Our focus is working with companies to advise, help them grow, improve, and strengthen their current position by identifying, addressing, and overcoming specific obstacles. The three areas of emphasis are Financial, Operational, and Strategy.Chief Financial OfficerSanapptx LLC | Remote with travel | Plano, TX| March 2024 – September 2024Executive of Finance, Human Resources, Legal and Treasury departments while participating in key decisions as a member of the Executive Management Team. My role as CFO was the first financial role hired internally. The CFO responsibilities were previously absorbed by the COO and the accounting function was outsourced to a third party.·Led capital raise preparation and presentation to potential investors and raised $3.0M·Led the due diligence efforts for all potential M&A·Consolidated multiple entities into a single balance sheet with carve outs for historical visibility due to merger of 5 entitiesChief Financial OfficerAuthorities LLC (Startup) | Remote with travel | Plano, TX| November 2023 – March 2024·Ground up build and standardization of G&A pipeline (HR, Legal, Treasury and Finance)·Authorities Leadership team partnered and transition to join Sanapptx LLCChief Financial OfficerSan Francisco City Impact | Remote with travel | San Francisco, CA| June 2020 – November 2022·Migrated over 300K rows of transactional data (data dump in csv file) from proprietary accounting software into QuickBooks Online and carved into 5 separate entities and passed external audit and filed taxes·Standardize and oversee all financial operations, including budgeting, forecasting, accounting, and financial reporting, ensuring the accuracy and timeliness of financial statements.·Managed daily finance function along with month end close, reporting, and quarterly reforecasting·Multi Entity and Multi Site organization

Executive of Finance, Human Resources, Legal and Treasury departments while participating in key decisions as a member of the Executive Management Team. My role as CFO was the first financial role hired internally. The CFO responsibilities were previously absorbed by the COO and the accounting function was outsourced to a third party.·Developed and managed sales performance measures to assist the sales team and provide visibility into sales performance·Daily sales, cash flow, and profit reporting to drive growth and manage the growth strategy·Brought the accounting function in-house to cut cost and personally managed the month end cycle and year end cycle·Implement processes and systems to improve financial visibility and control across the company.·Develop performance measures and monitoring systems that support the company strategy and follow strict GAAP principals.·Participate in key decisions as a member of the executive management team.·Maintain in-depth relations with all members of the management team.·Personally review and approve all financial statements.·Understand and mitigate key elements of the company’s risk profile ·Monitor and manage all open legal issues involving the company and affecting the industry.·Ensure the company complies with all legal and regulatory requirements.·Maintain close relationships with Auditors and government agencies.·Formulate company’s future direction and support tactical initiatives. ·Monitor and direct implementation of strategic business plans, construct and monitor reliable control systems. ·Collaborate with Assisted GTM leadership to develop key GTM initiatives, driving efforts that support top-line growth and optimized cost-to-book relationships.·Work closely with Revenue Operations to ensure alignment between financial strategies and GTM expansion in each global region.·Monitor all open legal matters involving the company and legal matters affecting the industry.

Executive of Finance, Human Resources, Legal, IT, Facilities and Treasury departments while participating in key decisions as a member of the Executive Management Team.·Built out and standardized a perpetual inventory tracking system for In-Kind donations and passed external audit in 4 hours·Led the purchase and build of a $1.6M solar project which produces $3.5M of economic value over the life of the project.·Oversaw and managed $1.6M of construction projects to increase housing for residential programs.·Implemented safety protocols and risk mitigation measures and as a result our insurance coverage was increased from $54M to $72M but our monthly premiums were reduced by $5K·Created financial independence for our Fitness center which was subsidized by the parent organization. Grew members from 300 to 1000 in about 6 months and used excess cash to start a free basketball program for the inner city ·Consolidated vendors for our food ministry and reduced raw food expenses from $50K per month to $20K without discounting the quality of food·Consolidated the finance teams from the two sites and reduced headcount by 2 due to redundancy and new streamlined processes·Built and standardized a food distribution line during COVID, which distributed over 5.0M meals·Provide strategic recommendations to the CEO and executive team on financial planning, capital management, and growth opportunities.·Establish and manage scalable financial infrastructure and internal controls to support rapid expansion.·Manage capital requests and budgeting processes while overseeing the financial operations of the company and subsidiary companies. ·Implement processes and systems to improve financial visibility and control across the company·Build, lead, and mentor a high-performing finance team, fostering a culture of accountability, collaboration, and continuous improvement.·Prepared board presentations and presented at Bi-Annual meetings for all entities

-Prepare financial documents for internal and external reporting, leading estimate to complete efforts and analyze cost, variance and estimate to complete reports. Report financial status to division management in monthly Operations Reviews. -Assist in Earned Value Management (EVM) on designated programs.-Coordinate, prepare, and analyze various periodic financial reports and data for Product Team Management including percent complete accounting, program & product line profitability, working capital and job-based cost accounting. -Coordinate Estimates at Completion (EACs) on programs to reflect actual costs incurred and estimates to complete the remaining work on the program.