Lori Rosenberg Email & Phone Number

Kirkland, Wa, Us

Las Vegas, Nevada, Us

Hedera is an open source, proof-of-stake, public network and governing body for building and deploying decentralized applications.•Spearheaded the implementation and integration of a finance database on BigQuery, improving data accessibility and reporting capabilities•Designed and introduced a fair, goal-oriented compensation policy aligned with organizational objectives•Drafted and refined a treasury policy to enhance financial sustainability and optimize capital management•Created robust KPI dashboards and conducted detailed forecasts to support strategic and data driven decision making

Fort Worth, Texas, Us

• Directed AI-driven finance transformation• Established enterprise-wide vendor contract and billing platforms, instrumental in shaping a cost-saving and revenue-driven pricing strategy• Oversaw system revenue operations

Fort Worth, Texas, Us

Consensys is an Ethereum software company that enables developers, enterprises, and people worldwide to build next-generation applications, launch modern financial infrastructure, and access the decentralized web. • Spearheaded technology roadmap development and collaborated with cross-functional teams for implementation• Introduced a new tech stack comprising accounts payable, travel, billing, close management, vendor contract management, and revenue recognition platforms• Drove strategic initiatives for system enhancements, including revamping the accounting ERP system, chart of accounts, and managing Crypto transactions and tax issues• Initiated and led an audit spend project resulting in annual savings exceeding $0.5M in recurring spendSkills utilized: Python, JavaScript, HTML

San Francisco, California, Us

Uplift (Acq. by Upgrade) is an enterprise Buy Now, Pay Later solution in the travel vertical.• Finance lead in $100M acquisition as the acquired company.• Managed M&A accounting, FP&A operations, and system implementations including ERP• Led external audits, established internal controls, and handled revenue accounting for subvented loans• Directed the establishment of operations for a new entity in Mexico, overseeing payroll and accounts payable Additional software tools utilized include NLS, Snowflake, Jira, and ConfluenceSkills utilized: SQL

San Francisco, Ca, Us

San Francisco, Ca, Us

Fundbox provides revolving lines of credit for small businesses. Fundbox is a Fintech company with headquarters in Israel. • Managed annual audit and drafted consolidated financials with footnotes• Oversaw U.S. payroll, AP, and expense processing with two direct reports• Prepared financial board slides and presented monthly accounting metrics to executives• Streamlined month-end close, reducing duration from 20 days to 5Additional software tools utilized: Tableau

San Francisco, California, Us

• Identified, created, and delivered innovative service strategies and tools to generate revenue opportunities related to new and existing clients as well as created project plans, deliverables, and timelines to meet customers needs• Managed consulting projects such as financial modeling, Budget vs. Actuals Reports, SALT Filings (including management for client Carta, Inc.), and other ad hoc reporting

San Francisco, California, Us

• Managed finances for a portfolio of 20+ venture-backed firms, leading a team of seven• Offered strategic financial counsel, conducting regular sessions with founders and participating in client board and investor meetings• Oversaw FP&A operations, developing models, budgets, and forecasts for financial projections and operations

San Francisco, California, Us

• Account managed a client portfolio of 10+ venture backed start-ups • Performed State and Local Tax filings for various companies including Carta, Inc.• Streamlined the company wide 1099 process and established a new fixed fee structure• Lead company-wide trainings on topics such as 409a valuations and the 1099 process

San Francisco, California, Us

Kruze Consulting provides Startup CFO Consulting to over 350 Seed-Series C start-ups in the Silicon Valley, Los Angeles, and New York City. The firm handles all things accounting, finance and HR related: interim CFO consulting, financial modeling, annual taxes, state and local taxes, venture debt consulting, bookkeeping, A/R & A/P, and fundraising preparation. • Operational accounting responsibilities included managing the financials and monthly close process, ensuring tax and audit compliance, overseeing accounts payable and collections, and integrating new software solutions into client operations to improve operational efficiency • Performed Revenue Recognition for SaaS and FinTech companies• Redesigned clients’ financials and chart of accounts, built custom reporting tools within Excel to provide management and investors insight into financial performance, optimized accounting operations process to increase transparency and ensure reporting accuracy, and performed monthly financial and prior period trend analyses, including runway and burn calculation and review • Prepared tax forms 1120 and subsidiary tax forms 5471 using ProConnect Tax Online• Aided 20+ clients in the 1099 process using Track 1099• Utilized Bill.com to process A/P and A/R documents & Expensify for expense tracking• Coordinated directly with the CEO and founders to ensure accurate reporting and compliance to meet investor and board requirements