Gavin Glick, Finance Expert in Tel Aviv-Yafo, Israel
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Gavin Glick

Verified Expert  in Finance

Management Consulting Expert

Location
Tel Aviv-Yafo, Israel
Toptal Member Since
June 7, 2017

加文花了15年的时间建立和发展公司，从白手起家到盈利. 在Peregrine，他成功地建立了新的对冲基金，筹集了10亿兰特的新资产. As a freelance financial expert, Gavin专门为B2C和B2B移动商务和移动应用业务提供建议，以最大限度地提高每次获取成本, ROI and sales via data-driven analysis, business modeling, and building customized KPI dashboards.

ValuationFinancial ModelingFinancial Planning & Analysis (FP&A)Private EquityDue DiligenceFundraisingMergers & Acquisitions (M&A)Private Equity ConsultantStartup FundingBudgetingBusiness DevelopmentComplianceFinancial ReportingCapital MarketsFinancial Systems

Career Highlights

Founder | CEO
Storyboards
Founder | Director
Blue Private Equity
COO
Wire Machine Technologies (WMT)

Education Highlights

Chartered Financial Analyst (CFA)
CFA Institute
Bachelor of Science (BSc) Degree
University of the Witwatersrand

Case Studies

Work Experience

Founder | CEO

2019 - PRESENT
Storyboards
  • Co-established a new business in the wall art market, growing to over $2 million in sales in two years.
  • Made design of Storyboards' entire eCommerce site, marketing funnels, and email systems, including task automation.
  • 创建并实现营销自动化以及底层数据库.
  • 设计并实现用于运行业务的所有KPI监控工具和服务.
Focus areas: Fundraising, Startups, Growth Hacking, Marketing, Analysis, BI Reporting, Artificial Intelligence (AI), Business Development, Automation, Email Automation, Zapier, Klaviyo, eCommerce, eCommerce Analysis, eCommerce Platforms, eCommerce Design, Logistics, Dashboards, Financial Reporting Dashboards, Mathematics, Facebook, High-tech Startups, Financial Services, Facebook Marketing, Senior Executive Management, Excel Modeling, Operations, Task Automation, Chief Operations Officer (COO), Financial Modeling, Business to Consumer (B2C), B2C, Shopify, Forecasting, Consumer Packaged Goods (CPG)

Founder | Director

2013 - 2022
Blue Private Equity
  • 建立了一个复杂的金融模型，对价值在500万至1500万美元之间的潜在投资进行估值.
  • 指导估值，协助投资者收购5家私人公司，总价值1200万美元.
  • 对高净值投资者基金的业务和财务方面进行尽职调查.
  • 在财务和业务规划方面指导首席执行官，并监督投资组合公司.
  • 设计和实施基金的报告框架和信息图表.
  • 创立了基金，并在组建有效的管理团队方面发挥了重要作用.
Focus areas: Due Diligence, Financial Reporting, Mergers & Acquisitions (M&A), Business Modeling, Valuation Modeling, Dashboards, Financial Reporting Dashboards, High-tech Startups, Financial Services, Senior Executive Management, Excel Modeling, Private Equity Consultant, Chief Operations Officer (COO), B2C, Forecasting

Founder | CEO

2010 - 2022
Halyard Consulting and Investments
  • 创建和开创了许多创新的金融产品，为对冲基金社区提供服务.
  • 为对冲基金提供短期利率环境下的风险概况和竞争产品的详细分析.
  • 为我们的现金管理产品从经理那里筹集了超过1亿美元的资产.
  • 创建和管理所有必要的合规和风险系统来运行业务.
  • 代表基金经理与大型银行和资产管理公司谈判多项重要协议.
Focus areas: Innovation, Compliance, Cash Management, Service, Hedge Funds, Financial Products, Financial Services, Senior Executive Management, Excel Modeling, Financial Modeling, Business to Consumer (B2C), Forecasting, Consumer Packaged Goods (CPG)

Executive

2018 - 2021
Thunda
  • 建立了以获取客户为重点的详细财务模型.
  • 实施数据挖掘技术，以报告业务的所有领域.
  • 开发了一个会话商务机器人，在Facebook信使环境中产生线索和销售.
  • 构建复杂的报告系统，实现对系统性能的实时跟踪.
  • 开发整合营销出站系统，管理产生的潜在客户.
Focus areas: eCommerce, Artificial Intelligence (AI), Marketing, Modeling, eCommerce Platforms, Facebook, High-tech Startups, Facebook Marketing, Excel Modeling

