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Neil Portus | CFA, CMA - Freelance Finance Expert for Hire | Toptal

Neil Portus | CFA, CMA

Neil Portus | CFA, CMA

New York, NY, United States

Member since March 16, 2017

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.

Financial Planning & Analysis (FP&A)Fundraising Private Equity Valuation Comparable Company Analysis Three Statement Operating Model Mergers & Acquisitions (M&A)Chartered Financial Analyst (CFA)Venture Capital Equity Research Interim CFO Virtual CFO Fractional CFO Investor Relations Consultant Part-Time CFO Show more

Neil is now available for hire

Career Highlights

CFO
Unity Development Group
Vice President, Global Investment Research
Goldman, Sachs & Co.
Vice President, Equity Research
Barclays Capital & Lehman Brothers

Education

Certified Management Accountant (CMA)
Institute of Management Accountants
Chartered Financial Analyst (CFA)
CFA Institute
Master of Business Administration (MBA)
Moore School of Business at the University of South Carolina

Case studies

GS Research Report
- Equity Research
- Equity
- Equity Investment
- Valuation
- Asset Valuation
- Valuation Multiples
- Company Research
- Company Analysis
- Comparable Company Analysis
- Company Strategy
- Emerging Growth Companies
- Banking & Finance
- Financials
- Financing
- Equipment Finance
- Strategy
- Business Models
- Business Research
- Three Statement Operating Model
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- CFO
Zipcar Initiation
- Equity
- Equity Investment
- Equity Research
- Banking & Finance
- Financing
- IPO
- Valuation
- Valuation Modeling
- DCF Modeling
- DCF Valuation
- Discounted Cash Flow (DCF)
- Business
- Business Research
- Business Planning
- Business Models
- Valuation Multiples
- Asset Valuation
- Asset Management
- Strategy
- Business Ideas
- Three Statement Operating Model
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Merger Integration
- CFO
IGT Initiation
- Equity
- Equity Research
- Equity Investment
- Banking & Finance
- Financials
- Financing
- Fundraising
- Funding Strategy
- Valuation
- Valuation Multiples
- Comparable Company Analysis
- Company Analysis
- Company Strategy
- Company Research
- Equities
- Trading
- Three Statement Operating Model
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- CFO
Sample Company Financial Model