Andrew Donaldson Email & Phone Number

Denver, Co, Us

* Clients: Multi-channel consumer goods brands between $5-100mil* Services provided: early-stage capital raise, financial projections, budgeting, financial planning and analysis FP&A, inventory planning, cost of goods sold, supply chain, logistics, global manufacturing, monthly closing and reporting, M&A advisory, accounting oversight, financial accounting due diligence, cash management, accounts receivable/payable, corporate finance, investor relations

* Start-up in the consumer packaged goods beauty space with distribution in Walmart, Target, Ulta Beauty, Kroger, Meijer, and Amazon* Lead all financial, accounting, and operations activities including the preparation of financial statements, accounts receivable AR, accounts payable AP, HR and payroll, inventory planning, logistics, global supply chain, manufacturing planning and execution, tax returns, budgeting and forecasting, monthly reporting, cash projections and liquidity, Board of Directors and investor relations, external auditor relations, and loan covenant and compliance matters* Platforms used include QuickBooks Online, Bill.com, Divvy, Bill Spend and Expense, OpenText, Google Data Studio Looker, Gorgias, Gusto Payroll, Shopify, Stripe, Square, Amazon Seller Central, and Carta

Boulder, Colorado, Us

* Principal and Chief Financial Officer serving middle market companies and start-ups across a range of industries including commercial packaged goods, manufacturing, real estate, and tech-enabled services* Focus on bringing visibility into financial statements and emphasizing core metrics to track and plan success* Strategic orientation to identify the appropriate sources of capital and operating partners to enable sustainable growth* Platforms used include QuickBooks Online, QuickBooks Desktop, Xero, Avalara, FishBowl inventory, Shopify, DEAR Inventory, Cin7 Inventory and ERP, Tableau, ADP, Gusto, Intuit Payroll

Sunrise, Florida, Us

* Cold-pressed juice beverage manufacturing and wholesale* Lead all financial, accounting, and operations activities including the preparation of financial statements, accounts receivable AR, accounts payable AP, HR and payroll, inventory planning, logistics, tax returns, budgeting and forecasting, monthly reporting, cash projections and liquidity, external auditor relations, and loan covenant and compliance matters* Oversaw top-line revenue growth of over 300% while controlling expenses to enable the transition to profitability and sustainable operations* Developed weekly, monthly, quarterly reporting packages and KPIs to accurately keep track of business performance and provide relevant data for risk-adjusted decision making* Platforms used include Quickbooks Online, Quickbooks Desktop Enterprise Manufacturing and Wholesale, ADP, Sweet Inventory, SPS Commerce EDI, iTrade EDI, Shopify, ShippingEasy, ShipStation, and Stripe

* Clients: start-ups, early stage operating, established middle market; $1mm - $100mm Revenue* Focus Areas: Chief Financial Officer, Chief Operating Officer, corporate finance, investment banking, private equity, early stage capital raise, financial projections, budgeting, financial planning and analysis FP&A, inventory planning, cost of goods sold, supply chain, logistics, global manufacturing, monthly closing and reporting, capital raise, mergers and acquisitions M&A, accounting oversight, financial accounting due diligence, cash management, accounts receivable/payable, corporate finance, investor relations, tax strategies, transaction advisory* Client Sectors: consumer & retail, technology-enabled services, automotive, real estate, small business, online marketplaces, healthcare services* Key Results: developed financial reporting package and KPIs that enabled multiple years of client doubling their revenue and increasing profitability; created inventory planning and production model that reduced wastage by 40% and eliminated out of stock issues; negotiated component pricing that resulted in a 35% reduction in overall cost of goods sold; streamlined international shipping operations that reduced shipping costs by over 50%* Selected engagements: CFO/COO, consumer products manufacturer and wholesaler; CFO/COO, cold pressed juice manufacturing company; CFO, tech-enabled travel services start-up; CFO, physician staffing company; CFO, high net worth family office; $15mm sell-side advisory; finance/accounting best practice implementation; $25mm strategic recapitalization

Denver, Co, Us

* $2.3 billion, public SEC reporting real estate investment trust* Financial Planning: lead all financial planning activities, including maintaining corporate model, financial projections, monthly close and reporting, pro forma financial analysis, and evaluation of strategic alternatives* Accounting: partner with CFO and Controller to oversee P&Ls for a national portfolio of investments; part of broader team responsible for production of all SEC financial reports in accordance with securities laws and GAAP* Budgeting: lead cross-functional team to produce annual operating budget and long-term corporate projections; monitor progress against budget and produce quarterly reports for senior management and board of directors* Treasury Management: manage liquidity forecasts; devise corporate-level cash management strategies* Capital Markets: lead managed equity offerings; maintain investment banking relationships; assist in negotiating secured and unsecured financings; interest rate hedging; manage joint venture relationships* Valuation: oversee the determination of the REIT’s net asset value (NAV), calculated and published daily; understand GAAP principles to reconcile NAV records to GAAP records* Acquisitions: partner with acquisitions teams to review underwriting of all property-level deals to ensure alignment with portfolio and corporate goals; lead cross-functional teams to evaluate all potential M&A targets* Corporate Governance: create and present to board of directors materials related to the REIT’s NAV, corporate financial projections and various strategic alternatives* Investor Relations: author quarterly earnings call remarks for both the CEO and CFO; develop and publish all business-related press releases; lead cross-functional team to respond to all due diligence requests

New York, New York, Us

* Coverage group providing corporate finance, capital raising, merger/acquisition, financing and restructuring advice to REITs, real estate private equity firms, real estate focused institutional capital and private real estate owners* Capital Markets: raised over $10bn of IPO, equity, equity-linked and debt capital in over 25 different transactions* Drafted and reviewed offering materials, including management presentations, sales memos, equity commitment committee memos, registration statements, prospectus filings, underwriting agreements, legal opinions, comfort letters and press releases* Advisory: buy-side advisor to Starwood Capital and Starwood Property Trust on the $1.05bn acquisition of LNR Property (January 2013); sell-side advisor to Accor on the $1.9bn sale of Motel 6 to Blackstone (May 2012); buy-side advisor to private equity consortium regarding the contemplated acquisition of a $9.5bn U.S. shopping center portfolio (February 2011); sell-side advisor to the Lightstone Group on their $2.3bn sale of Prime Outlets to Simon Property Group (December 2009)* Valuation: analytical skills include discounted cash flow analysis, implied capitalization rate, NAV, leveraged buyout returns models, IPO valuation, pro forma analysis, integrated corporate financial models, ability to pay, GP/LP promote models, recapitalization, credit analysis, precedent transaction and comparables analysis* Sector Experience: office, shopping center, industrial, data center, mortgage REIT, lodging and multifamily

Amsterdam, Nl

* Managed integration team of three people with $3M budget to implement a prototype test of a major Department of Homeland Security (DHS) “smart card” identity management project at public seaports in Florida* Built an operational capacity model used to estimate the hardware and labor requirements for the DHS smart card project in Florida, resulting in approximately $50,000 in savings* Performed cost-benefit analysis and relevant valuations for a high-profile Department of Homeland Security (DHS) program resulting in the program’s initial approval from the White House Office of Management and Budget* Promoted to Consultant one year ahead of schedule

Chicago, Illinois, Us

* Created and managed short-term, high-demand immigration law projects for corporate clients* Served as primary contact for two of the department’s four major clients with 700 active cases

Mba, Real Estate, Finance, And Accounting

Bachelor Of Arts (Ba), Economics And Political Science