Kurt McFarland，美国加州旧金山金融专家
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Kurt McFarland

Verified Expert  in Finance

Finance Expert

Location
San Francisco, CA, United States
Toptal Member Since
April 7, 2021

库尔特是一名前投资银行家，为高增长公司提供战略CFO服务. As a consultant, 他为每个客户的独特需求量身定制了解决问题的务实方法. 他既愿意与高管和董事会合作，也愿意与初级员工共事. Kurt曾在医疗保健领域的风投和私募基金支持的公司担任过多个财务和战略领导职务, food, technology, retail, and mobility sectors.

Investment AnalysisXeroCorporate FinanceValuationFinancial ReportingFinancial ModelingFundraisingRevenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)Chartered Financial Analyst (CFA)CFOAccountingPrivate EquityBudgetingEconomics

Career Highlights

Interim CFO
NationBuilder
CFO
Kinela
Head of Finance
Expert360

Education Highlights

MBA
IE Business School
Bachelor's Degree
University of Sydney

Certification Highlights

CFA
CFA institute

Case Studies

Work Experience

Interim CFO

2022 - PRESENT
FLINTpro Corp
  • Rebuilt a financial model, including detailed revenue drivers, scenario analysis, and 3-way financial statements.
  • Developed supporting materials for a successful $4.在2022年艰难的市场条件下筹集500万美元资金.
  • 通过实施新软件重组财务功能和报告能力, bookkeeping support, R&D expertise, and tax advisors from my professional network.
重点领域:融资，首席财务官，预算，董事会报告，会计，分析

Interim CFO

2021 - 2022
NationBuilder
  • 重建NationBuilder的财务模式，并领导2022年的预算流程. Worked closely with the CEO, President, 领导团队识别关键业务驱动因素，提高预测准确性.
  • NationBuilder acquired Speakable in early 2021, and I managed the integration process, including migrating accounting systems, setting up new systems and processes, and creating consolidated reports.
  • 管理NationBuilder及其子公司的2021年审计流程, including Speakable and international entities.
重点领域:会计，预算，董事会报告，首席财务官，经理&A (Buy-side), Financial Modeling, US GAAP, Corporate Finance, Strategy, Forecasting, Analytics, Project Management, Pricing, Operational Finance, Reporting, Intuit QuickBooks, Stripe, Microsoft Excel, Expensify, Financial Reporting, QuickBooks Online, Startups, Financial Planning & Analysis (FP&A), NetSuite, Revenue & Expense Projections

CFO

2020 - 2021
Kinela
  • 领导成功收购一家临床服务企业并进行相关股权融资.
  • 重建并简化了跨业务的建模、预算、报告和分析流程.
  • Assumed responsibility for the food operations division; led the COVID-19 supply chain project; and implemented processes that improved data, performance tracking, supplier management, and new product development.
  • Led a project to improve receivables collection, 在六个月内将平均应收账款天数减少40%(从24天减少到14天).
Focus areas: M&A (Buy-side), Finance Strategy, Corporate Finance, Operational Finance, Accounting, Reporting, Analytics, Budgeting, Capital Raising, Strategy, Forecasting, Project Management, Pricing, Xero, Stripe, Microsoft Excel, Expensify, CFO, Financial Reporting, Financial Modeling, Startups, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Director

2019 - 2021
KPM Capital
  • 在高增长的创业空间中发现了一个服务不足的细分市场，并开发了专门的系统, tools, 以及满足这类客户独特需求的方法.
  • 完全通过个人网络和推荐建立了高增长公司的忠诚和经常性客户群.
  • 在COVID-19期间，在不影响客户需求或结果的情况下，过渡到提供完全远程的首席财务官服务.
Focus areas: CFO, Virtual CFO, Strategy, Corporate Finance, Budgeting, Forecasting, Analytics, Project Management, Accounting, Pricing, Operational Finance, Reporting, Xero, Stripe, Microsoft Excel, Expensify, Financial Reporting, Financial Modeling, Startups, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Head of Finance

2017 - 2019
Expert360
  • Led successful capital raising, sales target setting, budgeting, forecasting, cash flow management, statutory and management reporting, business analytics, tax, and compliance.
  • Rebuilt and streamlined modeling, reporting, forecasting tools, and analytics processes across the business.
  • 提供实时数据和仪表板，以推动销售团队的改进, 在不到两年的时间里，净收入增长了125%，连续七个季度实现了环比增长.
  • 作为观察员(无投票权成员)参加所有季度董事会会议并管理投资者关系.
Focus areas: Finance, Corporate Finance, Strategy, Capital Raising, Operational Finance, Forecasting, Budgeting, Analytics, Project Management, Accounting, Pricing, Reporting, Xero, Stripe, Microsoft Excel, Expensify, CFO, Financial Reporting, Financial Modeling, Startups, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Transformation Associate

