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My passion lies in the development of the finance and accounting functions for small but rapidly growing businesses. As a business transitions out of the startup phase, the accounting team must provide a robust infrastructure to keep the business scaling responsibly, while the finance function has to develop into a strategic partner, sooner than later, informing other business unit decisions through strong data analysis and forecasting skills.
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Chief Financial OfficerLevel Experience May 2022 - PresentSanta Rosa, California, UsLEVEL is a science-driven cannabis company on the cutting edge of cannabinoid research and innovation that is passionate about helping to guide humans with the information and products they need in order to make informed decisions and take action. We launched LEVEL with one goal in mind: to create unique, targeted effects-based cannabis products by formulating cannabinoids in ratios not accessible from the plant alone. -
PrincipalAvl Growth Partners Jun 2018 - May 2022Boulder, Colorado, Us -
CfoLovethewild Jan 2016 - Dec 2018(Formerly LoveWild Fish Co.) We make it easy to cook sustainable fish: good for the body and the planet. We sell a box in the grocery store freezer case with everything you need to make a delicious and healthy fish dinner, freezer to plate in under 20 minutes.Duties and Accomplishments● Worked with CEO to raise Series A round of growth capital - $3MM● Advise founders on all strategic decisions and effective use of capital● Developed pro forma financial model for 5-year growth plan● Implemented accounting systems, processes and protocols● Manage relationships and reporting requirements with Investors and BOD● Oversee integration of various software platforms with accounting system (inventory and production, expense reporting)
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Director Of FinanceDoor To Door Organics Jul 2010 - Jan 2016Louisville, Co, Us● During tenure with the company, revenue has grown from $6MM to $46MM● Developed accounting, budgeting and pro forma projection models● Oversaw two external audits● Led due diligence efforts for Series A financing of $3.25MM with institutional investor and Series B financing totaling $25.5MM with a different institutional investor including $3.5MM in a convertible debt offering ● Secured $1.5MM in equity backed debt financing● Led accounting systems transition from QuickBooks to Microsoft NAV● Led rebranding efforts of an acquired location to a successful transition.● Design, create and provide reporting packages for external audience● Grew accounting/finance team from one to eight employees● Developed customer behavior (lifetime value, churn, retention, etc.) models -
Project ManagerSnp Patagonia Sur Jan 2010 - Mar 2011Patagonia Sur, LLC, is a for-profit venture that invests in, protects and enhances scenically remarkable and ecologically valuable properties in Chilean Patagonia. Our business model merges conservation and capitalism seamlessly and symbiotically.● Lead project manager tasked with developing eco-tourism communities in remote areas of Patagonia, Chile● Design pro forma model for Valle California community● Participate in architectural process and product selection● Helped to design marketing materials and community brochures● Develop unique hybrid revenue model that for multiple revenue streams
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Portfolio AnalystPrologis Aug 2007 - Jan 2010San Francisco, Ca, Us● Responsible for strategic planning, forecasting and financial modeling for $3B of real estate● Responsible for monthly and annual reporting to investors for multiple portfolios● Managed the underwriting and revaluation of over 350 properties across various portfolios● Analyzed actual and budgeted leasing and cash flow performance● Analyzed the financial viability of new lease transactions and capital improvements● Coordinated large debt financing packages with internal treasury department -
Financial AnalystPulte Homes / Del Webb 2003 - 2006● Created feasibility studies for all prospective new communities in the state of Colorado● Forecasted building and sales schedules● Worked through entitlement process for needed infrastructure● Performed segmentation analysis to determine most effective product choice● Responsible for all segmentation analysis and competitive tracking● Regularly shopped competitors to determine sales forecasts and future price changes.
Bill Mark Skills
Bill Mark Education Details
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University Of Colorado Boulder - Leeds School Of BusinessEntrepreneurship -
Virginia Tech - Pamplin College Of BusinessFinance
Frequently Asked Questions about Bill Mark
What company does Bill Mark work for?
Bill Mark works for Level Experience
What is Bill Mark's role at the current company?
Bill Mark's current role is CFO at Level.
What is Bill Mark's email address?
Bill Mark's email address is wi****@****ail.com
What is Bill Mark's direct phone number?
Bill Mark's direct phone number is +130329*****
What schools did Bill Mark attend?
Bill Mark attended University Of Colorado Boulder - Leeds School Of Business, Virginia Tech - Pamplin College Of Business.
What skills is Bill Mark known for?
Bill Mark has skills like Due Diligence, Financial Analysis, Financial Modeling, Forecasting, Finance, Management, Strategic Planning, Strategy, Venture Capital, Analysis, Budgets, Leadership.
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