Thomas Smith, Cfa
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Thomas Smith, Cfa Email & Phone Number

Finance Manager - Strategic Finance at Life360
Location: San Francisco, California, United States 13 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Finance Manager - Strategic Finance
Location
San Francisco, California, United States
Company size

Who is Thomas Smith, Cfa? Overview

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Quick answer

Thomas Smith, Cfa is listed as Finance Manager - Strategic Finance at Life360, a company with 586 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Thomas Smith, Cfa.

Thomas Smith, Cfa previously worked as Senior Finance Manager - Strategic Finance at Jumio Corporation and Finance Manager - Strategic Finance at Jumio Corporation. Thomas Smith, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Davis.

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Email format at Life360

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Life360

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Profile bio

About Thomas Smith, Cfa

I'm on a mission to empower companies to make the best strategic financial decisions. With hands-on experience in financial planning for high-growth companies, owning numerous models, forecasting key metrics, and streamlining reporting processes, I bring valuable insights as a strategic finance leader.My exceptional interpersonal and leadership skills shine when collaborating with internal teams, investors, BODs, mentoring junior associates, and solidifying operational best practices. Known for adaptability, I quickly grasp internal processes, systems, and operations. Let's connect and explore how I can elevate your organization's success.A proud CFA charterholder since October '23, I'm excited to apply the skills gained through the program while navigating complex roles throughout my career.DOMAIN KNOWLEDGE: B2B | FinTech | SaaS | Start-ups | Financial Services | Payments & TechnologyPROFESSIONAL SKILLS: Finance | Financial Reporting | Accounting | Financial Operations | Investor Relations | Strategic Finance | Financial Modeling | Process Improvement | IPO Readiness | FP&A | Debt & Equity Raises

Current workplace

Thomas Smith, Cfa's current company

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Life360
Life360
Finance Manager - Strategic Finance
San Francisco, CA, US
Website
Employees
586
AeroLeads page
13 roles

Thomas Smith, Cfa work experience

A career timeline built from the work history available for this profile.

Finance Manager - Strategic Finance

San Francisco, CA, US

Senior Finance Manager - Strategic Finance

Current

Palo Alto, California, United States

Nov 2023 - Present

Finance Manager - Strategic Finance

Palo Alto, California, United States

Jul 2022 - Nov 2023

Senior Financial Analyst, Strategic Finance

Palo Alto, California, United States

Mar 2022 - Jul 2022

Chief Executive Officer

Current
Markovian Consulting

San Francisco, California, United States

https://markovianconsulting.wordpress.com/

Apr 2022 - Present

Senior Financial Analyst

San Francisco Bay Area

Oct 2019 - Mar 2022

Senior Investment Analyst

San Francisco Bay Area

As a Senior Investment Analyst, I collaborate with cross-functional teams to review, analyze, and develop RFPs for strategic initiatives with up to $1B in assets under management. I analyze fund performance, design investment reports, and supply consultants with data-driven reports to facilitate recommendations that drive client account growth and achieve.

Nov 2018 - Oct 2019

Associate In Research And Analysis

San Francisco, California

Aug 2018 - Nov 2018

Senior Analyst – Global Markets Intelligence, Tech Sector (Tmt)

San Francisco, California

While serving as a Senior Analyst, I conducted stock option, shareholder, historical, technical and fundamental analysis, and translated data into user-friendly reports that informed decision making by senior executives at publically traded firms. I interfaced with buy-side portfolio managers and trading desks, reviewed mutual fund data, and incorporated.

Mar 2018 - Nov 2018

Analyst – Global Markets Intelligence, Tech Sector (Tmt)

San Francisco Bay Area

At Ipreo, I orchestrated extensive analysis covering market trends, shareholder behavior, and stock prices to develop comprehensive reports aiding corporate clients in shareholder analysis and making meeting agendas. I incorporated public and proprietary data to conduct analysis and compile reports detailing trends of institutional investors. I interfaced.

Jul 2017 - Mar 2018

Senior Investment Intern

Sacramento, California Area

While working at the Department of Finance with Sacramento County, I evaluated cash flow needs, credit ratings, trade analytics, and concentration limits using Bloomberg terminal to craft strategic investment recommendations at the County level. I mapped current investment options to third-party equivalents to promote equity in bidding by RFP participants..

Jun 2016 - Jul 2017
Team & coworkers

Colleagues at Life360

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3 education records

Thomas Smith, Cfa education

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Honors Thesis & First Undergraduate Teaching Assistant High Honors in Economics

Associate Of Arts (A.A.), Accounting

Activities and Societies: Vice President, Economics Club

Associate Of Arts (A.A.), Business Administration And Management, General

FAQ

Frequently asked questions about Thomas Smith, Cfa

Quick answers generated from the profile data available on this page.

What company does Thomas Smith, Cfa work for?

Thomas Smith, Cfa works for Life360.

What is Thomas Smith, Cfa's role at Life360?

Thomas Smith, Cfa is listed as Finance Manager - Strategic Finance at Life360.

Where is Thomas Smith, Cfa based?

Thomas Smith, Cfa is based in San Francisco, California, United States while working with Life360.

What companies has Thomas Smith, Cfa worked for?

Thomas Smith, Cfa has worked for Life360, Jumio Corporation, Markovian Consulting, Trilogy Education, and Brighttalk.

Who are Thomas Smith, Cfa's colleagues at Life360?

Thomas Smith, Cfa's colleagues at Life360 include Jan-Lee Chin, Carlos Castro, Melissa L., Andriy Life, and Courtney Jeffers.

How can I contact Thomas Smith, Cfa?

You can use AeroLeads to view verified contact signals for Thomas Smith, Cfa at Life360, including work email, phone, and LinkedIn data when available.

What schools did Thomas Smith, Cfa attend?

Thomas Smith, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Davis.

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