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Jonathan Liao, Cfa is a CFO at Shoplift. He possess expertise in financial analysis, finance, financial modeling, portfolio management, analysis and 12 more skills. Colleagues describe him as "Jon is the driving force that keeps CrowdSmart running. He's extremely knowledgable, experienced, and capable as a CFO and COO, especially with diverse and complex startups. Jon combines a strong strategic mindset with solid operational skills to proactively drive change and improvement. I relied on Jon to help define strategy, build operations, and manage all aspects of the business. What truly sets Jon apart are his integrity, honesty, and attitude which make him a pleasure to work… Show more"
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CfoShopliftCalifornia, United States -
Cfo/CooCrowdsmart.Ai Feb 2020 - PresentCrowdSmart helps organizations reduce risk and make better decisions by combining the best of human and artificial intelligence.Designed from the ground up for distributed work environments, CrowdSmart's industry-specific SaaS solutions enable decision-makers to rapidly integrate insights from team members, partners, customers and experts.Our AI surfaces diverse perspectives from participants, reduces bias, identifies critical insights and risks, and unifies individual thoughts… Show more CrowdSmart helps organizations reduce risk and make better decisions by combining the best of human and artificial intelligence.Designed from the ground up for distributed work environments, CrowdSmart's industry-specific SaaS solutions enable decision-makers to rapidly integrate insights from team members, partners, customers and experts.Our AI surfaces diverse perspectives from participants, reduces bias, identifies critical insights and risks, and unifies individual thoughts and preferences into clear recommendations.With CrowdSmart, organizations continually improve decision-making and build institutional knowledge for long-term competitive advantage. Show less -
CfoRubywell Oct 2024 - PresentAt RubyWell we believe that family caregivers are better caregivers.We believe our new generation of intelligent software will enable family caregivers to increase their skills, increase their incomes, and save money while helping to improve the care crisis.We believe family caregivers should be compensated, not financially burdened, for providing the care that saves the health system money.We believe that by helping family caregivers get smart, get paid, & save money… Show more At RubyWell we believe that family caregivers are better caregivers.We believe our new generation of intelligent software will enable family caregivers to increase their skills, increase their incomes, and save money while helping to improve the care crisis.We believe family caregivers should be compensated, not financially burdened, for providing the care that saves the health system money.We believe that by helping family caregivers get smart, get paid, & save money, we can improve the health outcomes of millions of aging adults & the family members who care for them. Show less -
CfoShoplift Oct 2024 - PresentShoplift is the first A/B testing platform purpose-built for Shopify stores.Shoplift's native integration with your Shopify theme makes it the fastest way to deploy split testing and optimizations without sacrificing page performance. And our no-code tool makes it easy to stand up tests without a designer or developer — whether you're just dipping your toe in A/B testing or you're a CRO veteran.Our mission is to help Shopify brands tear down the barriers between them and the… Show more Shoplift is the first A/B testing platform purpose-built for Shopify stores.Shoplift's native integration with your Shopify theme makes it the fastest way to deploy split testing and optimizations without sacrificing page performance. And our no-code tool makes it easy to stand up tests without a designer or developer — whether you're just dipping your toe in A/B testing or you're a CRO veteran.Our mission is to help Shopify brands tear down the barriers between them and the millions of shoppers who are ready to love their products. Show less -
Executive In ResidenceLoeb.Nyc Oct 2024 - PresentLoeb.nyc is the family office and venture studio of Michael Loeb and Rich Vogel. The principals of Loeb Enterprises have created five unicorns to date, with a current portfolio of 25+ active companies ranging in value from pre-seed to pre-IPO. -
Venture PartnerKaleo Ventures May 2023 - PresentKaleo Ventures is an early-stage venture firm that seeks to invest equity in 50+ faith-aligned entrepreneurs across Africa each year. Kaleo currently has a portfolio of over 30 early-stage tech companies across the continent.We seek to fund entrepreneurs who will build a company with a strong culture that reflects excellence and their faith.We believe that profits are a good and necessary by-product of solving a core need and delighting your customers. -
