Jeffrey Weiner Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Dallas/Fort Worth Area

Dallas, Tx

Key Accomplishments- Served as Interim CFO for an international SaaS company- Created detailed operating budget, which company previously did not have. This allowed management to track performance and react to changes more effectively- Improved financial reporting, giving investors and lenders creating confidence in and understanding of the business- Resulted in $3 mln equity infusion by existing private equity investor, restructuring/extension of bank debt at German subsidiary and raise of working capital LOC to support growth plan- Developed forecast and rolling cash flow projection for distressed hospitality/entertainment company

Dallas, Tx

Praulia is bridging the gap between wedding planners and wedding directories by providing a service that matches brides with wedding vendors - essentially the match.com of the wedding world! To learn more, visit http://praulia.com/.

Dallas, Tx

Key accomplishments- Built rolling 26-week cash flow model for distressed $600 mln restaurant chain, which determined level of interim/DIP financing necessary- Performed weekly variance analysis on cash flow projections vs. actuals for key stakeholders- Coordinated preparation of materials necessary to file first-day bankruptcy motions for restaurant chain

Dallas/Fort Worth Area

Key accomplishments- Developed and implemented plan to bring portfolio company to profitability- Revamped supply chain process to eliminate product shortages that risked crippling business- Negotiated payment plans and terms with key vendors of cash-strapped turnaround company, allowing for minimal cash outlay without disruption of key products and servicesResponsibilities- Develop and implement cost-cutting and integration plans for portfolio companies- Review financial performance vs. budget and prior year with portfolio-company CEOs- Investigate “busts” in portfolio-company financials for strategic issues, operational mistakes and accounting errors; present findings and propose solutions to management

Dallas/Fort Worth Area

Key accomplishments- Performed due diligence and coordinated financing on acquisition of UK-based household goods company- Built consolidated model of subsidiaries to present investment case for successful $20 mln equity raise- Discovered and corrected error in commissions structure resulting in ~$15k in monthly savingsResponsibilities- Present investment cases for potential acquisitions and portfolio companies’ results to BoD- Teach modeling and analysis skills to junior members of team- Manage cash flow and payments at multiple portfolio companies

Dallas/Fort Worth Area

Key accomplishments- Developed “Daily Management Report” and “Daily CFO Report”, providing critical operational and financial metrics to C-level officers- Successfully led effort to cut over $4 mln in fixed SG&A at portfolio companies- Restructured valuation models to allow for easier updating and comparison across companiesResponsibilities- Build and update valuation models on acquisition targets and portfolio companies- Present complex financial and operational data to C-level officers in concise management reports- Perform ad-hoc projects and investigations for CEO, CFO, COO and Head of Investment Committee

Key accomplishments- Played instrumental role in research team increasing publications 30% y/y during first year in position- Successfully shifted Morning Brief publication to earlier deadlineResponsibilities- Edited, compiled and sent daily Morning Brief research product to clients- Wrote Equity Market Comment for Morning Brief- Performed ad hoc projects for chief editor, head of research and bank management- Translated Fixed Income Daily from Russian into English - Edited time-sensitive equity research on all sectors; reports ranged from 1-100+ pages- Coordinated with analysts as needed to ensure accurate editing/translation of research

Responsibilities- Edited IT research studies and market analyses for style, accuracy and logical consistency prior to their delivery to clients- Wrote section on Russia’s overall economic and IT market drivers/inhibitors for company’s quarterly BRIC tracker - Translated IT market research from Russian into English

Responsibilities- Researched and traded financial products: US Treasuries, futures contracts and equities- Executed relative value trades involving anywhere from 2 to 20 or more securities- Calculated proper hedge ratios and executed trades, checked that trades were properly booked, then continued to dynamically hedge the trades- Received general trade ideas from partners and analyzed feasibility to create rigorous, precise and profitable trading strategies; developed detailed implementation of strategies- Built, maintained, and updated spreadsheets and macros - Taught finance class to industry newcomers

Master Of Business Administration - Mba

Bachelor Of Arts (B.A.), Mathematics And Russian, 3.74/4.00

Activities and Societies: - Magna Cum Laude - Member of Phi Beta Kappa Society - Dean's List 8 semesters - Baseball co-captain and Team.