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Matt Diamond, Cfa Email & Phone Number
Fractional CFO | Making Organizational Finance Real & Approachable
at
Shadow Lake Advisors
1 work email found
@mizuhoamericas.com
4 phones found area 415 and 303
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Fractional CFO | Making Organizational Finance Real & Approachable
Location
San Francisco, California, United States
Company size
Who is Matt Diamond, Cfa? Overview
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Quick answer
Matt Diamond, Cfa is listed as Fractional CFO | Making Organizational Finance Real & Approachable at Shadow Lake Advisors, a company with 5 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at mizuhoamericas.com, phone signal with area code 415, 303, and a matched LinkedIn profile for Matt Diamond, Cfa.
Matt Diamond, Cfa previously worked as Head of Finance at Fractional Cfo Services and Director of Finance at Trinitas Partners Llc. Matt Diamond, Cfa holds Bachelor Of Arts (Summa Cum Laude), Psychology, Mathematics from Gonzaga University.
Company email context
Email format at Shadow Lake Advisors
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*@mizuhoamericas.com
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AeroLeads found 1 current-domain work email signal for Matt Diamond, Cfa. Compare company email patterns before reaching out.
Profile bio
About Matt Diamond, Cfa
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
Listed skills include Economics, Valuation, Financial Modeling, Investments, and 9 others.
Current workplace
Matt Diamond, Cfa's current company
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Shadow Lake Advisors
10 roles
Matt Diamond, Cfa work experience
A career timeline built from the work history available for this profile.
Head Of Finance
Current
Feb 2024 - Present
Director Of Finance
I 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.
Jun 2022 - Jan 2024
Vice President, Financial Analyst - Enterprise Software
I 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.
Mar 2021 - Jun 2022
Vice President, Financial Analyst - Wholesale Payments (Saas Focus)
I 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.
Aug 2019 - Mar 2021
Senior Associate / Vice President, Saas Investment Banking
I 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.
Jun 2018 - Jul 2019
Vice President, Data Analyst - Consumer Internet
Seeing 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.
Jan 2016 - Apr 2018
Senior Associate / Vice President, Data Analyst - Electronic Payments
I 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..
Jun 2011 - Dec 2015
Equity Analyst - Electronic Payments & Computer Services
Oct 2010 - Jun 2011
Consultant
Mar 2007 - Oct 2010
1 education record
Matt Diamond, Cfa education
-
Gonzaga University
FAQ
Frequently asked questions about Matt Diamond, Cfa
Quick answers generated from the profile data available on this page.
What company does Matt Diamond, Cfa work for?
Matt Diamond, Cfa works for Shadow Lake Advisors.
What is Matt Diamond, Cfa's role at Shadow Lake Advisors?
Matt Diamond, Cfa is listed as Fractional CFO | Making Organizational Finance Real & Approachable at Shadow Lake Advisors.
What is Matt Diamond, Cfa's email address?
AeroLeads has found 1 work email signal at @mizuhoamericas.com for Matt Diamond, Cfa at Shadow Lake Advisors.
What is Matt Diamond, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 415, 303 for Matt Diamond, Cfa at Shadow Lake Advisors.
Where is Matt Diamond, Cfa based?
Matt Diamond, Cfa is based in San Francisco, California, United States while working with Shadow Lake Advisors.
What companies has Matt Diamond, Cfa worked for?
Matt Diamond, Cfa has worked for Shadow Lake Advisors, Fractional Cfo Services, Trinitas Partners Llc, Mizuho, and Jpmorgan Chase & Co..
How can I contact Matt Diamond, Cfa?
You can use AeroLeads to view verified contact signals for Matt Diamond, Cfa at Shadow Lake Advisors, including work email, phone, and LinkedIn data when available.
What schools did Matt Diamond, Cfa attend?
Matt Diamond, Cfa holds Bachelor Of Arts (Summa Cum Laude), Psychology, Mathematics from Gonzaga University.
What skills is Matt Diamond, Cfa known for?
Matt Diamond, Cfa is listed with skills including Economics, Valuation, Financial Modeling, Investments, Finance, Consulting, Equities, and Equity Research.
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