Adam Levy, Cfa's Location
Denver, Colorado, United States, United States
Adam Levy, Cfa's Contact Details
Adam Levy, Cfa work email
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About Adam Levy, Cfa
• Experienced finance executive with deep knowledge of both the financial, operational, and investment sides of emerging growth companies• Nine plus years as a hands on operator of early stage technology businesses with expertise including finance, accounting, capital raising and mergers and acquisitions• Over seven years of buyside investment experience in both the public and private markets• Team oriented collaborator with a history of working across business functions to incorporate and maximize companies’ financial needs and opportunities• Masters in Business Administration and Chartered Financial Analyst
Adam Levy, Cfa Work Experience Details
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Managing DirectorDevoe & Company Dec 2022 - PresentSan Francisco, California, UsDeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. -
Chief Financial OfficerTalent Inc. Apr 2021 - Sep 2022Talent, Inc. is a technology-enabled career services firm that helps job seekers in telling their career story. I joined as the CFO to provide financial oversight during an exciting period of growth as we transform the career management landscape and extend our product offerings to deliver exceptional value to our customers. As such, I our team in establishing the necessary frameworks, policies, and procedures to position Talent and its brands for continued success.
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Chief Financial OfficerHelix Education Dec 2016 - Mar 2021Salt Lake City, Utah, UsHelix Education provides colleges and universities a comprehensive suite of technologies and services to power data-driven enrollment growth, leveraging technology and data intelligence across the student life cycle to transform an institution's operations. -
Co-Founder And Board MemberWholesome Food Services Sep 2009 - Dec 2019Douglas County, Co, Us -
Vice President Of FinanceInspirato With American Express May 2015 - Dec 2016Denver, Colorado, UsInspirato is a leading luxury hospitality company that provides its 12,000+ members access to hundreds of curated vacation options, delivered through an innovative club model to ensure the service and certainty that affluent customers demand. -
Managing DirectorDevoe & Company Jun 2014 - May 2015San Francisco, California, UsDeVoe & Company provides consulting, valuation and investment banking services to companies in the wealth management and investment management industries. The company has completed over 70 engagements since it was founded in late 2011. Clients have ranged in size from $60MM to over $6B in AUM. www.devoeandcompany.com
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Vice President Of FinanceTopschool Jul 2011 - Jun 2014TopSchool, Inc, is a venture capital backed SAAS based student information system for higher education companies around the world.• Directly responsible for all aspects of finance, including forecasting, budgeting, cash management, accounting, GAAP reporting and human resources• Worked closely with CEO during successful closings of both equity and bridge loan financings• Financial lead during $12mil strategic software platform acquisition to redefine company’s competitive position in the industry• Led company through due diligence during successful sale of company• Instituted improved billing and collections procedures to lower accounts receivable days outstanding by 27%• Collaborated on strategy and company direction as a key member of executive team include implementation of cost savings that helped drive company to cash flow positive• Managed on time and on budget rellocation of company headquarters including negotiation of lease and tenant buildout of new office space• Handled all day-to-day company operations including accounts receiveable, accounts payable, payroll, benefits, vendor and client contracts, and attorney interaction• Significant understanding of software revenue recognition policies• Completed annual financial audits on time while collaborationg with both internal audit commmittee and national independent accounting firm• Compiled monthly, quarterly and annual board of directors reports including critical financial and metric based analysis
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Director Of Finance And OperationsGraphic.Ly, Inc. Oct 2009 - Aug 2010Graphic.ly is a cutting-edge digital content delivery system and community platform for the publishing world with a focus on comic publishers, creators and enthusiasts. • Managed all financial aspects of company, in multiple currencies, including budgeting, forecasting, and cash management• Participated in the $1.2 mil Series A equity financing from both institutional and individual investors• Successfully secured $500k venture debt round• Led combined US/UK comic conversion team including a 150% increase in output, that produced proprietary digital files from original publisher content for sale in the Graphic.ly store• Handled all day-to-day operations of the 20-employee company both in the US and in the UK including payroll, accounts receivable, accounts payable, benefits, contracts, purchasing, attorney and accountant interaction• Executed all contract negotiations and signings with over 30 publishers and coordinated timely transfer of content from those publishers, including Marvel Entertainment, based on market demand, content availability and conversion capacity• Handled daily data collection and reporting involving company website activity, multi-platform based stores and key operating and management metrics
