Maxwell A. Email & Phone Number

Fairfax, Va, Us

Salt Lake City, Ut, Us

Lindon, Utah, Us

Salt Lake City, Utah, Us

Prepared Annual, Quarterly, and Monthly Board Decks.Developed the inaugural State P&L to calculate Contribution Profit by state, enabling the Operations team to set strategic goals and increase profitability across all regions.Implemented a comprehensive monthly budget review process for the department, developing detailed budget sheets to facilitate the comparison of budget versus actual performance during monthly meetings.Designated as the Finance Business Partner for the Tech, Product, Data, Compliance, and Legal departments, providing support for strategic decision-making, conducting budget reviews, and managing ad-hoc projects.Developed models to estimate the financial impact of projects, aiding the product and tech teams in quarterly planning.Collaborated with Tech and Product teams to achieve annual cost savings by eliminating and renegotiating recurring software expenses.Developed pricing models to evaluate the estimated impact of changes on the PFR funnel and net revenue across various markets.

Spearheaded financial analysis and capital raising efforts for startups across pre-revenue to Series C stagesCrafted tailored go-to-market strategies, driving scalability and revenue acceleration for early-stage companies.Developed models and forecasting tools to optimize growth, and cash flow management, and capital efficiency.

San Diego, California, Us

Developed and implemented an M&A roll-up strategy, resulting in the successful acquisition of four companies.Contributed to the development and enhancement of financial policies, procedures, and internal controls for areas including accounting and payroll. Partnered with the accounting team to support the preparation of 10-K and 10-Q filings by conducting in-depth variance analysis and offering clear explanations for financial trends, ensuring comprehensive and accurate financial reporting.

London, England, Gb