Lillian Meyer, Cfa Email & Phone Number

San Carlos, California, Us

Presto Automation is a SaaS company that provides voice AI software solutions for restaurant drive-throughs. The software greets customers, responds through the speaker, takes orders, and enters them directly into the restaurant's point-of-sale (POS) system. Recently, the publicly traded company underwent an Article 9 out-of-court restructuring.

Baltimore, Maryland, Us

Board Advisory

Baltimore, Maryland, Us

Technology and IT service company, using technology to source, train, and deploy software developers, and providing IT services and solutions in Cloud, Data, Cybersecurity, and AI. 𝐓𝐞𝐚𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭- Built a high-performing Finance and Accounting team, fostering a culture of excellence and continuous improvement. - Achieved expanded responsibilities with less headcount, including overseeing government grant funding and designing and implementing sales commission structures.𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧- In the first 30 days, conducted a benchmarking analysis against peers, identifying key areas for value creation and refocused company strategies. - Improved A/R turnover from 67 to 44 days- Reduced time to close from 60 to 15 days. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠Lead strategic planning, budgeting, and forecasting processes, developing KPIs to measure performance, and enhancing financial planning strategies.𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠Led $10M and $3.2M equity raise in 2022 and 2023. 𝐌𝐞𝐫𝐠𝐞𝐫𝐬 𝐚𝐧𝐝 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬Led the negotiation and closing of an acquisition-hire to unwind an unfavorable joint venture arrangement, ensuring strategic alignment and operational efficiency.𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭𝐬Delivered a 30% improvement in cost efficiency through strategic initiatives; Restructured bench to optimize resource allocation. 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐂𝐨𝐧𝐭𝐫𝐨𝐥Implemented internal control best practices and remediated material internal control weaknesses identified as part of the PCAOB audit conducted prior to my tenure.𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐈𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭- Established delegation of authority.- Implemented a standard F&A hiring practice. - Developed and enforced credit checking policies and procedures.- Instituted bench policies to enhance operational efficiency.𝐒𝐚𝐥𝐞𝐬 𝐂𝐨𝐦𝐦𝐢𝐬𝐬𝐢𝐨𝐧Redesigned and implemented a new sales commission structure.

Bluescape Opportunities Acquisition Corp. (NYSE: BOAC) is a $600M New York Stock Exchange-listed, special purpose acquisition entity focused on essential assets and was formed to enter into a business combination with one or more businesses.𝐈𝐧𝐢𝐭𝐢𝐚𝐥 𝐏𝐮𝐛𝐥𝐢𝐜 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠Led a $600M initial public offering, prepared investor presentations, conducted testing-the-water meetings, drafted and reviewed S-1/legal documents. 𝐌𝐞𝐫𝐠𝐞𝐫𝐬 & 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬Managed a large cross-functional team; Led deal evaluation, due diligence, and negotiation. 𝐒𝐄𝐂 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠- Oversaw SEC reporting and ensured compliance with all SEC regulations. - Managed the preparation and filing of quarterly and annual reports (10-Q, 10-K) and other required disclosures.- Ensured adherence to accounting principles (GAAP) and maintained internal controls.𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞 & 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞Oversaw corporate governance practices and ensured compliance with all legal and regulatory requirements; Stayed current with NYSE rules and regulations to ensure ongoing compliance.

“Snap a picture of your electric bill to find out how much you can save.” an online platform that allows Texas customers to analyze savings and switch electricity plans. 𝐆𝐨-𝐓𝐨-𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬Researched market opportunities, explored various business models, used creative revenue sharing models to turn challenges into profitable opportunities. 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠Launched a digital marketing plan using social media and search engine optimization to acquire customers and achieve clarity on mission statement of the organization.𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭Collaborated with a software development company to design and create an application that allows customers to switch electric plans; led the UI/UX design and database implementation.

Irving, Tx, Us

Vistra Energy is the largest independent power producer in the U.S. 𝐑𝐞𝐧𝐞𝐰𝐚𝐥 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭Evaluated wind, solar, and storage development opportunities, reshaped growth strategies. 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 Developed and implemented a capital allocation strategy; Reviewed and approved capital investment decisions.

