Jeffrey Bantam
About Jeffrey Bantam
Jeffrey Bantam serves as the Director of Financial Planning and Analysis (FP&A) at Bloomerang, where he has worked since 2022. He has a background in finance with experience at several firms, including WP Engine, McCarthy Capital, and Stephens Inc., and has contributed to significant acquisitions in his current role.
Current Role at Bloomerang
Jeffrey Bantam serves as the Director of Financial Planning and Analysis (FP&A) at Bloomerang, a position he has held since 2022. In this role, he is responsible for the design, structuring, and facilitation of variable compensation programs. He leads cross-functional operational business partnerships, contributing to the overall financial strategy of the organization. His tenure at Bloomerang has been marked by significant involvement in key financial initiatives.
Previous Experience in Finance
Prior to his current role, Bantam worked at WP Engine as a Strategic Finance professional from 2020 to 2021. He also held the position of Growth Equity Associate at McCarthy Capital from 2018 to 2020. His experience includes working as an Investment Banking Senior Analyst at Stephens Inc. for five months in 2017 and as an Investment Banking Analyst from 2015 to 2017. This diverse background has equipped him with a comprehensive understanding of financial analysis and investment strategies.
Educational Background
Jeffrey Bantam earned his Bachelor of Business Administration (BBA) degree in Finance with a focus on CFA Investments from the University of Nebraska-Lincoln. His studies spanned from 2011 to 2015, providing him with a solid foundation in financial principles and investment analysis. This education has been instrumental in shaping his career in finance.
Key Contributions and Projects
Bantam has played a significant role in various acquisitions during his career. Notably, he contributed to the acquisition of Qgiv in January 2024 and was involved in the acquisition of InitLive in March 2023. Additionally, he participated in the Growth+Recap Investment with Warburg Pincus in February 2024. These projects highlight his expertise in financial strategy and investment.