Kimberly Lain Email & Phone Number

California, United States

California, United States

Mosta, Mt

Lead the US division of a public banking payments software company, overseeing financial operations, including strategic planning, budgeting, forecasting, and risk management. Drive business growth and profitability, ensure regulatory compliance, and optimize capital structure. Manage financial reporting while providing key insights for decision-making. Lead initiatives to improve efficiency, streamline processes, and enhance transparency, contributing to the company's success in a competitive market. Serve as a member of the leadership team, presenting financials to the board and offering strategic insights on key initiatives.

Mosta, Mt

Consulted for a public banking payments software company, overseeing financial operations with a focus on budgeting, strategic planning, and regulatory compliance. Delivered financial presentations to the board, providing insights to guide key decisions.Ensured regulatory compliance and optimized processes to improve transparency and efficiency. Collaborated with leadership to support business growth, risk management, and streamlined financial operations, contributing to the company's competitive success.

MENTORSHIP AND ADVISORY SERVICES (https://finopsadvisory.com/)The FinOps Advisory is a **blog site** to help Entrepreneurs explore insights on finance, accounting processes, and systems at FinOpsAdvisory.com.Key areas of focus include:• AI and automation in financial operations• Fundraising strategies and support• Financial systems implementation and integrationEMPOWERING STARTUPS TO SCALE AND SUCCEEDThe secret to a successful startup is recognizing strengths, addressing weaknesses, and overcoming barriers to growth. The right expertise, tools, and timing are critical to preparing for what lies ahead.With a proven track record in financial operations and strategic advisory, I help startups and emerging companies achieve sustainable growth through tailored solutions and cutting-edge technology integration.CFO ADVISORY SERVICESI provide strategic guidance to meet diverse business needs:• Building funding models for emerging growth startups• Supporting mergers through ERP system consolidation• Integrating back-office technologies like Bill.com, Expensify, Carta, Avalara, etc.• Setting up charts of accounts and streamlining back-office processes• Comprehensive finance and accounting solutionsNETSUITE TECHNOLOGY INTEGRATIONLeverage NetSuite to simplify and optimize financial management:✓ Integrate apps like Expensify, Gusto, Avalara, FloQast, and ADP into NetSuite✓ Migrate from QuickBooks, Sage, Microsoft Dynamics, or Xero to NetSuite seamlessly✓ Streamline compliance with fully auditable processes and enterprise analyticsKEY BENEFITS✦ Develop and execute expansion strategies confidently✦ Enhance business performance and shareholder value through strategic insights✦ Increase operational efficiency while scaling rapidly✦ Leverage financial insights for innovation and informed decision-making

My dream of becoming a doctor after getting accepted to Stanford quickly disintegrated after accepting the hard reality that my family didn’t have the financial means to pay for college.But leave it to a valedictorian to find another path to satisfy my desire to ‘diagnose and treat’ ailments. I dove headlong into earning a business degree at San Jose State.At the time I didn’t realize applying my knowledge and determination in accounting would ultimately reveal a parallel path involving problem solving.Fast forward to today, I love helping emerging growth companies set up their finance and accounting systems, implement best-practices, industry solutions and technology integration (NetSuite, Quickbooks, Xero, Bill.com, Expensify, Gusto, Avalara, ADP, Carta, FloQast, Vena) to run efficiently AND position themselves to attract funding for accelerated growth.But start-ups are not the only ones in need of financial consulting. More often than not, I’m consulting with mature companies to help them ‘unstick’ themselves from current erroneous practices and regain their financial footing and forward momentum.Turning company back-office functions around, automating and making them more efficient than ever is what I strive to accomplish daily.But the most rewarding moment comes when the staff has the “aha” moment where they see the massive productivity gains, and how their work lives are better, smoother and easier. I love what I do!On a final note, I promised myself that I would afford my children the opportunity to attend any college of their choice, regardless of price.I kept my promise. My son graduated as a chemical engineer from the University of San Francisco. My daughter graduated in May 2021 as a Doctor of Veterinary Medicine from Western University.When I squeeze in time to relax, I love to travel, SCUBA dive or hang out at the beach with my family and yellow lab Beau.Accelerate Your GrowthEmail for an appointment: kimberly@finopsadvisory.com

As VP of Finance, I manage the finance and accounting operations for multiple teams focusing on the manufacturing, software, professional services and construction industries. These businesses are ripe with complex entity structures such as multiple entities, multiple countries and consolidations.➢ Manage accounting operations, budget and financial analysis, providing strategic guidance and supporting tactical initiatives, maintaining in-depth relationships with the management team.➢ Ensuring GAAP compliance on all financial reporting, internal controls, presenting financial results and planning in board of directors’ meetings, and managing debt and equity financing activities.➢ Direct financial strategies, budgeting, and forecasting.➢ Provide guidance on new revenue recognition standards, consolidation reporting, financial analysis.➢ Guiding the scaling of company operations, selecting, implementing, migrating, and deploying finance operations software including NetSuite ERP. Projects including intercompany solutions, system configurations, and best practice training.➢ Creating, updating, financial proforma business models for business management decisions and fundraising.➢ Foreign laws and regulations management, human resource law, and stock management.➢ Highly technical finance operations specialist in system integrations.SPECIALITIES:● Development/deployment of strategic and tactical market differentiation schemata and analysis● Strategic management of corporate positioning● Corporate development and acquisition negotiations● Corporate international operations and management (multiple locations)● Corporate public relations liaison● Critical process improvement and best practices development● Fiscal management of company-wide profit and budgetary allocations● Diverse workforce management and staff retention (Director and VP levels)Email for an appointment: kimberly@finopsadvisory.com

