David Clark-Joseph, Finance Expert in New York, NY, United States
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David Clark-Joseph

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
February 1, 2020

A dual law and MBA degree holder, David built M&A models for $500+ million deals, led integrations that delivered $200 million in synergies, and placed venture investments returning 4x+. He's worked in M&在NCR和Mitel等上市公司担任首席财务官，在私募股权公司和初创公司担任首席财务官. As a freelancer, David利用他的运营和交易相关技能为客户提供战略建议, modeling, and investment decisions.

Post-merger IntegrationFinancial ModelingFinancial Planning & Analysis (FP&A)ValuationDue DiligenceCross-border M&AMergers & Acquisitions (M&A)BlockchainBusiness DevelopmentBlockchain PlatformsCFOPerformance ImprovementPrivate EquityInvestment AnalysisFundraising Consultant

Career Highlights

Head of Finance, VP of Corporate Development
Kings Distributed Systems
Senior Manager, M&A
Mitel Networks
Director of Strategy
Bild Alternative Investments

Education Highlights

Master of Business Administration (MBA)
Ohio State University
Juris Doctor
Florida State University

Certification Highlights

Effective Negotiating
Karrass
The Rosenfield Family Prize for Excellence in Security Analysis
The Ohio State University (http://fisher.osu.edu/academic-departments/department-finance/programs/student-investment-management/rosenfield-family-prize)
Certification in Financial and Valuation Modeling in Excel
Wall Street Prep

Case Studies

Work Experience

Head of Finance, VP of Corporate Development

2019 - PRESENT
Kings Distributed Systems
  • 帮助平台从概念到封闭测试再到公开测试,330 users in the first phase of enrollment. 该平台在个人用户和科学计算项目“Asteroids@home”和“Electrodynamics@home”之间处理超过5000万个分布式计算任务。.
  • Identified opportunities, created business cases, 并确保领导层在即时计算组和绿色能源计算组的新产品机会上购买.
  • Sourced initial leads, progressed relationships, and negotiated strategic partnerships with LG and Magna International.
  • Built the detailed operating model and FP&用于阐明战略选择和跟踪业务绩效的计划.
  • Crafted narratives, designed and built pitch decks, and walked potential investors through unit economics, CAC modeling, the business model and financial plan to support the $2 million fundraise.
Focus areas: New Product Development, Partnership Identification, New Business Development, Business Taxation, Cash Flow Modeling, Competitor Analysis & 分析，竞争战略，种子融资，投资者关系，财务规划 & Analysis (FP&A)

Senior Manager, M&A

2016 - 2019
Mitel Networks
  • Led financial and operational due diligence, target operating model design, SPA analysis, integration planning, 并负责两笔变革性交易的整合项目管理——2017年以5.3亿美元收购ShoreTel, and $500 million divestiture of Mavenir in 2016.
  • Led financial analysis, 股票购买和过渡服务协议的谈判过程, the integration/divestiture planning, 整合项目管理，负责收购东芝电信资产和剥离DeTeWe系统集成商业务.
  • Owned deal funnel progression for inbound and outbound opportunities, delivering end-to-end deal analysis, diligence, negotiation, 并执行了七项收购和资产剥离，金额从3000万美元到20亿美元不等.
  • 为1000万至10亿美元的收购和资产剥离制定了可重复的交易策略, covering step-by-step directions for deal flow analysis, financial and operational diligence, frameworks for third-party diligence advisor engagement and utilization, 整合/制定计划和转换服务协议/项目管理.
  • Led master planning including the creation of target operating model, 90-365 day plans, dependency mapping, 负责ShoreTel和东芝收购整合的项目管理，以及Mavenir和DeTeWe剥离的过渡服务协议. Drove the ShoreTel integration to 95% completion in 12 months, delivering over $100 million in synergies.
  • 选择并部署集成管理应用程序“eKnow”到150个跨职能用户.
Focus areas: Program Management, Post-merger Integration, Mergers & Acquisitions (M&A)