COO

2014 - 2017
Wire Machine Technologies (WMT)
  • Managed the company, together with the founder, 为生产车间和产品销售的快速增长做好准备.
  • 为新客户和新产品建立业务财务方面的模型，重点是平衡销售增长和盈利能力.
  • 向投资者推销并管理整个融资过程——从准备必要的材料(甲板)到投资意向书谈判.
  • 设计并编程了一个全面的基于excel的仪表板来监控日常业务活动.
  • 通过股东大会和正式报告向股东和其他利益相关者报告, including statutory reporting and cap tables.
Focus areas: Business Development, Startup Funding, Team Management, Management, Internal Financial Reporting, Business Planning, Financial Modeling, Strategy, Financial Reporting Dashboards, Excel Modeling, Engineering, Operations, Chief Operations Officer (COO)

Executive Director

2010 - 2013
Tedcor
  • Established a new division focused on clean energy and recycling; created the business and marketing plans for the business.
  • 分析和模拟潜在的收购和新设备和生产工厂的投资回报率高达5000万美元, specifically in the recycling and waste-to-energy space.
  • 在影响力投资界开创了一种新的公司债务形式. Negotiated terms for the debt to the value of $40 million.
  • 设计和建立定价模型，使各级员工能够买卖可回收物品.
  • 创建了平台，并向一些潜在投资者推销.
重点领域:价格分析，金融建模，风险债务，资本市场，销售 & 市场营销，商业规划，财务报告仪表板，Excel建模，B2C

Managing Director

1999 - 2010
Peregrine Investment Managers
  • 建立了10个新的对冲基金，涵盖了广泛的策略, including long/short, market neutral, arbitrage, and fixed income.
  • 为各自的对冲基金筹集了超过10亿兰特的新资产.
  • 设计并建立绩效收费模型，管理对冲基金业务.
  • 建立和模拟新对冲基金使用的风险管理系统, specifically for bond and derivatives markets.
  • 对潜在的新对冲基金和基金的基金进行尽职调查和业绩归属.
  • 建立自动实时报告引擎，向客户报告基金业绩.
Focus areas: Incubator Management, Investments & Risk Management, Financial Risk Assessment, Business Strategy, Business Planning, Strategy, Dashboards, Financial Reporting Dashboards, Mathematics, Financial Services, Senior Executive Management, Excel Modeling, Financial Modeling

SAP Consultant

1996 - 1999
Andersen Consulting
  • 管理涉及超过25名员工的SAP项目，用于大型金融机构的升级.
  • 在欧洲Andersen/SAP卓越中心领导SAP全球油气垂直团队.
  • Programmed over 100 specialized modules in C+, Assembly, and ABAP (SAP), writing over 100 specialized programs for clients.
  • 在财务和物流SAP模块方面积累了深厚的IT专业知识.
  • 为玻璃制造行业建立了全面的商业计划和流程模型.
Focus areas: Programming, Industrial & Manufacturing, Consulting, Enterprise Software, Financial Systems, Computer Science, Excel Modeling, Shopify
2000 - 2004

Chartered Financial Analyst (CFA) in Finance

CFA Institute - USA

1992 - 1995

Bachelor of Science (BSc) Degree in Mechanical Engineering

南非约翰内斯堡的威特沃特斯兰德大学

Finance

Startup Funding, Financial Planning & Analysis (FP&A), Finance Strategy, Private Equity, Due Diligence, Valuation, Financial Modeling, Fundraising, Budgeting, Forecasting, Mergers & Acquisitions (M&A), Internal Financial Reporting, Valuation Modeling, Financial Reporting, Venture Debt, Price Analysis, Financial Risk Assessment, Financial Systems, Cash Management, Customer Lifetime Value (CLV)

Output Software

Microsoft Excel, Microsoft PowerPoint

Industry Expertise

采购产品金融市场，金融服务，高科技创业公司，Facebook，物流，销售 & Marketing, Capital Markets, Industrial & Manufacturing

Geographic Expertise

South Africa, Israel

Data & Analysis Software

Bloomberg

Other

eCommerce, Startups, Engineering, Business Models, Business Planning, Excel Modeling, Business Strategy, Product Costing, Senior Executive Management, Startup Growth Strategy Development, Zapier, Facebook Marketing, Private Equity Consultant, Business Modeling, Growth Hacking, eCommerce Design, Email Automation, Chief Operations Officer (COO), Business to Consumer (B2C), B2C, Financial Reporting Dashboards, Mathematics, Term Sheet Negotiations, Hedge Funds, Dashboards, Computer Science, Marketing, BI Reporting, Automation, eCommerce Platforms, Shopify, Consumer Packaged Goods (CPG), Strategy, Management, Team Management, Business Development, Investments & Risk Management, Incubator Management, Enterprise Software, Consulting, Programming, Financial Products, Service, Compliance, Innovation, Modeling, Artificial Intelligence (AI), Heatmaps, Cost Modeling, Financial Statements, Investment Funds, Investor Reporting, Infographs, Analysis, Klaviyo, eCommerce Analysis, Operations, Task Automation

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