San Francisco, California, Us

➢ VENTURE CAPITAL / FINANCIAL STRATEGIESCash flow is the lifeblood for start-ups. Venture capital funding is required during crucial growth stages. Our financial consultants expertly navigate you through the rigors of fundraising, IPO readiness, mergers & acquisitions and restructuring.We help you establish a successful foundation for financial and operational scalability to manage growth and prepare for the future through fundraising strategies and exit strategies all the while providing financial leadership.➢ FUNDRAISING STRATEGIES (Venture Capital / Private Equity)-Investor Introductions-Investor Presentations-Secondary Offerings-Growth Capital Loans-Equipment Financing-Private Equity Financing-IPO Preparation-Bridge Loans-Accounts Receivable Loans➢ EXIT STRATEGIES-S-1 Filings-Mergers & Acquisitions-Restructures-Turnarounds & Workouts-Liquidation & ABC (Anti-Bribery & Corruption) Due Diligence-Bankruptcy-Due Diligence-Asset Sales-Wind Downs & Dissolutions➢ FINANCIAL LEADERSHIP-Strategic Business Plans-Revenue Recognition Strategy-Investor Management-Contract Negotiations-Outsourced Manufacturing-Comparative Benchmark Study-Operating Financial Plans-Profit Improvement Plans-International Operations-Licensing Agreements-Board Advisory-Rolling Forecasts

San Francisco, California, Us

CFO FINANCIAL ADVISORY SERVICESOur CFO financial advisory expertise and strategic financial planning services deliver industry knowledge, market trends and best practices to scale your business, saving time, money and headaches.With end-to-end implementation services in finance, accounting and technology, we guide you confidently through the start-up growth cycle.Gain productivity, efficiency and accuracy with:✦ Business process improvement✦ Optimized finance/accounting functions✦ Leading industry practices✦ Best-in-class solutionsOur services include:✦ Financial analysis, budgeting, and forecasting✦ Risk management✦ Financial modeling✦ Complex monetization models to drive sales✦ Asset valuation✦ Revenue recognition strategy, management reports, cash burn analysis✦ Financial reporting including metrics and dashboards (Netsuite specialty)…and moreWe also understand CFO’s unique challenges and complexities. Our team’s vast industry and accounting experience provides a proven approach to managing projects and enhancing your CFOs role. We partner with you to ensure your plan is achievable with end-to-end implementation technology and financial advisory services.Recognizing the CFO role has expanded beyond regulatory compliance, management reporting and transaction processing, our CFO financial advisory services strengthen your CFO’s role in:✦ Enterprise strategic initiatives and decision making✦ Managing business risks✦ Improving organization performance✦ Driving shareholder value✦ Portfolio management✦ Capital allocation✦ Finance strategiesAre you ready to Accelerate Your Growth?Kimberly LainVP of FinanceClients: Honor, SVAngel, Eventbrite, Square, Trellis, Marin Software, Hasura, Science Exchange, Workday, Nextdoor, Fandom and more.

San Francisco, California, Us

The secret to a successful start-up is knowing your strengths and weaknesses and overcoming obstacles. The key is having the right people at the right time prepare you for what lies ahead.Our services, tools and in-depth knowledge enable you to scale for growth and success!NETSUITE TECHNOLOGY INTEGRATIONLeverage technology by integrating business critical NetSuite software and financial systems to eliminate redundancy, errors and bottlenecks while improving productivity, reporting and financial management insight.Our technology partner, NetSuite, provides a single platform, accounting and financial software solution to help start-ups succeed. Use the right financial management tool to illuminate your critical financial KPIs to drive growth and accelerate time to value.NetSuite helps you manage core business processes with a fully integrated system while allowing flexibility in a changing environment, managing risks/compliance and driving productivity.Obtain real-time visibility of your financial health using industry specific, customized financial reporting and dashboards

Menlo Park, Ca, Us

As an employee of Teknowledgies, LLC, managed an accounting team of 19 people in the US, India, Mexico, and China. Implemented workflows for procurement, logistics, supply chain management, inventory, factory, and new build and renovation construction projects projected to $1 billion USD utilizing NetSuite and third-party software systems.● Treasury, legal and tax management responsibilities.● Responsible for acquisition accounting, business combinations, intercompany eliminations, flux analysis and variance reporting, currency translation and revaluation, month end close for multiple entities and countries.● Repaired and improved processes with Avalara and Expensify workflows and reconciliations.● Provided the guidance and account and structure mapping for the migration from NetSuite to SAP.

