Charles Jordan

Charles Jordan Email and Phone Number

CFO | Venture Capital and Private Equity | Scaling for Growth | CPA @ Dasein Capital
Charles Jordan's Location
Hoboken, New Jersey, United States, United States
Charles Jordan's Contact Details
About Charles Jordan

Versatile finance executive with broad finance and operations leadership experience in privately held, venture capital, PE-backed, and publicly held businesses ranging from start-up to $600M+ in revenue. Industries include: Technology (AI, Machine Learning, SaaS) and Financial Services (Insurance, Securities). Focused on process design, management, and reporting to improve decision-making and achieve organizational goals. • Facilitated five acquisitions, including business integration. Led finance team in private to public offering, including supporting the CEO in a $121 million funding raise.• Scaled and/or built four finance functions. Increased finance team capacity by 50%.• Instituted processes, metrics and financial discipline that successfully identified and mitigated business risk, while supporting 3x increase in business revenue.• Built and led high performing, collaborative teams of up to two dozen finance professionals. Known for attracting top performers, high retention, and staff development. CPA (NY), MBA (Finance)

Charles Jordan's Current Company Details
Dasein Capital

Dasein Capital

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CFO | Venture Capital and Private Equity | Scaling for Growth | CPA
Charles Jordan Work Experience Details
  • Dasein Capital
    Consulting Cfo
    Dasein Capital Dec 2023 - Present
    Providing accounting, reporting, modeling and analytical support at the Dasein fund and portfolio company level.
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  • Adtheorent
    Cfo
    Adtheorent 2020 - 2023
    New York, New York, Us
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  • Adtheorent
    Senior Vice President Of Finance
    Adtheorent 2017 - 2020
    New York, New York, Us
    Oversee all accounting, financial modeling, planning and analysis, cash and debt management, tax compliance, internal management and external financial reporting, including SEC forms 10K and 10Q. Prepare, present and discuss financial results and projections at quarterly board meetings. Led the finance team and supported the CEO in the December, 2021 business combination with a SPAC, including raising PIPE funding. Presented financials in virtual road show, investor, and analyst meetings. Support the CEO in annual and quarterly earnings calls and ad-hoc analyst meetings.
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  • Application Consulting Group
    Vice President Of Finance, Controller - Sr. Consultant
    Application Consulting Group 2012 - 2017
    Parsippany, Nj, Us
    Co-founder of Braxton Finance, a boutique provider of outsourced CFO, controller, and consulting services. Braxton merged with Application Consulting Group. Representative consulting projects include: Vice President - Finance, AdTheorent Inc. (2015 - 2017)Joined AdTheorent on a full-time basis as SVP Finance in 2017.Chief Financial Officer, Untapt Inc. (2014 - 2017)Founded in 2013, Untapt is a SaaS-based recruiting company that applies AI and Deep Learning to the recruiting process to optimize the fit between candidates and roles. Senior Consultant, Geller & Co (2013)Provided post-reorganization financial modeling, reporting, and analytical support to the Market Data business unit of a Geller client in the global news and financial information businesses. Other:Provided modeling and scenario analyses for network security and situational awareness firm.Developed and presented Cognos CAFE training materials to the Market Access and Analytics department of a global pharmaceutical firm.
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  • Convergex Group
    Senior Vice President, Finance; Head, Ny Financial Operations
    Convergex Group 2008 - 2012
    New York, New York, Us
    Led accounting operations, analysis, and reporting for the company's broker-dealer, trading technology, software (SaaS), and professional services lines of business. Managed during a period of significant growth. Restructured the NY finance function from four stand-alone controller groups to a shared services structure. Reduced the close cycle by 5 days. Integrated 5 acquisitions into the existing reporting structure. Directed a 22-person team. Coordinated Boston, Chicago, and New York finance teams.
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  • Convergex Group
    Research Business Unit Controller
    Convergex Group 2006 - 2012
    New York, New York, Us
    Provided primary financial and operational support to the C-level executives of the Commission Management Software, Equity Research Consulting, and Soft Dollar broker-dealer businesses. Combined Revenues were $200 million. Responsibilities expanded to include the NY Financial Operations function in 2008.
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  • Convergex Group
    Consolidated Reporting Team Controller (2007 - 2008)
    Convergex Group 2007 - 2008
    New York, New York, Us
    Managed monthly preparation, analysis, and presentation of parent company legal entity and corporate consolidated results. Directed the corporate general and administrative expense budgeting process. Managed the accounts payable function.
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  • Swiss Re
    Member Of Management (Vice President), Financial Planning And Analysis
    Swiss Re 2003 - 2006
    Zurich, Zurich, Ch
    Led the division implementation of a Stern Stewart EVA (Economic Value Added) planning model, including user education. Served as EVA forecasting process owner, division subject matter resource, and liaison with the Zurich-based corporate reporting team.
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  • Identrust, Inc.
    Vice President And Corporate Controller
    Identrust, Inc. 2000 - 2003
    Freemont, Ca, Us
    Founded in 1999 by eight global banks, Identrust developed a global platform to manage B2B e-commerce identity authentication risks using PKI technology. Established and managed all corporate accounting, month-end close, reporting, planning, financial modeling, contracts, and vendor management processes. Devised and prepared management and board reporting packages, which included GAAP and non-GAAP results, commentary, and KPI dashboards.Managed the external audit, prepared audited financial statements. Maintained LLC capital accounts, assisted tax advisors with schedule K-1 preparation. Managed the GL conversion from QuickBooks to Epicor/Frx.
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  • Reliance National Insurance
    Avp Claims Financial Operations
    Reliance National Insurance 1989 - 2000
    Analyzed trends and resolved variances in MGA and TPA-reported financial data. Conducted operational audits and due diligence reviews of TPA’s and MGA’s. Prioritized, planned and coordinated the annual audit schedule, managed external consultants. Detected $1m+ fraud, provided federal law enforcement officials with prosecution evidence.Earlier career history - Staff Auditor with Reliance Insurance Group and Ernst & Young

