卡罗尔·克劳福德，CFA
验证专家 in 金融
金融专家
在摩根士丹利, 卡罗尔 advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. 前科技公司首席财务官, she freelances to leverage her experience with capital raises, 战略支点, 与逆转. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.
职业生涯突出
教育强调
认证了
行业专业知识
软件专业知识
其他专业知识
工作经验
创始人|管理合伙人
fincap360,有限责任公司
- Designed and managed venture-direct and co-investment initiatives for family offices, often serving as the interim 首席财务官 for clients' portfolio companies.
- Served as the interim 首席财务官 for a sports, 媒体, and entertainment agency—leading a $52 million recapitalization and five acquisitions totaling $15 million.
- Provided fundraising support and a go-to-market strategy for a seed capital fund in Silicon Valley who was looking to raise $50 million.
- Served as the interim 首席财务官 for an edtech company, raising $8 million and rebuilding financial infrastructure for an incoming CEO, 包括kpi, 预算, 现金管理, board reporting and capital budgeting for growth initiatives.
- Worked as a fractional 首席财务官 for a rapidly growing business intelligence and 替代数据 firm focused on 电子商务 platforms.
- Developed a niche as a fintech expert, covering 750 startups for family office clients; sub-verticals include blockchain and distributed ledger technology, 替代数据, 人工智能驱动分析方法, 比特币/ cryptocurrency, 市场借贷, 资本市场, 投资众筹.
- Built financial models for internal projections and fundraising efforts for 12 companies.
Senior Consultant, VP and Branch Head of Alternative 投资
摩根士丹利(Morgan Stanley)
- Significantly increased clients' post-sale assets on exits ranging from $20 to $350 million through pre-liquidity deal structure scenario analyses, and optimizing for post-liquidity wealth, 税收和投资计划.
- Added value to the firm's investment banking efforts, advising on and managing assets of executives pre- and post-IPO.
- Outperformed relative benchmarks with smooth risk-adjusted returns, building custom portfolios with short-term tactical positioning using mean-variance optimization for strategic asset allocation.
- Led the internal business development for alternative investments and separately managed accounts for Chicago and Washington, 直流办公室, ranking number one in the region for both offices.
- Performed due diligence and analysis of over 75 professional investment managers (long-only, 期货管理, 私人股本, 还有对冲基金).
首席财务官
长江基建/ ESP软件
- Led a successful turnaround of an almost-defunct software development company which was subsequently listed on Washington Technology Fast 50.
- Built a financial model for internal projections, instrumental in positioning the company for an eventual sale of $100 million in today's dollars.
- Rebuilt, restructured, and automated the entire accounting and financial reporting process.
- Collected $3 million in outstanding government receivables—leading to positive cash flow.
- Charted a path to profitability by analyzing contract gross profit margins, developing pricing strategies, 削减成本, and identifying additional strategic opportunities.
教育
学士学位 in Economics
密歇根大学 - Ann Arbor, MI, USA
Certified Investment Management Analyst in Investment Management
The Wharton School Executive 教育 - Philadelphia, PA, USA
认证
Chartered Financial Analyst (CFA)
CFA协会
Skills
金融
首席财务官, 筹款, Three-statement建模, 创业融资, 现金流, 企业融资, 财务规划 & 分析(FP&一)、合并 & 收购(M&A), Debt Restructuring, 投资决策, 投资监控, Debtor & 债权管理, 资本重组, 现金流量模型, 基于资产的金融, 可比公司分析, 尽职调查
行业专业知识
教育 Technology (Edtech), Financial Services, Technology, 风险资本, 银行 & 金融
地理专业
美国
输出的软件
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
其他
金融产品经理, 家庭办公室, Fintech, 家族办公室管理, 现金流量管理, 商业咨询, 临时首席财务官, 部分首席财务官, 财务总监, 管理财务, 虚拟首席财务官, 咨询, 业务规划, 创业融资顾问, 现金流顾问, Fintech顾问, 商业计划咨询, SaaS, Software as a Service (SaaS), 会计软件, 财务分析, 沟通, 董事会报告, 业务发展, 出口计划, 转变, 合同谈判, 媒体, 球场上甲板, 转变管理, 电子商务, 沟通策略, 投资, 退出策略, 投资者关系
如何使用Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
分享你的需求
选择你的才能
Start your risk-free talent trial
Top talent is in high demand.
开始招聘