Stefan Thelin，瑞典隆德的金融专家
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Stefan Thelin

Verified Expert  in Finance

Finance Expert

Location
Lund, Sweden
Toptal Member Since
September 20, 2017

作为投资银行家、初创公司首席财务官、融资顾问和企业经理&A director, 他为600万欧元的创业融资到70亿欧元的杠杆收购等项目建立了财务模型，并进行了尽职调查和分析. 偶尔的自由职业使他能够在他作为M .的全职工作范围之外的领域解决有趣的金融挑战&A director.

Financial Planning & Analysis (FP&A)Financial ModelingInterim CFOCross-border M&ACapital MarketsVenture CapitalMergers & Acquisitions (M&A)Financial ForecastingCorporate GovernancePrivate EquityComparable Company Analysis

Career Highlights

数据驱动洞察和分析总监
Cargotec
CFO
REAC Fuel
Manager, Leveraged Finance
Royal Bank of Scotland (RBS)

Education Highlights

Master's Degree
Boston College
Bachelor's Degree
European Business School

Case Studies

Work Experience

数据驱动洞察和分析总监

2021 - PRESENT
Cargotec
  • 定义财务组织中数据分析的远景, 将高级管理层和其他利益相关者的需求映射到技术解决方案, 并通过文章推动变革, training, 以及在团队之间分享最佳实践.
  • 领导与财务相关的数据工程、分析和BI转换项目.
  • 推动动手数据工程, analytics, and automation using Python, SQL, and Google Cloud Platform. 使用Google Data Studio进行数据可视化. 使用JavaScript/TypeScript开发工作流自动化和谷歌工作空间插件.
重点领域:分析、大数据、金融数据、SQL、Google Data Studio、Google Cloud

Director, M&A |金融| PMO |金融数字化，Hiab

2016 - 2021
Cargotec
  • 领导poc的各个方面，并与Google BigQuery一起试点, 从想法和架构设计到向卡哥特的首席信息官展示结果, 是什么促使Cargotec采用BigQuery作为其BI数据仓库解决方案. This was on my initiative.
  • 领导财务和其他尽职调查，商业案例开发，以及M的内部审批步骤&A globally, 在包括德国在内的国家完成了交易, Italy, Chile, and South Africa, 以及与中国目标的重大合作.
  • 负责Hiab新业务解决方案部门的财务和业务控制, encompassing its IoT, connectivity, and software ​business.
  • 负责Hiab进口市场的财务和业务控制, 销售覆盖60多个国家.
  • 领导Hiab项目管理办公室, 跟踪Hiab领导团队关键战略计划的执行情况.
Focus areas: Finland, Due Diligence, Budget Modeling, Programming, Financial Forecasting, Excel Modeling, Pandas, Python, Data Engineering, Big Data, Google Cloud, SQL, Chile, Germany, Transaction Comparables, Comparable Company Analysis, DCF Modeling, DCF Valuation, Board Decks, Google Slides, Google Apps Script, Google Sheets, Software, CFO, Budgeting, Financial Planning & Analysis (FP&A), M&A Modeling, Cross-border M&A, Industrial Equipment

项目办公室高级经理，Hiab

2015 - 2016
Cargotec
  • 跟踪Hiab业务部门(单位收入超过10亿欧元)最重要战略计划的执行情况，并每周向高层领导汇报. 作为内部咨询团队的一员，支持关键战略计划的执行.
  • 准备业务组合分析, economic-value-added analyses, 以及为卡哥特公司战略团队制定内部和外部基准.
  • 支持卡哥特公司的M&A team on several transactions; responsible for financial modeling and financial analysis.
重点领域:芬兰，Excel建模，DCF估值，合并 & Acquisitions (M&A), Cross-border M&A，项目管理，战略规划 & Execution

Financial Analyst, MacGregor

2014 - 2015
Cargotec
  • 为麦基嘉业务部门(2014年单位收入超过10亿欧元)的首席财务官和高级管理团队就一系列主题和项目进行财务分析并制定关键决策材料, 包括外包评估, make-or-buy decisions, cost and headcount reductions, synergy estimations, divestment decisions, 以及净营运资金优化举措.
  • 协调麦格雷戈长期公司战略的财务方面, 并为内部决策和董事会报告准备材料.
  • 建立财务模型，并进行财务分析，为卡哥特的中央M&一个团队，在大型项目上与顶级投资银行合作.
重点领域:预算建模，董事会，Excel建模，跨境管理&A, Mergers & Acquisitions (M&A)营运资金管理，财务预测，财务规划 & Analysis (FP&A)

