This package is perfect for those aspiring to become CFOs. Whether you’re an accountant or controller at a large corporate, an auditor at Big 4, an FP&A analyst, or someone else looking to transition to corporate finance, I suggest that we connect and explore ways to set you up for success. Here’s a suggested coaching plan (we will tailor the series to your circumstances): • Introductory session (1 hr): What is Corporate Finance? What roles exist within the finance org? What functions do they perform? What does the team structure look like at a startup vs a large corporate? What skills are necessary? How to craft a compelling resume and story? • Succeeding during the first 90 days on the job (1 hr): What do companies expect of their finance teams? What does success look like for various finance roles? How to maximize your impact in the new team? • First finance hire at a startup (1 hr): How to build a solid financial foundation to help the company scale? How to set the right expectations and overdeliver? What are the must-have contractors, software tools, and subscriptions? Which core processes to build first? • Accounting (1 hr): How to set up accounting that scales with the firm? How to deliver accurate books on time every month? How to work with outside accountants? How to transition accounting in house? Best practice of reporting financial results to the team and the board. • FP&A (1 hr): How to build a financial model that’s comprehensive and easy to update every month? How to improve accuracy of monthly forecasts? How to allocate capital prudently based on your analysis? How to assist the team with hiring?
What will you take away from this package?
Resume tailored to Corporate Finance role description.
Actionable tips how to find the right companies, connect with hiring managers, and land an interview.
Deep understanding of the interview process, potential questions, and effective ways to convey your unique story.
Increased level of confidence, knowing you’ve simulated and nailed the actual process you will experience on interview day, and have the tools to succeed.
How will this coaching take place?
This package will be delivered via live sessions.
Services included with this package:
Interview Prep
Skill Building
LinkedIn Review
Financial Analysis
Additional details
More packages from Tim
Custom hourly coaching · $275/hour
Get help with Interview Prep, Skill Building, and .
Tim also coaches for FP&A and Equity Research. View all.
Offered by Tim S.
Joined May 2023
5.0
CFO at Collectly, ex-VP at American Express
I currently lead the finance organization at Collectly, Series A FinTech startup backed by Sapphire Ventures. Prior to taking on the CFO role, I was VP Finance at two a16z-backed early-stage startups (Keep Financial and Co:Create). Before 2022, I had been a VP Corporate Development, forging multi-billion dollar strategic partnerships, leading 20+ investments on behalf of American Express, and leading the $850 million sale of Kabbage in the midst of the Covid pandemic. Building on 10+ of my investment banking and growth equity experience, I successfully transitioned to an operating role at Kabbage, the leading provider of financial services to small businesses. I devised and led distribution partnerships with the leading banks in the world growing Kabbage’s revenues to $500 million. When Covid hit, I led the overhaul of our corporate strategy and led the company’s sale, while managing relationships with our board, investors, partners, and employees. Joining American Express as part of the Kabbage’s sale exposed me to the most challenging process of any acquisition – integration. While building a cross-functional team to ensure Kabbage fit well within American Express, I led the expansion of Amex’s small business services via M&A and strategic investments deploying over $1 billion of capital in 2 years.
$1,250
5h of coaching