David Crisis Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

• Develop business models of new business segments as part of company rebranding and pivot• Establish communication templates to present Finance & Operations roadmap/progress to Executive team and for company all-hands meetings• Strategize with President and Executive team on growth strategies, business models, core competencies, marketing strategies and positioning.

San Diego, California, United States

• Developed the full financial, accounting and operations systems and workflows to produce clean, usable financials statements, gross margin analyses, product margin analyses, cost centers and budgets. • Developed companywide forecasting model, departmental budget structures, quote templates with margin goals and sales targets. Streamlined workflow of finance team to produce timely financial statements and accurate client/project margin analyses.• Spearheaded and led needs analysis of project management tool and hour tracking system for 100 users. Coordinated multi-phased implementation of Scoro ERP-lite across 5 teams.

Greater San Diego Area

Business Coaching, Advising, Strategic planning, Management Consulting, Cashflow Management, Financial Clean-up and Operational systems design. Developing simple, usable management tools to focus growth and empower employees.

Greater San Diego Area

Finance & Accounting• Developed the full financial, accounting and operations systems and workflows to produce clean, usable financials statements, gross margin analyses, product margin analyses, cost centers and budgets. Project Management/Program Management/Client Relations:• Led the development, team and project management software infrastructure for subcontracted video wall installation projects (10-20 multi-screen projects per month), music curation projects (5-10 custom playlists and bundles per month) and their respective budgets within Activaire and Activaire Studio, LLC. Maintained top-tier client relationships with WeWork, Coach, Nespresso and Allbirds to define project scopes, budgets, change orders, completion dates and contract terms.

Brooklyn, Ny

• Structured all financial, accounting and forecasting processes and tools for a new distribution division and applied the same methodology to the existing retail business. • Implemented a robust, full-cycle process for project management, order fulfillment, sales incentives, and inventory controls for multi-brand beauty products catalog.

Brooklyn, Ny

• Served as lead analyst developing all financial models, scenarios, valuations, margin analyses and risk analyses for “Pitch Decks” to be presented to venture capitalists and angel investors. Successfully completed due diligence audit process to attain $1.7M investment.• Served as primary project manager on the full cycle of product development from ideation, to prototype, to financial feasible MVP and to market/pitch ready product. Coordinated product engineers, package designers, overseas manufacturers and logistics remained on cadence with updates, KPIs, and deliverables.

Silver Spring, Maryland, United States

• Coordinated all post-sale workflows, including order processing, order fulfillment, invoicing and reviewing gross margins. Implemented policies and monthly reports with sales team regarding minimum margins and commission reports.

Certified Integral Coach, Professional Coaching

Activities and Societies: Learned best practices in coaching and recognizing patterns that impede growth.

Ba, Finance, Accounting, Management