杰森 is 可用 租用
雇佣 杰森杰森 McClain
Verified Expert in 金融
金融 Expert
位置
Birmingham, AL, United States
Toptal Member Since
March 2, 2021
A Wharton MBA and former 首席财务官, 杰森 has executed over $3 billion in transactions as a Goldman Sachs and boutique investment banker. He joined Toptal because of the variety of challenging finance and accounting projects. He has worked with Fortune 500, middle-market, early-stage, and non-profit organizations across a wide range of industries. Previously, 杰森 was a Marine Corps aviator operating the F/A-18 fighter aircraft and holding a Top Secret security clearance.
Career Highlights
Founder and Principal
Fox One Solutions
首席财务官
YWCA Central Alabama
Investment Banker
Goldman Sachs
教育 Highlights
Master's Degree
School of Advanced International Studies (SAIS), Johns Hopkins University
Master of Business Administration (MBA)
The Wharton School, University of Pennsylvania
Bachelor's Degree
U.S. Naval Academy
Case Studies
专业知识
Work Experience
Founder and Principal
2019 - PRESENT
Fox One Solutions
- Created the expected return and 风险 distributions for an $80 million venture capital portfolio leading to the client being awarded a long-term advisory contract by a company with $27 billion in assets.
- Built a customized financial model overnight for an international client’s acquisition of oil and gas reserves.
- Advised an eCommerce company on financial forecasting in support of a $7.5 million series A financing.
- Provided a commercial real estate valuation consultation that resulted in the client receiving a $1.0 million higher purchase offer.
- Performed statistical data analyses of multiple surveys that enabled a chamber of commerce to determine member engagement factors.
Focus areas: Financial Modeling, 金融, Accounting, Microsoft Excel, Microsoft PowerPoint, 经济学, 估值, Corporate 金融, International 金融, 金融 Reports, Google 金融, Financial Accounting, Financial Statements, Pro Forma Financial Statements, Integrated Financial Statements, Financial Forecasting, Comparable Company 分析, Transaction Comparables, Peer Comparison, DCF 估值, Discounted Cash Flow (DCF), Discounted Cash Flow 分析, Three-statement Modeling, 收入 & Expense Projections, Financial 分析, Spreadsheets, Capital Markets, Capital Asset Pricing Model (CAPM), 公认会计准则, 美国公认会计准则, Microsoft Word, Profitability 分析, Financial Markets, Leveraged Buyout Modeling, Leverage 分析, Data 分析, P&L 分析, P&L Forecasting, Financials, Financial Reporting, Financial Ratios, Financial Benchmarking, Financial Data, Financial Presentations, Transaction Modeling, Precedent Transaction 分析, Business 分析, Accounting Software, 分析, Cash Flow 分析, Pro Forma 分析, Peer Group 分析, Ratio 分析, Trend 分析, Return 分析, 估值 分析, 分析 of Variance (ANOVA), Microsoft 365, Statistics, Statistical 分析, 收入 Projections, Five-year Projections, 前景, Microsoft 前景, Google Sheets, DCF Modeling, PV 分析
首席财务官
2018 - 2019
YWCA Central Alabama
- Supervised the accounting and finance functions for the sole YWCA in Alabama with ten departments, 30 real estate properties, a $9 million budget, and over 120 employees serving more than 15,000 women and children annually.
- Established a detailed system for managing the organization’s more than 30 government grant awards each with individual applications, reporting (monthly, 季度, 年度), 预算, 和术语.
- Recognized as a Birmingham Business Journal “Veteran of Influence” for contributions to the community.
- Created a detailed budget using integrated financial modeling that resulted in receipt of more than $5 million in grant funding.
- Leveraged Excel skills to complete a variety of analyses including budgets, variance analysis, forecasting, and trend analysis.
Focus areas: Accounting, 金融, 预算, Microsoft Excel, Financial Modeling, Microsoft PowerPoint, 经济学, Leadership, 团队合作, Corporate 金融, Accounts Payable, Accounts Receivable, Bookkeeping, 金融 Reports, Financial Accounting, Financial Statements, Pro Forma Financial Statements, Integrated Financial Statements, Financial Forecasting, Three-statement Modeling, 收入 & Expense Projections, Financial 分析, Financial Model Auditing, 首席财务官, Reconciliation, Bank Reconciliation, Spreadsheets, Team Leadership, Double-entry Bookkeeping, 管理, Budget Modeling, Annual Budgets, Journal Entries, General Ledgers, Trial Balance, 公认会计准则, 美国公认会计准则, Microsoft Word, Profitability 分析, Data 分析, P&L 分析, P&L Forecasting, Financials, Financial Reporting, Financial Ratios, Financial Benchmarking, Financial Data, Financial Presentations, Business 分析, Accounting Software, Chart of Accounts, 分析, Cash Flow 分析, Pro Forma 分析, Trend 分析, 分析 of Variance (ANOVA), Microsoft 365, 非营利组织, 收入 Projections, 前景, Microsoft 前景
Investment Banker
2016 - 2018
Arlington Capital Advisors
- Led the analysis and execution for the $335 million take-private acquisition of the Ruby Tuesday chain of 596 restaurants.
- Designed and managed a nine-person firm’s most successful recruiting process ever, resulting in four new hires (a 44% increase in firm size).
- Created and supervised the firm’s first new hire training program, incorporating third-party and in-house instruction.
- Led the firm's successful new industry expansions into healthcare and craft spirits.
- Built a variety of financial models including discounted cash flow (DCF), comparable company, merger consequences, precedent transaction, and accretion/dilution.
- Completed a complex leveraged buyout (LBO) that included a board approach, credit facility negotiations, and real estate sale-leaseback. Analyses included covenant compliance, returns analysis, scenario analysis, and debt capacity.