Director of Strategy

2014 - 2016
Bild Alternative Investments
  • 在一个管理着50多美元资产的基金家族中，领导了一只300万美元的种子期风险投资基金. Responsibilities included lead sourcing, opportunity evaluation, preparation, 向投资委员会提交材料以及交易执行. 该基金主导了对Predikto(被联合技术公司收购)和OBMedical(被飞利浦收购)的早期投资。, as well as Hydrostor and Artemis, which cumulatively led to returns of 4x+ capital invested.
  • 曾担任投资组合公司American Fiber Packaging的运营合伙人和首席财务官, a green tech manufacturer, 设计战略转变，以进口产品建立客户需求，并领导对固定资产的投资，以降低单位成本，帮助将销售额从65美元拉低,000 to $1.2 million per annum while increasing gross margin by 1200 bps in one year.
  • 领导了一个利润率较低的业务部门的分拆，该业务部门的现金流同比增长了45%，同时管理销售分析，根据交付成本和盈利能力对客户进行评分, improving margins by 12%.
  • Oversaw the monthly FP&对三家投资组合公司进行审查和审计，计划收入在100万至500万美元之间.
  • Developed brand strategy and led product development for new business (greenfield investment) "Mantis Organics." Designed formulas for new food products based on market research, sourced premium organic ingredients from dedicated suppliers, selected a contract manufacturing partner, and managed label design and creation.
Focus areas: Capital Budgeting, Portfolios, Negotiation, Private Equity, Investment Analysis, Investment Ideas, Greenfield, CFO, Venture Capital, Operational Modeling, M&A (Buy-side), Financial Planning & Analysis (FP&A)

Strategic Planning Manager

2010 - 2014
NCR
  • 曾担任服务技术副总裁(Oracle企业服务和托管服务SaaS产品)的业务合作伙伴，支持NCR服务，占收入的50%. Managed FP&A, expense and capital annual strategic planning, and forecasting for a $46 million budget of operating expense, $50 million in capital expenditures, and tracking labor across 350 FTE between 2012-2014.
  • Owned M&A IT financial due diligence, value capture modeling, post-close integration planning, 跟踪协同效应和成本，以实现6.5亿美元Retalix和1亿美元的变革性收购.2 billion Radiant, 以及在2012-2014年期间对供应商transsoft的纵向整合收购.
  • 分析ATM数据，并证明与Intel合作开发远程事件解决方案的业务案例, saving $5.5 million in reduced ATM service calls. 定义与PayPal战略合作的商业案例，并于2013年整合到POS/ATM.
  • 重新设计了费用展望流程，以支持单点预测和仪表板，以促进SAP BusinessObjects XI中的特别分析, saving over 200 hours per year.
  • 设计了一个改进的Access数据库，使用采购订单号作为通用键, facilitating SQL queries linking PO receipts to assets on the balance sheet, 将资本支出验证时间减少80%至每月4小时, saving 60 hours annually, that was reallocated to M&A and strategic alliances in 2012.
  • 2013年领导PlanView项目软件面向1000名IT用户的PMO推广工作. Met all PMO process stakeholders, 建立融洽的关系，并确保利益相关者的喜悦和满意的开放政策, check-ins, and training. Led to increasingly granular project definition and quantification, and simplified measuring and reporting project KPIs. In the first three years, we saved over 2000 hours of the PMO and IT dept, 导致项目内部收益率为49%，mIRR为34%(由于中期现金流无法再投资于该项目).
  • Owned FP&IT战略和架构的A，以及2011年50名FTE的300万美元预算.
  • Owned the investment evaluation for new IT projects in 2011. 拥有每年超过7000万的业务效益量化和预测流程. 当中期现金流无法以与项目相同的回报进行再投资时，实施mIRR.
Focus areas: Performance Improvement, PMO, Investment Analysis, Capital Budgeting, SAP BusinessObjects (BO), SQL, Oracle ERP, Microsoft PowerPoint, Excel 2010, Partnership Analysis, Synergy Cost Project Management, Due Diligence, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A)
2009 - 2011

Master of Business Administration (MBA) in Finance

Ohio State University - Columbus, Ohio, USA

2005 - 2008

Juris Doctor in Law

Florida State University - Tallahassee, Florida, USA

APRIL 2017 - PRESENT

Effective Negotiating

Karrass

MAY 2014 - PRESENT

Effective Communications and DISC

Manager Tool

SEPTEMBER 2010 - PRESENT

The Rosenfield Family Prize for Excellence in Security Analysis

The Ohio State University (http://fisher.osu.edu/academic-departments/department-finance/programs/student-investment-management/rosenfield-family-prize)

MARCH 2010 - PRESENT

Certification in Financial and Valuation Modeling in Excel

Wall Street Prep

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