马修·罗
验证专家 in 金融
金融专家
麻省理工学院和宾夕法尼亚大学的校友, 马太福音 has 15 years of experience at top 金融 firms and startups (瑞士信贷(Credit Suisse), 摩根士丹利资本合伙公司, 等.),负责超过100亿美元的融资&A、投资项目. He has worked with clients such as PE firms KKR and The Carlyle Group and worked at three startups, 包括软银投资的独角兽. He is currently working on a new startup and is always eager to help fellow entrepreneurs and small business owners.
职业生涯突出
教育强调
案例研究
行业专业知识
其他专业知识
工作经验
创业咨询师
FinAcct咨询有限公司
- 协助客户进行财务分析和建模项目.
- 进行财务分析, 包括3语句模型, 断代分析, CAC/LTV计算. Assisted with financial reporting and pitch decks for a B2B marketplace whose investors include Kleiner Perkins, 蒂姆•德雷伯, 和Y组合子.
- 开展财务分析项目, including 3-statement modeling and future operating projections for a recruitment AI platform startup.
- 构建了详细的, bottoms-up financial and operating model for a Unicorn Insurtech company, including five-year monthly projections built over 40 different product types and commission structures.
兼职讲师
华尔街预备
- Taught financial modeling and valuation skills at the largest financial modeling training firm in the US. 客户包括领先的投资银行, 私募股权公司, 沃顿商学院, 哈佛商学院, 普林斯顿大学, 等.
- Assisted with updating and revising a guide to investment banking and financial service industry interviews.
- Prepared content for an online certification program covering financial modeling and valuation.
创始人
英皇牌集团
- 创立了一家旅游创业公司,帮助游客享受美妙的旅行.
- 研究并制定商业模式和公司战略.
- Built financial models to project needed funds, profitability, and valuation.
- 为投资者和合作伙伴制作营销材料.
- 向潜在员工、合作伙伴和投资者推销.
业务拓展及研究主管|业务战略
你好,公司. (叮叮铃实验室)
- Served as a member of the leadership team of a unicorn travel technology startup with 600 employees, 由软银投资.
- Sourced and negotiated with potential partners and customers and assisted with fundraising.
- Provided research and analysis on the travel industry and potential new products and business lines.
执行董事| TMT投资
海航集团(国际)有限公司
- 担任高级投资专家,负责采购, 分析, 并执行以技术为重点的跨境投资, 旅游, 金融服务业.
- Reported directly to the HNA chief investment officer and prepared investment reports for the group chairmen and CEO.
- 完成1美元.6 billion acquisition of the world’s second-largest airline catering company—Gategroup, Switzerland.
- Sourced Series B investment opportunity for a hotel management software company in the 美国.
- 提交了大约1美元.1000亿美元收购瑞士自动化存储解决方案公司.
联合创始人|企业发展与金融
快食集团(唐恩都乐华东加盟商)
- 执行涉及策略的多个角色, 金融, 位置的评估, and data analysis as a management team member for this startup food and beverage company founded by Valor Equity (Tesla, SpaceX公司).
- 评估和寻找所有潜在的门店位置, developed all store financial models and prepared investment memoranda for investors and the parent company.
- 监督整个公司的资本预算计划, 覆盖超过100名员工, 到2015年底,这一数字将增至300多家, 年度预算约2600万元人民币.
投资分析师(夏季)
松河资本管理公司
- 在一家对冲基金实习,只有16美元.1000亿美元的资产,赢得了无数奖项, including Relative Value Hedge Fund Manager of the Year for 2012 and 2013 by Institutional Investor and many others.
- Focused on fundamental business analysis for Pan-Asian public equity opportunities; received a full-time offer as an investment analyst.
- 准备投资备忘录, 进行尽职调查, 直接向投资组合经理汇报(前sac和前高桥).
- Completed detailed financial models and company valuations for opportunities in the technology and consumer sectors.
投资副
Metalmark资本
- Evaluated and executed investments for a private equity firm with $4 billion of AUM, 专注于医疗保健, 金融服务, and natural resources formerly known as 摩根士丹利资本合伙公司 (rebranded as Metalmark资本).
- Handled all financial modeling of potential transactions for respective deal teams, including detailed bottoms-up models with five-year forecasted financial statements.
- Prepared and assisted in presenting investment memoranda and analysis to the internal investment committee and firm CEO.
- 与众多首席财务官合作, 财务经理, 律师, and accountants while performing acquisition due diligence and monitoring portfolio company performance.
投资银行分析师
瑞士信贷(Credit Suisse)
- Ranked top-tier among analysts globally and offered an early direct promotion (pre-MBA) to the associate.
- Handled all financial modeling of potential transactions for respective deal teams.
- Prepared memoranda to internal committees and presentations to clients for financing and M&一个交易.
固定收益分析师
美国国际集团全球投资集团
- Served as the quantitative analyst for the fixed income portfolio of one of the largest global insurance companies.
- Analyzed AIG’s entire $50 billion structured products portfolio of asset-backed securities, 抵押贷款转手, 互补金属氧化物半导体, 和CMBS的系统包括衍生解决方案, 收益率的书, 邦德工作室.
- 开发了分析超大数据集的系统, 包括美国国际集团超过8个的投资组合,000个职位, 监控风险和盈利能力随工期的变化, 凸性, 加权平均寿命计算.
教育
管理学硕士学位
麻省理工学院斯隆-波士顿,马萨诸塞州,美国
工商管理硕士(MBA)
清华大学-中国北京
电气工程学士学位
美国宾夕法尼亚大学费城分校
Skills
金融
金融建模,估值,私募股权,融资,合并 & 收购(M&A)财务规划 & 分析(FP&A), Three-statement建模, 杠杆收购模型, 可比公司分析, 股票研究, 预测, P&L预测, 预算, 首席财务官, 投资备忘录, 基金管理, 信用分析, 收入 & 费用预测,公司财务,硕士&(买方), 市场研究, 盈利能力分析, 定价, 财务报告, 债务, 跨境米&A, Startup Funding, 基本面分析, 种子筹款, 债务 Structuring
Data & 分析软件
财务数据,Intuit QuickBooks
行业专业知识
采购产品风险投资,保险技术(Insurtech),保险,服装 & 配件,早期创业公司,食品 & 饮料、消费品
地理专业
美国
其他
财务预测, 财务分析, 市场规模, 球场上甲板, 创业公司, 事务比较数据, Excel专家, 临时首席财务官, Small & 中型企业(SME), 业务分析, 商业模式, 增长战略, 投资银行, 报告, 消费服务, Fintech, B2B, 投资, 基准测试, 金融, 运营模式, 固定收益, 建模, 杠杆收购(LBO), 快速消费品, 项目组合管理, 软件即服务(SaaS), 融资顾问, 策略, 交易结构
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