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• Led the operations and scaled a fintech startup company. Responsibilities included: strategy, roadmaps, P&L, business development modeling, regulatory compliance, SOC 2, financial management, data analytics, risk management, policies, processes, HR, hiring, organizational development, relationship building, and supervised team of 20.• Headed the closing of the series seed and series A funding. • Drove the SOC 2 process to meet compliance and financial standards involving internal controls, cybersecurity, infrastructure, physical security, financial and access control, and employee vetting. Results had the company awarded the SOC 2 Type 2 certification. • Established and executed the business strategy, roadmaps, operations, and infrastructure that scaled the company with B2B and B2C customers. • Built influential relationships as a trusted advisor.• Led the HR and finance functions including recruiting, hiring, onboarding, talent management, benefits, payroll, employee relations, accounting, and oversaw the outside CPA firm.

• Developed the business infrastructure and operations for a niche firm that provided customers with temporary experts and attorneys to perform the needed work. • Provided financial leadership establishing backend accounting and financial systems to quickly collect accounts receivables.

Established a trusted advisor relationship with clients promoting the company’s legal data analytics software product that resulted in risk mitigation and lower expenses.

• Built out the business model, strategy, and roadmap, launching and scaling new startup. • Sourced and vetted prospective Fortune 500 companies to establish a partnership. • Managed accounting systems, payroll, multi-state sales tax compliance, plus filed federal, state, local tax, and financial reporting.