Neil Portus | CFA, CMA，美国纽约金融专家
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Neil Portus | CFA, CMA

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
March 17, 2017

尼尔是成长型公司的首席财务官，也是纽约高盛的前股票分析师，在那里他帮助领导了许多交易，包括Zipcar的1美元交易.1 billion IPO. 他也是巴克莱资本的股票分析师 & 他的职业生涯是从一家精品投资银行开始的&A、重组、债务融资). 作为一家初创公司的创始人和一家专注于东非的影响力投资公司的首席财务官，他积累了自己的运营技能.

Investment StrategyFinancial Planning & Analysis (FP&A)FundraisingPrivate EquityValuationComparable Company AnalysisMergers & Acquisitions (M&A)Financial SystemsProject FinanceCapital Markets特许金融分析师(CFA)Venture CapitalCredit AnalysisEquity ResearchInterim CFO409A Valuation ConsultingInvestor RelationsBanking ConsultingFamily Office ConsultingIPO ConsultingVirtual CFOFinance ManagementCash FlowOutsourced CFOFractional CFO

Career Highlights

CFO
Unity Development Group
全球投资研究副总裁
Goldman, Sachs & Co.
Vice President, Equity Research
Barclays Capital & Lehman Brothers

Education Highlights

注册管理会计师(CMA)
管理会计师协会
特许金融分析师(CFA)
CFA Institute
工商管理硕士(MBA)
他是南卡罗来纳大学摩尔商学院的教授

Case Studies

Work Experience

CFO | Advisor

2012 - PRESENT
Tailored Partners
  • 为早期和成长型公司提供首席财务官和财务咨询服务. 核心行业重点是消费者、酒店、零售和科技.
  • 作为首席财务官，为公司的整个融资(股权和债务)提供咨询&流程:创建投资者演示文稿和财务模型, lead due diligence efforts, negotiate terms, and close on transactions.
  • 领导公司的所有财务活动，并管理相应的团队:财务规划和分析, define KPIs, and prepare forecasts, budgets, and operating plans.
  • 制定财务报告节奏，并向内部决策者(董事会)做报告, C-Suite, and senior management.
  • 制定和执行公司发展计划.
  • 管理与战略合作伙伴、投资者和投资银行的外部关系.
  • 作为创业公司的个人工具.
重点领域:营运资金管理，战略规划 & Execution, Entrepreneurial Finance, Investor Relations, Investment Summaries, Investor Presentations, 409A Valuation, Valuation Multiples, Valuation Modeling, Valuation, Financial Reporting, Financial Planning & Analysis (FP&A)、项目融资、尽职调查、首席财务官、融资、战略、财务建模

CFO

2014 - 2017
Unity Development Group
  • 曾在UNITY工作，UNITY是世界一流的美国公司集团的财团领导，该集团正在考虑东非40亿美元的中央走廊铁路(CCR)项目，以向坦桑尼亚提供服务, DRC, Uganda, Rwanda, 为布隆迪提供有效的市场准入，以加速区域社会和经济繁荣.
  • 领导了东非一个变革性铁路项目的融资，从私人基金获得了3.4亿美元的权益，并获得了1亿美元的权益.20亿美元的美国进出口银行债务.
  • 担任CEO和COO的战略合作伙伴.
  • 推动公司财务计划和分析，监督现金管理，以达到经营目标.
  • 准备每周的财务总结并与高层沟通.
  • 协调美国和国外子公司的税务和审计申报.
重点领域:三陈述模型，战略规划 & Execution, Working Capital Management, Entrepreneurial Finance, Investor Relations, Investor Presentations, Valuation Modeling, Valuation Multiples, Valuation, Market Research, Investment Summaries, Financial Risk Assessment, Financial Planning & Analysis (FP&A), Financial Management, Asset-based Finance, International Finance, Project Finance, Equipment Finance, Financial Modeling, Due Diligence, CFO, Fundraising

全球投资研究副总裁

2009 - 2011
Goldman, Sachs & Co.
  • 担任首席股票研究分析师，研究汽车租赁和小型博彩行业，所研究的公司包括Avis, Dollar Thrifty, Hertz, Ameristar Casinos, Pinnacle Entertainment, and Penn National Gaming.
  • Helped to lead Zipcar's $1.10亿IPO，同时覆盖租车行业.
  • 处理游戏的团队报道责任, gaming technology, lodging, cruise, and restaurant sectors.
重点领域:首席财务官，三陈述模型，合并 & Acquisitions (M&A), Portfolio Analysis, Break-even Analysis, Price Analysis, Fund Analysis, Credit Analysis, Return Analysis, Ratio Analysis, Analysis of Variance (ANOVA), Data Analysis, Investor Relations, Investor Presentations, Capital Investment Appraisals, Capital Structure Analysis, Capital Structuring, Capital Raising, Fundraising, Due Diligence, Investment Summaries, Valuation Modeling, Valuation Multiples, Valuation, Financial Reporting, Financial Modeling, Equity Research

Vice President, Equity Research

2005 - 2009
Barclays Capital & Lehman Brothers
  • 发起雷曼对IGT(国际游戏技术)和游戏技术板块的股票研究.
  • 处理团队对游戏、住宿、休闲、邮轮和玩具行业的报道责任.
  • Promoted to vice president.
Focus areas: CFO, Three-statement Modeling, Due Diligence, Profitability Analysis, Break-even Analysis, Portfolio Analysis, Return Analysis, Price Analysis, Credit Analysis, Analysis of Variance (ANOVA), Ratio Analysis, Fund Analysis, Fundraising, Data Analysis, Mergers & Acquisitions (M&A), Investor Relations, Investment Summaries, Investor Presentations, Valuation Modeling, Valuation Multiples, Valuation, Financial Modeling, Financial Reporting, Equity Research

Investment Banking Associate

2000 - 2005
US Bancorp Libra | Libra Securities
  • 完成15笔交易，共计1美元.3 billion; directly reporting to the managing director at a boutique investment bank founded by Drexel Burnham Lambert and Salomon Brothers veterans.
  • 参与了从1990年到1990年的各种交易&A, bankruptcy, restructuring, fairness opinion, 估值分析以及高收益和夹层融资.
  • Led buyer diligence visits.
  • Drafted investor materials.
  • Constructed LBO models.
  • Promoted to associate.
Focus areas: CFO, Profitability Analysis, Break-even Analysis, Portfolio Analysis, Price Analysis, Fund Analysis, Credit Analysis, Return Analysis, Ratio Analysis, Analysis of Variance (ANOVA), Due Diligence, Data Analysis, Financial Reporting, Financial Modeling, Fundraising, Working Capital Management, Capital Investment Appraisals, Growth Capital Raising, Capital Structure Analysis, Capital Structuring, Capital Raising, Debtor & 债权人管理，债务资本市场，合并 & Acquisitions (M&A)
2016 - 2017

注册管理会计师(CMA)会计

管理会计师协会-美国新泽西州蒙特维尔

2000 - 2003

特许金融分析师(CFA)

CFA协会-夏洛茨维尔，弗吉尼亚州，美国

1998 - 2000

金融工商管理硕士(MBA)

美国南卡罗来纳大学哥伦比亚分校摩尔商学院

1993 - 1997

唱片工业管理理学学士学位

中田纳西州立大学-默弗里斯伯勒，田纳西州，美国

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