Michael Jopling's Location
Austin, Texas, United States, United States
Michael Jopling's Contact Details
Michael Jopling work email
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Michael Jopling personal email
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About Michael Jopling
Finance professional with over 15 years of experience in FinTech, payments, factoring and investment banking ranging from startups to large corporations. Collaborative leader that encourages communication, feedback and progress.
Michael Jopling's Current Company Details
Financial Planning & Analysis (FP&A)
Michael Jopling Work Experience Details
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Head Of Fp&ADenim Jan 2024 - Oct 2024Jersey City, Nj, UsBuilt a three year financial model for the Company's invoice factoring business with a focus on establishing and tracking KPIs including ARR, profit margins, LTV:CAC and operating efficiencies. Authored a monthly reporting package for the executives illustrating the financials, cash runway and various performance metrics. Designed a daily cash forecasting tool. Produced and owned quarterly board materials. -
Director Fp&AProsper Marketplace Mar 2022 - Nov 2023San Francisco, Ca, UsLead the team performing monthly forecasting and analysis for the Personal Loan, Home Equity and Credit Card segments while serving as a finance partner to all functions within the Company. Managed the consolidation of the short and long-term total Company forecasts. Directed the planning / budgeting process across 3 product lines and multiple business units for 2 planning cycles. -
Director Fp&AKasasa Nov 2019 - Mar 2022Austin, Texas, UsDirected all FP&A functions including annual budget, monthly forecasting and investor reporting, long term corporate model and client level revenue forecasting. Responsible for coordinating and preparing materials for the Board of Directors. Prepared a Covid-19 financial impact model in a matter of hours in March 2020 for executives and investors. -
Fp&A ManagerSparkcognition Sep 2018 - Nov 2019Austin, Texas, UsCreated financial modeling to successfully close $100M Series C in collaboration with the CFO and CBO. Implemented the company’s revenue forecast and lead weekly revenue update meetings with the executive team. Developed and operationalized a monthly business review meeting with a focus on the financials and current cash / cash forecast. Built the ‘bottoms up’ budget for two annual planning cycles. -
Finance ManagerNetspend Mar 2014 - Sep 2018Austin, Texas, UsManaged a $300 million P&L for the core business segment by performing monthly forecasting, variance analysis, KPI reporting and all other FP&A related responsibilities. Lead monthly business review meetings with executive leadership. Facilitated the month end close process by loading key financial metrics and data into the company’s Essbase data cube. Provided full FP&A support for the HR, Facilities, Legal and Compliance departments. -
Accounting AnalystNetspend Apr 2013 - Mar 2014Austin, Texas, UsProvided monthly trend / horizontal analysis related to revenue, commissions and other accounts to facilitate the month end close process. Collaborated with BI or worked independently to enhance existing reporting and develop ad hoc reporting as needed. Monitored proprietary general ledger and accounting systems for data integrity and accuracy. Co-authored a new JIRA process (bug tracking software) for accounting data and systems.
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Data AnalystNetspend Jan 2013 - Apr 2013Austin, Texas, UsCreated daily dashboard reporting specifically related to prepaid debit card accounts created through a new partnership with Intuit in order to monitor account usage, suspicious activity and other trends in an effort to prevent tax fraud. Provided weekly and monthly reporting to management regarding losses by card transaction classification. Generated ad hoc analysis and reporting for immediate, company-wide business needs using database queries (SQL) and Microsoft Excel.
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Analyst, Securitization Group, Investment Banking DivisionBank Of Tokyo-Mitsubishi Ufj May 2010 - Jul 2012Chiyoda-Ku, Tokyo, JpWorked with deal team(s) on structured finance transactions (receivable securitizations, commercial paper facilities with exposure to supply chain finance) for clients, primarily Fortune 500 companies.- Maintained and enhanced Excel-based models to calculate advance rates and monthly reports for clients.- Prepared deal memorandums to obtain credit approval for new transactions, renewals, amendments and waivers.- Participated in due diligence and marketing meetings for new and existing clients.- Performed a portfolio management function using an internal database of transaction pricing/terms.- Arranged, lead and/or participated in legal documentation calls to draft and subsequently execute transaction documents including receivable purchase and sale agreements, fee letters, amendments and waivers.- Conducted research utilizing analytics tools from Standard & Poor's, Moody's, Fitch Ratings, Bloomberg and other sources to perform detailed analysis as needed. -
Senior Specialist, Securitization Group, Investment Banking DivisionBank Of Tokyo-Mitsubishi Ufj Dec 2008 - May 2010Chiyoda-Ku, Tokyo, JpGained understanding of financial modeling and its applications in asset-backed commercial paper securitizations. Assisted in the creation and enhancement of financial models.Prepared or contributed to memorandums summarizing deal performance for internal credit approval purposes. Organized data to create charts and tables illustrating Federal Reserve asset-backed commercial paper statistics, securitization market pricing and pricing trends, various spread levels, conduit outstanding amounts and commitment amounts, and other data used for internal PowerPoint presentations and for customer pitch books.Researched bank clients’ financials (10-Ks and 10-Qs) for accounts receivable securitization opportunities.
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Intern, Securitization Group, Investment Banking DivisionBank Of Tokyo-Mitsubishi Ufj Jun 2008 - Dec 2008Chiyoda-Ku, Tokyo, JpDeveloped knowledge of the asset-backed commercial paper securitization product, particularly related to trade receivables and credit card receivables. Became exposed to multiple product groups within the investment banking division of a major financial institution. Performed special tasks and completed various research and data collection projects as needed for management.
Michael Jopling Skills
Financial Modeling
Financial Analysis
Structured Finance
Finance
Microsoft Excel
Securitization
Data Analysis
Databases
Asset Backed Financing
Sql
Microsoft Office
Essbase
Atlassian Jira
Powerpoint
Technical Writing
Asset Backed Lending
Spreadsheets
Debit Cards
Microsoft Dynamics
Oracle E Business Suite
Portfolio Management
Management
Financial Systems
Salesforce.com
Revenue Forecasting
Michael Jopling Education Details
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Syracuse UniversityMechanical Engineering -
City, University Of LondonMechanical Engineering
Frequently Asked Questions about Michael Jopling
What is Michael Jopling's role at the current company?
Michael Jopling's current role is Financial Planning & Analysis (FP&A).
What is Michael Jopling's email address?
Michael Jopling's email address is mj****@****end.com
What schools did Michael Jopling attend?
Michael Jopling attended Syracuse University, City, University Of London.
What skills is Michael Jopling known for?
Michael Jopling has skills like Financial Modeling, Financial Analysis, Structured Finance, Finance, Microsoft Excel, Securitization, Data Analysis, Databases, Asset Backed Financing, Sql, Microsoft Office, Essbase.
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