San Jose, Ca, Us

My definition of success is helping start-ups get off the ground, bring in permanent people, train and watch them flourish taking the company to the next level. This is what I did with AppDynamics. I was the 40th person to work for them. I worked my magic and watched them become a true Silicon Valley unicorn. They were eventually sold to Cisco for over $3 billion dollars.Seeing the fruits of my labor was a special moment, but then again, every client of mine has special moments that keep me coming back for more!MY SPECIALTIES:● Month-End Closes, Journal Entries, and Reconciliations● Due Diligence Management● GAAP and IFRS compliance, monitoring, implementation and policy review● Revenue Recognition (VSOE, BESP Analysis)● Nationwide Sales and Use Tax Specialist● Audit review and compliance● Budgeting, Forecasting, and Planning● Financial Modeling, Costing, and Financial Reporting● Contract Negotiation – Leases, Bonds and Pensions● Financial System Analysis, Designing, Integrations● Metrics and Scorecard Development● Operations Management● Deferred tax, leases, pensions (PAPL)● Financial statement analysis● Income measurement and profitability● Asset evaluationsClients include:Skoll Foundation ✦ AppDynamics, Inc. ✦ ForgeRock ✦ Amazon (TenMarks) ✦ Citrix Systems, Inc. ✦ Dell ✦ EMC ✦ VCE ✦ Cisco Systems ✦ Moogsoft, Inc. ✦ Nitro ✦ BandPage, Inc. ✦ Cloud.com ✦ Clinkle Corporation ✦ Fluxion Biosciences, Inc. ✦ Vlocity, Inc. ✦ Sequoia Worldwide ✦ Sikka Software ✦ SFSU ✦ Mopay, Inc. ✦ DIMOCO Americas, Inc. ✦ Home Value Protection, Inc. ✦ Pie Digital, Inc. ✦ Daimler North America ✦ International Longshoremen & Warehousemen Union ✦ America Say Hello ✦ Woodside Capital Partners ✦ Share Group, Inc. ✦ Entertainme.com ✦ Presidio

As CFO Advisor at Teknowledgies, LLC for seven years, developed and established the finance function from the ground up, delivering strategic leadership in treasury, legal, tax, and compliance operations. Oversaw forecasting, budgeting, and comprehensive financial management to support organizational growth and long-term stability.• Architected and implemented scalable systems and processes while building and mentoring a high-performing team of five, elevating the efficiency and impact of the professional services organization.• Spearheaded all finance functions, including cash flow management, financial planning, and reporting, while actively contributing to high-profile client engagements with industry leaders such as Cisco, NetApp, VMware, and Presidio (prior to its acquisition of Sequoia).• Provided executive-level insights to align financial strategy with corporate objectives, enabling informed decision-making and fostering sustainable growth.

Starting from scratch, I helped this Australia-based company get a foothold in the US mobile messaging market, working to establish accounting processes and systems, helping them adapt to US laws and regulations, GAAP, etc., creating relationships for them with local banks, etc.● Entrusted with driving the financial planning and analysis process through development and implementation of financial targets and planning aligned with organizational & strategic plans.● Worked towards developing a high-quality infrastructure of quantitative analysis tools and data to enable consistent, timely and efficient analysis of corporate metrics.● Exercised complex monetization models to drive sales and marketing efforts.● Developed marketing strategic and tactical plans supported by business/financial analysis.● Handled multiple high visibility, time sensitive projects at once

A new and unique advertising media which utilizes free directory assistance to the consumer market.InFreeDA was a very early-stage start-up who kept its books in an Excel sheet. I transformed that system into QuickBooks, where I set up all aspects of accounting. I also created and updated very large analysis tools that were presented to Venture Capitalists. Eventually AT&T purchased InFreeDA, and I worked closely with them to transition all systems.Entrusted with driving the financial planning and analysis process through development and implementation of financial targets and planning aligned with organizational & strategic plans.● Worked toward developing a high-quality infrastructure of quantitative analysis tools and data to enable consistent, timely and efficient corporate metrics.● Developed marketing strategic and tactical plan supported by business/financial analysis. Handled multiple high visibility, time sensitive projects at once. Worked hands-on and oversaw the Finance, IT, and Facilities Departments with 6 direct reports.● Instrumental in developing and redesigning the financial model for raising investment capital via various funding vehicles.

While managing all day-to-day aspects of this construction firm, I was involved in project management, bidding, sales and virtually every area of the company. In fact, I helped the company grow its revenues by nearly 50%, by developing additional business from existing clients.● Hired to oversee customer service, accounting and project management functions while supervising 5 direct reports and controlling the annual budget while reporting to the company President.● General contractor for residential, commercial building construction, and land development.● Developed strategic and tactical market differentiation via business development relationships, public relations, and innovative building technologies.● Negotiated contracts, engaged in risk management decisions, and ensured regulatory and legal operational compliance.

Caap

Bsba, Finance

Bsba, Business Administration