Acquired by Beliv Company in July 2023

- Develop and maintain corporate financial model and forecast assumptions used for company decision making.- Worked with executive team on customer acquisition plans helping to grow sales 4x.- Manage supply chain planning with COO including timing, inventory needs, raw material requirements and sizes/costs of production runs.- Lead negotiations of raw materials, distribution and insurance contracts, resulting in significant savings for the company and improvements in gross margin.- Analyze discounts, promotions and in store demos to determine impact, and best options for further investment.- Quarterly presentation to board of directors on overall company performance, forecasting, and investment plans.- Key participant in successful Series C round, from initial discussions through diligence and closing. - Successfully closed mezzanine debt round, negotiated covenants, and secured ongoing disbursement of follow on tranches.- Main point of contact, along with the CEO, on financial due diligence and investor relations with mezzanine debt fund, current and potential equity investors.

- Financial modeling for R&D and new product investments- Strategic and long range planning- Corporate forecasting- Project finance- Opex and Capex controlling

- Worked with management on strategic planning- Developed working capital financial model- Formalized operations reporting and budgeting structure- Researched, negotiated and oversaw implementation of expense management system

- Quarterly board reporting- Operations reporting for 3 utility scale wind farms- Long range planning- Participated in filing of S-1 (registration statement for public filing with SEC)- Hyperion Essbase implementation, development and employee training

- Financial due diligence for private equity and strategic buyers in pursuit of M&A transactions- Evaluated target company's quality of earnings- Identified key business trends- Recipient of KPMG's 'Encore Award' for outstanding achievement