Casey Pennington Email and Phone Number
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airCFO helps startups succeed. We partner with 200+ venture-backed startups, providing them with a full-stack Accounting, Finance, Tax & People Ops partner to help them navigate their startup journeys. We give founders a team of dedicated back-office experts from day one so they can focus on growing their business.Over the past five years at airCFO, I have helped 30+ venture-backed tech startups in multiple industries build a best-class Accounting & Finance function. In my current role as Finance Advisory Manager, I am responsible for building and maintaining financial model projections, monitoring cash flow, tracking performance against budget, scenario planning, and board/investor reporting.When I'm not working, you can find me on the disc golf course practicing for my next tournament.
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Finance Advisory ManagerAircfo Sep 2021 - PresentCleveland, UsAdvise 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. -
Accounting Advisory ManagerAircfo Mar 2019 - Sep 2021Cleveland, UsSupported 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). -
Head Of FinanceLeverage Jan 2016 - Mar 2019New York, Ny, UsCreated 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 -
Business Systems ConsultantCasey Pennington Oct 2015 - Dec 2016- 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
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AccountantCargill Malt Aug 2012 - Oct 2015Wayzata, 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. -
Accounting AssociateCargill Malt Jun 2011 - Aug 2012Wayzata, 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. -
Teaching Assistant, MathcepUniversity Of Minnesota Oct 2007 - May 2011Minneapolis 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. -
Office Assistant, MathcepUniversity Of Minnesota Sep 2007 - May 2011Minneapolis 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. -
Financial Accounting Management InternCargill - Lacrosse Global Fund Services May 2010 - Aug 2010Wayzata, 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. -
Lodge StaffLoon Lake Lodge May 2008 - Aug 2008-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.
Casey Pennington Skills
Casey Pennington Education Details
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University Of Minnesota - Carlson School Of ManagementMis -
Bi Norwegian Business SchoolBusiness
Frequently Asked Questions about Casey Pennington
What company does Casey Pennington work for?
Casey Pennington works for Aircfo
What is Casey Pennington's role at the current company?
Casey Pennington's current role is Finance Advisory Manager @ airCFO | Helping Startups Succeed.
What is Casey Pennington's email address?
Casey Pennington's email address is ca****@****ill.com
What is Casey Pennington's direct phone number?
Casey Pennington's direct phone number is +126270*****
What schools did Casey Pennington attend?
Casey Pennington attended University Of Minnesota - Carlson School Of Management, Bi Norwegian Business School.
What are some of Casey Pennington's interests?
Casey Pennington has interest in Discing, Cooking, Soccer, Reading, Hiking, Pinochle, Tennis.
What skills is Casey Pennington known for?
Casey Pennington has skills like Accounting, Microsoft Excel, Cost Accounting, Financial Accounting, Financial Reporting, Internal Controls, Cpa, Google Sheets, Process Optimization.
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