Jay Heelon Email & Phone Number

North Grafton, Massachusetts, US

• Designed and implemented financial and administrative systems for a vertically integrated cannabis startup, navigating complex regulatory environments while securing retail, manufacturing, and cultivation licensing.
• Led successful fundraising efforts, managing SEC filings and building investor relations that resulted in significant capital acquisition to support multi-phase expansion.
• Established robust KPI and financial reporting systems, optimizing cash flow management and ensuring scalability through data-driven decision-making.
• Partnered with cross-functional teams, investors, and vendors to ensure alignment with strategic goals, driving growth while maintaining operational compliance.

• Consulted with startup and growth-stage companies to implement financial structures, business formation strategies, and QuickBooks setups, resulting in streamlined operations and improved financial reporting.
• Specialized in ACS 606 Revenue Recognition for SaaS clients, ensuring compliance with evolving financial standards and enhancing revenue forecasting for investors.
• Served as the controller for an established $20M SaaS company, overseeing financial operations, optimizing cash flow, and improving reporting processes to support strategic decision-making.
• Managed business operations for various clients, including a private member-owned golf course and e-commerce retailers, driving financial improvements and strategic growth.

• Restructured, designed and implemented strategic financial and operational frameworks, supporting the company’s transition from a growth-challenged startup to a sustainable, cash-flow-positive business.
• Led comprehensive M&A efforts and successfully facilitated the sale of the company to private equity, positioning it for long-term growth.
• Raised $12M through venture capital and private equity, executing two major funding rounds, and secured over $15M in working capital to support operational scaling and expansion.
• Established financial transparency and strengthened investor relations, delivering timely and accurate reporting while improving liquidity and capital structure.

• Scaled the company from 26 employees generating $1.5M in revenue to over 200 employees and $20M in revenue by implementing scalable financial processes and controls.
• Successfully managed full-scope annual audits with zero material adjustments, ensuring robust financial governance.
• Secured $75K in Massachusetts Workforce Development Program grants, facilitating employee upskilling to support the company’s growth trajectory.

Directed multiple customer implementations, contributing to a 5x revenue increase from $1.5M to $7.5M within a year by launching a new product line and optimizing operational execution.

Austin, Texas, US

Provided strategic and business leadership in global business process transformation to a shared services center located in Bucharest, Romania.

Austin, Texas, US

Lead the license compliance group responsible for all strategic accounts, the public sector, and the southeast retail territory of the United States.

Resolved post-merger accounting issues, prepared quarterly consolidated financial statements, including analysis, and submitted all SEC, MA DTE and NH PUC statutory filings for 4 separate New England companies.

Chicago, IL, US

Provided audit and advisory services to a diverse range of clients, including public utilities, manufacturers, and government contractors, ensuring compliance and improving financial transparency.