2016 - 2017
Ingham's Chicken
  • 执行由私募股权发起的项目，作为“项目加速”的一部分,每年的收益提高了2亿美元.
  • 为土耳其分部制定并实施扭亏为盈战略, 从16财年的盈亏平衡到17财年的EBITDA为800万澳元(来自成本支出的组合), operational improvements, and launch of new products).
  • Played a key role in a successful AUD 1.2 billion IPO deal team in 2016. 负责起草招股说明书和营销材料, financial analysis, and managing the IPO verification process.
Focus areas: Strategy, Corporate Finance, Budgeting, Forecasting, Analytics, Project Management, Pricing, Operational Finance, Microsoft Excel, Financial Modeling, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections

Associate

2010 - 2013
Qatar First Bank
  • 管理一支4.3亿美元基金的整个生命周期的投资, including originating, screening, due diligence, executing deals, improving operational performance, and exiting.
  • 曾担任价值40亿美元的2022年世界杯体育场重建和房地产项目财团的投资者和顾问.
  • 以7700万美元的价格成功出售了一家卡塔尔建筑公司，在不到两年的时间里获得了两倍的回报.
  • 曾担任卡塔尔酒店开发项目3亿美元融资的投资者和顾问.
  • 成功投资了Memorial Healthcare Group(土耳其第二大医疗保健提供商)和Al Rifai(黎巴嫩坚果制造商和零售商), kernels, and snacks).
Focus areas: Private Equity, Corporate Finance, Investment Analysis, Chartered Financial Analyst (CFA), M&A (Buy-side), Forecasting, Valuation, Project Management, Microsoft Excel, Financial Modeling, Fundraising, Revenue & Expense Projections

Assistant Manager

2009 - 2009
Seera Investment Bank
  • 管理一家3亿美元基金的私募股权投资，包括发起、执行和退出.
  • 实施绩效改进计划并管理BWA水添加剂(总部位于英国的全球水处理化学品供应商)的销售流程, leading to a successful sale that generated an IRR of 20%.
  • 曾担任Kosan Crisplant的董事会观察员(无投票权成员), 总部位于丹麦的液化石油气钢瓶系统和解决方案供应商.
Focus areas: Private Equity, Investment Analysis, Corporate Finance, Chartered Financial Analyst (CFA), M&A (Buy-side), Forecasting, Valuation, Project Management, Microsoft Excel, Financial Modeling, Fundraising, Revenue & Expense Projections

Analyst

2007 - 2009
Macquarie
  • Executed principal investments and advised clients on M&A transactions. Created financial models, business plans, IMs, pitch books, teasers, and industry research, and managed the transaction project.
  • Advised Macquarie Media Group on the AUD $1.3 billion listed takeover of Southern Cross Broadcasting.
  • 执行对智联招聘(1.05亿美元)和安博(5400万美元)的主要投资, using Macquarie's balance sheet.
  • 就欧洲目录公司以2.9亿欧元收购荷兰的Gouden Gids(目录)提供法律意见.
  • 领导富士通澳大利亚公司以2.5亿澳元收购KAZ集团(IT服务).
  • 就以4.4亿澳元收购Hoyts Group(院线)向Pacific Equity Partners提供法律意见.
Focus areas: M&A (Buy-side), M&A (Sell-side), Cross-border M&A, Valuation, Corporate Finance, Private Equity, Investment Analysis, Chartered Financial Analyst (CFA), Forecasting, Project Management, Microsoft Excel, Financial Modeling, Fundraising, Revenue & Expense Projections
2013 - 2014

MBA in Business Administration

IE Business School - Madrid, Spain

2003 - 2006

Bachelor's Degree in Commerce

University of Sydney - Sydney, Australia

SEPTEMBER 2012 - PRESENT

CFA

CFA institute

Finance

M&A(买方)，公司融资，融资，预测，M&A (Sell-side), Valuation, CFO, Chartered Financial Analyst (CFA), Financial Reporting, Financial Modeling, Fundraising, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Accounting, Finance Strategy, Operational Finance, Budgeting, Pricing, Cross-border M&A, Private Equity, Due Diligence

Output Software

Microsoft Excel, Microsoft PowerPoint, Expensify

Data & Analysis Software

Intuit QuickBooks, QuickBooks Online, NetSuite

Other

Xero, Strategy, Project Management, Startups, Investment Analysis, Stripe, Think-cell, Receipt Bank, Entrepreneurship, Growth, Finance, Statistics, Economics, Reporting, Analytics, Market Entry, Board Reporting, US GAAP, Initial Public Offerings, Turnaround, Virtual CFO

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