Chief Financial Officer
CurrentResponsible for all aspects of finance and accounting for a trusted health and wellness partner providing safe, effective and reliable consumer products.• Built competitive landscape reporting and leveraging data-insights to identify product portfolio strategies that expanded company’s leading market share.• Implemented Sales, Inventory, and Operational Planning, which resulted in greater departmental collaboration, better inventory management, and improved operational efficiencies.• Developed and implemented a Monthly Financial and Operational Review that tracked and reported on key financial and operational performance metrics and resulted in improved accountability to financial and operational goals, identification of cost savings and efficiencies, and improved decision making.• Developed long-range financial model that incorporated strategic growth initiatives and market landscape insights to improve decision making, develop funding strategies and determine valuation.• Prepared quarterly investor letters and presentations to keep key stakeholders informed of the performance and strategic initiatives of the business.• Implemented Equity Incentive Plan, as well as Deferred Compensation Plan, designed to attract and retain top talent and incentivize employee performance.• Completed corporate restructuring to maximize tax and capital efficiencies, and in preparation of the company’s long-range objective of an IPO.• Completed over $50MM in debt financing and over $35MM in equity raises to fund company’s multi-state growth strategy.• Performed due diligence and completed acquisitions of dispensaries in Maryland and cultivation and processing licenses and a facility in Missouri.