Financial Reporting & Analysis: Compiled monthly and intra-monthly financial reporting for executive team, Board members, and debt partners. Performed financial forecasting and modeling to monitor KPIs.Financial Operations: Participated in ERP conversion from QuickBooks Enterprise to NetSuite, including building all searches and reports required for monthly reporting in NetSuite. Managed corporate insurance renewals and related audits. Executed high-volume weekly A/P runs and managed transfer of online billpay operations to new ERP.

Entrepreneurship: Built the finance, HR and operational infrastructure for a team that grew from 15 to 50+ during my tenure. Coordinated due diligence for Series B venture capital fundraising, and acquisition by $26B private equity fund. Moved office from RTP to Downtown Durham, overseeing build-out of new space (even driving the U-Haul!). Worked with rapidly-growing sales team on an intensive data clean-up and restructure of our CRM and marketing systems.Leadership: Reported to CEO, oversaw Director of HR and Office Manager, and served as one-person finance department. Served as a primary adviser to CEO on topics ranging from corporate culture to legal concerns to our financial roadmap. Worked with CEO in designing and implementing employee benefits to win the TBJ's Best Places to Work award for four years. Recognized as a leader who gets things done quickly and correctly with a fun-loving attitude.Financial Management: Performed financial forecasting, modeling, and reporting for management and board. Handled all financial functions including receivables, payables, annual audits (all clean), tax filings, closing the books, budgeting, and treasury management. Maintained a tight handle on cash runway and expenses while balancing need to spend money in smart ways to fuel continued growth.

Financial Management: Performed bookkeeping and financial budgeting and analysis for startups and small businesses needing a part-time controller. Industries included a fitness center chain, applesauce manufacturer, hearing aid practice, and tech start-up. Worked under minimal supervision of a fractional CFO to manage fluctuating project needs and maintain strong client relationships.

Risk Management & Financial Engineering: Restructured loans and/or liquidated collateral for troubled debts, resulting in over $8MM in pay-downs and recoveries for the bank. Average portfolio size ranged from $18-22MM, over nine offices from the East Coast, UK, and Israel. Advised loan officers regarding appropriate risk mitigation as credits deteriorated, overseeing execution of plan.

Financial Analysis & Debt Structuring: Reviewed business plans and monthly financial reporting for hundreds of prospects and clients in order to safely build a $50-100mm loan portfolio of technology and life science clients varying from pre-revenue to $150MM companies. Analyzed credit opportunities, engineered appropriate loan structures and pricing, underwrote business cases for new loans, and restructured troubled credits to ensure repayment without endangering clients’ chances for success.Business Development: Grew team’s revenue by an average of 17% each year via new client growth and cross-sales. Represented the bank on several external committees: CED’s Venture Rehearsal and Streak advisor, Duke’s Startup Challenge judge, Southeast Bio Conference presenters early stage mentor.Awards & Leadership: Selected as one of a dozen employees (out of 1,400 total employees) asked to serve on CEO’s Internal Communications Committee, through which we advised our CEO on employee concerns, and suggested messaging. Recipient of 2005 SVB Core Values Award for “Enterprising” behavior for solving difficult operational problem for client. Was one of three user experts for new bank underwriting system, and founded/published a monthly newsletter outlining program updates and tips.

Program Design & Execution: Directed cross-functional teams in launching pilot programs – designing marketing plans and content, and coordinating speakers and logistics for 50+ successful educational programs. Leadership: Represented President in dealings with external partners on a variety of community development projects. Led committees comprised of venture capitalists, angel investors, government officials, community leaders, and CXOs across a variety of industries to provide over 1,000 member companies with educational programs.

Web Development: Coordinated web site architecture, content creation and organization, page layout, and the regular redesign of all four Center web sites, ensuring consistent and effective messaging between four brands.Operational Management / Leadership: Updated internal systems relating to the monitoring, invoicing, and reporting of the Center’s contracts and grant agreements. Selected to serve on Core Values Committee to refresh the values.