$$$
{{ $t($store.state.user.experience_value_in_dollars) }}
Senior
{{ $t($store.state.user.experience_search_name) }}
0
jobs
Sr. Finance Analyst - Investments, Strategy, Research, Fundraising, Financial Analysis (incl. excel modeling, due diligence, and presentations)
Will Clayton
,
Brooklyn, United States
Experience
Other titles
Skills
I'm offering
Dynamic finance professional with a range of front-office experience spanning a range of industries, geographies, company types, and job functions. I've held a variety of front-office roles at companies ranging from startups to global enterprises in various functions, incl. 1) Equity Research & Investing, 2) Private Equity, 3) Corp. Development & Strategy, and 4) as Co-Founder and CFO.
My industry expertise and experience has been in TMT, Consumer Goods, and Services, including: Software, Telecom, Cloud & Comm. Infrastructure, Internet, Media, Cannabis, CPG, eCommerce, Retail & Wholesale, Travel/Hospitality/Entertainment.
My specialties include: problem solving, strategic planning, excel modeling, financial and valuation analysis, investment due diligence, synthesizing complex, and creating PPT Decks, Reports, and Proposals.
My industry expertise and experience has been in TMT, Consumer Goods, and Services, including: Software, Telecom, Cloud & Comm. Infrastructure, Internet, Media, Cannabis, CPG, eCommerce, Retail & Wholesale, Travel/Hospitality/Entertainment.
My specialties include: problem solving, strategic planning, excel modeling, financial and valuation analysis, investment due diligence, synthesizing complex, and creating PPT Decks, Reports, and Proposals.
Markets
United Kingdom
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2020 - ?
job
Head of Corporate Development
Toast Holdings, Inc.
Financial Management, Budget and accounting, Financial Accounting, Financial statements, Reporting, Excel, Project Management, Business strategy
2018 - 2020
job
Corporate Development and Strategy Manager
Toast Holdings, Inc..
• Managed and supported a range of critical financial, operational, and strategic workflows for CEO, COO, and Chairman
• Led all financial forecasting, analysis, and reporting; created and maintained company's financial model, data room, and a range of decks and due diligence materials to support fundraising efforts and board-level decisions
• Generated business intelligence and KPI reports to enhance decision-making processes and business strategy
• Executed a range transformative production and distribution deals and partnerships in three legal cannabis states
• Notable Achievements: generated analysis to optimize capital allocation; drove 50% reduction in operating expenses
while growing revenue 100% Y/Y; supported successful raise of $6M in Series A preferred equity capital
• Led all financial forecasting, analysis, and reporting; created and maintained company's financial model, data room, and a range of decks and due diligence materials to support fundraising efforts and board-level decisions
• Generated business intelligence and KPI reports to enhance decision-making processes and business strategy
• Executed a range transformative production and distribution deals and partnerships in three legal cannabis states
• Notable Achievements: generated analysis to optimize capital allocation; drove 50% reduction in operating expenses
while growing revenue 100% Y/Y; supported successful raise of $6M in Series A preferred equity capital
Business strategy, Business Intelligence, Forecasting, Fundraising, Due Diligence, Support, Ceo, KPI, Development, Production, Processes, LED, Manager
2018 - 2018
freelance
Investment Analyst Consultant, Equity Long/Short
Addend Capital Management.
• Provided idea generation and rigorous fundamental research and analysis of 30+ equities in Global TMT universe to generate differentiated, high-conviction, investment theses, and synthesize recommendation in memos for PM
• Notable Achievements: proposed four investment ideas that led to recommended portfolio action (all achieved positive returns); revamped fund pitch deck and monthly investor newsletter to support fundraising activities
• Notable Achievements: proposed four investment ideas that led to recommended portfolio action (all achieved positive returns); revamped fund pitch deck and monthly investor newsletter to support fundraising activities
Research, Fundraising, Idea generation, Support, Analyst, LED, Investment, Asset Management, Forecasting, Excel, Data Analysis, Data Analysis and Valuation
2016 - 2018
job
Equity Research Associate
SIG.
• Supported the launch of US Software sector research coverage, including 11 company initiations, as lead associate
• Notable Achievements: created all company models and industry-specific analyses for initiations and pre-IPO previews;
formed strong rapports with clients and mgmt. teams at industry conferences, and hosted private channel-check events
• Notable Achievements: created all company models and industry-specific analyses for initiations and pre-IPO previews;
formed strong rapports with clients and mgmt. teams at industry conferences, and hosted private channel-check events
Research, Software
2016 - 2016
job
Private Equity Analyst, Global Communications Infrastructure
Digital Bridge Holdings, LLC.
Jan 2016 - Dec 2016
• Conducted extensive due diligence on direct investments in private communications infrastructure companies and bolt-
on asset acquisitions with deals valued from $80M to $1.5B (incl. Wireless Towers, Data Centers, and Fiber Networks)
• Performed in-depth market research, and evaluations of targets' strategy, competitive position, and management team
• Produced detailed bottom-up financial models, and scenario-based valuation analysis with sensitized returns; generated
concise recommendation memos for internal investment committee as well as deal decks and CIMs for external investors
• Notable Achievements: co-founded thematic Equity Long/Short Absolute Return Strategy as sole analyst responsible for
idea generation, investment due diligence, and fundraising support (raised $10M of seed round equity capital)
• Conducted extensive due diligence on direct investments in private communications infrastructure companies and bolt-
on asset acquisitions with deals valued from $80M to $1.5B (incl. Wireless Towers, Data Centers, and Fiber Networks)
• Performed in-depth market research, and evaluations of targets' strategy, competitive position, and management team
• Produced detailed bottom-up financial models, and scenario-based valuation analysis with sensitized returns; generated
concise recommendation memos for internal investment committee as well as deal decks and CIMs for external investors
• Notable Achievements: co-founded thematic Equity Long/Short Absolute Return Strategy as sole analyst responsible for
idea generation, investment due diligence, and fundraising support (raised $10M of seed round equity capital)
Market research, Research, Fundraising, Due Diligence, Management, Idea generation, Wireless, Support, Infrastructure, Analyst, UP
2013 - 2015
job
Equity Research Associate, Telecom Services & Communications Infrastructure
Macquarie Group.
• Covered 20+ companies as sole associate supporting top-ranked Senior Analyst on US Equity Research platform
• Led training and employee development initiatives for all interns and new associate hires in US research department
•
• Led training and employee development initiatives for all interns and new associate hires in US research department
•
Research, Training, Telecom, Infrastructure, Analyst, Development, LED, Platform
My education
2006
-
2010
Towson University
BSc, Business, Finance
BSc, Business, Finance
Will's reviews
Will has not received any reviews on Worksome.
Contact Will Clayton
Worksome removes the expensive intermediaries and gives you direct contact with relevant talent.
Create a login and get the opportunity to write to Will directly in Worksome.
are ready to help you
and get specific bids from skilled talent in Denmark