Barry Belfer Email & Phone Number

New York, Ny, Us

Mongoose Health is revolutionizing the digital health landscape as the first "Venture Platform" company designed to rapidly scale startups. We’ve redefined the traditional venture studio model by integrating our cutting-edge, proprietary no-code software development platform with unmatched healthcare expertise - reducing risk, driving capital efficiency, and creating high-quality, scalable companies primed for success.

Black Swan Financial Consulting provides interim CFO services to small and mid-size businesses. We help our clients build a solid financial foundation, enabling them to capitalize on business opportunities to grow and prosper.

Indianapolis, Indiana, Us

CFO for startup VC backed Healthcare IT company Partnered with CEO to operate and scale the VC backed business, generating $30MM in annual revenue and over $500MM in enterprise valueLed strategic initiative resulting in majority recapitalization with one of the world’s leading software and technology private equity firmsResponsible for all aspects and setup of legal, human resources, real estate, and finance functionsImplemented five year business / financial model to create three statement financial forecast, track SaaS KPIs, and drive strategic growthRaised $40MM in Series A and B equity financing, and $10MM in debt financing Developed executive dashboard to create operational insight and ERM model to identify and mitigate strategic risksOversaw client contract negotiationsIntegrated finance stream of acquisition of principle competitorMaximized cash flow, including requiring upfront payments from clients, in order to reduce equity dilution by approximately $20MM to option holders and stockholders

Black Swan Financial Consulting provides interim CFO services to small and mid-size businesses. We help our clients build a solid financial foundation, enabling them to capitalize on business opportunities to grow and prosper.

New York , Ny, Us

Overall responsibility for the balance sheet of a $10B insurance businessInitiated and led the migration from client checks to direct debits, increasing cashflow by $50MMLed company’s first public bond offering ($400MM) opening up new financing opportunitiesImplemented matching of assets and liabilities to reduce financial riskIncreased financial strength of company (by $4B)through reinsurance deals, lease financing, risk reduction, and laser focus on profitabilityDrafted and implemented Enterprise Risk Management charter and policy- identified risks, their magnitude and likelihood of occurrence, and their mitigationRenegotiated real estate leases for more favorable termsLed the strategic initiative, The Small Business Solutions Center, which produced $25MM in new revenue in its first year and $100MM in its fifth year of existence. Created the business idea, developed the business plan, and was responsible for the formation of the team and the structure of the business start-up.

Rolling Meadows, Illinois, Us

Led rebuild of the financial structure for a $500MM private equity portfolio company by negotiating debt covenant amendments, executing a new $100MM revolver, and diversifying the lender base.Oversaw maximizing cashflow by implementing innovative receivables and payables management techniques for the cash strapped PE portfolio company – generated $25MM of cash and kept the company solvent.Identified major strategic, operational, and financial risks to the company and identified/implemented programs to mitigate these including diversifying the customer base, strategic growth of an underdeveloped business, and the use of interest rate and foreign exchange hedges.

Us

Responsible for corporate finance function of $1B publicly traded chemical company.Refinanced long-term bonds, revolver, and receivables facilities (total over $1B) to gain financial flexibility and lower interest costs.Funded three new manufacturing plants (over $100MM) utilizing IRBs, tax abatement, and tax advantaged leases for a savings of over 250bps.Created and set up Pan-European cash management system.

Responsible for cash management and corporate finance for a $2B publicly traded advertising and marketing communications firm.Participated in all financial aspects of IPO.Structured $700MM multi-currency revolver to finance recapitalization.Restructured domestic cash management systems and pioneered a groundbreaking European Treasury Center resulting in $4MM annual interest expense savings and $100MM reduction in debt.

Bachelor Of Science In Industrial Engineering (Bsie), Engineering

Mba, Finance