Partner | Co-founder

2011 - 2014
Ominor Capital
  • 与一位在硅谷初创公司和大型企业拥有超过25年经验的科技行业高管共同创立了一家早期投资公司. 最初的资金是由几位成功的瑞典企业家提供的，他们还为投资组合公司提供指导和指导.
  • 与投资组合公司在业务发展方面紧密合作, product roadmap decisions, financial planning, 以及后续的筹款活动.
Focus areas: Private Equity, Excel Modeling, Early-stage Startups, Acquisitions, DCF Valuation, Financial Planning & Analysis (FP&A), Seed Fundraising, Venture Funding, Early-stage Venture Capital, Investment Monitoring, Investment Briefs, Investor Presentations, Due Diligence

Interim CFO

2012 - 2013
Vers Audio
  • 通过实施基于云的QuickBooks解决方案，推动公司财务功能的创新, SalesForce CRM, 和Zendesk客户服务软件解决方案，为所有利益相关者提供清晰的财务信息.
  • 通过实施季度和年度财务计划和预算流程以及每周现金流量预测，加强财务控制.
  • 执行与信用额度相关的政策和程序, revenue recognition, record-keeping procedures, approval processes, bank mandates, and segregation of duties.
重点领域:资本结构, Budget Modeling, Excel Modeling, Interim CFO, Early-stage Startups, Early-stage Venture Capital, CFO, Customer Service, CRM Systems, Accounting Software, Accounting, Cash Flow Forecasting

独立财务顾问

2008 - 2013
Casteyo
  • 创立了一家独立的咨询公司，促进具有技术和非金融背景的初创公司创始人与投资者和董事会成员之间的沟通.
  • 协助小型创业公司进行0- 1000万美元的外部融资, financing strategy, financial planning, board reporting, and strategy execution.
  • 雇佣了两名专注于金融建模的分析师, financial analysis, market research, 准备演示材料.
Focus areas: Mentorship & Coaching, Cash Flow Forecasting, Capital IQ, Financial Forecasting, Excel Modeling, Early-stage Startups, Early-stage Venture Capital, Risk, Acquisitions, Google Sheets, Financial Planning & Analysis (FP&A)，咨询，商业规划，预算，财务建模，种子融资

CFO

2010 - 2012
REAC Fuel
  • 在帮助公司融资6美元后，加入公司担任首席财务官.200万美元来自包括VantagePoint Capital Partners在内的国际投资者, BP Alternative Energy Ventures, 及可持续科技基金.
  • 领导由五人组成的财务和IT团队，推动财务职能从以会计为中心的支持职能转变为战略业务合作伙伴，在管理层和董事会讨论中增加了分析性价值创造的重点.
  • 使用蒙特卡罗模拟构建财务模型，以指导业务开发并优先考虑工程工作. 知识产权组合最终被卖给了Renmatix, 一个由约翰·多尔和KPCB资助的竞争者.
  • 直接向董事会提交和报告财务事项和财务模型调查结果, led by chairman André T. Heinz.
Focus areas: Mentorship & Coaching, Capital Structuring, Budget Modeling, Accounting, Board Decks, Cash Flow Forecasting, CleanTech, Financial Forecasting, Excel Modeling, Early-stage Startups, Early-stage Venture Capital, Board Presentations, Financial Planning & Analysis (FP&A), Financial Management, Execution, Monte Carlo Simulations, Venture Funding, Three-statement Modeling, Financial Modeling, Cash Flow Modeling, Budgeting, CFO, Startup Funding

Manager, Leveraged Finance

2006 - 2008
Royal Bank of Scotland (RBS)
  • 领导对北欧地区企业价值在2.5亿欧元至10亿欧元之间的杠杆收购进行财务建模和分析, Germany, Austria, and Switzerland; including EQT's acquisition of Scandic Hotels from Hilton.
  • 管理内部审批流程——提交交易建议, due diligence findings, 法律文件的主要特点和杠杆融资证券和贷款的细节.
  • 监测早期预警指标，并为RBS持有高级和初级银行债务等证券的投资组合公司准备信用评估, mezzanine and high-yield bonds.
Focus areas: Credit Reviews, Capital Structuring, Board Decks, Cash Flow Forecasting, Financial Forecasting, Leveraged Buyout (LBO), Excel Modeling, Private Equity, Acquisitions, Cross-border M&A, Payment-in-Kind (PIK) Notes, Due Diligence, Debt, Senior Secured Debt, Three-statement Modeling, Financial Modeling, Mezzanine, Bonds, Leveraged Buyout Modeling

