Paulius Uziela, CFA, 金融专家 in Vilnius, Vilnius County, Lithuania
Paulius is 可用 租用
雇佣 Paulius

Paulius Uziela, CFA

验证专家  in 金融

金融专家

位置
Vilnius, Vilnius County, Lithuania
至今成员总数
2019年10月7日

Paulius has closed 20+ seed/early-stage investments in AI, 技术, SaaS, 能源, 以及其他领域. He also has experience working on debt transactions and the biggest regional M&A deals in the Baltics while employed at a leading consulting firm (德勤) and DNB bank. Paulius is a CFA charter holder who enjoys freelancing to help clients on valuation, 金融建模, and fundraising projects.

Financial 预测估值金融建模市场研究财务报告收入 & 费用预测筹款风险资本财务规划 & 分析(FP&A)资本市场合并 & 收购(M&A)衍生品私人股本信用分析集资”固定收益

职业生涯突出

投资经理
CoInvest资本
联系。
德勤
Corporate Credit Analyst
DNB银行

教育 Highlights

学士学位
ISM University of Management and Economics
学士学位
BI Norwegian Business School

Certification Highlights

Assistant Business Appraisal
Ministry of 金融 of the Republic of Lithuania
Chartered Financial Analyst (CFA)
CFA协会
Financial 代理 Licence
Central Bank of the Republic of Lithuania

案例研究

行业专业知识

金融风险资本 & 私人股本金融建模创业公司交易Information Technology金融市场

其他专业知识

金融建模筹款球场上甲板Three-statement 建模估值

工作经验

投资经理

2017年至今
CoInvest资本
  • Prepared investment memos for 30+ investment cases, which included financial, 市场, 竞争对手分析, 投资的基本原理, transaction description, 投资条款.
  • Successfully closed 20+ seed/early-stage investments in AI, 技术, SaaS, 能源, 以及其他领域. Funding round sizes ranged from USD 200,000 to USD 1.500万年.
  • Led meetings with co-investors, 创业公司, and other relevant parties in facilitating negotiations and investment transactions.
  • Prepared valuation of the investments by a fund for reporting purposes.
  • 定义kpi (MRR), LTV, CAC, 生产, payback period) and created a detailed dashboard to track a SaaS startup's financial and operating performance.
  • Led the due diligence process, which included a detailed analysis of financial model assumptions and questionnaires on the 市场, 产品, 团队, 策略, 和金融.
Focus areas: Three-statement 建模, 金融建模, 估值, 建模, 创业融资, 筹款, 术语表, 风险资本, 球场上甲板, Financial 预测, 市场研究, 财务规划 & 分析(FP&A), 财务比率分析, 财务报告, DCF模型, 财务分析, 股票估值, DCF估值, 预测, 企业融资, 种子筹款, Early-stage 创业公司, 投资, 尽职调查, 融资, Growth 融资, SaaS, Monthly Recurring 收入 (MRR), Customer Acquisition Cost (CAC), IRR, 收入 & 费用预测, Discounted Cash Flow (DCF), 上市公司

联系。

2015 - 2017
德勤
  • Developed detailed valuation models of companies operating in the 技术, 能源, 制造业, and wholesale sectors.
  • Completed the valuation analysis of a complex IT company group of 17 enterprises established in seven countries.
  • Prepared numerous financial due diligence projects, which included 息税前利润 and net working capital (NWC) normalization, net debt calculation, kpi, and management reports analysis.
  • Performed the 金融建模 of the price of services provided in a legal dispute between a rail carrier and the client.
  • Prepared numerous comparable company and precedent transaction analyses in conjunction with valuation and M&一个授权.
Focus areas: Three-statement 建模, 金融建模, 合并 & 收购(M&A), 建模, 尽职调查, 估值, Financial 预测, 市场研究, 财务规划 & 分析(FP&A), 私人股本, 财务比率分析, 财务报告, DCF模型, 财务分析, 股票估值, DCF估值, 预测, 企业融资, 资本 IQ, 投资, 资本市场, 息税前利润, 资本, Weighted Average Cost of 资本 (WACC), IRR, 收入 & 费用预测, Discounted Cash Flow (DCF), 上市公司

Corporate Credit Analyst

2014 - 2015
DNB银行
  • Prepared detailed financial analyses of real estate, wholesale, retail, and 制造业 companies.
  • Performed credit risk assessment considering the use of funds, 盈利能力, 场景, NWC分析, and financial projections.
  • Proposed appropriate financing structure, including debt schedule, financial and non-financial covenants, 和栅栏原则.
Focus areas: Three-statement 建模, 金融建模, 信用分析, 商业贷款, 建模, Financial 预测, 市场研究, 财务规划 & 分析(FP&A), 财务比率分析, 财务报告, DCF模型, 财务分析, 预测, 企业融资, 收入 & 费用预测

代理

2012 - 2014
DNB银行
  • Performed fixed income sales for institutional clients and attracted more than 30 new investors.
  • Maintained existing relationships with investors by generating new investment ideas.
  • Acted as a 市场 maker in the secondary 市场 for Baltic Government bonds.
Focus areas: 固定收益, 金融市场, 交易, 投资, 资本市场, 彭博。, 上市公司
2008 - 2012

学士学位 in Economics

ISM University of Management and Economics - Lithuania

2008 - 2012

学士学位 in Business Administration

BI Norwegian Business School - Norway

SEPTEMBER 2016 - SEPTEMBER 2018

Assistant Business Appraisal

Ministry of 金融 of the Republic of Lithuania

AUGUST 2016 - PRESENT

Chartered Financial Analyst (CFA)

CFA协会

OCTOBER 2012 - PRESENT

Financial 代理 Licence

Central Bank of the Republic of Lithuania

Collaboration That Works

How to Work with Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

分享你的需求

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

选择你的才能

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

开始招聘