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Jordan MacKenzie, Finance Expert in Amsterdam, Netherlands
Jordan MacKenzie

Finance Expert in Amsterdam, Netherlands

Member since July 14, 2020
A CPA and MBA, Jordan has created an impact in a diverse range of senior finance roles. He's built financial and operating processes for alternative funds with around $52 billion of assets, executed four investments at a travel scale-up, developed a $250,000 micro-lending fund in East Africa, and raised a £600,000 seed round for a digital health startup. Jordan freelances because he enjoys helping innovative clients to obtain capital, improve their back-office, and scale effectively.
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Career Highlights

Education

Select Certifications

Expertise

Employment

  • Strategic Finance, Innovation & Scale Consultant

    2020 - PRESENT
    MacKenzie Advisory
    • Registered a Dutch sole proprietorship that provides startups and SMEs with business model designs, go-to-market strategies, financial modeling, and CFO services.
    • Redesigned a Dutch edtech startup client business model to maximize scalability by implementing new digital components. Developed a strategy to test critical hypotheses and built a pitch deck and a five-year financial model.
    • Advised an early-stage EV mobility client in the area of business model design, customer testing and validation, feasibility and unit economics assessments, financial modeling, and investment pitching.
    • Helped scale-up clients (proptech, B2B SaaS, mobility) to select growth markets, validate through experimentation, build actionable go-to-market strategies, and operationalize localization through playbook development.
    • Created a new go-to-market strategy for an eCommerce AI Dutch startup, narrowing their industry focus to more quickly prove product-market fit. Crafted a financial model, valuation, and a pitch deck for seed fundraising.
    • Developed projection, valuation, and investor distribution waterfall models to assist with marketing an American real estate investment client fund. Recommended an optimal fund structure and deal terms.
    • Led the build-out of one client's internal operations; designed and built OKR and KPI processes; implemented software tools and frameworks for project management, capacity planning, financial planning, and cash-flow management.
    • Constructed a COVID-19 restructure plan for an American leisure and entertainment SME client to close four locations alongside strategies to increase revenue and margin at existing ones, after extensive financial analysis and modeling.
    • Created the VC fundraising strategy, target investor list, and pitch deck/financial model; also drove investor outreach and due diligence for a €2.5 million seed round for a femtech/digital health startup based in the Netherlands.
    • Developed the investment strategy and built a fundraising model and pitch deck for a healthtech startup raising €3.5 million; conducted VC investor outreach to 75+ investors.
    Focus areas: Business Modeling, Go-to-market Strategy, Financial Modeling, Interim CFO, Fractional CFO, Part-time CFO, Pitch Decks, Pitch Preparation, Reporting, CFO, International Expansion, Localization, Go-to-market Plans, Lean Startups, Operations, Fundraising Consultant, Fundraising Strategy, Real Estate, Forecasting, SaaS, Angel Investing, United States, Healthcare IT, Business Planning, Seed Fundraising, Mobility, Startup Funding, Market Research, Total Addressable Market (TAM), Revenue Projections, Revenue & Expense Projections, Subscriptions, Online Media, Venture Funding, Early-stage Venture Capital, Venture Capital, Edtech, Pitch Deck Consultant, eCommerce, Business to Consumer (B2C), Cash Flow Modeling, Cash Flow Management, Controller, Inventory Management, Supply Chain Management (SCM)

  • Founder in Residence

    2020 - 2021
    Antler
    • Chosen from over 3,600 applicants to be one of 49 entrepreneurs in the third Amsterdam cohort.
    • Completed a rigorous three-month program of training, mentorship, and pitch coaching to accelerate early-stage ideation and venture building.
    • Co-founded a startup that helped companies to assess climate risk exposure.
    • Secured two partnerships and advisory from a large Dutch bank. Postponed build-out after concluding the industry was too immature to achieve a recurring business model.
    Focus areas: Early-stage Startups, Ideation, Pitch Decks, Pitch Preparation, Fundraising, Strategic Planning, Investor Relations, Target Operating Models, ESG, Enterprise SaaS, Startups, Break-even Analysis, Microsoft Excel, Microsoft 365, Three-statement Modeling, Business Models, Pricing, Financial Planning & Analysis (FP&A), Financial Forecasting, SaaS, Angel Investing, Business Planning, Seed Fundraising, Startup Funding, Market Research, Total Addressable Market (TAM), Revenue Projections, Revenue & Expense Projections, Subscriptions, Fundraising Consultant, Venture Funding, Early-stage Venture Capital, Venture Capital, Pitch Deck Consultant, Cash Flow Modeling

