Bryan W. Email & Phone Number

San Francisco, California, Us

- Gusto is a private, fast-growth, Forbes Cloud 100 HR SaaS technology company with >300,000 customers as of August 2024.- Senior member of the Finance, BizOps & Strategy (FBOS) team, guiding FP&A, business operations, and strategic decision making.- Drive company-wide financial planning, resource allocation, operations, and key reporting insights to enable executive decision making.

New York, Ny, Us

- Justworks is a fast-growth HR SaaS technology company with ~$150m in private investor funding, >$100m in annual net revenue, and ~140k WSEs as of January 2022.- Finance Business Partner to the Go-To-Market (GTM) Organization (Sales, Marketing, Revenue Operations, Product-Led Growth & Self Enrollment, and Enablement & Training) acting in a fractional CFO capacity for the divisions supported- Serve as a thought partner and trusted business advisor, owning relationships with key stakeholders and consulting with business leaders to understand their business environment and act as a sounding board for proposed projects and initiatives. Work with senior business leaders in developing both financial & non-financial analyses in order to assist them in decision making.- Actively participate in strategy meetings with management to understand the direction setting of the company and within the business functions supported.- Develop financial strategies and drive analytics; promote strategic business-decision making through driving insights and recommending actions to accelerate the business.- Partner with and provide end-to-end financial support to internal business partners throughout Justworks; manage periodic forecasts and business development plans for business areas.- Develop and enhance key KPIs for the business areas; design and create dashboards to help monitor/identify key business trends and improve the impact and understanding of financial reporting on business performance.- Track, analyze, and communicate the business health and performance and deliver insights that link financial reports to business strategies.- Collaborate with the Corporate Finance team and share best practices; mentor junior team members.- Provide financial modeling and analysis for various ad-hoc financial projects.

Zurich, Ch

- U.S. HR Tech and Vertical SaaS Equity Research.- Work closely with a top ranked analyst to publish / update complex client-facing financial earnings models, write research notes, and effectively manage relationships with over 30 companies valued between <$1-$100b+. - Built, maintained and monitored key macroeconomic / employment databases and models relevant to covered companies. - Instrumental in building out internal efforts in tracking private entities spanning data analytics, HCM, and gig economy sectors, including private funding rounds, revenue estimates, and other KPIs. - Developed and communicated investment ideas to institutional investors, internal sales force, and traders. - Developed and maintained relationships with management teams and institutional investors including hosting and attending events. - Pre-IPO due diligence experience includes preparing models, presentations, and initiation reports for several IPOs. - Coverage spanning Payroll Processors, PEOs, & HCM (ALIT, ADP, HRT, PAYX, PYCR, TNET), Vertical SaaS (CWAN, ENFN, INTA, QFOR), Data Analytics (DNB, FDS, INFO, NLSN, TRI, VRSK), Credit Bureaus (EFX, TRU), and Credit Rating Agencies (MCO, SPGI), among others.

Zurich, Ch

- U.S. Oil & Gas Equipment & Services.- As a Summer Analyst, built advanced financial earnings model + wrote in-depth fundamental research report in process of initiating coverage on SMID-cap oilfield equipment manufacturer; presented findings to Research Directors. Assisted team in aggregating / analyzing: weekly rig count data, E&P equity offering transactional data, analyzing stock returns over various sector cycles and infrastructure data of proppant companies (at the shale basin level).

Corvallis, Or, Us

- Assist in managing about $2.0 million in Assets Under Management (AUM) long-only equities portfolio on behalf of the Oregon State University Foundation endowment fund. - Valuation using fundamental analysis. Cover industrial, materials, energy, and utilities (IMEU) sectors. - Construct Excel residual income (RIM), comparable, historical, & DCF models, PowerPoint pitch books, and extensive written equity research reports in presenting investment thesis of specific securities.

Corvallis, Or, Us

- Directly manage and oversee roughly $75,000 in Assets Under Management (AUM) of the Synthetic Fixed-Income Portfolio on behalf of Oregon State University Endowment Fund. 2014 - 2015 portfolio return of ~11.42% (~7.15% return on a risk adjusted basis, outperforming benchmark by 82 basis points). - Generated a total of 201 bps in risk-adjusted excess returns relative to benchmark during time overseeing portfolio.- Attempt to outperform the Russell 2000 index with a portable alpha active management strategy via derivative Russell 2000 E-Mini futures contract collateralized by a portfolio of fixed-income securities. Derivative contract gives exposure to Russell needed. - Seeking to generate a return higher than implied financing cost of the derivative contract (assumed to be the 3 month LIBOR) to generate alpha. Modeled after PIMCO StockPLUS strategy and Oregon State Treasury's R2000 Synthetic Portfolio.- Execute trades on behalf of the Group based on management consensus of pitched securities and to roll over futures contracts. Requires familiarity with macroeconomics of fixed-income/credit markets.

Des Moines, Iowa, Us

- Work with stable value fixed-income group of about $17 billion assets under management (AUM) within Principal's overall $330 billion AUM. Largest buyside firm in Portland that works exclusively with institutional investors. Work closely with research staff, portfolio managers, & traders in data gathering/analysis, managing spreadsheets, statistical analysis and reporting. Assist in the gathering/reporting of risk management data including performance attribution & exposure reports.- Responsible for assisting traders by providing daily morning sector analytics reports & model portfolios to be utilized in the intraday trading of securitized products. Work with traders to analyze relative valuation opportunities. Create MBS risk reports to facilitate trading strategies.- Assist investment team in drafting macroeconomic commentary/outlooks for institutional client facing pitchbooks via heavy use of Bloomberg terminal/Bloomberg API to gather current economic data. - Create relative corporate credit valuation research write-up/pitch using top-down approach within telecommunications sector for a Senior Research Analyst. Determine whether or not Verizon (VZ) bonds are cheap/rich relative to other bonds. Assign credit rating & forward-looking overall trend by examining VZ leverage metrics. Analyze G-spreads.- Use of Barclay's POINT in generating monthly benchmark analytics reports for various Barclays bond indices. Breakdown of statistics by fixed-income subsectors (Gov, Credit, MBS, CMBS, ABS). Statistics include modified duration, market-value weighting by credit ratings, issuance count, option-adjusted duration, etc.- Use of Bloomberg API/Barclays Live in creating tool for use in relative valuation/intraday trading of on-the-run U.S. treasuries. Used to help duration match trades for Morley traders. For analysis of OAS, TED, asset-swap, and ZV spreads over 3 mo moving intervals along w/ numerous other statistics.

Portland, Or, Us

- Angel Oregon offers early-stage companies opportunity to compete for $250,000 seed investment award and receive valuable coaching from angel investors and serial entrepreneurs. Winner: SpaceView (later acquired by Atheer in 2017, a provider of enterprise class augmented reality solutions for industrial enterprises).- Chance to learn about angel investing and private equity, conduct due diligence, structure term sheets, work alongside experienced investors and participate in conference calls/meetings with company executives. - Help investors understand potential companies, business models, and market opportunities. Vote in competition on behalf of professional investment banker via Class A Preferred Shares for all stages of competition.

Marylhurst, Or, Us

- Develop automated financial ratios and construct Excel based framework for electronic financial statements. Work directly under VP of Finance. Present graphical financial trends and ratio analysis to upper management staff. Significant use of advanced Excel features such as VBA scripts, macros, pivot tables, hlookup, and vlookup.

Bachelor Of Science (B.S.), Finance, General

Bachelor Of Science (B.S.), Accounting