Alan Man
Finance Expert
Location
Toronto, ON, Canada
Toptal Member Since
August 27, 2021
Alan has spent the last 10+ years advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions. Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills.
Alan is available for hire
Hire AlanCareer Highlights
Principal and Fractional CFO
Growth Partners
Expertise
AccountingCash Flow ForecastingEquity RaisesFinancial ModelingFractional CFOSeed FundraisingStartup FundingVirtual CFOWork Experience
2019 - PRESENT
Principal and Fractional CFO
Growth Partners
- Oversaw equity and debt financing for companies with valuations from $5 million to $50+ million, unlocking capital to scale growth in new markets and products.
- Implemented and integrated financial systems to streamline processes, including core accounting with QuickBooks Online, Xero, and other cloud-based systems such as Dext, Plooto, Expensify, Wagepoint, and A2X.
- Co-led business development and strategy to champion startups and emerging companies across North America, increasing aggregate value and revenues of client portfolio by 500%.
Focus areas: Startup Funding, Accounting, Xero, QuickBooks Online, Equity Raises, Debt Raises, Cash Flow Forecasting, Financial Modeling, Fractional CFO, Virtual CFO, Seed Fundraising, Pitch Decks, Corporate Income Tax, Financial Planning & Analysis (FP&A), Profitability Analysis, Mergers & Acquisitions (M&A), RFP Pricing, Financing, Capital Raising, P&L Forecasting, Budgeting, Revenue & Expense Projections, Forecasting, Startups, Fundraising, Financial Controls & Processes, Price Analysis, Cost Accounting, Valuation, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Interim CFO, Financial Reporting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, Software as a Service (SaaS), Travel, Revenue Projections, Automation, Financial Data, eCommerce, Migration
2018 - 2020
CFO
SkyX
- Created a five-year three-statement financial model and pitch deck and led due diligence and legal efforts to raise $10 million in equity financing.
- Provided financial leadership across the organization, successfully transitioning the company from R&D to commercialization and collaborating with sales and marketing to build the team, establish metrics, and close an initial $1+ million contract.
- Managed the company's financial and legal activities, including financial systems, cap table, stock option issuance, internal controls, budgeting, reporting, treasury, capital allocation, taxes, and payroll.
Focus areas: Fundraising, Startups, CFO, Price Analysis, Profitability Analysis, Financial Modeling, Comparable Company Analysis, Pitch Decks, Valuation, Revenue & Expense Projections, Financing, Capital Raising, P&L Forecasting, Budgeting, Forecasting, Financial Controls & Processes, RFP Pricing, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), IT Strategy, Cost Accounting, Entrepreneurship, Strategy, Finance, Sensitivity Analysis, Seed Fundraising, Cash Flow Forecasting, Equity Raises, Debt Raises, Accounting, Startup Funding, Financial Reporting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Early-stage Funding, Early-stage Venture Capital, Drones, Series A, Series B, Three-statement Modeling, Pitch Deck Consultant, Software as a Service (SaaS), Revenue Projections, Automation, Financial Data
2015 - 2018
Senior Manager
BCE
- Created business case and led finance implementation to launch a new value-based wireless brand in Canada to expand the company's addressable market and accelerate growth.
- Led pricing and financial analysis in an RFP response, resulting in the winning bid for the largest wireless RFP in Canada.
- Conducted strategic analysis, valuation, and due diligence to complete an acquisition of the largest independent dealer network resulting in more than $10 million in revenue and cost synergies.
Focus areas: Forecasting, Valuation, Financial Modeling, Profitability Analysis, Comparable Company Analysis, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), RFP Pricing, Price Analysis, P&L Forecasting, Budgeting, Revenue & Expense Projections, Cost Accounting, Strategy, Finance, Sensitivity Analysis, Cash Flow Forecasting, Accounting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Software as a Service (SaaS), Revenue Projections, Automation, Financial Data
2014 - 2015
FP&A Lead
Expedia
- Prepared the Expedia Canada budget and quarterly forecasts for a $2 billion business by consolidating business inputs, modeling key drivers, and aligning targets across teams.
- Managed operational reporting with daily, weekly, and monthly key metrics, financial results, and market trends to support agile management and product decisions driving 20% year-on-year growth.
- Analyzed the business case for branded channels and customer lifetime value for Canadian points and loyalty programs.
Focus areas: Financial Planning & Analysis (FP&A), Profitability Analysis, Revenue & Expense Projections, Price Analysis, Budgeting, P&L Forecasting, Strategy, Finance, Sensitivity Analysis, Accounting, Financial Reporting Dashboards, Key Performance Indicators (KPIs), Travel, Revenue Projections, Automation, Financial Data, eCommerce
2009 - 2013
Assistant Manager
Deloitte
- Advised clients through public listing and private sale transactions; activities included due diligence, ASPE to IFRS accounting conversions, financial statements, and prospectus documents.
- Reviewed and audited complex accounting areas, including convertible debt, stock options, purchase price accounting, consolidations, and systems conversions.
- Led audit and advisory teams for clients in software and technology sectors with revenues of $10 million to $100 million.
Focus areas: Accounting, Auditing, Cash Flow Forecasting, Budgeting, Comparable Company Analysis, Corporate Income Tax, Entrepreneurship, Financial Controls & Processes, Finance, Sensitivity Analysis, Financial Reporting, Early-stage Venture Capital, Early-stage Funding, Financial Data, Migration
Education
2013 - 2014
Master's Degree in Business Administration (MBA)
Ivey Business School at Western University - London, ON
2007 - 2008
Master's Degree in Accounting
University of Waterloo - Waterloo, ON
2003 - 2007
Bachelor's Degree in Accounting and Financial Management
University of Waterloo - Waterloo, ON
Certifications
OCTOBER 2010 - PRESENT
CPA
CPA Ontario