Meet Sweater—the first venture fund YOU can invest into. Until now, venture capital has been an asset class exclusively available to a select few. Sweater is transforming that.Our mobile-first experience allows you direct access to the world's most exclusive asset class—Venture Capital. Sweater’s mission is to empower everyone to become investors in the next generation of venture-backed startups.

Led and oversaw financial and IT operations of $25 million home services contractor.Built and maintained financial reporting package that allowed owners and leaders to review financial and operational performance. The new financial reporting package led to accurate and timely reporting (50% reduction in financial package preparation). Spearheaded and led an engagement with an external IT partner to deploy Microsoft 365 platform across the organization, successfully leading to improved productivity, collaboration, and engagement. Initiative also saved 15% in per user license cost with migration from Google Workspace to Microsoft 365. Led accounting team (3) by overseeing accounts receivable, accounts payable, payroll, cash management and all related accounting procedures.

Led pricing strategy and execution through the Sales, Marketing, Product Management, and IT organizations for Lennox Residential business segment (~2 billion sales). Responsible for pricing of HVAC equipment and accessories in North America.Led and managed price optimizations projects resulting in improved profitability and sales effectiveness for various sales districts.Responsible for new product introduction pricing strategy and execution. Responsible for leading pricing strategy and execution for 20+ new product introductions. Built standard operating procedures and process improvements to enhance new product introduction process/workflow.Built the pricing line logic model that assisted Executive Management, Product Management, and Sales to understand and establish optimal product pricing during and after the commercialization process.Led and managed the strategy and execution of two price actions that generated a record breaking $40 million profit impact. Price actions involved revising price segmentation and differentiation based on customers and products leading to improved revenue and profitability.Led an IT project that optimized a sales process (price book generation) that resulted in improved efficiency (70% decrease in execution time) and effectiveness. Envisioned and delivered a solution that allowed for on-demand generation of price books for the sales teams on budget and on time. Led, coached, and developed team of analysts (5), as well as conducted routine performance reviews.Selected and won the most prestigious award (Silver Star Award) out of 1000+ employees in Lennox Residential business segment for driving results and customer focus.

Supported Lennox Residential Sales and Stores organizations.Performed financial planning and analysis including budgeting and forecasting for Lennox Residential business segment.Provided analysis and supported management to enhance understanding of financial data and performance. Prepared reporting packages for monthly business financial reviews and presentations to senior leadership.Built complex financial models that provided actionable insights to optimize business performance.Created and maintained reports to monitor key performance indicators, develop insights, and analyze causes of variance to the annual plan and ongoing financial forecasts.Partnered with the VP of Sales, Region Directors, and Sales Operations to develop a $200 million strategic annual plan. Built a robust and flexible financial model that allowed executive management team to understand business drivers. Built market share reports based on industry and company shipments in Power BI to highlight areas of opportunity for the Sales organization. Built and analyzed CAPEX business cases for Lennox Stores based on financial information and market intelligence.Created a new process and reporting package in Microsoft Power BI to evaluate overall district financial performance. Gathered requirements from stakeholders and created a proof of concept in Salesforce for a dynamic data capture form.Selected and won the 2016 Finance MVP award for driving results and customer focus.

Experiential learning opportunity in partnership with UT Dallas Seed Fund.

Led and managed performance improvement and business transformation projects for different functional groups.Developed and presented financial models and reporting packages to enhance management’s operational visibility.Created and maintained complex financial models using Microsoft Excel to evaluate gross margin of products and on hand inventory.Executed process improvements in accounts receivable that resulted in timely billing and a 70% decrease in direct costs. Led partnership with IT to build corporate website.Implemented SEM (search engine marketing) and SEO (search engine optimization) strategy that resulted in improved click-through rates and conversions.Implemented an electronic document management system in the human resource department that improved employee productivity and decreased processing time. Designed production schedules for plant managers to effectively manage and optimize daily production.

Assisted in a first year and S-1 (IPO) financial statement audits.Selected for and completed a rotation with the Transaction Advisory Services group.

Performed securities analysis, implemented investment strategies and theories through portfolio construction, security selection, and management to create an investment portfolio of approximately $30,000.Implemented an investment strategy that resulted in portfolio outperformance by 3% versus the market.

Performed due diligence, market research, and financial analysis of early stage companies in technology, telecommunication, and other industries.Designed investor presentations and pitch books for private equity/venture capital deals valued greater than $5 million.