
Edouard Clauzel
Chief Financial Officer | DCM & M&A
Salaire / Taux journalier
Montpellier, France
Freelance, ouvert au CDI
Expertises
Langues
À propos
Introduction
CFO with 15+ years in finance and leadership, specializing in scale-up companies across USA, LATAM & Europe. Raised $300M+ in debt/equity financing, led successful exits, and built high-growth financial operations. Expert in financial strategy, M&A, and international expansion for BaaS/SaaS companies.
Expérience de travail
Chief Financial Officer
Bankaya
juin 2023 - Présent
3 ans 5 mois
France / Mexico
Executive Vice President Finance Administration
Kueski
févr. 2020 - janv. 2023
3 ans
Montpellier, France
Key Skills: DCM & ECM | Strategy & M&A | Leadership & Multi-disciplinary | Board, Investors & C-level Communication | Financial, Accounting & Tax Analysis | Financial Planning | Treasury Mgmt • Lead Debt Capital Market strategy raising in 2021 +US$100 mm, in 2022 +US$50 mm • Co-lead with CEO equity fundraising | Bridge Round: 2020 +US$10.4 mm | Series C: 2021 +US$125 mm (including US$15 mm convertible notes) | Series C Follow-up: 2022 +US$40 mm • Co-lead Tender Offer +US$30 mm during Series C • Strategy Steering Committee Member: establish & control the quarterly & annual OKRs & KPIs, tackle our competitors/new incumbents moves, or anticipate macroeconomic’ changes • Co-lead M&A activities: scope targets profile, coordinator with target’s staff, buy side due diligence • Board Meeting Coordinator: prepared quarterly & annual meeting materials and any ad-hoc request from the Board • Lead Investor Relations: monthly newsletter, facilitate secondaries equity offering, attend questions or ad-hoc information request • Member of the C-level executives’ team & report to the CEO • Key contributor to multi-disciplinary products Task Force: highly involved in products road map, new products design, elaborate new products backbone (profitability, synergies, back office) • Manage & incentivize a team of 37 people • Lead Financial Planning: financial forecast, annual budgeting (including cash), sensitivity analysis and unit economics • Lead Business Analytics: horizontal & vertical, profitability, Plan VS Actual, YTD, LTV • Supervise Financial Statements - IFRS & US GAAP, Annual Consolidated Audit, Internal Control Audit • Lead taxes strategy & planning for Mexico and US • Supervise capitalization table: stock options, warrants, 409A valuation • Supervise Cash Mgmt (treasury, hedge, short term investments, cash burn, runway) • Supervise Procurement: costs budget control & variances analysis, lead commercial terms negotiation • Implemented ERP Dynamics 365 Microsoft
Chief Executive Officer
Leasy Financiamiento Sofom ENR
août 2013 - mars 2020
6 ans 8 mois
Guadalajara Area, Mexico
Co-Founded a B2B financial services company start-up that provides corporate loans, projects financing, and operating leases for fixed assets and vehicles • Designed & Implemented sales strategy | Financial Planning Year end 2019 Financial Results: Built US$14 mm loans portfolio assuming 64% growth rate over last 12 months | Revenue growth YoY +66% achieving US$6 mm | 2.82% Non Performing Loans | 20% EBITDA | 30% dividend payout ratio • Lead +US$3 mm seed equity round with private investors • Raised +US$24.5 mm institutional lenders • Reported directly to the Board and coordinated materials for board meeting • Created & Positioned the brand | Designed & Structured new products & unit economics |Established the strategic planning • Structured credit committee and its credit policy • Designed & Implemented compliance and risk manual with internal control procedures • Implemented automated accounting system fulfilling the Mexican Financial Reporting Standards (NIF) • Fully Implemented & Optimized 2 Loans Management System • Recruited, Managed & Incentivized a team of 27 people • Established the mission, vision and organization culture with scorecard assessment to measure talent retention and growth
Luca Technologies
août 2011 - oct. 2013
2 ans 3 mois
Montpellier Area, France
Senior Financial Analyst Consultant
avr. 2013 - oct. 2013
7 mois
Montpellier Area, France
Senior Financial Analyst
août 2011 - mai 2013
1 an 10 mois
Golden, Colorado, États-Unis
• Lead financial valuation to support assets acquisition and reverse merger • Actively contributed to the fourth private round of mezzanine financing (US$20 mm – Jan 2013) creating the financial model and running recapitalization table sensitivity analysis (convertible bonds with warrant, and preferred stocks) • Created financial model to support planned US$100 mm Initial Public Offering (IPO) providing financials forecast and contributing to the write-up of S1’ financial part • Assisted Chief Financial Officer in all aspects of corporate planning, strategy formulation and Board communications providing financial analysis (IRR, ROI, NPV, DCF, EVA) and risk analysis (Monte-Carlo, Real Options) • Lead investment banks and investor relations during the road show
Equity Research Analyst - Energy Sector
Rice University Investment Fund - M.A Wright Fund
janv. 2010 - déc. 2010
1 an
Houston, Texas Area
• Developed financial models such as DCF, Net Assets Value, Dividend Growth and other equity valuation models • Led investment analysis of Kinder Morgan, Transocean, Apache, and developed commodities markets knowledge • Defined investment strategy and assets allocation based on risk assessment and performance expectations
Summer Internship - Treasury Analyst
FMC Technologies
mai 2010 - août 2010
4 mois
Houston, Texas Area
• Revamped financial model to optimize working capital and short term debt management • Actively participated in the evaluation and optimization of Foreign Exchange strategy based on net positions and layers • Identified and integrated key factors that led to pivotal changes in FMC’s capital structure • Benchmarked FMC’ capital structure with its public peers universe to identify possible optimization in FMC capital structure
Investment Banking - Associate
Grupo Financiero Inbursa - CIB
sept. 2006 - mai 2009
2 ans 9 mois
Guadalupe Area, Mexico
• Corporate financing & Restructuring distressed companies (real estate, industrial, agriculture, retail, consumer staples) • Buy side advisory (US$275 mm real estate Mall) • Managed US$200 mm loans portfolio | 115% growth YoY | Increased financial spread +260 bps • Managed & Incentivized team 12 people
Trainee – Assistant Fixed Income Funds Manager
Neuflize OBC Bank
juin 2004 - mai 2005
1 an
Paris Area, France
• Revamped the pricing model by improving the manageability of output information • Invested daily treasury of Fixed Income Funds and Quantitative Funds • Designed a model based on derivatives to optimize performance of Index ETFs (Nikkei 225, CAC 40, and S&P 500) • Created a quantitative fund linked to CAC 40 • Priced bonds, convertibles, and asset backed securities with Visual Basic
Formation
Rice Business
MBA
2009 - 2011
3 ans
Tecnológico de Monterrey
Master
2005 - 2006
2 ans
Burgundy School of Business - BSB
B.A / MS
1999 - 2004
6 ans
Licences et certifications
Licence de Pilote Privé
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