Matthew is available for hire
Hire MatthewMatthew Lo
Verified Expert in Finance
Finance Expert
Location
纽约，纽约，美国
Toptal Member Since
April 13, 2021
麻省理工学院和宾夕法尼亚大学的校友, Matthew has 15 years of experience at top finance firms and startups (Credit Suisse, 摩根士丹利资本合伙公司, etc.)，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.
Career Highlights
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)
Investment Associate
Metalmark Capital
投资银行分析师
Credit Suisse
Education Highlights
Master's Degree
MIT Sloan
Bachelor's Degree
宾夕法尼亚大学
Case Studies
Industry Expertise
Other Expertise
Work Experience
Startup Consultant
2021 - PRESENT
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, cohort analysis, CAC/LTV计算. Assisted with financial reporting and pitch decks for a B2B marketplace whose investors include Kleiner Perkins, Tim Draper, and Y Combinator.
- 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.
重点领域:金融建模, Three-statement建模, Pitch Decks, Financial Analysis, Operating Models, Budgeting, Financial Planning & Analysis (FP&A，报告，筹款，P&预测，创业，投资银行，风险投资，收益 & Expense Projections, Business Models, Seed Fundraising, 软件即服务(SaaS), 融资顾问, Growth Strategy, 盈利能力分析
Part-time Instructor
2020 - PRESENT
Wall Street Prep
- 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, private equity firms, Wharton, 哈佛商学院, Princeton, etc.
- 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.
重点领域:金融建模, Three-statement建模, 杠杆收购模型, Private Equity, Valuation, 可比公司分析, 事务比较数据, Excel Expert, 杠杆收购(LBO), Corporate Finance, Fundamental Analysis, 软件即服务(SaaS)
Founder
2019 - PRESENT
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.
Focus areas: Fundraising, Financial Modeling, Pitch Decks, 财务预测, Financial Planning & Analysis (FP&A), Venture Capital, Startups, Interim CFO, Forecasting, Financial Data, P&预测，财务，预算，财务总监，小 & 中型企业(SME), Startup Funding, Early-stage Startups, Revenue & Expense Projections, Market Research, Seed Fundraising, Growth Strategy, Pricing, 盈利能力分析
业务拓展及研究主管|业务战略
2018 - 2019
HI Inc. (Tink Labs)
- Served as a member of the leadership team of a unicorn travel technology startup with 600 employees, funded by Softbank.
- 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.
Focus areas: 财务预测, Fundraising, Pitch Decks, Financial Planning & Analysis (FP&A)、风险投资、创业公司、金融&预测，预测，财务数据，报告，小 & 中型企业(SME), Fintech, Startup Funding, Early-stage Startups, Revenue & Expense Projections, 融资顾问, B2B, Strategy, Growth Strategy, 盈利能力分析
执行董事| TMT投资
2016 - 2018
海航集团(国际)有限公司
- 担任高级投资专家，负责采购, analyzing, 并执行以技术为重点的跨境投资, tourism, 金融服务业.
- Reported directly to the HNA chief investment officer and prepared investment reports for the group chairmen and CEO.
- Completed a $1.6 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 United States.
- 提交了大约1美元.0 billion bid for the automated storage solutions company in Switzerland.
重点领域:金融建模, Investments, Venture Capital, 财务预测, Private Equity, Three-statement建模, Insurance, 杠杆收购模型, Equity Research, 保险科技(Insurtech), Budgeting, Forecasting, P&预测、财务、财务数据、报告、合并 & Acquisitions (M&A), Investment Memoranda, Business Analysis, Fund Management, Fintech, Consumer Services, 杠杆收购(LBO), Cross-border M&A、早期创业公司、创业融资&A (Buy-side), Market Research, Business Models, Seed Fundraising, B2B, Strategy, Deal Structuring
联合创始人|企业发展与金融
2013 - 2015
快食集团(唐恩都乐华东加盟商)
- 执行涉及策略的多个角色, finance, location evaluation, and data analysis as a management team member for this startup food and beverage company founded by Valor Equity (Tesla, SpaceX).
- 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.
重点领域:财务预测，财务规划 & Analysis (FP&A), Pitch Decks, Three-statement建模, Valuation, Startups, Financial Reporting, Excel Expert, Interim CFO, Reporting, Budgeting, Finance, Financial Data, Forecasting, P&L Forecasting, Small & 中型企业(SME), CFO, Consumer Services, Venture Capital, Early-stage Startups, FMCG, Food & 饮料，创业资金，收益 & 费用预测，消费产品
投资分析师(夏季)
2011 - 2011
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, and directly reported to portfolio managers (ex-SAC and ex-Highbridge).
- Completed detailed financial models and company valuations for opportunities in the technology and consumer sectors.
关注领域:股票研究, Financial Modeling, Three-statement建模, Financial Analysis, Valuation, Investment Memoranda, Business Analysis, Market Research, Portfolio Management, Fundamental Analysis
Investment Associate
2006 - 2008
Metalmark Capital
- Evaluated and executed investments for a private equity firm with $4 billion of AUM, 专注于医疗保健, financial services, and natural resources formerly known as 摩根士丹利资本合伙公司 (rebranded as Metalmark Capital).
- 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, finance managers, lawyers, and accountants while performing acquisition due diligence and monitoring portfolio company performance.
重点领域:财务建模，财务规划 & Analysis (FP&A), Valuation, Pitch Decks, Private Equity, 杠杆收购模型, Three-statement建模, Excel Expert, Equity Research, Budgeting, Finance, Financial Data, Forecasting, P&预测，美国，Intuit QuickBooks，合并 & Acquisitions (M&A), Investment Memoranda, Business Analysis, Fund Management, Credit Analysis, 杠杆收购(LBO), Revenue & 费用预测，公司财务，硕士&A(买方)，基础分析，商业模型，B2B
投资银行分析师
2003 - 2006
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&A transactions.
重点领域:财务建模，估值，财务规划 & Analysis (FP&A), Pitch Decks, 杠杆收购模型, Private Equity, Three-statement建模, Excel Expert, Equity Research, P&L Forecasting, Financial Data, Forecasting, Budgeting, Finance, United States, Intuit QuickBooks, Mergers & Acquisitions (M&A), Investment Memoranda, Business Analysis, Credit Analysis, 杠杆收购(LBO), Revenue & 费用预测，公司财务，硕士&A (Buy-side), Market Research, 融资顾问, Debt Structuring, Deal Structuring, Apparel & Accessories
Fixed Income Analyst
2002 - 2003
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, CMOs, 和CMBS的系统包括衍生解决方案, yield book, and bond studio.
- 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 positions, 监控风险和盈利能力随工期的变化, convexity, 加权平均寿命计算.
关注领域:金融, Fixed Income, Debt, Credit Analysis, Modeling, Financial Analysis, Financial Modeling
Education
2011 - 2012
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
2009 - 2010
工商管理硕士(MBA)
清华大学-中国北京
1998 - 2002
电气工程学士学位
美国宾夕法尼亚大学费城分校
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