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Founder And CeoZwaggle Nov 2005 - Dec 2009Zwaggle is an online national marketplace for parents to share their childrens’ used gear with other parents using a propriety points based trading system. • Designed and developed Zwaggle from initial concept into a vibrant marketplace with over 16,000 members in all 50 states and over 5,000 trades• Responsible for raising over $500,000 in convertible debt from qualified angel investors from across the United States• Coordinated marketing and public relations efforts which resulted in multiple placements on NBC’s The Today Show, Time Magazine and Parenting among others• Wrote business plan including revenue model, market research, detailed financial forecast and sales and marketing strategy• Co-wrote request for proposal for outsourced technology development to India for version one of the site and worked closely with development team throughout process to ensure delivery of finished product• Worked closely with attorneys to handle formation of company as a Delaware S-corp, investor documentation, and the filing of two non-provisional patents• Managed in-house and outsourced technology team based around the LAMP platform for ongoing site improvements and new version development• Built partnerships with over a dozen local and national organizations to help expand the reach of Zwaggle• Handled customer service efforts with a targeted maximum 12-hour response time, 24/7/365; with most requests being fulfilled in less than 2 hours
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Mergers And Acquisitions AnalystEmergency Medical Services Corp Mar 2004 - Nov 2005Emergency Medical Services Corporation (Nasdaq: EMSC) is the leading provider of emergency medical services in the United States• Identified, researched, and recommended potential acquisition candidates for both the Ambulance and Emergency Room business units• Performed due diligence on potential deals including detailed financial statement, business model, strategic, market and management analysis• Implemented multiple valuation techniques incorporating discounted free cash flow, EBITDA, internal rate of return analysis and comparable trading and transaction multiple analysis• Participated in structuring and financing of new deals incorporating multiple forms of financing including equity, preferred equity, senior and sub debt and management/seller earn outs
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Principal And Co-FounderDeer Creek Capital Partners Oct 2002 - Sep 2004The Deer Creek Fund is a long/short alternative investment pool with over $20mil under management focusing primarily on technology, telecommunications, biotechnology and consumer cyclical companies.• Achieved a 21% annualized return as co-manager of an independent pool of capital, consisting of both long and short positions in individual companies and exchange traded funds• Participated in $20 million capital raising from both private and institutional investors• Performed detailed analysis of companies incorporating their income statements, balance sheets, cash flow statements, and corporate strategies including business models and merger and acquisition activity• Created complex financial models applying various techniques including short and long term forecasting, profitability and trend analysis as well as multiple valuation methodologies
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Senior Equity Analyst And Associate PartnerInvesco Funds Group Jun 1998 - Jun 2002Atlanta, Ga, UsA long only mutual fund family with diversified equity holdings across all sectors and market capitalizations with $35 billion in assets under management• Made buy, sell and short recommendations for stocks in the financial services sector to portfolio managers, as well as recommended sector/sub-sector allocations and equity weightings within portfolios• Performed in-depth company specific, industry and competitive research through financial statement and macro economic analysis, model building, and detailed earnings forecasts• Marketed investment products to internal, direct sales force as well as external distributors • Cultivated and maintained relationships with senior management teams of companies under coverage through company visits, industry conferences and “in-office” management visits
Adam Levy, Cfa Skills
Strategy
Mergers And Acquisitions
Finance
Entrepreneurship
Analysis
Investments
Business Strategy
Management
Forecasting
Portfolio Management
Business Development
Due Diligence
Equities
Mergers
Budgets
Business Planning
Program Management
Process Improvement
E Commerce
Adam Levy, Cfa Education Details
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Cornell Johnson Graduate School Of ManagementFinance -
University Of MichiganEnglish
Frequently Asked Questions about Adam Levy, Cfa
What company does Adam Levy, Cfa work for?
Adam Levy, Cfa works for Devoe & Company
What is Adam Levy, Cfa's role at the current company?
Adam Levy, Cfa's current role is Seasoned financial executive.
What is Adam Levy, Cfa's email address?
Adam Levy, Cfa's email address is al****@****ato.com
What is Adam Levy, Cfa's direct phone number?
Adam Levy, Cfa's direct phone number is +130358*****
What schools did Adam Levy, Cfa attend?
Adam Levy, Cfa attended Cornell Johnson Graduate School Of Management, University Of Michigan.
What skills is Adam Levy, Cfa known for?
Adam Levy, Cfa has skills like Strategy, Mergers And Acquisitions, Finance, Entrepreneurship, Analysis, Investments, Business Strategy, Management, Forecasting, Portfolio Management, Business Development, Due Diligence.
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