Charles Jordan Skills

Financial Analysis Financial Reporting Financial Modeling Mergers And Acquisitions Forecasting Budgeting Process Improvement Strategic Financial Planning Budgets Accounting Finance Business Process Improvement Due Diligence Variance Analysis Project Management Analysis Financial Planning Corporate Finance Accounting Standards Acquisition Integration Contract And Vendor Management Data Analysis Microsoft Excel Intercompany Cost Allocation Internal Control Implementation Investor And Board Of Manager Relations Kpi Implementation Large Scale Project Management Long Range Planning Month End Close Business Process Re Engineering Staff Development Stern Stewart Eva Models Team Leadership

Charles Jordan Education Details

  • Penn State Smeal Mba Program
    Penn State Smeal Mba Program
    Finance
  • Clarkson University
    Clarkson University
    Accounting

Frequently Asked Questions about Charles Jordan

What company does Charles Jordan work for?

Charles Jordan works for Dasein Capital

What is Charles Jordan's role at the current company?

Charles Jordan's current role is CFO | Venture Capital and Private Equity | Scaling for Growth | CPA.

What is Charles Jordan's email address?

Charles Jordan's email address is ch****@****ent.com

What is Charles Jordan's direct phone number?

Charles Jordan's direct phone number is +164623*****

What schools did Charles Jordan attend?

Charles Jordan attended Penn State Smeal Mba Program, Clarkson University.

What are some of Charles Jordan's interests?

Charles Jordan has interest in Poverty Alleviation, Economic Empowerment.

What skills is Charles Jordan known for?

Charles Jordan has skills like Financial Analysis, Financial Reporting, Financial Modeling, Mergers And Acquisitions, Forecasting, Budgeting, Process Improvement, Strategic Financial Planning, Budgets, Accounting, Finance, Business Process Improvement.

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