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Developed and invested in apartment complexes, including managing third party service providers, accessing risk, negotiating appropriate insurance, preparing tax filings and acting relationship manager with trust and lending institutions. Served diverse clientele by providing budgets, financial models, investor pitches, private and public company valuations, business plans, stock options valuation, and M&A advisory. ▪ Created formal real estate business processes for CWMP Development (partnership) allowing for better efficiencies, greater productivity, and organization and CWMP to increase the number of simultaneous projects.▪ Achieved 20% annual returns on average for liquidated projects and cap rates in excess of market for held projects while achieving tax goals for estate planning.▪ Implemented project management system to identify logjams and friction points and decrease project development time. ▪ Revised and updated financial models for forecasting, budgeting, expense management and cash management, including development, build and hold, investor return, for greater clarity, reliability, and overall elegance.

Acted as Finance and Operations lead for venture funded, rental car startup, Halo.Car. Audited and improved all aspects of company’s financial systems, including adoption of accrual-based GAAP accounting standards; modification of the chart of accounts; integration and partial automation of recurring financial processes; creation of budgets and unit economic models; and implementation of expense policy and internal controls. Established, documented, tested, and iterated workflows and business processes for Fleet and Business Operations: Vehicle Collection; Vehicle Delivery; Vehicle Acquisition and Onboarding; Vehicle Maintenance; Vehicle Insurance; Vehicle Parking and Charging; Employee Onboarding; and the Accounting Cycle. Grew Remote Pilot team from 3.5 FTEs to 9 FTEs. ▪ Audited and reclassified 3 years of cash-based accounting transactions into robust and accurate accrual-based system.▪ Negotiated and finalized $1MM in venture debt financing with Silicon Valley Bank (20 car fleet equivalent).▪ Designed and tested an increase in rental service area (ODD) from 1.5 square miles (DTLV) to 8,061 square miles (Clark County) in 10 days.▪ Grew vehicle base from 4 demo and engineering vehicles to 2 demo and engineering and 11 fleet vehicles and added 2 additional models (4 -> 15 vehicles).▪ With 10-day lead time, moved a 20 person and 8 vehicle office over a weekend and outfitted new office with used furnishings, new paint, high-speed internet connection. ▪ Toolkit at Halo: QuickBooks (Accounting), Asset.Guru (Asset Management), Brex (Expense Management), Gusto (Human Resources), Carta (Cap Table and 409A Valuations), Finmark (Budgeting), Stripe (Payment Processing), Mercury Bank, Silicon Valley Bank, MS Office, GSuite, Discord (Internal Communication), Notion (Documentation), Linear (Project Management), Monday.com (Project Management), Trello (Project Management), Fleetio (Fleet Management), NextBillion (Route Management), Connecteam (HR Scheduling), and more.

On behalf of private equity firm Midwest Growth Partners and Maytag Dairy Farms, provided strategy, objectives, and goals and acted as Project Manager for departmental and companywide operational improvements. Supplied leadership for previously unsuccessful IT implementation(s) of MS Business Central (Dynamics 365), Salesforce, and WooCommerce by empowering employees and focusing on communication. (Re)configured workflow systems for recording and archiving cheese production lot tracking for FDA compliance. Trained and mentored a team of 6 direct reports. Simultaneously, led a team of 6 department heads for ERP reimplementation. Developed accountability and performance metric system (KPIs) to measure outcomes, set benchmarks, and identify areas for improvement, including cheese production quality control. Learned a lot about artisan food and beverage manufacturing and production. ▪ Achieved a successful ERP Go Live in 6 weeks when prior Go Live failed after a 6 month implementation.▪ Improved employee confidence in their ERP role by 52% and employee confidence in the ERP system by 39% in 8 weeks. ▪ Provided a platform that created over 100 new standardized business and accounting processes and procedures and created a framework for continuous improvement of those processes. ▪ Identified an elegant methodology for a minimum 7% reduction in cheese production costs without any investment and presented an option for reducing production costs by 15%+ with minimum incremental investment.▪ Developed capital budgeting models and a plan to move additional lab testing in house, which would result in a 53.2% IRR and 1.7 year payback period based on 2020 production levels.▪ Implemented system of directed and non-directed count, periodic count and cycle count inventory management in Dynamics 365 and Insight Works and provided guidance for the creation of a MRQ planning system.

