Marshall Smith Email & Phone Number

San Francisco Bay Area

Improved an existing finance and accounting infrastructure for this operationally self-funding company. Improved the accounting on Quickbooks Online, perform the accounting & close hands on. Improved the vendor & customer files and the corporate office. Ad hoc financial analysis for senior management.

Set up a scalable finance and accounting infrastructure for this new collaboration financed company. Put in place the foundation for successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Established.

San Jose

Improved an existing finance and accounting infrastructure for this incubator company. Improved the accounting on Peachtree, performed the accounting & close hands on for selected incubating entities and fund companies and improved the vendor & customer files. Improved the company finance manual as the guide for well ordered operations. Participated in.

Set up a scalable finance and accounting infrastructure for this new (self-funded/collaborations) company. Put in place the foundation for future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting hands on, established the vendor & customer files and the corporate office. Established scalable.

Set up a scalable finance and accounting infrastructure for this new Angel backed company. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Trained a FT employee to take on all aspects of finance and accounting.

Improved an existing finance and accounting infrastructure for this operationally self-funding company. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the corporate office. Improved the company finance manual as the guide for well ordered operations. Ad hoc financial analysis for senior.

Mountain View, CA

Improved an existing finance and accounting infrastructure for this VC-backed company - which carried them through financings and successful audits. Assisted in the structure for the successful future financings, audits and finance hires. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the.

Redwood Shores - Then MN

Improved an existing finance and accounting infrastructure for this VC-backed company - which carried them through financings and successful audits. Put in place the foundation for the successful future financings, audits and finance hires. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer files and the.

Improved an existing finance and accounting infrastructure for this VC-backed company - which carried them through financings, successful audits and later sale. Put in place the foundation for the successful future financings, audits and finance hires. Improved the accounting on Quickbooks, managed the accounting & close, improved the vendor & customer.

Mountain View

Set up a scalable finance and accounting infrastructure for this new VC-backed company - which carried them through Series B, successful audits and commercialization. Put in place the foundation for the successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on.

Mountain View

Set up a scalable finance and accounting infrastructure for this new VC-backed company - which carried them through Series B, successful audits and a sale of the company to Amgen. Put in place the foundation for the successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands.

San Francisco - Then Malibu

Set up a scalable finance and accounting infrastructure for this new, internally funded Bay City Capital company. Put in place the foundation for successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting hands on, established the vendor & customer files and the corporate office..

Menlo Park

Built up a scalable finance and accounting infrastructure for this early stage - just out of the incubator VC-backed company. Put in place the foundation for successful future financings, audits and finance hires. Performed the early stage accounting hands on (using Sage - Peachtree), established new vendor & customer files and the corporate office..

Palo Alto

Set up a scalable finance and accounting infrastructure for this new Angel to VC-backed company. Put in place the foundation for successful future financings, audits and finance hires. Set the company up on Quickbooks, performed the early stage accounting & close hands on, established the vendor & customer files and the corporate office. Established.

Produced total company annual operating budgets, rolling monthly forecasts, budget versus actual reporting during a period of high growth and subsequent decline. Financial modeling of various aspects of the business, spanning all departments, for business decision support. Ad hoc financial analysis for senior management.

Redwood City

Produced total company annual operating budgets, rolling monthly forecasts, budget versus actual reporting and five-year financial plans for financings. Financial modeling of training program offerings, revenues & expenses for various centers based on the number and types of procedures. Ad hoc financial analysis for senior management.

Bs, General Business

Bs, General Business

Mba, Finance