Chief Operating Officer & Managing PartnerThe Titan Fund, Powered By Crowdsmart Jun 2019 - Feb 2020San Francisco Bay AreaEarly-stage venture capital fund powered by CrowdSmart’s artificial intelligence software and 2,500 experts from the technology and business community. During its investment period, The Titan Fund’s advisors came together on the CrowdSmart platform to evaluate more than 150 investment opportunities. Experts weighed-in on each investment, engaging with each other’s opinions and guided by the AI software, creating a quantitative score and explanations of the ratings for each investment… Show more Early-stage venture capital fund powered by CrowdSmart’s artificial intelligence software and 2,500 experts from the technology and business community. During its investment period, The Titan Fund’s advisors came together on the CrowdSmart platform to evaluate more than 150 investment opportunities. Experts weighed-in on each investment, engaging with each other’s opinions and guided by the AI software, creating a quantitative score and explanations of the ratings for each investment opportunity. Decisions on whether to invest were based solely on the score. The results were 80% accurate in predicting funding momentum and significantly reduced systemic bias in capital allocations; more than 40% of the companies recommended for funding were led by female founders or CEOs. Based on these results, in early 2020 the founders decided to build a new SaaS version of CrowdSmart’s technology to support any organizational decision process for allocations of capital and resources and created a new mission: Changing the world through better decisions. Show less -
Director, Data Analytics500 Startups Feb 2016 - Jun 2019San Francisco, Ca• Established and led global data team. The data team coordinated the process and data flows for legal, finance, investment, corporate consulting, and accelerator functions across the firm.• Developed legal tracker and fund accounting system (6K+ transactions). Reengineered the legal dealflow/documentation process and the fund accounting process from the ground up to form a single system.• Created fundraising tracker and CRM. Formulated Fund V fundraising strategy for institutionals and… Show more • Established and led global data team. The data team coordinated the process and data flows for legal, finance, investment, corporate consulting, and accelerator functions across the firm.• Developed legal tracker and fund accounting system (6K+ transactions). Reengineered the legal dealflow/documentation process and the fund accounting process from the ground up to form a single system.• Created fundraising tracker and CRM. Formulated Fund V fundraising strategy for institutionals and corporates.• Designed opportunity fund investment strategy with the fund GPs.• Helped design go-to-market plan for corporate innovation. Show less -
Finance AssociateStanford Management Company Apr 2011 - Feb 2016Stanford, Ca• Managed $55M annual operating and investment support budget including planning and forecasting• Led company-wide culture shift initiative as facilitator of Transformation Management Team -
Fund AccountantState Street Jun 2008 - Jun 2010Sacramento, California Area• Worked in the alternative investments global market neutral group• Specialized in emerging market portfolios and the CFD investment instrument• Produced daily NAVs and cash projections• Developed procedures to streamline valuation processing and reporting• Researched and reduced risk exposure to client• Coordinated money market investment
Jonathan Liao, Cfa Skills
Jonathan Liao, Cfa Education Details
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Santa Clara University - Leavey School Of BusinessBusiness Administration And Management -
University Of California, DavisEconomics And Music
Frequently Asked Questions about Jonathan Liao, Cfa
What company does Jonathan Liao, Cfa work for?
Jonathan Liao, Cfa works for Shoplift
What is Jonathan Liao, Cfa's role at the current company?
Jonathan Liao, Cfa's current role is CFO.
What is Jonathan Liao, Cfa's email address?
Jonathan Liao, Cfa's email address is jw****@****ail.com
What is Jonathan Liao, Cfa's direct phone number?
Jonathan Liao, Cfa's direct phone number is +140830*****
What schools did Jonathan Liao, Cfa attend?
Jonathan Liao, Cfa attended Santa Clara University - Leavey School Of Business, University Of California, Davis.
What are some of Jonathan Liao, Cfa's interests?
Jonathan Liao, Cfa has interest in Poverty Alleviation, Social Services, Education, Economic Empowerment.
What skills is Jonathan Liao, Cfa known for?
Jonathan Liao, Cfa has skills like Financial Analysis, Finance, Financial Modeling, Portfolio Management, Analysis, Valuation, Corporate Finance, Alternative Investments, Investments, Powerpoint, Equities, Forecasting.
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