Ron Rich，美国纽约金融专家
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Ron Rich

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
September 27, 2016

Ron在他的职业生涯中帮助管理团队利用财务战略计划和推动运营改进. 他的客户既有初创公司，也有估值数十亿美元的私募股权公司, 他在担任投资银行家期间积累了深厚的专业知识, management consultant, venture capitalist, and entrepreneur. 自由职业使他能够与各种各样的客户合作，并解决紧迫的问题, relevant issues.

Investment AnalysisFinancial Planning & Analysis (FP&A)ValuationComparable Company AnalysisFinancial ModelingCredit AnalysisFundraisingMergers & Acquisitions (M&A)Business ResearchRevenue & Expense ProjectionsProfitability AnalysisEquity ResearchMarket ResearchVenture CapitalFinancial ReportingFinancial EngineeringSpecial SituationsData Analysis

Career Highlights

债务投资者|重组顾问
New York Life Investments
Venture Capitalist
SG Cowen Securities
Investment Banker
Bear Stearns & Co.

Education Highlights

Master's Degree
University of Michigan
Master's Degree
University of Michigan
Bachelor's Degree
University of Pennsylvania

Case Studies

Work Experience

Corporate Finance Advisor

2011 - PRESENT
Lucent Advisors
  • 就SaaS提供商的业务模式向其管理团队提供建议. Helped the CEO and CFO mine, aggregate, 并分析数据，以评估营销渠道, 量化客户获取成本和客户终身价值.
  • 谈判并筹集了超过2亿美元的私人债务，为合并提供资金, 以及客户的营运资金要求.
  • 帮助管理团队思考业务驱动因素之间的关系，以构建贷款人和潜在买家认为合理的预测.
  • 编写软件，使公司客户的财务分析自动化——将建模时间从两周减少到两天.
  • 构建用于评估客户公司价值的金融模型, raise capital, 并与企业买家协商公司价格.
重点领域:三语句建模, Valuation Multiples, Valuation Modeling, Customer Lifetime Value, Revenue & Expense Projections, Data Analysis, Due Diligence, Discounted Cash Flow (DCF), Debt Capital Markets, Comparable Company Analysis, Financial Engineering, Capital Structure Analysis, Capital Raising, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

债务投资者|重组顾问

2007 - 2011
New York Life Investments
  • 重组债务工具，以便为债务人提供喘息的空间，以扭转业务和偿还债务. 管理文件的协商经济和法律参数.
  • 建立财务模型，分析债务人的基本面, accounting for macro trends, markets, competitors and end-markets.
  • 对债务人及其股权和债务证券进行估值分析.
  • 投资于有担保的银行债务和陷入困境的公司的无担保债券.
  • 曾在陷入困境的公司的非正式信贷委员会任职，以促进庭外重组.
Focus areas: Valuation, Capital Structure Analysis, Private Credit, Valuation Multiples, Valuation Modeling, Three-statement Modeling, Investor Relations, Financial Modeling, Revenue & Expense Projections, Debtor & Creditor Management, Discounted Cash Flow (DCF), Due Diligence, Debt Capital Markets, Credit Analysis, Business Intelligence (BI), Analysis of Variance (ANOVA), Data Analysis, Financial Planning & Analysis (FP&A)

Management Consultant

1999 - 2003
Phoenix Consulting
  • 与管理团队一起工作，找出并纠正盈利能力下降和资金消耗的根本原因.
  • 与贷方协商，提供足够的时间来制定和执行周转计划.
  • 领导会计和财务部门建立所需的基础设施，以支持准确的现金流量预测. 建立财务模型，汇总部门预测，以预测现金流和债务服务.
  • 编写程序来挖掘和分析应收账款数据库，以便了解客户收款的时间和规模, 这导致了客户重组和盈利能力的大幅提高.
  • 审计预算流程和控制，以识别管理层的欺诈行为.
重点领域:资本结构分析，收入 & 费用预测，盈利能力分析，降低成本 & Optimization, Working Capital Management, Three-statement Modeling, Investor Relations, Financial Modeling, Financial Engineering, Debtor & Creditor Management, Due Diligence, Financial Benchmarking, Budgeting, Analysis of Variance (ANOVA), Financial Planning & Analysis (FP&A)

Founder | CEO

1992 - 2002
Campus Contacts
  • 创办了一家隐形眼镜直销公司.
  • 创建基础设施以收集分析业务模型所需的数据.
  • 挖掘和分析数据库，计算客户获取成本和客户生命周期价值.
  • 制定并执行市场营销计划以促进业务增长.
  • 雇佣并培训客户服务和现场营销销售队伍.
  • 建立财务模型，确定前所未有的商业模式.
  • 安装处理客户关系管理的信息系统, marketing force compensation, and shipping and receiving.
重点领域:财务风险评估，盈利能力分析，降低成本 & Optimization, Working Capital Management, Three-statement Modeling, Market Research, Customer Lifetime Value, Financial Reporting, Financial Modeling, Revenue & Expense Projections, Due Diligence, Financial Benchmarking, Business Planning, Business Intelligence (BI), Budgeting, Analysis of Variance (ANOVA), Price Analysis, Data Analysis, Financial Planning & Analysis (FP&A)

Venture Capitalist

1997 - 1999
SG Cowen Securities
  • 在A轮和B轮融资中投资股权资本.
  • 与创业公司管理团队合作，为融资制定商业计划和预测.
  • 建立精细的财务模型，对潜在投资进行尽职调查.
  • 进行市场和竞争对手调查，以及定价和市场分析.
  • 投资的行业包括社交媒体、电信、医疗保健和安全.
Focus areas: Valuation, Financial Risk Assessment, Profitability Analysis, Valuation Multiples, Valuation Modeling, Three-statement Modeling, Market Research, Venture Funding, Financial Modeling, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Capital Raising, Comparable Company Analysis, Financial Benchmarking, Business Planning, Analysis of Variance (ANOVA), Financial Planning & Analysis (FP&A)

Investment Banker

1988 - 1990
Bear Stearns & Co.
  • 为私募、杠杆收购和财务重组建立了财务模型.
  • 构建新的业务发展方案.
  • Conducted valuation analyses.
Focus areas: Valuation, Capital Structure Analysis, Capital Raising, Fairness Opinion Reports, Valuation Modeling, Valuation Multiples, Three-statement Modeling, Financial Modeling, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Comparable Company Analysis, Financial Planning & Analysis (FP&A)
2002 - 2004

Master's Degree in Real Estate

纽约大学-美国纽约州纽约

1990 - 1992

Master's Degree in Engineering

密歇根大学-安娜堡，密歇根州，美国

1990 - 1992

工商管理硕士学位

密歇根大学-安娜堡，密歇根州，美国

1984 - 1988

Bachelor's Degree in Finance

美国宾夕法尼亚大学费城分校

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