AI-Assisted Workflow Automation and EHR Accelerator

• The first All Natural, Gluten Free Soju made in NY• West 32 Reserve: The first barrel aged soju in the US• 2017 Gold Medal Winner and 2-Time Soju Producer of the year (NY International Spirits Competition)• 2022 Double Gold Medal Winner (LA Invitational Wine & Spirits Competition)

• Responsible for all aspects of Company's accounting, finance, and controller functions. Maintains all transactions related to the general ledger, receivables, payables and payroll in accordance with US Generally Accepted Accounting Principles.• Completed all aspects of month-end closing, Financial Planning & Analysis; monthly and annual financial forecast as well as maintaining rolling monthly cash projections• Built and maintained SaaS revenue model to reconcile between MRR, ARR and recognized revenue• Created KPI dashboards and management reports to analyze data on SaaS metrics (recurring revenues, churn, ARPA, ASP, etc) and user conversion rates• Managed 409A annual valuation process• Responsible for coordinating, preparing and reviewing monthly, quarterly, and annual financial reports• Built and maintained Company’s first annual and monthly budget processes• Managed relationship with key vendor partners such as bank, accounting firm, and tax advisors to maintain all tax planning and state/federal compliance

Directed all aspects of Company's accounting, treasury, FP&A functions

• Responsible for leading annual and monthly budget process to ensure company net margins meet annual targets• Responsible for creating monthly and annual financial forecast as well as maintaining rolling monthly projections • Built and maintain monthly cash flow model to ensure sufficient working capital to fund production and operating expenses • Monthly financial package for management which includes detailed financial results by revenue channel and product segmentation• Performed segmented margin analyses by region/product/channel to make decisions on most profitable product mix. Improved overall gross margins by over 200 basis points year over year• Negotiated with vendors to obtain payment terms for improved cash flow• Partnered with Accounting firm for annual financial review and annual financial close• Responsible for maintaining relationship with banking partner to closely monitor line of credit and funding needs

HEVO is an early stage technology company that offers a technology and solution for the wireless charging of electric vehicles• Created Company’s main financial model which showed company’s 5 year revenue (hardware and SaaS) and profit projections• Created monthly and annual budget; detailed review of operating expenses reduced year over year fixed costs• Integral member in helping Company successfully secure seed round capital• Built financial processes in order to track accounting functions (expenses, AR, AP, inventory tracking, monthly close process)• Regularly produced ad hoc scenario models to measure the impact of hypothetical situations to company’s financial profile• Created presentations of company financials for investor pitch decks• Conducted market research on different classes of electric vehicles to create 10 year market sizing forecast

• Built detailed operating model in Excel for investor due diligence materials and internal budgeting & financial planning process• Advised the CEO and management team on investor approach and valuation in order to complete Series-A fundraise. Created terms to minimize equity dilution while bringing on strategic investor partners• Worked closely with CEO and cofounders to create implementation strategy to streamline manufacturing process• Created detailed draft of official Company business plan for distribution to prospective investors and vendor partners

Developer of clean energy consumer products sold in 90+ countries and to 900+ retailers, including Walmart, REI, and Dick's Sporting Good, and provided to over 200 NGO and non-profit organizations, including the Clinton Foundation and International Medical Corp.• Responsible for directing, coordinating, and executing all financial planning and annual budgeting functions, including the creation of forecasts and financial outlooks. Performed monthly variance analysis for Actuals vs Budget• Created internal financial systems and controls from scratch in order to reconcile financials and create US GAAP compliant financial statements. Performed deep dive P&L analyses to gain key insights on performance• Managed internal cash flow and maintained monthly cash forecast model to ensure healthy coffers• Led financial audit process: Created ledger to successfully receive an unqualified financial audit – First in Company history• Developed cost-cutting plan which helped lead the Company to its first profitable quarter within six months of implementation• Managed internal valuation process to complete a 409A Company valuation for stock option pricing• Created strategy to enter People’s Republic of China through WFOE in order to increase international revenues• Led implementation of NetSuite to improve ERP process and Financial reconciliations• Worked very closely with senior management and Board of Directors across all functions of the business, including financial planning and corporate strategy• Led investment due diligence; successfully helped the Company complete Series A fund-raise as well as secure the Company’s first line of credit from an institutional banking partner• Integral participant in board meetings; created all quarterly and annual financial reports & analyses for board members and shareholders• Produced detailed ad hoc financial models to gauge the financial impact of different scenarios

Devon Value Advisers, a hybrid between management consulting and investment banking services, provides advice to companies to help them create value through business portfolio analysis and corporate development strategy• Advised clients on merger & acquisitions as part of their long term value creation strategy• Performed company valuations: DCF cash flow analysis, comparable company analysis, valuation multiples, proprietary regression analysis method based on return on capital metric• Performed segmented value analysis of company portfolios to identify most profitable business segmentso Created budgets for capital allocation based on segmented value analysis• Created detailed ad hoc financial models to assess the impacts of hypothetical situations to the financial profile of client companies• Conducted detailed financial analysis of profitability metrics and key performance indicators to asses company performance against industry peers• Improved financial forecasting and budgeting processes for client companies using segmented quantitative and predictive analytics

IBM Global Services, a division of IBM, is the world's largest business and technology services provider• Integral member of comprehensive long term cost reduction strategy for corporate and federal clients• Created detailed financial models which quantified financial impact of various scenarios• Worked closely with team members to submit RFPs for business development