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Bill R.
Fort Lauderdale, FL
80% Job Success

Private Equity, Venture Capital, M&A, Banking, FP&A, Audits, CFO

🌟 10+ years in investment banking, PE, VC, FP&A, CFO, accounting experience ➤ Expert in financial modeling, FP&A, accounting, strategy, and KPIs 🥇 I do all projects myself, personally - no outsourcing 🏫 Wesleyan University Undergrad and Northwestern Kellogg MBA 🏠 I currently reside in Ft. Lauderdale, FL and speak 5 languages 💻 Excel, PowerBI, Tableau, QuickBooks, NetSuite, HubSpot, Salesforce, Anaplan 💸 I have been working for 4 years, $1MM+ in successful billings 👍 Important Note: ● UpWork says I have 100+ "open" contracts, but some clients are not active ● Client success score is influenced by # of open contracts ● More contracts open (even though not active), lower % of success ● Right now, I am ONLY actively managing 2-3 projects ● I work full-time on UpWork 🟢 Click the green ‘HIRE’ button in the top right-hand corner ● I speak 5 languages (USA, PRT, CHN, ESP, RUS) 📈 My Professional Journey: ● Director of Finance & FP&A, NYSE-listed Software Company (ENFN) ● VP, Growth Equity PE Fund ($2.1B AUM) ● Senior FP&A and M&A Role, Kraft Heinz (NYSE: KHC) ● M&A Investment Banking Analyst, Barclays ● Outsourced CFO & Head of Finance, Over 5 Startups (Seed to Series C) 🚀 Core Specializations: ● Financial Reporting Packages and Financials ● Strategic Financial Planning & Analysis (FP&A) ● Comprehensive Outsourced FP&A and CFO Services ● Accounting and Bookkeeping Excellence ● Investor Pitch Decks & Fundraising ● Advanced Financial Modeling (DCF, IRR, Operational) ● Mergers & Acquisitions Expertise ● Budgeting & Financial Forecasting ● Financial Statement Analysis & Reporting ● Business Tax Strategy & Preparation ● Financial Audit & Compliance Management 💼 Extended Professional Services: ● Private Equity Case Studies ● Resume Review and Career Consulting ✨ Proven Success: ● Developed numerous pitch decks leading to successful funding rounds ● Outsourced FP&A and CFO services, leading to enhanced reporting and visibility for companies ● Guided Investment Banking Analysts to transition into PE Associate roles ● Assisted students in securing Investment Banking positions 📝 Ready to Transform Your Financial Strategy? ● Contact for bespoke FP&A, Outsourced CFO, and Accounting solutions ● Personalized, expert service tailored to your business needs Areas of Expertise: ● Financial Planning & Analysis (FP&A) ● Outsourced CFO Services ● Accounting and Bookkeeping ● Financial Operations ● Mergers & Acquisitions ● Private Equity ● Venture Capital ● Financial Modeling ● Investor Pitch Decks ● Budget Preparation ● Financial Audits ● Tax Strategy ● Real Estate Finance ● 409A Valuations ● Career Development in Finance ● DCF, LBO, Precedent Transactions, Comparable Companies, Sum of Parts Valuations
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Skills

  • Case Studies
  • Strategic Plan
  • Management Consulting
  • Company Valuation
  • Venture Capital Consulting
  • Real Estate Investment Assistance

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