Jess Schulman work email
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Jess Schulman personal email
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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.
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President & CooBluebird Lending Jan 2024 - PresentPhiladelphia, Pennsylvania, Us -
Chief Financial OfficerBluebird Lending Jul 2023 - Jan 2024Philadelphia, Pennsylvania, Us -
Founder & PresidentClay Payments Jan 2021 - PresentTransforming 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. -
Chief Financial OfficerCatalyst Experiential 2022 - 2023Newtown Square, Pennsylvania, UsRecruited 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. -
Svp, Finance & StrategyThe Inside 2021 - 2022New York, New York, UsRecruited 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. -
Executive Vice President & Chief Financial OfficerPrb Slvd 2020 - 2020Recruited 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).
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Vice President Of InvestmentsBelgravia Management, Lp 2015 - 2020Recruited 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
Jess Schulman Education Details
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Penn State UniversityEconomics -
Villanova UniversityMaster 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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