Ian Carlson Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Gilmartin Group provides investor relations, IPO and capital markets advisory and strategic consulting services to clients across the healthcare technology space.• Managed all aspects of internal corporate finance and accounting including forecasting/modeling, monthly close, accounts receivable/payable, audits, tax and compliance• Supported exponential revenue growth by streamlining and automating invoicing and receivables processes to optimize for scale and reduce dependency on manual steps• Improved financial forecasting model through creation of new analysis focused on highlighting the performance of the business, enabling scenario analysis and streamlining annual and on-going planning processes• Integrated QuickBooks with Expensify + bank and credit card accounts to pull transaction data into accounting system on a daily basis to accelerate monthly close• Launched a new corporate entity as a registered broker/dealer and successfully led the firm thru its first audit with no material changes to financial statements

San Francisco Bay Area

Nugs.net is the premier live music subscription streaming service and live webcast platform. • Led all capital raising, including creation of financial models & corporate decks, and managing diligence processes. Successfully raised seed rounds with Apollo Global Management and closed venture debt financing to accelerate growth• Created dashboards to analyze subscriber activity metrics across multiple payment platforms, including LTV, MRR, acquisition cost and churn by customer segment and plan• Partnered with Accounting to overhaul internal accounting procedures to facilitate monthly closes, improve revenue recognition, record accurate expense accruals and utilize budget vs. actual analysis• Structured revenue-generating deals and built models to facilitate content acquisition, label and artist partnerships, and vendor cost savings. Strategically negotiated revenue and content sharing agreement with SiriusXM

Oakland, Ca

• Provided financial modeling, strategic planning, scenario analysis, and key metrics projections for executive team• Assisted with drafting and revising S-4 (SPAC), including Business Overview, MD&A and Risk Factors sections. Declared effective in 2016.• Lead an efficient, effective, and comprehensive process for developing and managing financial plans, budgets, and forecasts• Implement ROI framework across organization to determine relative profitability of corporate projects and recommend technology prioritization to support rapid growth• Recruit, manage, and develop the financial planning and analysis function• Partner with marketing, sales and operations department heads to create decision frameworks and cost controls• Financial & strategic planning across multiple products, countries, and geos• Scenario analysis• Working capital and cash flow forecasting• Executive and Board level reporting• NPV modeling and project prioritization• Interacting with debt and equity investors during due diligence phases of fundraising

Oakland, Ca

• Managed creation of Board presentations and reporting packages including deep dive analysis of key business trends, actual versus budget variances, and executive level explanation of differences• Performed cash flow analysis and forecasting within treasury function• Created internal tools to measure profitability impacts of price changes

Oakland, Ca

• Expanded financial model used to forecast profitability and explain business model to venture capitalists• Developed 2012, 2013 and 2014 operating plans while establishing and communicating path to profitability forecast for future• Served as business intelligence leader for company, created business metrics to measure performance

Northbrook, Il

• Conducted the annual planning process for losses and expenses of $17 billion auto business line by designing models to forecast potential P&L impacts and presenting guidance to VPs• Developed strategies to increase Allstate’s competitive price position within the industry to achieve a 15% return on invested capital in the homeowner business line

Northbrook, Il

• Consulted with Claims business unit by developing presentations and leading monthly financial review meetings for VPs in order to provide insight on emerging trends

Washington D.C. Metro Area

• Provided analysis, preparation, and structure of financial statements for project managers that were used to monitor the profitability of IBM consulting projects for federal government clients such as the United States Post Office (USPS)

Master Of Business Administration (M.B.A.)

Bba, Finance