Jeff Stone Email & Phone Number

Greater Boston

Corporate finance and strategy executive offering a variety of services, including: Fractional CFO & Corporate Finance, Business Strategy & Due Diligence, New Ventures and Acquisitions, Corporate Strategic Planning, Integrations, and Financial and Operational Analytics.

Durham, New Hampshire, United States

Course: Financial NarrativesOverview: The premise is built around intentional reporting, that is, using data (financial, operational) to tell a purposeful and meaningful story. Traditional courses teach formulas, valuation methodologies, and then perhaps presentation skills separately. The idea for this course is to marry these two areas by asking students.

Boston, Massachusetts, United States

Oversaw the management and execution of the organization’s most critical operational and strategic objectives and provided cross-functional leadership for the firm’s planning, administrative, and people functions. Owned and managed all financial, accounting, strategic planning, analytics, and HR processes and deliverables for the firm. Led initiatives.

Oversaw a portfolio of strategic investments for a start-up venture capital fund, including the research and due diligence processes, measurement and reporting packages, and day-to-day administration of both active and target investments within numerous industry verticals, including: Real estate, technology, professional services, decentralized finance and.

Hampton, NH

Led financial and operational analyses across multiple business functions to support key strategic decisions, including pricing structure changes, competitive & market analyses, acquisitions & valuations, and member experience initiatives. Directed strategic planning processes and measurement of corporate strategic initiatives and pilots across the.

Boston, MA

Provided advanced operational as well as strategic, consultative support in the utilization of LMS (internal management system) models, tools, and methodologies in support of the organization's adoption of LMS principles. Primary focus was codifying and analyzing the impacts of the management system on the enterprise, including its people and bottom line..

Boston, MA

Provided analytical expertise and consultative support to internal functional groups embarking on a management system transformation at Liberty Mutual. This included the creation and strategic implementation of reporting packages for senior executives, design of reporting best practices, and guidance toward analytical expertise through the lens of the.

Boston, MA

Responsible for delivering monthly and quarterly financial and operational analytics to senior management, specifically top-line and profitability reviews, as well as cash flow and balance sheet analysis. Other specific work included cash collections forecasting, management discussion and analysis preparation, as well as catastrophe loss forecasting and.

Boston, MA

Two-year accelerated rotational program, with three stints across different finance and accounting roles throughout the company. Individual roles included: Expense Reporting & Analysis, Internal Financial Reporting, and Corporate Accounting & Internal Reporting. Specific activities included participation in the preparation of the S1 file to the SEC and.

Master Of Business Administration (M.B.A.), Strategy & Innovation

Bachelor Of Science (B.S.), Finance, Economics

Activities and Societies: Pi Kappa Alpha Fraternity, S.I.G.N.A.L. (Students Interested in Growth, Networking, and Leadership), Order of.