杰里·贝尔曼，美国加州旧金山金融专家
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Jerry Bellman

Verified Expert  in Finance

Finance Expert

Location
San Francisco, CA, United States
Toptal Member Since
April 18, 2019

Jerry's completed over $10 billion in M&从早期公司到欧美跨国公司的交易, 尤其是医疗保健创新公司CareLinx退出忠利集团. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry加入Toptal，将他的分析和建模技能带到各种公司.

Financial ForecastingFinancial ModelingRevenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Market ResearchBusiness DevelopmentFinancial PlanningFinancial Management ConsultingBank Investment Consulting

Career Highlights

Fractional CFO
The Movement Athlete
Advisor to CEO
CareLinx
Director, TMT
SG Cowen/Société Générale

Education Highlights

Master of Business Administration (MBA) Degree
University of Chicago
Bachelor's Degree
State University of New York at Albany

Certification Highlights

Certified Public Accountant (CPA)
AICPA

Case Studies

Work Experience

Fractional CFO

2019 - PRESENT
The Movement Athlete
  • 在没有应用程序和网站分析的情况下，使用汇总会计数据创建LTV/CAC计算，以获得额外资金.
  • 构建仪表板模板，并与首席执行官、数据分析师、产品主管和营销主管合作.
  • 为内部预测和外部资金努力构建了一个财务模型.
  • 提供数据驱动策略审查，将渠道策略从内容/博客营销转变为更具可扩展性的CPC和推荐驱动策略.
  • Worked closely with CEO; based on the budgeting analysis I chose to postpone specific development work to better manage cash burn.
重点领域:种子融资，预算，财务建模，财务规划 & Analysis (FP&A)

Advisor

2018 - PRESENT
Omnigate
  • 为内部预测和外部筹款努力建立了一个财务模型.
  • 对公司加密货币中间件(如资产管理)的新潜在垂直市场和用例进行产品开发访谈, ICO/STO, payment processing).
  • Prepared pricing strategy analysis.
  • 研究TAM和价值主张，以扩展到新的用例，并准备草稿营销和业务发展材料.
Focus areas: Business Development, Product-market Fit, Product Development, Budgeting, Financial Planning & Analysis (FP&A)

Fractional CFO

2018 - PRESENT
Largo Films SA
  • 建议从其薄弱的B2C短片流媒体服务转向B2B模式, 利用其人工智能工具提高电影制作的回报. 准备财务模型，分析1)较低的上市财务要求和2)早期投资者更热门的投资主题, leveraging patents and its database. 这导致测试安装与主要的欧洲电影发行商, 被瑞士政府选为领先的科技公司, an active sales pipeline, and strong investor interest for a new round.
  • Prepared a KPI dashboard to track performance, 基于我的财务模型自下而上的渠道策略和自上而下的可寻址市场分析.
  • 为即将到来的一轮融资准备一份推介材料和商业计划材料.
  • 为营销人工智能工具准备客户投资回报率的计算，并起草视频演示故事板.
  • 参与企业销售招聘.
重点领域:财务建模，预算，财务规划 & Analysis (FP&A)

Advisor to CEO

2016 - PRESENT
CareLinx
  • 为内部预测和外部筹款努力建立了一个财务模型, including the sale of the company to a trade buyer.
  • 使用SQL下载excel和salesforce进行客户流失分析.com data to better understand sources of churn, resulting in new sales procedures and selection of AdWords.
  • 向潜在投资者介绍了财务模型及单位经济和预算的计算方法.
  • 为董事会准备管理讨论和分析.
  • Reviewed and supplied slides for the slide deck.
Focus areas: Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Series B, Financial Modeling

Institutional Sales

2016 - 2018
Stifel Bank
  • 将所有主要客户和整个地区的佣金提高了一倍. 修复与丹佛主要机构投资基金(Janus)的关系, Thornburg, Arrowmark, etc.) and was successful in introducing the product, nurturing relationships, and increased banking and brokerage income by 100%.
  • 通过在Stifel会议上的拓展和网络，我在自己的专业网络中接触了上市公司的首席财务官，从而产生了大量的非交易路演(经纪人投票和佣金的关键指标).
  • 将丹佛的IPO和二级交易流程订单提高了500%.
Focus areas: Equity Research Analysis

European Equity Institutional Sales

2010 - 2015
Jefferies
  • 将欧洲研究内容的年收入从100万美元增加到500多万美元，并吸引了西海岸的机构投资基金, Denver and Texas.
  • 通过在Jefferies会议上的拓展和网络，在自己的专业网络中接触上市公司的首席财务官，进行了多次非交易路演.
Focus areas: Equity Research Analysis

Equity Analyst

2008 - 2010
Bellman Walter Capital
  • 市场中性多/空投资表现优于同业:+0.5% vs -15.7% for 2008 and +15% vs +8.2009年为2%(来自轩尼诗集团和seekingalpha的同行数据).com).
  • 营销新基金的创建和分析，并在2008年成功筹集了8.83亿美元的基金启动资金.
Focus areas: Asset Management

Publishing Sellside Analyst

2004 - 2008
Kepler Equities
  • Built out large cap telecommunications industry coverage.
  • Created a SMID TMT research team and provided coverage.
  • Was asked to be a frequent interviewee on CNBC Europe, 彭博(电视和新闻服务)和其他金融媒体.
Focus areas: Equity Research Analysis

Director, TMT

1991 - 2004
SG Cowen/Société Générale
  • Executed over $10 billion in client M&一个由3-12名专业人员组成的交易和监督团队.
  • 作为一个行业，每年销售并产生100万至600万美元的佣金&A Director.
  • Worked with a variety of clients including Warner Bros., Telecom Italia, Canal+, Vivendi, Havas, Jet Multimedia, Bouygues, Canal Digital Norway, Airbus, and the French State.
  • 培训来自执行库的初级人员(分析师和助理).
  • Built a TMT team with a business partner.
Focus areas: Mergers & Acquisitions (M&A)

Audit Senior

1985 - 1989
Price Waterhouse
  • Qualified as a certified public accountant.
  • 被提升为高级审计员，是从PW纽约办公室调到PW伦敦最年轻的人, after two years.
  • 专注于金融服务(银行、经纪和资产管理).
  • 准备关于投资组合保险和客户增值税的特别研究.
Focus areas: Audits
1989 - 1991

Master of Business Administration (MBA) Degree in Finance

University of Chicago - Chicago, IL, USA

1981 - 1985

Bachelor's Degree in Accounting and Economics

State University of New York at Albany - Albany, NY, USA

MARCH 1988 - MARCH 1990

Certified Public Accountant (CPA)

AICPA

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