  • COO (with CFO Responsibility)

    2019 - 2020
    ImproveWell Ltd.
    • Developed a seed-round fundraising strategy along with determining capital needs to provide the cash runway and trajectory needed to reach Series A.
    • Built a bottom-up, 5-year projection model which was driven by sales force effectiveness and a staggered international expansion.
    • Created a simulation model to quantify the range of potential financial outcomes of existing warm pipeline leads.
    • Attended and assisted the founder in giving investor pitches and responding to Q&A.
    • Oversaw due diligence of pipeline investors, including in-person sessions and due diligence questionnaires; closed commitments of ~£600,000, and managed subsequent investor relations and reporting.
    • Reviewed and approved final monthly reporting and annual financial statements produced by an external bookkeeper.
    • Developed the company’s first budget and working capital strategy, and performed short-term cashflow scenario analysis to plan for worst-case sales and fundraising performance.
    • Performed strategic financial analysis; calculated and monitored key financial KPIs of (customer acquisition cost (CAC), lifetime customer value (LTV), and customer churn) to ensure tracking towards long-term sustainable target ratios.
    Focus areas: Financial Reporting, Investor Relations, Microsoft Excel, Talent Strategy, Strategic Planning, Period-end Closings, Due Diligence, Pitch Presentations, Financial Planning & Analysis (FP&A), Financial Modeling, Pre-revenue Valuation, Seed Fundraising, Financial Forecasting, Fundraising, Valuation, Comparable Company Analysis, Accounting, Excel Modeling, Target Operating Models, Pitch Preparation, Enterprise SaaS, Budgeting, Startups, Break-even Analysis, Early-stage Startups, Microsoft 365, Revenue & Expense Projections, Three-statement Modeling, Business Models, Pricing, Healthcare, Reporting, Consolidation, CFO, Forecasting, SaaS, Angel Investing, Healthcare IT, Business Planning, Startup Funding, Market Research, Total Addressable Market (TAM), Revenue Projections, Subscriptions, Interim CFO, Fundraising Consultant, Venture Funding, Early-stage Venture Capital, Venture Capital, Pitch Deck Consultant, Cash Flow Modeling, Cash Flow Management, Controller

  • Director of Capital Services

    2018 - 2019
    Anza Entrepreneurs
    • Designed, recruited, and facilitated an “investment readiness” accelerator program for 10 early-stage, high-growth social enterprise startups.
    • Advised the organization on business model design, financial modeling, market mapping, competitor analysis, customer hypothesis testing, and investor pitching.
    • Provided fundraising advisory support, such as pitch decks, five-year projections, and term sheet negotiation strategies to three additional clients, leading to around $2 million in investment from impact venture capitalists.
    • Designed a micro-lending fund from scratch, structured the fund’s investment committee governance, and crafted standardized loan application and screening tools and due diligence processes.
    • Capitalized the fund with $250,000 (two years of dry powder) of debt capital through fundraising from philanthropic investors.
    • Managed due diligence, information coefficient approval, disbursement, and collection of the funds' first seven loans.
    • Designed a "debt-readiness" framework to embed in the acceleration program to ensure a steady pipeline of loan-eligible startups.
    Focus areas: Target Operating Models, Business Modeling, Customer Segmentation, Fund Structure, Fund Management, Pitch Preparation, Forecasting, Fundraising Consultant, Financial Forecasting, Financial Planning & Analysis (FP&A), Fundraising, Valuation, Intuit QuickBooks, Financial Modeling, Accounting, Excel Modeling, Comparable Company Analysis, Strategic Planning, Investor Relations, Asset Management, Budgeting, Due Diligence, Startups, Break-even Analysis, Early-stage Startups, Microsoft Excel, Microsoft 365, Ideation, Revenue & Expense Projections, Three-statement Modeling, Business Models, Pricing, Healthcare, Reporting, Consolidation, Fund accountant management, Angel Investing, Business Planning, Pitch Decks, Seed Fundraising, Startup Funding, Market Research, Total Addressable Market (TAM), Revenue Projections, Subscriptions, Venture Funding, Early-stage Venture Capital, Venture Capital, Edtech, Pitch Deck Consultant, Cash Flow Modeling, Cash Flow Management

