Sam Madden, Cfa Email & Phone Number

San Francisco, California, US

San Francisco, California, US

New York, NY, US

• Propeller Industries is a consulting CFO, finance and accounting firm for early stage companies.
• Acting CFO for select early-stage technology (B2B/B2C SaaS, blockchain, marketplaces, tech-enabled services) portfolio companies ranging from Series A-C stage.
• Strategy: Provide strategic financial support including leading fundraising efforts, participating in BoD meetings, negotiating terms sheets, strategizing with SLT members, etc.
• FP&A: Oversee all strategic finance processes including financial modeling, variance reporting, cross-department planning, KPI dashboarding, cohort analyses, sales efficiency deep-dives, etc.
• Accounting: Recommend and oversee scalable accounting operations including COA structure design, systems architecture & integrations, preparation for annual audits, all month-end close processes, schedules and account.

New York, NY, US

New York, NY, US

New York, NY, US

San Francisco, California, US

San Francisco, California, US

• PocketSuite (www.pocketsuite.io) is a Y Combinator backed mobile SaaS tool delivering payment, scheduling, and messaging technology to small service businesses & professionals.
• Led user growth, platform monetization, customer operations and finance
• User Growth: Grew active userbase from zero to multiple thousands through app store optimization, SEO strategies, outbound email marketing campaigns, social media and referral partners
• Monetization: Went from $0 to multi-millions in runrate revenue via mix of SaaS subscription (monthly and annual) and payment processing margin
• Customer Ops: Led customer and payment operations teams focused on user onboarding and support, customer engagement analytics, dispute process management and fraud prevention for our payments unit
• Finance: Constructed comprehensive SaaS and Payments financial models for ongoing planning purposes, and raised VC funding from Y Combinator (YC Winter 2016 batch) and other institutional VC and angel investors

• MVR Capital is a startup long/short public equities investment fund.
• Actively managed a portfolio of public equities focused on natural resource sectors and verticalized technologies
• Responsible for detailed company and industry research, investment idea analysis and generation, complex industry/company financial modeling, comprehensive equity valuation analysis and portfolio diversification.
• Managed all internal financial controls, portfolio asset balancing practices, fundraising decks and investor reporting/updates

Dallas, Texas, US

• Highland Capital is a multi-strategy investment firm with $22BN under management, spread across CLOs, hedge funds, private equity and retail funds.
• Actively managed a portfolio of $120MM in leveraged loans, high yield bonds and distressed assets
• Researched and analyzed potential high yield and distressed fixed income investments on both primary and secondary markets o Industries covered included: Media, Telecom, Technology, Travel and Paper/Packaging
• Responsible for investment idea analysis and generation, complex yield/return analysis across capital structures, extensive business/financial due diligence and modeling, bankruptcy process management and negotiation.

Dallas, Texas, US

Dallas, Texas, US

Zurich, CH

• Analyst within the Global Industrial Services (“GIS”) group, focused on Transportation, Aerospace & Defense, Waste Services and Machinery
• Advised corporate clients on over $2BN worth of M&A, LBO, and financing transactions
• Experience in building comprehensive financial models, preparing detailed pitch books for corporate and sponsor clients and practicing multiple valuation techniques including comparable company, acquisition and DCF.

Yc Winter '16

Education record

Bachelor Of Arts (B.A.)

Education record