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F I N A N C E E X E C U T I V EFinance leader with expertise in budgeting, forecasting, reporting, and analytics. Extensive experience with finance operations, FP&A, cash management, strategic initiatives and project leadership. Driven to measure, understand, and guide with data-supported analysis and business-minded insights. Proven dedication and initiative, maintaining personal accountability and top levels of performance. Key capabilities: o Forecast Model Buildup Expertiseo Advanced Financial Analysiso GAAP & IFRS Knowledgeo International Financeo Equity and Debt Financingo Strategic Operational Planningo Financial Reporting & Controlo Cross-Functional Team Leadershipo BOD Deck Preparation o ASC 606 Standards
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Chief Financial OfficerNandina Rem Aug 2023 - PresentFirst in the world Aviation to Automotive (EV) circular economy in South East Asia. Aviation Component, Recycling and Carbon Credits. -
Chief Financial OfficerBixie Aug 2021 - PresentSingapore, SgBixie is a financial technology company committed to realizing financial freedom for women. Our mission is to empower women to know our worth and to grow our worth. And we do this through our A.I. generated financial platform- tailored to the behavioural science of women- that encourages savings and wealth generation through knowledge, network, and tools. -
Chief Financial OfficerDelivering Happiness Jan 2018 - PresentLas Vegas, Nevada, Us -
Chief Financial OfficerBasepaws Jan 2019 - Nov 2022Torrance, California, Us -
Vice President Of Fp&ACyberpolicy Jun 2019 - Feb 2021Remote, UsCyberPolicy provides small business with the cybersecurity advice, tools, and insights they need to secure their confidential data. A wholly-owned subsidiary of CoverHound Inc., CyberPolicy is the world’s first and only comparison site for cyber insurance, helping companies Plan, Prevent, and Insure against today’s modern threats.Responsible for supporting the CEO and executive team in making strategic decisions consistent with company long and short-term goals. Improved internal processes and procedures that help standardize and optimize key performance metrics. • Helped raise a $58 Million equity round of financing and negotiated new debt terms for the company.• Supervised a 3-year accounting audit of full financial statements by one of the big four accounting firms and transitioned to ASC 606 standards.• Reviewed and analyzed the revenue performance of 60+ insurance carriers and revenue share partnerships on a monthly basis. • Developed and maintained forecast models, operating budgets, and revenue projections. Selected and implemented appropriate KPI’s and benchmark standards.• Reviewed company performance with executive teams and department heads on a monthly, quarterly and annual basis. -
Director Of Financial Planning And AnalysisCyberpolicy Apr 2017 - May 2019Remote, Us -
Vice President Of Fp&ACoverhound Jun 2019 - Feb 2021Remote, UsCoverHound is changing the way people compare and buy insurance online. Working with leading insurance carriers, our trusted advisors deliver fast, accurate, and actionable quotes, while delivering best-in-class customer service, for consumers looking for personal, business, and cyber insurance.Responsible for supporting the CEO and executive team in making strategic decisions consistent with company long and short-term goals. Improved internal processes and procedures that help standardize and optimize key performance metrics. • Helped raise a $58 Million equity round of financing and negotiated new debt terms for the company.• Supervised a 3-year accounting audit of full financial statements by one of the big four accounting firms and transitioned to ASC 606 standards.• Reviewed and analyzed the revenue performance of 60+ insurance carriers and revenue share partnerships on a monthly basis. • Developed and maintained forecast models, operating budgets, and revenue projections. Selected and implemented appropriate KPI’s and benchmark standards.• Reviewed company performance with executive teams and department heads on a monthly, quarterly and annual basis. -
Director Of Financial Planning And AnalysisCoverhound Apr 2017 - May 2019Remote, Us -
Head Of AdvisoryForesight Asg Jan 2016 - Apr 2017Responsible for providing CFO–level advisory services to high growth startups in the U.S. and internationally offering critical insights into the unique challenges and opportunities faced at each stage of growth. Managed internal advisory department team and resources to optimize for workflow efficiency and scalable processes. • Helped raise $500+ Millions in equity financing for companies by constructing 100+ advanced forecast models. • Managed relationships with multiple CEOs to determine strategic direction and tracked performance against goals.• Provided business consulting and CFO level services to start-ups of various sizes and industries.• Supervised over 30 clients with accurate monthly accounting closes, investor reporting and BOD Decks. • Created various reports and analytical tools based on each client’s unique needs: cash flow statements, quarterly investor reports, debt comparison analysis, pricing analysis, and more. Provided 409A valuation support. -
