Jeffrey Fung Email and Phone Number

• Developed the company’s first 3 statement fundraising model and worked on the deal team to secure financing at a 2x higher valuation and successfully refinanced debt.• Managed cash planning and conducted a product level contribution margin analysis, informing the decision-making process recommending a reduction in force.• Conducted TAM analysis for new business segment, leading to a strategic investment for product portfolio development.• Identified areas of opportunity for a revenue segment and devised a GTM strategy leveraging cross channel synergies resulting in a potential increase in cross-segment revenue.• Collaborated with HR to develop a hiring plan that aligned strategic direction and cash planning.• Developed a hiring plan that aligned strategic direction and financial planning in partnership with HR. Built a 3-statement management model with key inputs and a robust scenario analysis capability to proactively shape the business.• Collaborated with sales leadership to model sales activities with key inputs and sensitivities, developing an actionable plan with Sales and Engineering to increase ORKs.

• Developed and executed a strategic plan that boosted EBITDA in key markets, significantly improving financial performance through a thorough assessment of investment strategies.• Coordinated and supervised a bottoms-up headcount and non-wage operating expense forecast for MergeCo. to achieve EBITDA profitability within the first year.• Managed wind down plans for two foreign operations.• Led financial and operational diligence processes and Quality of Earnings assessments for a merger partner, ensuring strategic alignment.• Strategized directly with the CFO and CEO to raise a funding round and restructured debt as a key member of the deal team.• Developed comprehensive Board of Directors materials covering financial performance and strategic direction, facilitating informed decision-making.• Managed a data analyst responsible supporting data management, data cleaning, and the creation of key Tableau dashboards.

• Developed and managed models and decks for a capital raise with new and existing investors.• Led low cash balance planning, managed expense approvals, and oversaw cash disbursements for the CFO, ensuring liquidity and financial stability during critical periods across 11 countries.• Collaborated with VP of Strategy to evaluate opportunities and reviewed potential expansion proposals• Identified key operational areas and developed KPIs resulting in an improvement in profitability• Negotiated commercial contracts for a net $1.1M in savings in OpEx and 3-5% EBTIDA margin improvement in a 10-month period.

• Built internal and external reporting structures as the company’s first finance hire across the 250 FTE organization.• Lead and oversaw annual budgeting of $60M and quarterly forecasting processes across the company, including rolling updates• Closed a debt round to finance CapEx and geographical expansion• Collaborated with Business Intelligence and built a real time report on KPIs and P&Ls for operations.• Led efforts to reduce corporate overhead spend by 48% over a 14-month period.• Identified and mitigated $2.3 million in customer fraud related to equity code abuse, implementing controls to prevent future incidents.• Established company’s first expense policy and cost control structure with PO and invoice approvals.

24 hour Library Cafe- Spearheaded the implementation of a 24 hour cafe in the library during midterm and finals weeks- Negotiated with the University Center Dining Services for rates and profits sharing- Secured funds from the Associated Students Office of the President and Office of the Controller