Analyst, Leveraged Finance

2003 - 2005
Royal Bank of Scotland (RBS)
  • 建立财务模型并分析尽职调查结果对北欧地区和德国具有里程碑意义的杠杆融资交易的财务影响, 在奥地利和瑞士，苏格兰皇家银行担任授权牵头安排人, 包括Terra Firma以70亿欧元收购Viterra, Permira以7亿欧元收购Debitel, 殷拓以超过10亿欧元收购Sanitec.
  • 参与苏格兰皇家银行总部设在伦敦的全球银行业务 & 市场培训生计划.
  • 支持内部审批流程的各个方面, 贷款和证券的银团, 通过分析和展示材料与客户沟通.
Focus areas: Credit Reviews, Capital Structuring, Board Decks, Cash Flow Forecasting, Financial Forecasting, Leveraged Buyout (LBO), Excel Modeling, Senior Secured Debt, Payment-in-Kind (PIK) Notes, Acquisitions, Mezzanine, Private Equity, Cross-border M&杠杆融资，杠杆收购模型，目标筛选，尽职调查，财务模型
预报员的工具箱图像:如何执行蒙特卡罗模拟出版物
Publication

预报员的工具箱:如何执行蒙特卡罗模拟

http://metromaniacal.chi-ra-shi.com/finance/financial-forecasting/monte-carlo-simulation
Python和金融图像:增强你的电子表格出版物
Publication

Python和金融:增强你的电子表格

http://metromaniacal.chi-ra-shi.com/finance/financial-modeling/python-and-finance
谷歌表格的优势:为什么现在是金融专业人士从Excel出版物转换的时候了
Publication

谷歌表格的优势:为什么金融专业人士是时候从Excel切换过来了

http://metromaniacal.chi-ra-shi.com/finance/excel-experts/google-sheets-advantages
掌握宏出版的谷歌应用程序脚本教程的图像
Publication

掌握宏的谷歌应用脚本教程

http://metromaniacal.chi-ra-shi.com/finance/excel-experts/google-apps-script-tutorial
2005 - 2006

Master's Degree in Finance

波士顿学院-波士顿，马萨诸塞州，美国

1999 - 2003

国际商务学士学位

欧洲商学院-伦敦，英国

SEPTEMBER 2015 - PRESENT

通过了所有三个级别的特许金融分析师(CFA)课程

CFA Institute

Finance

资本结构，信用风险，DCF估值，财务规划 & Analysis (FP&A), Financial Modeling, Leveraged Buyout Modeling, Budgeting, Capital Raising, International Finance, Seed Fundraising, Equity Valuation, CFO, Forecasting, Private Company Valuation, Senior Secured Debt, Credit Reviews, Due Diligence, Mergers & Acquisitions (M&A)、企业融资、风险、创业融资、跨境融资&A, Working Capital Management, Investment Briefs, Investment Monitoring, Venture Funding, Cash Flow Modeling, Three-statement Modeling, Financial Management, Debt, Payment-in-Kind (PIK) Notes, Cash Flow Forecasting, Accounting, M&A建模，可比公司分析，私募股权

Output Software

Microsoft PowerPoint, Microsoft Excel, Google Slides, Google Sheets, Mekko Graphics, Microsoft Word

Industry Expertise

Banking & 金融，资本市场，高科技创业，工业 & 制造业，风险投资，软件，早期创业

Geographic Expertise

Sweden, United Kingdom, Chile, Austria, Finland, Switzerland, Spain, China, Norway, Brazil, Germany, United States

Data & Analysis Software

Pandas, SQL, Bloomberg, Thomson Reuters, Salesforce, Capital IQ, Financial Data

Other

Excel建模，金融，谷歌应用程序脚本，大数据，蒙特卡罗模拟，Python，导师 & Coaching, Target Screening, Leadership, Budget Modeling, Acquisitions, Equity Investment, Board Presentations, Early-stage Funding, Think-cell, Program Management, Execution, Post-merger Integration, Business Strategy, Strategy, Leveraged Finance, Databases, Startups, IPython, Interim CFO, Analytics, Google Data Studio, Financial Statements, Financial Forecasting, Strategic Planning & Execution, Investor Presentations, Early-stage Venture Capital, Business Planning, Bonds, Accounting Software, CRM Systems, Customer Service, Operating Models, DCF Modeling, Board Decks, Transaction Comparables, Google Cloud, Data Engineering, Divestitures, REST APIs, Manufacturing, Management, Investments, Behavioral Economics, Corporate Governance, Consulting, Programming, CleanTech, Visual Basic for Applications (VBA), Leveraged Buyout (LBO), Industrial Equipment

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