Matt Diamond, Cfa Email and Phone Number
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Matt Diamond, Cfa phone numbers
I love to think about corporate finance and solve organizational financial challenges head-on. I grow, sustain and optimize business portfolios that matter. To accomplish this, I focus on delivering key outcomes, building amazing teams and quickly adapting to new information.I've enjoyed a wide variety of finance positions throughout my career in corporate finance, investment banking, treasury and public equity analysis. My personal and professional experiences have taught me several key things about myself:I can make finance and investment decisions that drive businesses from $20M to over $100M in revenue-I put the end-customer and the stakeholder at the center of everything I do-I excel at making big ideas happen within given constraints-My intuition is good, but I rely on sound data when I make decisionsI can align, lead and grow world-class finance teams-I love to win, but seeing my team thrive gives me greater joy-I speak numbers and strategy, and I communicate well with those who don't-I'm accountable for my team's work, and I help the people I work with to flourishI educate, refine and drive myself to be a better person-I'm constantly learning because I never settle-I remain calm, cool and collected when faced with adversity-I focus on making high-quality decisions with sensible rationalesI love to meet new people and hear new perspectives. Reach out if you'd like to talk about financial markets, corporate finance, tennis and/or mechanical watches.Professional SkillsFinancial Modeling | Budgeting | Financial Forecasting | Team Development | Market and Pricing Analysis | Strategic Planning | Cost Accounting | Investor Relations | Valuation | Capital Markets | Private EquityDomain KnowledgeSaaS | Enterprise Software | Enterprise Artificial Intelligence
Shadow Lake Advisors
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- shadowlakeadvisors.com
- Employees:
- 5
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Shadow Lake AdvisorsSan Francisco, California, United States -
Head Of FinanceFractional Cfo Services Feb 2024 - Present -
Director Of FinanceTrinitas Partners Llc Jun 2022 - Jan 2024Redwood City, California, UsI made and managed finance and investment decisions for Trinitas Partners, a private equity firm focused on sustainable food/agriculture with large acreage holdings across the Central Valley of California, Hawaii and Europe. -
Vice President, Financial Analyst - Enterprise SoftwareMizuho Mar 2021 - Jun 2022Tokyo, Japan, JpI built out a data analytics emphasis at Mizuho, doing so through a key role in a developing internal software to obtain and interpret real-time data regarding equity investments. My contributions yielded over $5 million in equity trading revenues during my tenure. -
Vice President, Financial Analyst - Wholesale Payments (Saas Focus)Jpmorgan Chase & Co. Aug 2019 - Mar 2021New York, Ny, UsI broadened my finance experience in a treasury function with J.P. Morgan, helping the firm launch and market its instant payment product to SaaS clients. I saw an opportunity to increase in pricing given clients' demand for the product, and generated roughly $12 million in annual revenue through that analysis. -
Senior Associate / Vice President, Saas Investment BankingCiti Jun 2018 - Jul 2019New York, New York, UsI decided to move from a research capacity advising institutional investors to a banking role where I helped tech CFO's make sense of the financial landscape. I performed extensive financial modeling and valuation analyses (e.g., accretion/dilution, discounted cash flow, sum-of-the-parts, comparable company and precedent transactions) for proposed or ongoing M&A transactions, IPOs equity & debt financings and other strategic alternatives.The transactions I was a part of included:- Buy-side acquisition of $1 billion data integration software company- Initial public offering of $3 billion HR management software company -
Vice President, Data Analyst - Consumer InternetDeutsche Bank Jan 2016 - Apr 2018Frankfurt Am Main, Hessen, DeSeeing an opportunity to further expand my knowledge base in technology, I began covering Consumer Internet, Online Media, and Gaming companies in 2016. With deep knowledge in the technical architecture of these companies' offerings, I created and maintained unit-level financial models (e.g., Alphabet, Amazon, Facebook, Snap, et al.); I was widely seen as the team's key contact for expertise on companies' financial & strategic developments.I also partnered with Deutsche Bank's sales team to generate approximately 20% y/y growth in technology equity trading revenue based on investment recommendations. These contributions led to my franchise's recognition among the most profitable teams on Deutsche Bank's trading platform. -
Senior Associate / Vice President, Data Analyst - Electronic PaymentsDeutsche Bank Jun 2011 - Dec 2015Frankfurt Am Main, Hessen, DeI coached new Analysts and Associates in financial modeling and reporting to improve my franchise's ROI. I did so after serving as the sole Associate for my franchise (covering 17 unique stocks) for one year.I also translated complex financial and technical information for non-technical institutional investors to aid in investment strategy development. Client feedback from my doing so led Deutsche Bank to formally recognize me as a top Equity Research Associate, and I was promoted to Vice President a year early as a result.My contributions led to my team being recognized among the top four (out of 25+) most effective franchises on Wall Street (based on formal client votes) in Institutional Investor, a leading finance research benchmark. -
Equity Analyst - Electronic Payments & Computer ServicesCredit Suisse Oct 2010 - Jun 2011Zurich, Ch -
ConsultantAccenture Mar 2007 - Oct 2010Dublin 2, Ie
Matt Diamond, Cfa Skills
Matt Diamond, Cfa Education Details
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Gonzaga UniversityMathematics
Frequently Asked Questions about Matt Diamond, Cfa
What company does Matt Diamond, Cfa work for?
Matt Diamond, Cfa works for Shadow Lake Advisors
What is Matt Diamond, Cfa's role at the current company?
Matt Diamond, Cfa's current role is Fractional CFO | Making Organizational Finance Real & Approachable.
What is Matt Diamond, Cfa's email address?
Matt Diamond, Cfa's email address is ma****@****cas.com
What is Matt Diamond, Cfa's direct phone number?
Matt Diamond, Cfa's direct phone number is +141581*****
What schools did Matt Diamond, Cfa attend?
Matt Diamond, Cfa attended Gonzaga University.
What are some of Matt Diamond, Cfa's interests?
Matt Diamond, Cfa has interest in Social Services, International Travel, Economic Empowerment, Investing, Education, Bric And Other Emerging Markets, Poverty Alleviation, Golf.
What skills is Matt Diamond, Cfa known for?
Matt Diamond, Cfa has skills like Economics, Valuation, Financial Modeling, Investments, Finance, Consulting, Equities, Equity Research, Corporate Finance, Crm, Emerging Markets, Management.
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