Jack Brining, Msf Email & Phone Number

New York, New York, United States

Chicago, Illinois, United States

• Build & maintain company-wide operating and three-statement models in accordance with GAAP – reporting directly to the CFO, other C-suite executives, & investors – with emphasis on sensitivity analysis, valuations.
• Calculate & update company valuations using a multitude of methods, including earnings multiples, user-based valuations, discounted cashflow, terminal valuations, & software buyout models – securing $6M+ in funding.
• Conduct outreach and manage RFPs of potential investors while participating in pitch calls reviewing the financials & compiled industry research alongside the CEO & CFO – with emphasis on business strategy, industry.
• Present weekly, monthly, & quarterly reports on company KPIs, the product roadmap, & funding updates to limited partners.
• Lead on FP&A supplying bi-weekly, monthly, and quarterly reports on cash position, including reconciliations with accounting statements, month-end closing procedures, and regular updates to the capitalization table and.
• Build & monitor tracking systems to analyze company KPIs using BI software for reporting, forecasting, and budgetary decisions.

Ringwood, NJ

• Limited Liability Company established to funnel side work/additional compensation through on a legal & tax-advantageous basis.

New York, New York, United States

• Solely responsible for all financial models, financial research, slide deck creation, enterprise projections, & financial reporting.
• Prepared financials & pitch decks for multiple capital raise attempts seeking $2-30M (Seed – Series A) – working directly with current investors & the executives on RFP related needs and pitch calls – securing $10M+ in.
• Led project management & data visualization software to ensure maximum efficiency & quality of work when cross-reporting between the executives, business development teams, & marketing teams.
• Research & memoranda preparation to help secure 15+ brand partnerships and integrations – analyzing over 2,000 companies, including Exchanges, Marketplaces, Asset Management Groups, Blockchain Projects, & other Fintech.
• Serve as a researcher & ghostwriter for executives, celebrities, athletes, & investors signed as brand ambassadors.

New York, New York, United States

• Investment, media, and education fintech startup focused on community-driven wealth generation, with a major emphasis on day trading, blockchain technologies, the metaverse, and other emerging markets.
• Conduct M&A research and analysis to identify synergies between partners and affiliates that will drive ad spend, ad revenue, strong user retention, enterprise development, and analytical expertise.
• Built and maintain a working financial model covering all TradeZing financials, product ends, and departments -- while establishing their milestones and ensuring forecast achievements.
• Present all financials to the board of advisors, CEO, current investors, and prospective venture capital firms.
• Capture VC and Angel funding through ventures and strategic partnerships -- research, memoranda preparation, connection outreach, and presentation.
• Prepare drafts of original educational market content to an uncapped audience, covering stocks, blockchain technologies, and economics -- aimed at developing CFA level knowledge within an opportunity starved market.

New York, New York, United States

• CFA Level I Test Date: Not yet rescheduled (Deferred due to COVID-19 in May. Then cancelled in February for lack of availability)
• Study Materials: Wiley’s Level 1 CFA Program Study Guide (Six textbooks with online supplements)

New York, New York, United States

• Prepared financial forecasts & pitch decks for investor meetings in the seed funding round – $600K raised – $4M valuation.
• Content creator for four mobile finance-based games (Trivia, Trends, Predictions, & Trade Duel), focusing on sixteen asset classes/topics, with over 5,000 capital market and personal finance-based questions for users.
• Utilized data & followed markets to prepare research justifying speculation on actively traded equities & cryptocurrencies.
• Designed alternative revenue streams/project plans concentrating on in-app purchases, user additives, & fee-based gambling.

Philadelphia, Pennsylvania, United States

• Intercollegiate competition to gain better insight into everyday equity research analyst job duties, where I lead a team to the regional finals for the first time in the University of Scranton’s history.
• Personally responsible for the analysis and write-up of Competitive Positioning, Industry Overview, Equity Valuation, Sensitivity Analysis, and Investment Summary within the report.
• Mentored and mathematically supported team members through Financial Analysis, ESG, and Investment Risks.
• Responsible for all mathematics and quantitative models used to come to an investment decision (Discounted Cash Flow | Comps Table | Residual Income Model | Linear Regression | Trend Analysis’ | Sensitivity Analysis’ |.

Paramus, New Jersey, United States

• Implemented entrepreneurial, interpersonal, and advisory skills to build clientele through warm and cold markets.
• Collaborated with senior advisors to create financial plans around a client’s future goals and objectives.
• Presented, explained, and strategically positioned insurance, investment, retirement, and/or saving recommendations and products to prospective clients.
• Awarded “Intern of The Summer” out of the Paramus, NJ office for leading the program in lives, sales, premium, and new clients.

Sloatsburg, New York, United States

• Chief decision maker on an “as-needed” basis, specialized in Roofing, Decking, Framing, Sheetrocking, Siding, and Demolition
• Required tremendous attention to detail, creative problem solving, and team collaboration

Tuxedo Park, NY

• Monitored activity in the swimming area to prevent accidents and aided swimmers
• Rescued swimmers in danger of drowning and to those requiring first aid
• Inspected facilities and first aid equipment regularly
• Ensured proper chlorine and pH levels in swimming areas
• Instructed summer-camp attendees on proper swimming techniques through paid lessons

Northvale, New Jersey, United States

• Assisted project managers on strenuous home remodeling projects
• Required strict adherence to project manager instruction
• Constant use of creativity to complete operations on a time pressed schedule
• Numerous problem-solving opportunities which required educated decision-making skills

Master Of Science - Ms, Finance, 3.9/4.0

Activities and Societies: Beta Gamma Sigma / International Business Honor Society | Omincron Delta Epsilon / International Economics Honor.

Bachelor Of Science - Bs, Finance, General, 3.9/4.0

Activities and Societies: Beta Gamma Sigma / International Business Honor Society | Omincron Delta Epsilon / International Economics Honor.

Associate'S Degree, Finance, General

Finance

- Withdrew. Transfer credits were rejected after claiming they'd be accepted "in a draft" (and after I moved in). This would have set me.

Finance, General, 3.94/4.0