Casey Pennington Email & Phone Number

Cleveland, Us

Advise a diverse group of high-growth SaaS, marketplace, and consumer startups at various stages, including:- A Seed B2B SaaS startup modernizing workforce management in the construction industry ($8M raised)- A Seed airBnB-esque marketplace startup that is on track to be profitable in 2024 ($6M raised) - A Series B marketplace startup in the clean energy space ($10M raised)Build and maintain customized financial models including budget tracking and scenario analysis.Provide analysis on budget variances, key metrics, and cash flow projections to founders.Consult on revenue operations, board/investor reporting, and transaction advisory.Continuously identify optimizations to proprietary tool suite to improve accuracy and efficiency.

Cleveland, Us

Supported 15+ high-growth startups across several industries and various stages from pre-revenue to exit, including:- A Series C health tech startup revolutionizing molecular diagnostics ($280M raised in three years).- An award-winning Series C B2B SaaS startup in the LMS space ($60M+ raised).- A Series B B2B SaaS startup innovating in embedded machine learning ($50M+ raised).- A crypto-enabled fintech startup that successfully pivoted from B2C to B2B and was acquired by a top ten US bank.Provided month end closes, balance sheet maintenance, AP/AR support, custom reporting, analysis.Performed financial statement reviews and system/workflow diagnostics.Implemented and optimized tech stack based on clients’ unique needs (accounting, payroll, purchasing).

New York, Ny, Us

Created and oversaw all company finance processes, including:- Financial reporting and analysis - department scorecards, profitability analysis- Budgeting, forecasting, and cash flow management- Monthly close - bookkeeping, reconciliation and accrual journal entries- Financial process/technology optimization and documentation- Contractor payments for a team of up to 100Company’s first internal finance hire- Set up accounting system and created all accounting processes and reports- Implemented and scaled processes and internal controls as company grew from 15 to 100+ team members and monthly revenue increased 10xExecutive team member- Met weekly to discuss ideas and solve issues- Maintained weekly and monthly scorecards to help with decision making- Worked with department heads and CEO to set quarterly goals and budgetsCompleted finance/accounting projects for clients

- Consulted for solopreneurs with online businesses to optimize finance and operations processes- Led a tax prep program to help solopreneurs get organized for their accountants and set up processes to save time and maximize deductions

Wayzata, Minnesota, Us

-Coordinated and supervised daily accounting activities for Bulk and Specialty Malt businesses, including inventory, payables, receivables, and internal controls.-Performed month-end closing duties such as journal entries, inventory valuation, P&L reporting and analysis, and balance sheet reconciliations for Bulk and Craft Malt.-Managed Adage ERP system including product setup, inventory transactions, sales contract maintenance, etc.-Developed management reports to support the commercial and operations teams in decision-making.-Planned site engagement events and community involvement events such as the United Way campaign.

Wayzata, Minnesota, Us

-Audited over 125 product cost models to align standard costs across accounting and production systems, resulting in more accurate and consistent financial performance reporting for better decision-making.-Led cross-functional meetings to communicate proposed changes to product standard cost models.-Supported the department in tasks including the weekly cost run and estimate, fixed expense accruals, month-end close entries and balance sheet reconciliations, accounts payable, and new product costing.-Implemented more efficient process for accruing fixed expenses throughout the month.-Worked with the corporate accounting team to prepare for a plant accounting system implementation.

Minneapolis And St. Paul, Minnesota, Us

-Supervised and directed up to 250 students on university campus from their arrival to departure.-Assisted program instructors by working individually with young students to develop their math skills.

Minneapolis And St. Paul, Minnesota, Us

-Addressed telephone inquiries about programs to improve relationships with participants.-Managed two databases to efficiently track information for more than 1,000 program participants.-Organized and prepared teaching materials for educational programs.

Wayzata, Minnesota, Us

-Contributed to preparation of financial statements for over 50 funds for LaCrosse’s largest client.-Provided client’s auditors with necessary audit documentation in a timely and organized manner.-Gained a practical understanding of the financial services industry, specifically hedge funds.

-Provided services to guests such as cleaning cabins, docking boats, serving meals, taking reservations, and general upkeep of the resort grounds.-Cleaned out and reorganized laundry room, kitchen, and front desk for more efficient operation.-Attended to special requests from guests.

Bsb, Accounting, Mis

Bachelor Exchange, Business