Orchestrated all aspects of launching foreign subsidiaries for Harju family business representing $60M in potential revenues for an industry leader in product development and sales of digital, hand-held test tools for HVAC/R professionals. Built sound and scalable organizational infrastructures and management systems (FP&A, capital planning, cash management, sales, IFRS and GAAP accounting, logistics) by designing, implementing, and modifying business plans for continuous improvement. Monitored and optimized business performance by creating companywide KPI and business intelligence dashboards for management reporting, benchmarking and decision support. ▪ Generated 90% revenue compounded annual growth rate over 4-year period in Brazil. Built sustainable business model and overcame major challenges associated with import and taxation system and customer concerns in the country.▪ Played major role in shifting HVAC/R tool industry in Brazil from 90% analog to 75% digital. Spearheaded strategy to put products into hands of key influencers to facilitate market acceptance. ▪ Launched the company from zero and achieved #1 market share in most product categories within 3 years while successfully outselling Testo, another foreign company with a salesforce 20x larger than Fieldpiece in Brazil that entered the market at the same time.▪ Implemented SAP Business One software in Brazil and Intuitive ERP in Europe to automate accounting, internal control, and ERP functions. ▪ Increased employee satisfaction, input, and buy-in and facilitated achievement of corporate goals through coaching, open communication and by implementing Objectives and Key Results and other managerial methodologies.▪ Built robust 3 and 5-year financial models. Utilized models to assess market potential and shape strategy. Created “Monthly (P)review” reporting system to benchmark and analyze operational and financial performance for the completed month and set goals for the upcoming month.

Delivered strategic and financial advisory services to public and private companies in technology, healthcare and consumer industries. Forecasted financial statements and prepared stock option, stock and firm valuations, and fairness opinions utilizing Black-Scholes, market multiples, precedent transactions, and discounted cash flow methodologies. Managed 3-person staff.▪ Provided M&A Advisory on 4 assignments in aggregate of $57M and closed 2 capital raising deals in aggregate of $10M. ▪ Partnered with legal counsel and clients to prepare financing and legal documents, offering memorandum, and SEC filings. ▪ Coordinated with CFO of Trestle Holdings to develop and implement governance and reporting policies, including accounting standards and SOX compliance.▪ Negotiated acquisition of intellectual property from NanoLogix while acting as interim CFO for Nutra Pharma.▪ Sought analytical thinking and constructive engagement from and provided coaching for talent development with interns that went on to become Vice President of Citi, PhD at Columbia.

Partnered on financial projects and estate planning with family office and venture capital/private equity firm SoftBank International Group providing budgets and forecasts within financial models, investor pitches, private and public company valuations, business plans, stock options valuation, and M&A advisory. Directly managed 3 of SBI Group’s private company investments (Fourteen40, Electronic Recyclers, and a Chinese hydroelectric energy investment).▪ Realized 88% ROI within 9 months of structuring $300K Series A venture investment in Fourteen40 while serving as interim CFO for company from time of investment through time of sale.▪ Advised on and closed Electronic Recyclers’ $2.8M acquisition of ElectroniCycle, Inc. Performed deep-dive financial due diligence to analyze corporate structure, technology, financial position and future pro rata contribution.▪ Assumed position as interim CFO of Electronic Recyclers throughout search for permanent candidate.

Developed core investment banking skills at a full-service U.S. investment bank and asset management firm offering M&A advisory, investment underwriting, corporate investment services and institutional brokerage. ▪ Facilitated marketing efforts of senior bankers and supported execution teams by working on pitch books, discussion materials, project trackers, data room management, and Excel modeling.▪ Gained significant experience building detailed Excel operating, financial, and transaction models, including merger models and prepared presentations, financing and legal documents, and SEC filings.▪ Contributed to executing multiple deals, including 8 equity offerings ($568M), debt offerings, 4 convertible offerings ($1.024M), valuations, fairness opinions, and 6 M&As ($584M).▪ Offered direct promotion to Associate, a position extended to only 10% of Analysts.