Jason Carver

Jason Carver Email and Phone Number

Chief Financial Officer >$100 Million @ Actively Seeking New Opportunities
Chicago, IL, US
Jason Carver's Location
Greater Chicago Area, United States, United States
Jason Carver's Contact Details
About Jason Carver

International finance executive with over 20 years of experience growing public, private, VC, and PE-backed financial services businesses up to $600 million. Extensive finance credentials building and leading FP&A, accounting, budgeting, tax, treasury, regulatory reporting, strategic planning, operations, and investor / Board communications. Recruited and restructured global finance teams and led complex initiatives focused on financial services, fintech, and business services. Expertise includes broker-dealer, SaaS, recurring revenue, and professional services metrics / accounting. • M&A Transactions (Buy / Sell): Executed 4 company sales and 2 BU divestitures, creating successful outcomes for founders and investors. Acquired and Integrated multiple entities, worldwide.• Leadership: Served on the Board of Directors for multiple international entities and committees, including Fairness, Compensation, Audit, Capital, ESOP, and Treasury, and as 401k Trustee. • Organization: Set monthly and annual processes for financial close and real-time reporting, managed multi-entity ERP implementations, and led business intelligence teams for big-data analytics. • Capital Structuring: Led investor relations, equity capital raises, and bank financing of subordinated debt and VC debt.

Jason Carver's Current Company Details
Actively Seeking New Opportunities

Actively Seeking New Opportunities

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Chief Financial Officer >$100 Million
Chicago, IL, US
Employees:
76
Jason Carver Work Experience Details
  • Actively Seeking New Opportunities
    Chief Financial Officer >$100 Million
    Actively Seeking New Opportunities
    Chicago, Il, Us
    View
  • Streamline Healthcare Solutions
    Chief Financial Officer
    Streamline Healthcare Solutions Sep 2023 - Present
    Oak Brook, Il, Us
    Streamline Healthcare Solutions understands people choose to work in behavioral health based on a deep desire to help others. Streamline’s SmartCare™ EHR provides organizations with the control to operate more effectively today and the flexibility to transform the way they provide care in the future—helping them to advance the lives of those in need.
    View
  • 7Cs Consulting
    Owner
    7Cs Consulting 2012 - Present
    Consulting and Investing in the Growth Software and Financial Services space.
    View
  • Alpaca
    Chief Financial Officer
    Alpaca 2022 - 2022
    San Mateo, California, Us
    Responsible for all financial activities of the company, including capital raising, financial and managerial accounting, revenue recognition, budgeting, forecasting, financial planning / analysis, treasury, tax planning / reporting, investor communications, and regulatory reporting for this multi-national, venture capital backed, Series B brokerage platform for stock and crypto trading, embedded fintech, and investing applications.
    View
  • Performance Trust Capital Partners
    Chief Financial Officer
    Performance Trust Capital Partners 2019 - 2022
    Chicago, Il, Us
    Sourced advisors and completed sale into an ESOP structure. Developed and restructured finance organization for 25-year-old, 300 employee, broker-dealer with software services, investment banking, and capital markets divisions which serve community banks and credit unions. Successfully managed generational leadership changes. Responsible for all finance, including treasury, strategic planning, accounting, regulatory reporting, forecasting, and budgeting.
    View
  • Fis
    Cfo, Global Trading
    Fis 2012 - 2018
    Jacksonville, Fl, Us
    Established and executed financial strategy for SaaS, broker-dealer, professional services revenues. Joined through FIS’ acquisition of SunGard, a private equity owned firm which sold to FIS in 2015. Partnered with the Business Group CEO to manage financial targets and monthly results for 6 businesses located across US, Europe, Africa, and Asia. The Global Trading business consisted of over 2,000 professionals who provided fintech offerings for execution, network, market data, trading software sales and risk solutions that helped tier-one banks and financial institutions improve execution quality, increase transparency, decrease overall costs, and address data, risk and connectivity challenges.
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  • Belvedere Trading, Llc
    Director Of Operations
    Belvedere Trading, Llc 2011 - 2012
    Chicago, Il, Us
    Responsible for upgrading and managing operating infrastructure across accounting, compliance, human resources, and operations for this proprietary trading firm specializing in equity index and commodity derivatives. Added clearing firm for risk management and redundancy. Changed firm’s regulators from CBOE to FINRA. Managed a team across accounting, compliance, human resources, and operations. Responsible for identifying, designing, and implementing significant upgrades to accounting, risk, HR, and operations infrastructure.
    View
  • Endeavor Trading
    Chief Financial Officer
    Endeavor Trading 2009 - 2011
    Start-up proprietary trading firm specializing in electronic trading of treasuries, securities, options, futures, and other financial instruments. Launched startup organization with 19 employees. Managed finance and operations of organization. Formed JV for external business focused on back-office automation.
  • Alaron Trading
    Cfo And Svp Strategy And Corporate Development
    Alaron Trading 2005 - 2009
    Chicago, Il, Us
    Securities and commodities brokerage company. Successfully restructured and sold $50 million revenue, 130-employee company.
    View
  • Bank Of America
    Vp And Chief Financial Officer - Banc Of America Futures
    Bank Of America 1999 - 2005
    Charlotte, Nc, Us
    View
  • Amresco Inc.
    Capital Markets Analyst
    Amresco Inc. 1995 - 1998
    Started career in Accounts Payable, moved into general accounting, and, as Capital Markets Analyst, hedged Interest Rate Risk using Treasury futures and options.

Jason Carver Skills

Risk Management Derivatives Capital Markets Portfolio Management Financial Modeling Trading Finance Options Accounting Financial Markets Investments Financial Services Financial Analysis Equities Financial Reporting Hedge Funds Fixed Income Strategy Financial Risk Trading Strategies Securities Asset Management Equity Derivatives Finra Strategic Planning Analysis Trading Systems Forecasting Executive Management Business Development Start Ups Alternative Investments Commodity Valuation Investment Banking Bloomberg Electronic Trading Due Diligence Bonds Foreign Exchange Budgets Asset Managment Hedging Investment Strategies Treasury Management Equity Trading Mutual Funds Leadership Management Mergers And Acquisitions

Jason Carver Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Statistics And Econometrics
  • The University Of Texas At Dallas
    The University Of Texas At Dallas
    Accounting

Frequently Asked Questions about Jason Carver

What company does Jason Carver work for?

Jason Carver works for Actively Seeking New Opportunities

What is Jason Carver's role at the current company?

Jason Carver's current role is Chief Financial Officer >$100 Million.

What is Jason Carver's email address?

Jason Carver's email address is jc****@****ust.com

What is Jason Carver's direct phone number?

Jason Carver's direct phone number is +190443*****

What schools did Jason Carver attend?

Jason Carver attended The University Of Chicago Booth School Of Business, The University Of Texas At Dallas.

What are some of Jason Carver's interests?

Jason Carver has interest in Kids, Cooking, Electronics, Home Improvement, Reading, Crafts, Gourmet Cooking, Music, Movies, Collecting.

What skills is Jason Carver known for?

Jason Carver has skills like Risk Management, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Trading, Finance, Options, Accounting, Financial Markets, Investments, Financial Services.

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