科里Azzalino, 金融专家 in 洛杉矶，加州，美国
科里 is 可用 租用
雇佣 科里

科里Azzalino

验证专家  in 金融

金融专家

位置
洛杉矶，加州，美国
至今成员总数
2017年1月31日

科里 is a CPA with over a decade of experience in accounting and private equity, where he invested over $1 billion across 20+ transactions as well as raising $20 million on behalf of startups. He left private equity to start a venture-backed IoT company while freelancing for family offices, 私募股权基金, 上市公司. He's worked in various fields such as business and tech development, 融资, 以及事务执行.

风险资本私人股本财务规划 & 分析(FP&A)合并 & 收购(M&A)私募股权顾问金融建模收入 & 费用预测项目管理筹款财务报告资本市场股票研究

职业生涯突出

财务高级副总裁
Eaze
首席执行官兼临时首席财务官
DionyMed Brands, Inc.
高级财务分析师
保诚资本集团

教育强调

Certified Public Accountant License
CalCPA | California Society of Certified Public Accountants
学士学位
University of Southern California
学士学位
University of Southern California

认证了

Certified Public Accountant (CPA)
California Board of Accountancy

案例研究

工作经验

财务高级副总裁

2020年至今
Eaze
  • Raised $90 million in Series D funding from current and new investors.
  • Built a financial forecast model used for budgeting and 融资.
  • Created a pitch deck for investor presentations and closed Series D.
Focus areas: Pitch Decks, Forecasting, Budgeting, 财务规划 & 分析(FP&一)、合并 & 收购(M&A)，资本筹集

首席执行官

2013年至今
集会网络
  • Established and executed a company strategy for technology development, 制造业, 操作, 招聘, 和销售.
  • 雇佣d and managed seven employees, including mechanical and electrical engineers, 软件程序员, 还有销售团队.
  • 准备好投资材料, 议定投资意向书, 最终以750美元收盘,000 seed round from investors including Techstars, 自由的全球, 维珍媒体, 明日实验室.
  • Signed critical business development partnerships with customers managing over 8,000 retail locations and established relationships with seven mobile app companies leading to over $250,在合同中.
Focus areas: 财务报告, 金融建模, 项目管理, 风险投资, 天使/种子资金, 筹款, 财务规划 & 分析(FP&A)

首席执行官兼临时首席财务官

2017 - 2020
DionyMed Brands, Inc.
  • Raised over $100 million in seed, Series A, Series B capital, and a go-public transaction.
  • Closed four acquisitions totaling more than $45 million in the purchase price.
  • Scaled a team to more than 425 people prior to exiting via an acquisition.
  • Built financial and projection models to manage the cash flow.
Focus areas: 金融建模, 融资, 合并 & 收购(M&A)

Director of Corporate Development

2014 - 2017
JH资本
  • Led the diligence and investment research on seven early-stage and growth opportunities across several verticals, 包括科技, 业务服务, 金融专业, 制造业, 网络安全, 和航空航天.
  • Created the business case for a debt settlement and consumer lending company that led to an increase in revenue from $3.从2014年的700万美元降至10美元.2 million in 2015 and $23 million in 2016.
  • Developed a critical operating model and investment material to secure $100 million in credit facilities for the continued expansion of lending and purchasing activity.
  • Raised $75 million in equity investment from leading private equity firms.
  • 担任董事会观察员.
Focus areas: 股票研究, Debt 资本市场, 财务规划 & 分析(FP&A), 金融基准测试, 金融建模, 财务报告, 融资, 资本结构分析

高级财务分析师

2010 - 2014
保诚资本集团
  • Worked as a member of a three-person investment team with one direct report that managed over $1.70亿美元的优先债务, mezzanine and equity investments in fifteen portfolio companies; including three control equity investments.
  • 筛选交易, 进行了广泛的努力, 创建杠杆收购模型, 制定投资论文, presented recommendations to the investment committee, and aided the structuring and negotiation of over $1 billion of investments across seventeen transactions.
  • Was awarded the highest-ranking classification (five out of five) among a 50+ person international analyst class each year.
  • Generated prospective deals by identifying potential investment targets, 打电话安排会面, and presenting the financing capabilities to the senior management.
  • Reviewed and 议定投资意向书, 审查结案文件, and completed over fifteen legal modifications.
Focus areas: Growth 融资, 融资, 资本结构分析, 股票研究, 私人信贷, 金融建模

审计助理

2008 - 2009
德勤
  • Received certified public accounting certification after only a year.
  • Audited public and private companies across several industries, 包括企业软件, 房地产, 制造业, 和工程.
  • Developed financial models and detailed reports to analyze revenue and expenses line items.
  • Analyzed financial statements for inaccuracies and suggested changes before the release of public filings.
  • Created variance reports to statistically recognize material changes that were anomalous.
Focus areas: 财务规划 & 分析(FP&A), 金融基准测试, 金融建模, 财务报告
2008 - 2010

Certified Public Accountant License in Accounting

CalCPA | California Society of Certified Public Accountants - Los Angeles, CA, USA

2004 - 2008

学士学位 in Accounting

University of Southern California - Los Angeles, CA, USA

2004 - 2008

金融学士学位

University of Southern California - Los Angeles, CA, USA

2009年1月至2012年1月

Certified Public Accountant (CPA)

California Board of Accountancy

有效的合作

如何使用Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

分享你的需求

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

选择你的才能

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

对顶尖人才的需求很大.

开始招聘