William (Bj) Ebert

William (Bj) Ebert Email and Phone Number

Strategic Finance Leader | Advisor @ Treehouse
William (Bj) Ebert's Location
San Francisco, California, United States, United States
William (Bj) Ebert's Contact Details
About William (Bj) Ebert

Former management consultant and investment banker turned strategic finance operator who excels working cross-functionally to drive executive decision-making and scale efficiently. I have proven experience establishing and maintaining strong financial processes and driving positive unit economics in high-growth environments.I’ve worked for both early stage and hyper-growth late-stage companies to develop financial strategies that define and execute business processes to scale profitably.Specialties: - Strategic Finance and Business Operations (KPIs, business insights, strategic analysis, financial modeling)- Stakeholder Alignment and Cross-functional Collaboration - Go-to-market Strategy (pricing frameworks, deal desk, customer/competitor segmentation)- Investment and M&A Analysis and Due Diligence; - Operationalizing Commercial Strategies and Business ProcessesInternational experience leading teams across multiple continents including Europe and Asia.Industries:- Software and Technology- B2B Services - Consumer Services- Retail and CPG- Real Estate and Hospitality

William (Bj) Ebert's Current Company Details
Treehouse

Treehouse

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Strategic Finance Leader | Advisor
William (Bj) Ebert Work Experience Details
  • Treehouse
    Head Of Finance
    Treehouse Sep 2024 - Present
    San Francisco, Ca, Us
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  • Operators Guild
    Member
    Operators Guild 2021 - Present
    San Francisco, California, Us
    The Operators Guild is an independent, invitation-only group, home to the world’s top finance and operations (high growth and technology) leaders. Scaling a company is hard. We are working together to share best practices, help one another solve similar problems, and invest in the operator community. We meet and connect regularly to support each other as we create the next generation of high-growth companies and company leaders.
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  • Levelup Finance - An Array Company
    Fractional Advisor - Finance
    Levelup Finance - An Array Company 2023 - 2024
    San Francisco, Ca, Us
    Advised PE-backed software companies on improving revenue reporting accuracy and increasing speed of decision-making. Focus on consolidating data from multiple sources, defining and calculating ARR and other key SaaS metrics and leveraging technology and automation to deliver accurate, real-time, and actionable insights. Clients include: - Confluence (Clearlake portfolio company) - Payscale (Francisco Partners portfolio company) - Bluesight (Thoma Bravo portfolio company)
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  • Vareto
    Head Of Customer Advisory
    Vareto 2022 - 2023
    Mountain View, Ca, Us
    Partnered with customers' finance teams to automate routine FP&A reporting and develop more effective and efficient planning processes including headcount planning, org-level budgets and annual forecasts.
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  • Wework
    Head Of Strategic Finance, International
    Wework 2020 - Oct 2021
    New York, Ny, Us
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  • Wework
    Director - Finance And Business Operations (Emea)
    Wework 2019 - 2020
    New York, Ny, Us
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  • Wework
    Director - Gtm Finance (North America)
    Wework Mar 2018 - 2019
    New York, Ny, Us
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  • A.T. Kearney
    Engagement Manager
    A.T. Kearney 2015 - 2018
    Chicago, Illinois, Us
    Trusted advisor to PE firms for M&A diligence and to drive profitable growth post acquisitionKey stakeholders include senior executives at private equity firms and corporations (including CXO-level, SVPs, and Boards of Directors). Industry experience includes CPG, retail, B2B services, technology, SaaS, manufacturing, and industrial automation.Member of both Kearney's Private Equity / M&A team and the Strategy and Revenue Transformation practice.
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  • Meridian Capital Llc
    Investment Banking Associate
    Meridian Capital Llc 2011 - 2014
    Seattle, Wa, Us
    Middle Market Investment Bank- Acquisitions, Sales and Divestitures, Strategic AdvisoryI managed individual client deliverables primarily for sell-side M&A transactions. Primary tasks included developing detailed offering memorandums and management presentations, coordinating and leading prospect calling efforts, and managing due diligence processes involving 3rd party accounting and legal teams. I also led the development of pitch books by determining key value drivers and appropriate positioning strategies specific to each company, identifying distinct types of potential acquirers/investors and determining investment rationales for specific prospects.Strategic advisory engagements included teaming with management to develop detailed forecasts and multi-year projections, develop sales channel strategies, manage cash flow, and refinance debt. In order to establish the firm as a thought leader and further expand my industry expertise, I authored several industry-focused newsletters, including consumer products and food and beverage.
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  • Kpmg
    Senior Associate, Valuations And Transaction Services
    Kpmg 2008 - 2011
    Toronto, On, Ca
    Business valuation advisory services for tax and financial reporting purposes. Valuations of business enterprises, intangible assets and financial securities for companies ranging from Fortune 100 to venture-backed start-ups.Additional advisory services include evaluating feasibility of clients’ budgets and long-term projections and performing quarterly variance analyses to determine risk levels, adjust valuation, and assess potential impairment of intangible assets.
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William (Bj) Ebert Skills

Mergers And Acquisitions Business Valuation Valuation Due Diligence Financial Analysis Investment Banking Finance Financial Modeling Accounting Corporate Finance Private Equity Acquisitions Divestitures Investments Mergers Transfer Pricing Equities Capital Markets Venture Capital Dcf Valuation Management Consulting Growth Strategies Channel Strategy Business Strategy Go To Market Strategy

William (Bj) Ebert Education Details

  • Gonzaga University - School Of Business Administration
    Gonzaga University - School Of Business Administration
    Accounting And Business/Management
  • Gonzaga University
    Gonzaga University
    Finance And Accounting
  • Gonzaga In Florence
    Gonzaga In Florence
  • Seattle Preparatory School
    Seattle Preparatory School

Frequently Asked Questions about William (Bj) Ebert

What company does William (Bj) Ebert work for?

William (Bj) Ebert works for Treehouse

What is William (Bj) Ebert's role at the current company?

William (Bj) Ebert's current role is Strategic Finance Leader | Advisor.

What is William (Bj) Ebert's email address?

William (Bj) Ebert's email address is wi****@****ail.com

What is William (Bj) Ebert's direct phone number?

William (Bj) Ebert's direct phone number is +172768*****

What schools did William (Bj) Ebert attend?

William (Bj) Ebert attended Gonzaga University - School Of Business Administration, Gonzaga University, Gonzaga In Florence, Seattle Preparatory School.

What skills is William (Bj) Ebert known for?

William (Bj) Ebert has skills like Mergers And Acquisitions, Business Valuation, Valuation, Due Diligence, Financial Analysis, Investment Banking, Finance, Financial Modeling, Accounting, Corporate Finance, Private Equity, Acquisitions.

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