Provide finance leadership for forecasting, tax matters, enterprise commercial contracts, capital raises and M&A transactions.

Audit CommitteeM&A CommitteeCompensation Committee

Oversaw finance, operations, and human resources for this VC-backed organization. Led preparation of management team for Board meetings, investor relations, and handled all aspects of people ops for an international workforce. Created positive team culture and first offsite once financials stabilized in 2022. Spearheaded organizational initiatives: pivot from B2B to B2C; taking team remote during COVID; CEO and four engineering leadership transitions.

Energetic finance, people ops and operations leader in fast-growing tech start-up with deep experience in finance and HR.Short and long-range planning to identify and analyze transactions to advance the Company’s goals and strategies, including business partnerships/acquisitions. Contribute to negotiating, managing and closing agreements. Lead development of annual budget and ensure that the budget and actual/budget variances are clearly understood and are a key element of decision-making at all management levels. Develop and maintain effective management reporting tools used by the CEO, Board of Directors, private equity investors, and the management team to monitor the company’s success and guide decision-making.Lead the strategy, structure, policy and implementation for all accounting procedures, including revenue recognition. Day-to-day oversight of month-end accounting, A/P, A/R, payroll, commissions, equity compensation, fixed asset and general ledger through active management of Finance/Accounting team. Lead the creation of the Company’s financial statements in compliance with GAAP and 5-day close.Select and implement business/accounting systems, including the implementation of new ERP system and its integration into existing systems. Develop and document internal control processes to ensure that the Company’s assets are protected and risks managed. Develop critical and other accounting policies in areas that include, but are not limited to, revenue recognition, expense accruals, and income and other taxes.Lead people operations function with oversight over hiring, on-boarding, and employee relations. Development of diversity and inclusion policy, performance management, compensation, and growth opportunities for employees.

Provide broad leadership and management of strategic planning and administrative services for the School of Management. Serves the School’s leadership in strategic planning, program development, financial planning and enrollment forecasting, policy setting, organizational development, risk management, and human resource management.

Developed financial statement forecasts and management reporting for C-level executives. Provided valuation support for acquisitions, new product development (pricing analysis), and long-term contracts (project investment analysis). Created valuation model for strategic alliance in Japan to commence entry into Asian market. Designed, implemented, and managed reporting for pre-IPO filing requirements whilemanaging production of historical schedules as transition management reporting. Built and maintained reports in Salesforce to measure pipeline progression to delivery. Produced weekly revenue metrics for the CEO and executive team. Worked with CTO and CIO for SOP 98.1 and capital investment planning and Head of Sales for bookings and revenue projections. Produced Key Performance Indicator (KPI) reports weekly. Performed revenue and cost analyses on sales trends by product and by market. Provided training to Sales and Professional Services on new company initiatives via webcasts.

Reviewed and modified financial models for pricing five proposals, incorporating US local and federal tax assumptions. Researched tax implications for different jurisdictions. Developed investor presentations for tax equity partners. Set-up account structure and tax entities using two separate accounting systems. Oversaw all aspects of the accounting and operations for HQ; prepared financial statement for reporting up to Spanish parent company.

Oversaw all finance, operations and administration functions. Managed partner distributions and related schedules for US and UK entities, developed and maintained accounts receivable aging schedule, allocated interoffice corporate expenses and charge backs. Managed all aspects of client invoicing, expense recovery, collections, and tax preparation for vendors. Managed all aspects of human resources administration, payroll and benefits using a PEO. Registered and licensed broker-dealer Compliance Principal under FINRA and FSA.

Performed monthly consolidations for Snapple, PacSnap and Snapple East utilizing Cognos TAM1; loaded quarterly results and forecasts using SAP to the parent company, Cadbury, for SEC reporting. Supported marketing teams to both plan and analyze sales strategies/promotions; presented scenario/sensitivity analysis demonstrating regional effects and impact of product-specific marketing campaigns.

Oversaw capital budgeting, approval, & forecasting processes for over 95 dealerships/service departments with annual spending of over $100 million in capital expenditures. Worked with platform CFOs and Corporate Controller to consolidate the P&L and balance sheet results monthly; generated SEC reporting via Hyperion. Performed analyses for proposed capital projects inclusive of return on invested capital (ROIC), IRR, payback period, and recommended financing options. Presented capital intensive projects to Board for approval. Monitored ongoing financial metrics, bank covenants, and forecasted cashflow. Assisted with preparation of board materials as well as 10-Q & 10-K annual reports. Managed relationships with real estate investment trusts for 36 properties, approximately 50% with construction in progress; assisted in all aspects of the $116 million sale-leaseback of 21 properties.

Prepared valuations, conducted industry research, and monitored performance of selected companies quarterly. Participated in all aspects of transactions, preparing board materials, conducting due diligence, analyzing defense profiles, marketing business, selecting and qualifying potential partners (buyers and sellers), and compiling term sheets.

Conducted basic audit and due diligence for transaction services, drafted partnership agreements with professional service providers, reviewed accounting and business processes, and recommended financial controls.

Worked within the small internal consulting organization overseeing analysis and planning for the corporate center restructuring, reporting to the Vice Chairman and Chief Administrative Officer of AIG, Inc. Deployed on various projects, focused on domestic and international business process improvement. Engagements conducted with significant reduction of turnaround time on policy issuance and processing claims for AIG's largest insurance subsidiaries.

Economic consulting firm providing expert testimony in litigation and public policy forums.