George is available for hire
Hire GeorgeGeorge Gregory Sharp, CFA
Verified Expert in Finance
Finance Expert
Location
Los Angeles, CA, United States
Toptal Member Since
December 13, 2017
乔治是一位经验丰富的首席财务官，拥有22年以上的金融和银行经验, 使电动汽车/电动汽车充电公司的业务快速增长, cleantech, blue tech, renewables, 技术(硬件和软件). 他帮助客户进行公司融资, 复杂的财务建模和预算预测, capital raising, and M&A代表增长，也代表转机.
Career Highlights
Interim CFO
Zeem Solutions
CFO
Ford Pro Charging
CFO
Yva companies
Education Highlights
Chartered Financial Analyst (CFA)
CFA Institute
工商管理硕士(MBA)
弗吉尼亚大学达顿商学院
Case Studies
Industry Expertise
Other Expertise
Work Experience
Consulting CFO
2015 - PRESENT
Eques Finance
- Served as the CFO for e-Mobility/EV charging, cleantech, BESS, and renewable energy companies. 就战略提供建议，管理财务运作，并支持筹款.
- 为EVSE制造商提供咨询并开发了GTM, prepared financial strategy, long-range projections, and operating budget, 包括营运资金管理, and supported fundraising.
- 向一家美国智能电网和电池存储公司就GTM提供法律意见, developed a financial strategy, 并帮助公司准备被一个战略买家收购.
- Advised an Australia-based company in virtual power plants (VPP) and battery energy storage systems (BESS) for home and commercial solar on GTM, financial strategy, funding, and partnerships.
- Consulted the top autonomous driving company on fleet electrification, financing, and partnerships.
- Structured the transaction and built a cross-border acquisition model for a multibillion-dollar public domestic energy company (target). 买家已经与目标公司接洽，交易正在进行中.
- 为价值1亿美元的服务公司(目标)开发杠杆收购模型, resulting in its acquisition.
- Developed a sales projection and 5-year budget (three financial statements) for a SaaS company, resulting in Series A funding.
- Prepared a full operating model for a technology hardware company with a global supply chain, 是什么促成了融资过程并带来了风投资金.
重点领域:估值、风险管理、项目融资、项目管理&L Forecasting, Monte Carlo Simulations, Market Research, Leveraged Buyout Modeling, Industry Analysis, Financial Statements, Financial Planning & Analysis (FP&A), Financial Modeling, Due Diligence, Cash Flow Forecasting, Capital Structuring, Business Strategy, Mergers & Acquisitions (M&A)预算，控制，公司财务
Interim CFO
2023 - 2024
Zeem Solutions
- 就车队/仓库即服务GTM战略向首席执行官和高管提供建议, corporate development, financial planning, and equity and debt funding, including vehicle lease financing, grants, subsidies, and Title 17 program.
- Prepared a strategic roadmap and long-range financial plan for opening 14 new depots in major transportation hubs nationwide.
- Developed a comprehensive corporate financial model to support decision-making and fundraising.
- Created a new pricing model reflecting all subsidies and incentives available for various locations.
- Prepared a financial plan for mobile batteries and stationary BESS to augment existing charging infrastructure and reduce charging costs.
- 评估商用电动汽车(BEV)融资方案, 包括激励和聘请租赁融资公司.
- Prepared an investor deck with narrative and quantitative analysis and enabled Series C fundraising; engaged potential equity investors.
- Initiated and worked on the Title 17 Clean Energy Financing Program (DOE) loan application; interacted with governmental officials, consultants, and bankers.
Focus areas: Business Strategy, Forecasting, Budgeting, Corporate Development, Fundraising, Financial Planning & Analysis (FP&A), Grants, Debt Financing
CFO
2021 - 2022
Ford Pro Charging
- Served as a business partner to the executive team and board of directors and worked closely with and supported business teams to enable and drive business growth.
- 制定管理充电业务的战略路线图, 包括双向收费的电力公用事业服务, peak shaving, 以及需求管理和负荷预测.
