Advisory firm & venture studio specializing in advising, sourcing, incubating (and sometimes investing):- Deep tech venture funds & syndicates, startups & corporates- New at-home/on-the-go precision health tracking & diagnostic solutions: specialty wearables, biowearables & "otherables" = point-of-care biosensing devices & multi-omic kits (blood, urine, sweat, saliva, breath).- Health tracking programs (remote or hybrid care & patient monitoring [metabolic health/weight loss, eating disorders, mental health, epilepsy, dementia, stroke recovery, pain management…], athlete performance, longevity…) building bundle solutions with such devices/kits- Companies in medical devices, robotics, IIoT & consumer hardware with industrialization and scaling needs.Scope: Go-to-market, operational & corporate strategy; fundraising & deal sourcing; productization & product marketing; business development, partnerships & international expansion (US, Japan, EMEA).

• Managed and tracked $85M in budget across 4 different business functions (PPM, Strategy, Operations, CGIO) by working cross-functionally with business partners• Led monthly and quarterly results call to 5 VP’s and facilitated discussion amongst the teams to understand details about anticipated spend in future quarters• Utilized Hyperion SmartView to build 4 strategic financial planning milestones to ensure proper accuracy of YTG department budget• Collaborated with Operations management team to conduct ROI analysis on $300M Buy & Hold business practice and provided insight on potential changes to current pricing structure• Worked with the Financial Systems and HR teams to enact changes to company hierarchy due to reorganization and evolving company initiatives• Trained and on boarded new managers and analysts inside of team (questions related to software, budgeting, deliverables and internal processes)

•Designed a 30-slide finance & operations presentation involving revenue, renewals, attainment and other metrics to convey monthly financial standpoint to VP and C-suite members•Created a $150M revenue budget for SaaS & on prem products based on historical revenue trends and future growth plan•Utilized Salesforce to analyze the sales pipeline and highlight deals >$300K that will grow future company revenue•Implemented a new method with finance manager using SAP Concur to track quarterly company expense across 77 departments•Investigated commission plans & scrutinize legal documents for 8 Account Executives & 7 sales leaders to ensure proper payout•Worked with accounting team and accounts payable to prepare departmental accrual for month end close•Used NetSuite to track operating expenses for vendors and track budget vs actuals for projects•Updated revenue, expenses and balance sheet using INDEX matches to identify variances in cash flow and operating expense •Performed one-off analyses involving M&A & audit SSP analysis for board and external stakeholders

• Oversaw $28M budget for the Cybersecurity team• Utilized SAP to verify invoices received and to update monthly actuals for ongoing projects• Identified large variances for the 8 Cybersecurity cost centers and present root cause analysis to director• Examined & corrected erroneous accounting entries with Sr. Analyst• Present monthly P&L snapshot of the business to CISO of Abbott

• Co-managed the $154M budget for the CFS group• Used Hyperion to edit P&L and B.S. accounts to ensure numerical accuracy for forecasting• Created large consolidation models and used VLOOKUP and PIVOT tables to analyze the data• Employed the use of Oracle SmartView system to analyze monthly results for 60 countries• Collaborated with the data team to implement a new profit center• Designed CFS business summary slides for the DVP’s 2019 Plan meeting that flowed up to Abbott’s CFO

• Updated the Gateway database with real estate tax information for various deals• Proof-checked guarantor & compliance documents to validate government regulations• Compiled and put together Q2 real estate property financial documents for analysts• Researched and resolved errors regarding operating & replacement reserves in Gateway

•Reviewed the board book for the end of Q2 2016•Worked with Adaptive Insights accounting program to update Revenue & Expenses for the previous quarter FY 2016•Developed a forecast model on Microsoft Excel for the upcoming quarter 3Q & FY 2016•Reviewed and analyzed Section 16 Insider reports over the 6-year period for company officers and recorded transactions in an Excel tracker to provide Legal Department with a running tally of insiders’ holdings•Looked through Revenue and Expenses by Enterprise Excel sheet to find errors and clean them up using Vlookup & Pivot Table

•Fact checked financial statements for company•Responsible for developing PowerPoints for manager•Worked on data entry for corporation with Excel•Executed basic office tasks such as copying, scanning, printing