  • Fund Operations Manager

    2014 - 2018
    Brookfield Asset Management
    • Created and refined company-wide policies that governed financial reporting, regulatory compliance, performance measurement, and valuations across Brookfield’s three private fund platforms covering around $52 billion of assets under management.
    • Created and rolled out new reporting frameworks to ensure best-practice investor reporting and SEC regulatory compliance.
    • Analyzed the financial and operational viability of Brookfield’s new fund products, including high-net-worth funds and new European feeder funds. Elaborated operating models to maximize scalability.
    • Designed a new technology ecosystem that integrated Brookfield’s CRM system, investor web portal, and investor query processes using Salesforce. Assessed the optimal technology vendor and developed data protocols and implementation plans.
    • Performed due diligence on service providers to outsource the accounting function for newly launched private funds.
    • Elaborated a sustainability (ESG) operations and communications strategy; drafted investment committee approval requirements and post-investment oversight frameworks to manage sustainability (ESG) indicators across our portfolio companies.
    • Assisted the sales team with closing institutional investment capital for the world’s largest infrastructure fund ($14 billion in 2016), along with managing the financial analysis required to respond to investor due diligence.
    Focus areas: Accounting Policy, ESG, Scalability, Fundraising, Institutional Investors, Sustainability, Financial Modeling, Operational Assessments, New Product Development, System Implementation, Operational Efficiency Improvement, Investor Reporting, Valuation, Accounting, Excel Modeling, Strategic Planning, Investor Relations, Target Operating Models, Fund Management, Asset Management, Break-even Analysis, Microsoft Excel, Microsoft 365, Revenue & Expense Projections, Business Models, Financial Planning & Analysis (FP&A), Financial Forecasting, Reporting, Consolidation, Fund accountant management, Private Equity, US GAAP, Real Estate, Forecasting, United States, Business Planning, Market Research, Revenue Projections, Cash Flow Modeling

  • Director of Corporate Development

    2013 - 2014
    Handa Travel (S-Trip!)
    • Planned and performed the financial due diligence for the equity purchase of two competitor travel companies along with normalizing earnings and presenting due diligence summaries which ultimately led to executed share purchase agreements.
    • Negotiated and executed a convertible loan agreement with an early-stage travel tech venture.
    • Acted as the head of finance for three subsidiary companies by leading financial planning and analysis activities, including building budgets and forecasts, performing variance analysis, and remediating control weaknesses.
    • Created a new costing template to calculate fully allocated costs, alongside new internal controls to ensure that pricing and group discounts were appropriately reviewed and signed-off, guaranteeing minimum target margins for every customer.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Reporting, Joint Ventures, Post-merger Integration, Convertible Debt, Share Purchase Agreements, Due Diligence, Mergers & Acquisitions (M&A), Financial Forecasting, Valuation, Intuit QuickBooks, Financial Modeling, Accounting, Excel Modeling, Comparable Company Analysis, Strategic Planning, Budgeting, Startups, Break-even Analysis, Microsoft Excel, Microsoft 365, Revenue & Expense Projections, Business Models, Reporting, Consolidation, Forecasting, Business Planning, Market Research, Revenue Projections, CFO, Interim CFO, Cash Flow Modeling, Cash Flow Management, Controller

  • Senior Associate

    2008 - 2011
    PricewaterhouseCoopers (PwC)
    • Managed audit-and-review engagements from end-to-end for a range of clients, predominantly funds and wealth management firms.
    • Served as a subject-matter expert within the asset management group with respect to complex valuation methodologies and testing approaches.
    • Acted as a key point of contact to top-tier and second-tier clients, including a national strategic client with $27 billion in assets-under-management; provided value-added tax, internal control, and valuation recommendations.
    Focus areas: Interim Reviews, Asset Management, Valuation Modeling, Internal Control, Financial Reporting, Financial Analysis, Audits, Valuation, Financial Modeling, Accounting, Excel Modeling, Comparable Company Analysis, Microsoft Excel, Microsoft 365, Reporting, Consolidation, Fund accountant management, US GAAP, Forecasting, Revenue Projections, Revenue & Expense Projections, Cash Flow Modeling

Education

  • Master of Business Administration (MBA) Degree in Business Administration
    2012 - 2013
    Ivey School of Business — Western University - London, ON, Canada
  • Honours Business Administration (HBA) Degree in Business Administration
    2004 - 2008
    Ivey School of Business — Western University - London, ON, Canada

Certifications

  • Certificate in Entrepreneurship
    JANUARY 2013 - PRESENT
    Ivey School of Business — Western University
  • Chartered Professional Accountant (CPA, CA)
    JUNE 2011 - PRESENT
    Institute of Chartered Accountants of Ontario

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