Alexia Kalfas Email & Phone Number

New York, Us

TMV is an early-stage venture firm investing in founders reimagining the future. The firm focuses on seeking purpose and meaning when making investment decisions and backs ideas that reshape industries and inspire new ones concentrating on sustainability, transportation, supply chain, logistics, the future of work, financial inclusion, and the care economy.

New York, Ny, Us

Member of the Advisory Board for BridgeCloud Solutions, Inc. A company launched by 3DTraining, Inc. that builds premium online training platforms for large software companies in the AEC (Architecture, Engineering, and Construction) industry. The company’s patent-pending "workflow-based training and performance measurement system" enables users to reach a high level of software proficiency faster than ever before. A revolutionary cost-effective way for software companies to quickly deliver on-demand training and project onboarding to meet the needs of the ever-evolving work environment.

YourSpace America is an organization based in Newport Beach California focusing on developing industry-leading projects in the self-storage real estate market across the United States. The company’s management team evaluates attractive acquisition and development opportunities in a cost-effective way and rolls them up into an industry-leading self-storage development platform.

New York, Ny, Us

Everside is an independently owned investment firm, based in New York, focused on the lower-middle market. It searches diligently for great partnerships with investors and the people and institutions with whom it invests. The firm provides partners with access to the US middle and lower-middle market, diversified by geography and industry. Everside’s approach is based on the cooperation and trust that derives from (i) partnering with geographically focused top-performing fund managers and (ii) by having its own highly efficient and scalable origination platform along with a rigorous underwriting and monitoring process executed by an experienced team. Director of Finance and Operations at an independently owned asset management firm investing in credit. Played active role in growing firm’s second fund AUM by 210%. Responsible for Operational Due Diligence (ODD) reviews, domestic/international AML/KYC processes as well as onboarding new investors during fundraising process. Fund II has five new investment vehicles in addition to the two underlying funds in Fund I. The complex structure of Fund II includes domestic and foreign funds as well as universal levered blockers and portfolio company specific blockers. Responsibilities include IRR models; spearheading the company’s quarterly valuation meetings; production of financial statements (annual k-1s, quarterly financials, capital statements, and audited annual financials); participation in fund investments via Investment Committee meetings; completion of investment specific ODD reports; management of bank financing and funding for all investments; complete oversight of Investor Relations function; production of management budgets, variance analysis and forecasts; overseeing the company office move.

New York, Ny, Us

Head of Fund Operations at a New York-based Private Equity company, responsible for day-to-day activities as well as long term strategic initiatives. Direct the production of all financial statements (k-1s, quarterly/annual financials and capital statements). Produce budgets, forecasts, and variance analysis. Manage investors (on-boarding, LP capital calls and distributions) and company investments (legal documents, funding and bank financing). Responsible for the finance function (accounts payable/receivable, payroll, income/expense reporting and reconciliations). Perform adhoc analytical and marketing projects with the goal of growing a profitable business.

Chelsea, London, Gb

Review marketing content, online presence, customer communication in an effort to establish Fortrade Limited on the Swedish online brokerage trading market. Improving localization efforts and provide in-depth country expertise and knowledge.

Advance EZTrader expansion in the Swedish binary options brokerage market by providing country specific knowledge, know-how, and language expertise, both in regards to online content, customer experience, and publicity.

Chatham, Nj, Us

Director of Finance in the Sales and Marketing department responsible for developing comprehensive models to determine the viability of new product offerings, optimum cross-selling efforts of existing products. Created financial models to forecast complex guarantee deals with potential prospects. Analyzed the company’s solicitation efforts and provide recommendations for how to invest the firm’s marketing budget to improve profitability. Reporting all findings to senior management.

Frankfurt Am Main, Hessen, De

Formulated the Business Plan and built P&L statement for the company’s Co-branded Brokerage Solution, forming an integral part of the firm’s B2B strategy in an effort to lower acquisition costs and build long-term growth. Managed web-content and evaluated potential alliances to be promoted on the website. Performed various financial analyses, competitive studies, SWOT analysis, and cost structure reviews on new business lines and products. Reported directly to senior management.

Zurich, Ch

Associate Investment Banker in Strategic Planning Group responsible for all internal M&A activity and strategic planning process for CSFB. Performed detailed financial analysis, including valuation, merger consequence analysis, pro-forma market share impact, client overlap, equity research capabilities, geographic/industry fit and pro-forma management, and organizational strategy issues, on major acquisition targets ($1 billion +). Played a critical role in the company’s three-year Strategic Plan for divisional/firm performance, including comparative analysis — reporting to senior management. Specialized in the financial service industry.

London, Gb

Developed strategic plans for business units and regions, ranging in size from $100 to $200 million, to grow revenue/profitability, built financial models, conducted extensive market research, budgeting, forecasting, and segment analysis. Developed P&L statements and cash flow analysis for an independent benchmarking facility. Researched potential merger and acquisition targets and presented findings to the Board of Directors. Conducted strategic review and cost-structure analysis of the company’s small business division ($25 million in revenues) which was utilized to develop the new financial model of operation. Managed the implementation of a $124 million re-engineering effort, ‘Funding the Future’.

Isenberg School Of Management, Mba, Finance And International Marketing

Department Of Foreign Languages, Intensive Italian Program

Bachelor Of Arts (B.A.), Business Administration And Economics