, 软件即服务(SaaS), Revenue Projections, Automation, Financial Data, Cash Flow Management, Business Models, Cash Flow Modeling, Technology

Senior Manager

2015 - 2018
BCE
  • 创建业务案例并领导财务实施，在加拿大推出了一个新的基于价值的无线品牌，以扩大公司的目标市场并加速增长.
  • 在RFP响应中主导定价和财务分析, 最终中标了加拿大最大的无线RFP.
  • 进行战略分析, valuation, 尽职调查完成了对最大的独立经销商网络的收购，产生了超过1000万美元的收入和成本协同效应.
Focus areas: Forecasting, Valuation, Financial Modeling, Profitability Analysis, Comparable Company Analysis, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)、RFP定价、价格分析&预测、预算、收入 & Expense Projections, Cost Accounting, Strategy, Finance, Sensitivity Analysis, Cash Flow Forecasting, Accounting, 财务报告仪表板, 关键绩效指标(kpi), 软件即服务(SaaS), Revenue Projections, Automation, Financial Data, Cash Flow Management, Business Models, Cash Flow Modeling, SaaS, Technology

FP&A Lead

2014 - 2015
Expedia
  • 通过整合业务投入，为Expedia Canada的20亿美元业务编制预算和季度预测, modeling key drivers, 跨团队调整目标.
  • 管理日常运营报告, weekly, and monthly key metrics, financial results, 支持敏捷管理和产品决策的市场趋势推动了20%的同比增长.
  • 分析加拿大积分和忠诚计划的品牌渠道和客户终身价值的商业案例.
重点领域:财务规划 & Analysis (FP&A)，盈利能力分析，收入 & 费用预测，价格分析，预算，P&L Forecasting, Strategy, Finance, Sensitivity Analysis, Accounting, 财务报告仪表板, 关键绩效指标(kpi), Travel, Revenue Projections, Automation, Financial Data, eCommerce, Cash Flow Management, Business Models, Cash Flow Modeling, Technology

Assistant Manager

2009 - 2013
Deloitte
  • Advised clients through public listing and private sale transactions; activities included due diligence, 会计准则与国际财务报告准则的转换, financial statements, and prospectus documents.
  • 审查和审计复杂的会计领域, including convertible debt, stock options, purchase price accounting, consolidations, and systems conversions.
  • 领导软件和技术领域客户的审计和咨询团队，收入在1000万至1亿美元之间.
Focus areas: Accounting, Auditing, Cash Flow Forecasting, Budgeting, Comparable Company Analysis, Corporate Income Tax, Entrepreneurship, Financial Controls & Processes, Finance, Sensitivity Analysis, Financial Reporting, Early-stage Venture Capital, Early-stage Funding, Financial Data, Migration, Business Models, Cash Flow Modeling, Technology
2013 - 2014

工商管理硕士(MBA)

西安大略大学伦敦分校艾维商学院

2007 - 2008

会计硕士学位

滑铁卢大学-滑铁卢，安大略省

2003 - 2007

会计或财务管理专业本科以上学历

滑铁卢大学-滑铁卢，安大略省

OCTOBER 2010 - PRESENT

CPA

CPA Ontario

Finance

Startup Funding, Accounting, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Seed Fundraising, Financial Planning & Analysis (FP&A)，盈利能力分析，合并 & Acquisitions (M&A)，价格分析，筹资，预测，可比公司分析，首席财务官，收入 & 费用预测，预算，P&L Forecasting, Capital Raising, Financial Reporting, Series A, Series B, Three-statement Modeling, Cash Flow Modeling, Valuation, Taxation

Output Software

微软Excel，谷歌表格

Data & Analysis Software

QuickBooks在线，财务数据

Industry Expertise

Technology

Other

Xero, Fractional CFO, Virtual CFO, Sensitivity Analysis, Finance, Cost Accounting, Pitch Decks, Auditing, Financial Controls & Processes, Startups, Financing, Interim CFO, 财务报告仪表板, 关键绩效指标(kpi), Early-stage Funding, Early-stage Venture Capital, Drones, Pitch Deck Consultant, 软件即服务(SaaS), Travel, Revenue Projections, Cash Flow Management, Business Models, SaaS, Business, Entrepreneurship, Strategy, Management, RFP Pricing, Automation, eCommerce, Migration, Marketing, Operations, IT Strategy, Corporate Income Tax

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