Advisor and Consultant in AI and the Wine Industry

▪ Head of finance leading a team to drive budgeting, forecasting, and reporting activities in collaboration with executives. Present & advise executives on all aspects of FP&A including KPIs, headcount, performance targets, commissions, and financial models to help drive decision making.▪ Present & advise executives on all aspects of FP&A including CapEx, KPIs, headcount, performance targets, commissions, andfinancial models to help drive decision making.▪ Lead initiatives aimed at improving quality of data and data integration post merger reporting.

▪ Forecasting and planning for a software startup specializing in creating customized virtual assistants.▪ As a Strategic Advisor working with a startup chatbot company to create dialogue, workflows,feedback functionality and analytics.▪ Acting CFO for a restaurant start-up; development business plan, identified investors, and raiseddebt and startup capital.▪ Created financial statements, financial models, and led investor meetings for a startup mobilemarketing firm.▪ Evaluated various acquisition opportunities for a startup mobile marketing firm.

▪ Develop business plans, growth, and roll-out strategies for new titles.▪ Prepare budgets, monthly and quarterly reporting, and actual vs. forecast variance analysis.▪ Build predictive financial models to forecast sales performance of new titles.▪ Perform break-even, what-if-studies, bundles and singles title analysis.▪ Synthesize market research based on trends, customer behavior, contracts, trade spend.▪ Identify areas to minimize operational costs and maximize profit while preserving brand equity.▪ Liaison between Operations, Finance, Sales, and Marketing to determine sales growth.▪ Manage and run weekly cross functional meetings with EVPs, VPs, and Directors to facilitatedecision making for distribution, sales goals, production, manufacturing, and marketing.▪ Produce executive level regular and ad-hoc reporting.

▪ Oversaw business development and marketing activities for the Northeast US.▪ Increase revenue by 30% over the prior year with the highest gross margins in the company.▪ Advised Lenders, Investment Banks, and Private Equity Groups on Valuations and Asset Disposition

-Hired, Trained, and Lead a team of analysts to perform 500+ valuations on over $7B in assets.-Founded, Operated, and Marketed the Food, Wine, and Spirits Advisory practice increasing revenue 5 fold.

Explored and developed original theories and models that underlie management decisions on Strategy, M&A, and Human Capital; published academic articles on implementation of these theories to managers.