- 引入2022年全球预算，以扩大北美和欧盟的业务, 从福特财政部获得资金, and implemented capital allocation controls for operating expenses and capital investments.
- Evaluated the economics of mobile batteries in charging and developed a financial plan and profitability analysis.
- 制定收益分享和成本分配框架, including intercompany transactions, bundling of services and products, 以及内部利润率要求.
- Built strong FP&A capabilities, 建立健全的月度报告节奏, 介绍了财务和运营指标, 并与IT部门合作实施执行和财务仪表板.
重点领域:业务战略、SOX合规、财务规划 & Analysis (FP&A)
Fractional CFO
2021 - 2021
R.F. MacDonald Co.
- Facilitated and managed the generational transition in a family-owned business with $100+ million in sales and 250+ employees in nine offices.
- 管理财务运营，财务计划和分析(FP)领域&A)预算、法规遵循、风险管理、人力资源、IT和法律.
- Collaborated with regional general managers at nine offices in California and Nevada on FP&A and business analytics to provide actionable business insights for local management and the executive team.
- Controlled capital investments and operating expenses, as well as compensation, benefits, and hiring.
- Negotiated contracts with major clients and managed relationships with banks, partners, and vendors.
Focus areas: Business Strategy, Operational Finance, Accounting, Debt Financing, CFO, Technology
CFO
2019 - 2020
Yva companies
- Raised and closed a $5.5 million funding round; negotiated terms and conditions, 为公司的尽职调查和审计做准备, managed the data room, answered investor questions, and worked on legal documents.
- 监督公司包括FP在内的所有财务运作&A, budgeting, reporting, KPI dashboard, investor relations, risk management, compliance, legal, HR, and compensation.
- 通过使用R，实现了每年350,000美元的现金节省增量&D税收抵免和引入财政管理实践.
- 建立了一个包含三个国家的四个商业实体的新预算模型, different business segments, different tax regimes, aggregation into a global P&L, variance analysis, and reports.
- 与销售团队在大客户管理方面紧密合作, partnerships, 市场营销活动的盈利能力评估, pipeline management, and revenue forecasting.
- Managed five team members directly under a Matrix structure and introduced a professional development plan for each.
Focus areas: Financial Planning & Analysis (FP&A), Fundraising, SaaS, Operations Analytics, Governance, Legal, Compliance, Controls, Budgeting, Risk Management, Strategy, Finance, CFO
首席投资官|首席财务官
2016 - 2018
PONO Capital
- Developed an investment strategy for a new $1 billion fund sponsored by Japanese institutional investors focused on power utility investments in the US, 受电动汽车普及和电网现代化的推动.
- Structured M&A transactions up to $6 billion for cross-border acquisitions of US publicly traded utilities.
- 建模资产分拆高达1美元.80亿美元和资产剥离高达7亿美元的公用事业, 包括对资产增值和税收后果的分析和建模.
- 分析了智能电网技术高达5亿美元的投资, 包括储能(BESS)和电动汽车充电.
Focus areas: Mergers & Acquisitions (M&A)，投资，清洁能源，能源储存，电动汽车，能源公用事业
Vice President
2010 - 2015
Citibank
- Structured the $450 million debt financing for a private multinational company with more than $1 billion in sales.
- Modeled and structured a $650 million syndicated debt financing for a domestic public consumer company.
- Analyzed and structured four M&一种为收购经营该服务的私人公司而进行的交易, retail, 以及价值高达1亿美元的能源产业.
- 通过评估公司战略和竞争力进行商业分析, 研究行业动态和周期, 识别价值创造机制, 并回顾监管格局.
- Evaluated the earnings quality and operating cash flow sustainability based on GAAP and IFRS financial reports, assessed the reporting quality, 重建报表，以识别错误分类和违规行为.
- Prepared the balance sheet and the income and cash flow statements to forecast future cash flow for public and private companies in the industrials, service, energy, consumer goods, 科技行业的收入在2亿到20亿美元之间.
