格雷戈里·汤普森, 金融专家 in 洛杉矶，加州，美国
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格雷戈里·汤普森

验证专家  in 金融

金融专家

位置
洛杉矶，加州，美国
至今成员总数
2017年1月31日

Greg is an experienced finance and corporate development executive. He has led corporate development and finance teams at several technology companies, 完成多项收购和资产剥离. He has worked as a CFO and a consultant for both large public companies and smaller venture-backed businesses specializing in the technology and fintech sectors. Greg joined Toptal to leverage his experiences in finance, M&一、战略和业务发展.

Fintech顾问Fintech部分首席财务官金融建模合并 & 收购(M&A)估值会计收入 & 费用预测市场研究筹款财务规划 & 分析(FP&A)预算创业融资风险资本数据分析顾问

职业生涯突出

战略和财务咨询
马林分析咨询
财务官
红色视觉系统
企业发展及策略
美艾萨克公司

教育强调

学士学位
悉尼大学

认证了

澳大利亚证券协会会员
澳大利亚金融服务协会(FINSIA)
注册会计师
澳大利亚特许会计师协会会员

案例研究

工作经验

管理合伙人

2020年至今
NewTack合资企业
  • Advised emerging companies in the AI/ML space on fundraising initiatives and go-to-market strategies.
  • Evaluated exit options for the company and evaluated IP for sale to a third party and managed wind down (employee termination) in conjunction with an independent director.
  • Developed a SaaS reporting infrastructure and board reporting tools.
  • Acted as a fractional CFO for a number of emerging technology companies, 包括NetSuite实现和策略开发.
  • Raised multiple financing rounds (Seed and Series A) and term loan and venture debt facilities with Comerica and SVB.
重点领域:企业发展&战略，M&A(卖方)，M&A(买方)，M&A建模，M&A估值(DCF), NetSuite, Salesforce, 收入的策略, 收入模型, 早期的资金, 融资策略, Fintech顾问, 临时首席财务官

战略和财务咨询

2015年至今
马林分析咨询
  • 曾在一家营销技术公司工作, 包括创建商业和财务模式, 处理与潜在投资者的谈判, 建立进入市场的策略(例如.g., constructed a SaaS pricing model, customer contract documentation, and more).
  • Advised the CEO and majority shareholders of a risk analytics software company on strategic options, including initiating merger discussions and completing a detailed financial and strategic analysis with a company that had complementary technology.
  • Developed a business planning program and initiated fundraising discussions between an innovative B2B trade credit solution startup and investors.
  • Created an alliance program for a lending software solution to leverage solutions into new partner distribution channels.
  • Advised a startup insurance pricing optimization company on various funding and strategic alternatives—resulting in its sale to an industry participant.
  • Undertook an analysis of emerging market participants in the marketing technology field for a leading financial services technology company interested in assessing a roll-up acquisition program.
  • Acted as interim CFO and strategy advisor to technology companies. 实施ERP系统(完整), NetSuite, 和销售团队), 已开发的SaaS报告基础设施, 并为销售团队制定了薪酬计划. 还创建了董事会报告模板.
  • Focused on advising growing companies in the predictive analytics and AI/ML space in the fintech and martech sectors developing tactics to productize technology and generate revenue.
Focus areas: 风险资本, Marketing 技术 (MarTech), 筹款, 财务规划 & 分析(FP&A), 数据分析, 技术, 创业公司, 营销计划, 金融建模, SaaS, 业务规划

财务官

2008 - 2015
红色视觉系统
  • Completed two Series-2 financing rounds with venture investors and a term loan and revolver banking facilities with the bank.
  • Implemented new ERP systems for accounting (Intacct), HR (ADP) and CRM (Salesforce).
  • 开发和实现新的FP&A和董事会的报告程序, 高级管理人员, and operating leaders; including daily and monthly dashboards of identified KPIs as well as monthly performance and budget variance analyses.
  • Managed the relationships with professional services providers, including banks, auditors, and legal.
  • Led human resources, accounting, and corporate development teams.
  • Built and maintained a financial model for internal projections and external fundraising efforts.
  • Executed three roll-up acquisitions to develop a national service coverage footprint.
重点领域:预算，合并 & 收购(M&A), 球场上甲板, 筹款, 数据分析, 金融建模, 企业资源规划(ERP), 财务规划 & 分析(FP&A)

企业发展及策略

2000 - 2007
美艾萨克公司
  • Developed the strategic case—initiated and managed the acquisition and integration of both public and private companies, 总计超过1美元.2 billion in value and growing the company approximately 400%.
  • Executed the sale of several non-core business units aggregating over $100 million in value.
  • Initiated and managed a $400 million convertible bond offering.
  • Conducted investor roadshows, shared buyback programs and analyst relations programs.
  • Initiated and managed a competitive intelligence function to monitor industry/competitor issues.
  • Served as member of the board of directors of investee companies (Open Solutions Inc.)和有限合伙人代表(Azure Capital).
  • 管理战略规划功能, including analyses of proposed entry into new market segments (i.e.(医疗保健、零售和保险等垂直行业).
重点领域:投资者关系, 球场上甲板, 估值, 金融服务, Fintech, 金融建模, 筹款, 战略规划

业务伙伴关系

2000 - 2000
甲骨文公司
  • Developed and managed relationships with technology partners and grew the main partner to the number 3 position (after IBM and Accenture).
  • 在英国开设联盟办事处, 东南亚, 南美, 和澳大利亚支持国际增长.
  • Worked with an internal venture capital team to generate investment opportunities in order to capitalize on equity for a software business model.
重点领域:软件、伙伴关系、技术

投资银行和战略主管

1985 - 1995
澳大利亚国民银行
  • 管理M的所有元素&一个交易.
  • 发达的银行增长战略.
  • 执行银行风险投资项目.
  • 管理米&新办公室的团队.
  • Evaluated and executed bank's acquisitions in UK, NZ and US.
Focus areas: Investment Banking, Corporate Development, Consumer 金融, Strategy, 合并 & 收购(M&A)
小数据图像，大机遇出版物
出版

小数据，大机遇

http://40n73t.mylifemytakaful.com/finance/data-analysis-consultants/big-data-vs-small-data
1974 - 1977

经济学学士学位

悉尼大学-悉尼，澳大利亚

1990年1月至今

澳大利亚证券协会会员

澳大利亚金融服务协会(FINSIA)

1980年1月至今

注册会计师

澳大利亚特许会计师协会会员

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