Dallas, Tx, Us

Bluescape is a private equity fund specializing in active investments in public and private sectors. It employs a distinctive value creation strategy, integrating capital infusion with strategic oversight to drive growth and enhance performance.𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐔𝐧𝐝𝐞𝐫𝐰𝐫𝐢𝐭𝐢𝐧𝐠Led market research, valuation, financial modeling, negotiation, due diligence, and structuring. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩Guided portfolio companies' strategic direction, capital decisions, financing, budgeting, incentive alignment, and operational improvements.𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐎𝐯𝐞𝐫𝐬𝐢𝐠𝐡𝐭 𝐌𝐨𝐝𝐞𝐥 Implemented a highly-involved-investor-oversight model to monitor KPIs, assess performance against the budget and long-term plan, implement best practice processes, and create a roadmap for continuous improvement. 𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬Played a key role in the $700M and $665M Fund I & II private equity raise; Presented industry fundamentals and investing strategies at investor conferences. 𝐊𝐞𝐲 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬★ Initiated an investment in NRG, orchestrated a restructuring program that divested $3B assets, improved cost from the bottom to the top quartile, and removed $13B debt, resulting in a 132% return in the first year (3.0x MOIC, $6.5B value creation), the best S&P 500 performer in 2017. ★ Played a key role in the bankruptcy restructuring of a power producer that resulted in $2B of value creation for creditors (40 cents to par). ★ Negotiated an advisory service agreement with an E&P company, implemented a restructuring program that reduced debt, cut cost, improved efficiencies, and reshaped investor communications. ★ Played a role in negotiating and executing a $200M PIPE in a regulated electric utility company and an advisory service agreement with the company; assisted the company with settlement negotiation related to a bankruptcy proceeding for one of its subsidiaries.

Irving, Tx, Us

TXU Corp. is $45B integrated power generation, retail electricity, and regulated transmission and distribution company in Texas. ⭐ 𝐃𝐢𝐫𝐞𝐜𝐭𝐨𝐫 𝐨𝐟 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐚𝐧𝐝 𝐌&𝐀, 2004 – 2008 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐓𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝𝐬Played a key role in TXU's restructuring program that generated 68% annualized shareholder return, $32B in value creation, top 5 S&P 500 best-performing stock. 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞𝐝 𝐁𝐮𝐲𝐨𝐮𝐭Managed the $45B leveraged buyout process, presented long-term cash flow projections, examined financing documents, coordinated due diligence, and prepared the Board of Directors' recommendations. 𝐃𝐢𝐯𝐞𝐬𝐭𝐢𝐭𝐮𝐫𝐞Led the sale of a $500M midstream pipeline company and the sale of a $2B regulated gas distribution company, conducted the financial analysis, managed the due diligence, negotiated the purchase and sales agreements, and coordinated post-closing separation planning. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲Designed the growth strategy, evaluated M&A and growth opportunities, developed financial and operational models, provided ROI analyses on business decisions, and developed hedging strategy. Led preparation of strategy presentations and reports for internal management, Board of Directors' meetings, earnings, and other press releases. 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐥𝐢𝐧𝐠Developed a robust and dynamic long-term planning/forecasting model for the executive leadership team to incorporate strategic thinking and implement hedging strategy while producing faster and more accurate reports. 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬Built a power price forecasting model and produced ad hoc fundamental analysis reports.𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭𝐬Collaborated with operations to implement a performance improvement operating system to remove waste, reduce cost, and improve efficiency. ⭐ 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞, 2002 – 200418-month rotational program in commodity trading, risk management, and retail pricing.

Arthur Andersen was one of the "Big Five" accounting firms that provided auditing, tax, and consulting services to large corporations. 𝐀𝐮𝐝𝐢𝐭 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠Conducted the audit of financial statements under U.S. Generally Accepted Accounting Principles (GAAP). 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐬Documented and assessed internal controls, recommended business process best practices.𝐈𝐏𝐎 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 Participated in 3 carveout IPOs at HK Stock Exchange. 𝐓𝐞𝐚𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭Provided training for new employees.

Master Of Science - Ms, Law

Master Of Business Administration - Mba

Master'S Degree, Accounting