Providing Fiancne and Operations services for startups

Financial Management: - Improved financial transparency by creating and managing budgets and maintaining fixed-cost spending within 5% of projections.- Established a management dashboard for real-time visibility into financial metrics for a $10M ARR business. - Introduced robust financial controls, including multi-level approval requirements for large transactions.- Partnered with the CEO to prepare detailed reports on financial and growth metrics for quarterly investor updates, supporting potential Series investment and investor due diligence requests. - Collaborated with an outsourced accounting firm to simplify monthly reporting and implemented AR systems, leading to 100% invoice collection through an effective escalation workflow.Revenue and Growth Optimization:- Pioneered a client and revenue tracking system, enabling accurate revenue forecasting and informed decision-making on hiring and budget allocation.- Leveraged data-driven insights to analyze sales patterns, suggesting new product offerings and pricing strategies.Team Leadership and Development:- Hired, trained, and led a high-performing client success team of 5, managing over $5M in client projects. This team achieved negative churn and a 33% increase in average revenue per account.- Developed comprehensive training programs and handbooks, fostering continuous improvement and value-added client interactions, as well as providing critical infrastructure for a fast-growing startup. Incorporated regular feedback sessions to enhance team performance and ensure client satisfaction.Implemented efficient hiring and training processes for client success and tech support, ensuring high-performance teams.

Designed and implemented startup screening and deal flow management at F50, a co-investment platform focused on startups seeking pre-series A funding. • Managed relationships with 250+ founders through investment summits and exclusive networking events. • Managed communications with Fund L.P.’s and members of the 1000+ private investor network. • Created investment memos and performed due diligence on potential investment targets.• Generated and pursued leads for potential investment and matched selected startups with F50 investors.• Management of two F50 early stage Venture funds with caps of $10M and $50M, respectively.

• Analyzed and responded to bid requests with a combined revenue generating capability of $5 million for Microsoft Direct Business Solutions.

• Developed a $3 million annual operating budget, centralized hardware customization program.• Conducted pilot, took feedback, monitored and measured performance across 85+ stores in North America in less than four months. • Created operating processes and flows, budget projections, reporting & performance metrics, SOPs & training documents. • Produced weekly sales projections for future opportunities. • Created a customer lead/ opportunity handoff system from 40+ telesales reps to 150+ Microsoft Store sales associates.Functional mastery of Dynamics CRM system within a two-week time span. • Successfully worked with teams across Microsoft’s matrix structure (Corporate in Redmond, Supply Chain, Legal, Retail Stores).• Built PowerPoint decks and presented to new 30+ person sales force in a 5-day corporate training session in Redmond.

• Developed a new accounting method to allow for real-time estimates of monies spent and remaining per grant, resulting in the elimination of two different processes and reducing 100+ hours of duplicate work.• Responsible for the analysis and overall accuracy of the budget findings for presentation by executive management, bureau chiefs, and program managers. • Proactively volunteered on three subcommittees of the Quality Improvement Initiative, which worked towards creating more efficient practices within the health division. • Liaison between top management and program managers with varying degrees of financial knowledge, and responsible for ensuring clear and concise communications of budgetary plans and goals.• Performed reconciliations to help Administrative Service Officers and Program Managers efficiently manage grant monies.