Jess Schulman

Jess Schulman Email and Phone Number

President & COO, Bluebird Lending @ Bluebird Lending
Jess Schulman's Location
Greater Philadelphia, United States, United States
Jess Schulman's Contact Details
About Jess Schulman

I have dedicated my career as a operations and financial expert to helping companies optimize their financial strategies and realize radical revenue and margin growth. I have earned a reputation as a proactive executive with a career hallmarked by success working with the full gamut of organizations—from start-ups to industry leaders. I have deep expertise in, and experience managing, financial reporting, planning, controllership, treasury operations, and acquisitions and integration in leveraged balance sheet environment. I am known for unlocking value for private equity/venture capital sponsors. I engage the entire organization in key financial drivers of the company as hands-on operator and partner.A few accomplishments throughout my career include:• Masterminded strategy that steered capital raise of $100M+, garnering interest from major institutional investors and securing term sheets from key industry players. • Reimagined business and financial structure in partnership with CEO, growing company from Seed-round to Series A funding.• Transitioned business from cash to GAAP accounting and migrated accounting team from internal to outsourced, reducing costs and boosting efficiency. • Scaled company 400% via mergers and acquisitions. Led due diligence efforts for several acquisitions and negotiated partnership to develop patented sanitizer product. • Participated in review and negotiation of term sheets and legal documents related to the acquisition and disposition of real estate assets and debt financings. Participate in equity fundraising effort through preparation of legal, regulatory, and marketing documentation.

Jess Schulman's Current Company Details
Bluebird Lending

Bluebird Lending

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President & COO, Bluebird Lending
Jess Schulman Work Experience Details
  • Bluebird Lending
    President & Coo
    Bluebird Lending Jan 2024 - Present
    Philadelphia, Pennsylvania, Us
  • Bluebird Lending
    Chief Financial Officer
    Bluebird Lending Jul 2023 - Jan 2024
    Philadelphia, Pennsylvania, Us
  • Clay Payments
    Founder & President
    Clay Payments Jan 2021 - Present
    Transforming payments through innovation and excellence. At CLAY Payments, we connect businesses with premium payment processors, offering cutting-edge solutions tailored to your needs. Expertise, transparency, and technology-driven success define our approach.
  • Catalyst Experiential
    Chief Financial Officer
    Catalyst Experiential 2022 - 2023
    Newtown Square, Pennsylvania, Us
    Recruited to define and direct overarching financing strategy and operational processes to empower a regional, out-of-home real estate developer to execute ambitious growth roadmap. Drive stakeholder communications, finance department culture, build strong practices and controls. Assemble top-performing finance and accounting teams and orchestrate implementation of systems, processes, internal controls and policies. Demonstrate strong financial stewardship, direct resource allocation, monitor company expenditures, and manage creditor relationships with traditional and alternative lenders. Oversee Finance and Accounting department and lead underwriting, construction, HR, and real estate teams.
  • The Inside
    Svp, Finance & Strategy
    The Inside 2021 - 2022
    New York, New York, Us
    Recruited to build and direct day-to-day operations for accounting and finance functions for a direct-to-consumer home furnishing company. Created strong financial strategy and introduced metric-tracking and reporting capabilities to assess and refine strategy impact. Built and monitored control systems that preserved and maximized asset value. Ensured compliance with federal, state, local, and organizational laws, regulations, and guidelines. Implemented best practices, including tax strategy/processes, and investor requirements, GAAP, and valuation measurements.
  • Prb Slvd
    Executive Vice President & Chief Financial Officer
    Prb Slvd 2020 - 2020
    Recruited to help start-up distributor of disinfectant wipes quickly structure financial operations and overarching strategy. Navigated unprecedented market activity during pandemic and set the stage for explosive growth. Negotiated new contracts and serviced large customers including FedEx, Lyft, Mount Sinai Hospital, and State of California. Built reliable internal management reporting process and cadence (short- and long-range financial forecasts, key performance indicators, management dashboards and reports).
  • Belgravia Management, Lp
    Vice President Of Investments
    Belgravia Management, Lp 2015 - 2020
    Recruited to join private equity investor and oversee venture capital, private equity and real estate investment portfolio and worked with full gamut of clients—from start-ups to growth-stage businesses. Drove every stage of private equity investment lifecycle—from due diligence and research to legal transaction close to post-transaction board activity. Reviewed and refined policies, procedures, systems, and workflows to deliver operational efficiencies via technology or process changes that cut costs and furthered Belgravia’s goals.

Jess Schulman Skills

Portfolio Management Private Equity Venture Capital Real Estate Private Equity Microsoft Excel New Business Development Financial Analysis Financial Modeling Financial Reporting Pro Forma Development Board Of Directors Financial Accounting Due Diligence Operations Management Real Estate Transactions Real Estate Development Real Estate Financing Management Deal Structures Deal Strategy Strategic Planning Business Strategy Venture Financing Debt And Equity Financing Distressed Debt Private Equity Funding

Jess Schulman Education Details

  • Penn State University
    Penn State University
    Economics
  • Villanova University
    Villanova University
    Master Of Arts - Ma

Frequently Asked Questions about Jess Schulman

What company does Jess Schulman work for?

Jess Schulman works for Bluebird Lending

What is Jess Schulman's role at the current company?

Jess Schulman's current role is President & COO, Bluebird Lending.

What is Jess Schulman's email address?

Jess Schulman's email address is je****@****her.com

What schools did Jess Schulman attend?

Jess Schulman attended Penn State University, Villanova University.

What skills is Jess Schulman known for?

Jess Schulman has skills like Portfolio Management, Private Equity, Venture Capital, Real Estate Private Equity, Microsoft Excel, New Business Development, Financial Analysis, Financial Modeling, Financial Reporting, Pro Forma Development, Board Of Directors, Financial Accounting.

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