Fractional CFO services for early stage companies

Logixboard is a customer engagement software for the freight industry. We streamline the interactions between shippers and freight forwarders from a labor-intensive phone call and email processes, to a single, easy to use, online platform.

Financial mentorship for companies participating in the Techstars program.

Fractional CFO services for early stage companies

Provided financial and operational leadership for the restructuring and successful sale of Jobalign, an HR technology company selling recruiting software and services.Collaborated with the CEO and product leadership to determine the strategy for key product releases to round out a comprehensive recruiting software platform.Designed pricing and contract structure to support new go-to-market strategy.Streamlined and improved financial reporting to management and the board to provide timely, accurate and actionable information.Took over direct management of the recruiting services team, driving a 2x increase in gross margin. Turned the company from burning cash to cash flow breakeven through a combination of revenue growth and cost reduction.

General Manager for the European branch of Remitly, an international remittance company.Established operations in London, including negotiating banking and acquiring partnerships.Developed EU expansion strategy, including target markets, competitive research and pricing strategy.Re-negotiated the global contract with a payment processing partner to reduce costs by 50% in two key markets, including the United Kingdom.

Established and managed the financial infrastructure for the business including: accounting, treasury, budgeting, forecasting, cash flow planning and analysis. This supported company growth from initial operations to a company of 150+ employees, transmitting of over $1 billion in funds annually. Closed multiple private equity financings amounting to $60 million.Secured a $12 million line of credit to assist in the company’s flow of funds from USD to local currencies in foreign markets.Selected new auditors and completed successful audits in time for regulatory filing deadlines.Managed banking relationships in the US and abroad.Started as the sole finance employee and grew the finance team to a group of five including treasury, accounting & reporting and FP&A and the admin team to a group of three including HR and facilities.

Freelance consultant providing finance and accounting services for early stage growth companies.Successfully completed projects covering a broad range of services including: fundraising, valuation modeling, implementation of policies, stock option plan setup, financial modeling, reporting, compliance, audit preparation, and operational support for accounting and HR.Served a diverse range of clients, including technology, retail and financial companies.

Member of the executive management team for Prometheus, an alternative fuel company.Raised $35 million in private equity financings and over $2 million in debt.Rebuilt financial infrastructure, establishing the foundation for 535% revenue growth over a two-year period.Created new financial reporting system to provide concise, relevant KPIs and financial metrics.Constructed annual budgets to support the company’s strategic business plan.Selected auditors and completed initial audit.Designed and implemented new internal control structure.

One of two executive officers for MicroPlanet, a clean technology, energy conservation company. Raised over $20 million in multiple private equity financings and a public offering on the TSX Venture Exchange in Canada.Responsible for compliance and public financial releases since listing in April 2005 - all filings for the company are available at www.sedar.com.

Chief financial authority and one of two corporate officers for this joint venture between Mobius Venture Capital and The Body Shop PLC, a $950 million British cosmetics retailer. Head of 10-person Finance & Admin department including heads of HR, Finance and Facilities.

Served as sole financial authority for privately funded company of 65 employees that developed knowledge management software.Established and managed financial infrastructure from initial funding through acquisition.Conducted the due diligence and financial projections for the sale of Abuzz to Times Company Digital, a wholly owned subsidiary of the New York Times Company.Transitioned the company to New York Times’ processes and financial systems.

Supervised 12 people in the finance department of the $450 million semiconductor manufacturing division of this $7.5 billion company. Direct responsibility for Accounts Payable, Employee T&E, and General Accounting.Provided financial support to Sales and Marketing departments.

Obtained CPA. Performed audits for SEC clients in a diverse range of industries including technology, manufacturing, financial services and health care.