Sr. Business AnalystForesight Asg Jul 2014 - Jan 2016Responsible for providing various advisory services to a portfolio of startups, improve Foresight’s internal processes, and assist expanding the client base. • Increased advisory services’ efficiency by standardizing a Forecast Model frame across clients with similar needs; Improved the existing accounting reports & schedules, allowing a more efficient delivery of recurring services.• Responsible for various compliance items for a portfolio of clients: SF Payroll Tax, DE Registration, SI350, 571L• Created various reports and analytical tools based on each client’s unique needs: Cash Flow Statements, Quarterly Investor Reports, Debt Comparison Analysis, Pricing Analysis, and more. Provided 409A Valuation Support. -
Finance DirectorVisualdna Russia Sep 2012 - Jun 2014London, GbHelped launch VisualDNA Russia from ground up in partnership with CEO and COO, ran the finance division of the company, and provided financial insights into the Russian market to the UK Headquarter office. • Successfully captured significant market share within the first 12 months of operations; oversight of monthly budget of over $300K.• Responsible for development and maintenance of the business forecast model and other ad-hoc reports. Supervised the preparation of accurate monthly and annual accounting closes. • Implemented and modified company policies and procedures for the Russian division to be in compliance with U.K. Headquarter and local legislation. -
Finance InternGenesys (Alcatel-Lucent) May 2011 - May 2012Menlo Park, Ca, UsCompleted year-long rotation program, supporting five Finance and Accounting Departments.• Created and maintained monthly/quarterly reports: accrual, sales enablement and other ad hoc reports. • Supported project managers from North and South America with company financial processes. Assisted Latin America vendors in the invoicing process for a period of 8 months. • Efficiently conducted audits and approval of time cards and weekly expenses for 50+ consultants. -
Teacher Assistant / Research AssistantUniversity Of San Francisco Mar 2011 - Jan 2012San Francisco, Ca, Us• Provide analytical research and prepare PowerPoint presentations on topics such as:- Commercial real estate valuation fundamentals vs. Investor sentiment- Credit availability and asset pricing spirals• Prepare lecture presentations for the USF MBA program on topics such as: - CEO Compensation strategies- Risk Management and Break-Even analysis for specific companies -
TellerJpmorgan Chase Jul 2010 - Mar 2011New York, Ny, Us• Trained and supervised new employees. • Responsible to monitor the TCDs (Teller Cash Dispenser)• Managed supply stock and reordered inventory as needed -
Retail Banking Service SpecialistBeal Bank Sep 2007 - Aug 2008Plano, Tx, Us• Led divisional sales through cross selling a variety of banking products• Achieved end of year bonus due to higher than average sales• Provided research and oversight for internal audits• Assisted with the replacement of the business operating program -
Customer Service SupervisorWorld Savings Bank/Wachovia Bank Apr 2006 - Aug 2007• Successfully trained and managed a team of five customer service representatives, which led to increased branch sales of 21%• Exceeded sales quota 9 consecutive months by a minimum of 35%• Salesman of the Month (June 2006 - February 2007)• Employee of the Month (July 2006, December 2006, March 2007)• District Salesperson of the year, 2006• Attended training seminars in: Communication, Legal and Loan knowledge, Various Accounts, and Supervisor Approvals
Eugene Soltan, Mba Skills
Eugene Soltan, Mba Education Details
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University Of Massachusetts LowellEntrepreneurship & Innovation -
University Of San FranciscoFinance -
Irvine Valley CollegeBusiness Administration Major -
Universitatea Transilvania Din Brașov
Frequently Asked Questions about Eugene Soltan, Mba
What company does Eugene Soltan, Mba work for?
Eugene Soltan, Mba works for Nandina Rem
What is Eugene Soltan, Mba's role at the current company?
Eugene Soltan, Mba's current role is Fractional CFO.
What is Eugene Soltan, Mba's email address?
Eugene Soltan, Mba's email address is eu****@****ail.com
What is Eugene Soltan, Mba's direct phone number?
Eugene Soltan, Mba's direct phone number is +194923*****
What schools did Eugene Soltan, Mba attend?
Eugene Soltan, Mba attended University Of Massachusetts Lowell, University Of San Francisco, Irvine Valley College, Universitatea Transilvania Din Brașov.
What are some of Eugene Soltan, Mba's interests?
Eugene Soltan, Mba has interest in Traveling, Financial Analyst Field, Investing.
What skills is Eugene Soltan, Mba known for?
Eugene Soltan, Mba has skills like Microsoft Excel, Finance, Powerpoint, Salesforce.com, Analysis, Microsoft Office, Time Management, Accounting, Business Analysis, Critical Thinking, Financial Analysis, Corporate Fp&a.
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