- 利用贴现现金流对公司进行估值, comparable company, acquisition precedents, and sum-of-the-parts analyses.
重点领域:估值，交易结构，风险管理，项目融资，P&L Forecasting, Mergers & Acquisitions (M&A), Market Research, Lending, Leveraged Buyout Modeling, Industry Analysis, Financial Statements, Financial Planning & Analysis (FP&A), Financial Modeling, Due Diligence, Debt Structuring, Credit Risk, Cash Flow Forecasting, Capital Structuring, Capital Markets, Business Strategy
Risk Management Consultant
2005 - 2007
Experian Decision Analytics
- Consulted banks on portfolio risk management and helped clients prevent a combined total of $350 million in potential losses.
- Modeled the portfolio performance and risks using Monte Carlo simulation which consisted of developing risk management frameworks and decision analytics processes.
Focus areas: Valuation, Risk Management, Quantitative Analysis, Portfolio Analysis, Monte Carlo Simulations, Lending, Investment Portfolio Management, Investment Analysis, Due Diligence, Credit Risk, Business Strategy
Project Finance Manager
2004 - 2005
Rosan Finance
- Organized and managed three $3-6 million debt financing transactions for infrastructure projects in telecommunications and transportation; was involved in all parts of the process from the preparation of the initial investment proposal to the closing financing with banking syndicate.
- Built project financing models and performed financial analysis for debt repayment and profitability; forecasted the cash flow and identified the default risk.
重点领域:估值，交易结构，风险管理，项目融资，P&L Forecasting, Market Research, Investment Analysis, Industry Analysis, Financial Planning & Analysis (FP&A), Financial Modeling, Due Diligence, Credit Risk, Cash Flow Forecasting, Capital Structuring, Capital Markets
Financial Analyst
2003 - 2004
Bank Elektronika
- 对施工企业的财务报表进行分析, manufacturing, 以及电信行业，并对其进行尽职调查. 对公司的偿债能力进行预测.
- Monitored the performance of the portfolio companies and adjusted the risk ratings based on the qualitative assessment and quantitative analysis.
- Assessed credit risks and monitored the covenant compliance of the portfolio companies.
重点领域:交易结构，风险管理，投资组合分析，P&L Forecasting, Market Research, Lending, Investment Portfolio Management, Investment Analysis, Industry Analysis, Financial Statements, Financial Planning & Analysis (FP&A), Financial Modeling, Due Diligence, Debt Structuring, Credit Risk, Cash Flow Forecasting, Capital Structuring, Capital Markets, Business Strategy
Education
2015 - 2017
特许金融分析师(CFA)
CFA协会-夏洛茨维尔，弗吉尼亚州，美国
2008 - 2010
金融专业工商管理硕士(MBA)
美国弗吉尼亚州夏洛茨维尔市弗吉尼亚大学达顿商学院
Skills
Finance
Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, Corporate Finance, Credit Risk, Capital Structuring, Transaction Structuring, Cash Flow Forecasting, Due Diligence, Debt Structuring, P&L Forecasting, Budgeting, CFO, Project Finance, Leveraged Buyout Modeling, Market Research, Lending, Investment Portfolio Management, Portfolio Analysis, Three-statement Modeling, Fundraising, Operational Finance, Accounting, Forecasting
Output Software
微软PowerPoint，微软Excel
Industry Expertise
采购产品风险投资，技术，能源，资本市场
Other
Financial Statements, Investment Analysis, Monte Carlo Simulations, Financial Analysis, Financial Consultation, Finance, Financials, Fintech, Modeling, Pitch Decks, Startup Consulting, CleanTech, Research, Risk Management, SaaS, Business Strategy, Industry Analysis, Quantitative Analysis, Strategy, Controls, Compliance, Legal, Governance, Operations Analytics, Presentations, Debt Financing, Microsoft, Corporate Development, Grants, SOX Compliance, Investments, Clean Energy, Energy Storage, Electric Vehicles, Energy Utilities
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