About Me

Jan Hoang Xuan, CFA

Founder | Head of Strategic Finance at Optavera

I’m a strategic finance partner with 10+ years of experience supporting founders, operators, and investors. My work spans SaaS, legal services, consumer goods, and financial institutions—helping businesses turn complexity into clarity.

Through Optavera, I provide tailored support in three areas: financial strategy, board and investor reporting, and forecasting & scenario modeling. I focus on giving teams the tools and insight they need to make smart, data-driven decisions at every stage of growth.

Experience

• Head of FP&A, global SaaS scale-up (Series C): built automated revenue forecasting in Python and led executive board reporting

• Investment Director, €550M private capital platform: structured multi-jurisdiction portfolios and led diligence on high-growth and distressed assets

• Investment Manager, pan-European debt investor: executed €1B+ in structured transactions and built analytics tools to drive returns

• Early-career roles in options trading, valuation, and financial modeling

Qualifications

• CFA Charterholder

• BSc Economics, London School of Economics

• Technical: Python, SQL, Power BI, Looker, Alteryx, NetSuite

• Languages: English, Polish, Vietnamese

Why “Optavera”?

Optavera combines “opt-” (from Latin optare, meaning to choose or decide) with “vera” (Latin for true). The name reflects our mission: to help clients make confident, informed financial decisions grounded in truth and clarity.