Focus areas: 合并 & Acquisitions (M&A), Investment 银行, Microsoft Excel, 金融, Financial Modeling, Microsoft PowerPoint, 经济学, Leadership, 团队合作, 估值, Corporate 金融, International 金融, 金融 Reports, Financial Accounting, Financial Statements, Pro Forma Financial Statements, Integrated Financial Statements, Financial Forecasting, Financial Services, Comparable Company 分析, Transaction Comparables, Peer Comparison, DCF 估值, Discounted Cash Flow (DCF), Discounted Cash Flow 分析, Three-statement Modeling, 收入 & Expense Projections, Financial 分析, Financial Model Auditing, Spreadsheets, Team Leadership, Capital Asset Pricing Model (CAPM), 管理, 公认会计准则, 美国公认会计准则, Microsoft Word, Profitability 分析, Leveraged Buyout Modeling, Leverage 分析, Data 分析, P&L 分析, P&L Forecasting, Financials, Financial Reporting, Financial Ratios, Financial Benchmarking, Financial Data, Financial Presentations, Financial Transactions, Transactions, Transaction Modeling, Transaction Advisory, Precedent Transaction 分析, Business 分析, 分析, Cash Flow 分析, Deal 分析, Pro Forma 分析, Peer Group 分析, Scenario 分析, 净现值, Ratio 分析, Trend 分析, Return 分析, 估值 分析, 分析 of Variance (ANOVA), Microsoft 365, 银行 & 金融, Restaurants & Dining, Beer & 酝酿, 收入 Projections, Five-year Projections, 前景, Microsoft 前景, DCF Modeling, PV 分析
Investment Banker
2014 - 2016
Goldman Sachs
- Executed a $500 million company sale to a private equity buyer that created the second largest security monitoring company in the US.
- Completed a $1.1 billion dividend recapitalization for a financial sponso- owned consulting firm.
- Prepared 50 client presentations averaging 40+ pages for CEOs, 首席财务官, board of directors, and partners that recommended strategic alternatives such as M&A, debt and equity capital markets, IPO, spinoff, share repurchase, and activist defense.
- Supervised 1-3 analysts on 22 projects that integrated cross-department efforts with capital markets, 风险, 法律, 税, and compliance.
- Built a debt repayment model and coordinated the credit analysis memo for a successful term loan financing.
- Performed a due diligence of company financials that enabled a deal to pass leveraged loan criteria and return $125 million to its owners.
- Served clients across a variety of industries including manufacturing, business services, consumer goods, aerospace and defense, building products, and transportation.
- Built a custom operating model for a new container shipping company including an asset-backed valuation and an IPO.
- Created multiple merger models under a short timeline for a prospective $2.0 billion transaction that would combine the leading consumer goods companies in their industry.
- Participated in Wharton and military Veteran recruiting by selecting candidates for interviews and traveling to numerous events.
Focus areas: 合并 & Acquisitions (M&A), Investment 银行, Microsoft Excel, 金融, Financial Modeling, 估值, Corporate 金融, International 金融, 金融 Reports, Financial Accounting, Financial Statements, Pro Forma Financial Statements, Integrated Financial Statements, Financial Forecasting, Financial Services, Comparable Company 分析, Transaction Comparables, Peer Comparison, DCF 估值, Discounted Cash Flow (DCF), Discounted Cash Flow 分析, Three-statement Modeling, 收入 & Expense Projections, Financial 分析, Financial Model Auditing, Profitability 分析, S&P Capital IQ, Microsoft PowerPoint, Leadership, Team Leadership, Financial Markets, Spreadsheets, Capital Markets, Capital Asset Pricing Model (CAPM), 管理, 公认会计准则, 美国公认会计准则, Microsoft Word, Leveraged Buyout Modeling, Leverage 分析, Data 分析, P&L 分析, P&L Forecasting, Financials, Financial Reporting, Financial Ratios, Financial Benchmarking, Financial Data, Financial Presentations, Financial Transactions, Transactions, Transaction Modeling, Transaction Advisory, Precedent Transaction 分析, Business 分析, 银行 & 金融, Accounting, 分析, Cash Flow 分析, Deal 分析, Accretion/Dilution 分析, Pro Forma 分析, Peer Group 分析, Scenario 分析, PV 分析, 净现值, Ratio 分析, Return 分析, Trend 分析, 估值 分析, 分析 of Variance (ANOVA), Microsoft 前景, 前景, Microsoft 365, 团队合作, Five-year Projections, 收入 Projections, 经济学, Industrials, DCF Modeling
Captain, Aviator, Department Head
2000 - 2009
U.S. Marine Corps
- Operated the F/A-18D Hornet combat tactical jet aircraft on over 300 air-to-air and air-to-ground training missions including 12 months of international operations in Japan, South Korea, and Thailand.
- Led the squadron’s largest division supervising 35 aircraft technicians who maintained 12 aircraft valued at over $360 million.
- Instructed over 1,900 Marine Officers in demanding settings including dynamic training exercises in remote areas under harsh weather conditions while utilizing live explosives and ammunition.
Focus areas: Leadership, 团队合作, Microsoft Excel, Microsoft PowerPoint, Spreadsheets, Team Leadership, 管理, Microsoft Word, Microsoft 365, 前景, Microsoft 前景
教育
2011 - 2014
Master's Degree in International 经济学 and Development
School of Advanced International Studies (SAIS), Johns Hopkins University - Washington, DC, USA
2011 - 2014
Master of Business Administration (MBA) in 金融
The Wharton School, University of Pennsylvania - Philadelphia, Pennsylvania, USA
1996 - 2000
Bachelor's Degree in Systems Engineering
U.S. Naval Academy - Annapolis, Maryland, USA
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