• Led initiatives resulting in a 30% average annual increase in revenue through strategic planning, market expansion efforts, and leveraging forecasting tools to optimize resource allocation.• Collaborated with cross-functional teams to optimize operational efficiency and reduce costs by over 15%, utilizing groundbreaking technology and AI to track unit economics and ensure data-driven decision-making.• Played a key role in developing exit strategies for potential acquisitions, including due diligence, valuation analysis, and negotiation tactics, with a focus on analytics to assess risks and opportunities in real time.• Led M&A initiatives by identifying and evaluating target companies, ensuring alignment with strategic growth objectives while using data-driven insights into unit economics to validate long-term profitability.• Implemented scalable financial processes and controls, integrating advanced tools for predictive analytics, driving operational efficiency, and supporting rapid business growth.• Achieved a 25% increase in revenue through strategic pricing initiatives and targeted market expansion, underpinned by detailed tracking of unit economics to refine product and customer profitability.

• Established robust financial operations tech stack and infrastructure for new and growing companies, often in the tech sector.• Negotiated and reviewed key financing terms for convertible notes, equity agreements, SAFEs, and other financial instruments to secure optimal deal structures for early-stage companies.• Led the completion of 409A valuations, ensuring compliance with IRS regulations while providing fair market valuations for stock options in private companies.• Conducted comprehensive valuations for due diligence, leveraging financial models, market analysis, and business performance metrics to assess company value for M&A, fundraising, and exit planning.• Successfully resolved complex tax audits, filed amended tax returns, and negotiated favorable outcomes for clients with state and federal tax authorities.• Advised founders and key employees on 83(b) elections, helping them minimize long-term tax liabilities on equity grants by filing timely and compliant elections.• Built detailed financial models to forecast cash flow, revenue, and profitability, aligning financial strategy with business growth objectives to present to venture capital, private equity, and family office investors.• Managed cap tables for startups and growing companies, ensuring accuracy in equity distribution, dilution tracking, and preparing for future investment rounds.• Cultivated and maintained strong banking relationships, securing favorable terms on financing, credit facilities, and capital structures for portfolio companies.• Collaborated with legal teams to review contracts, equity agreements, and financing documents, ensuring compliance with regulatory requirements and protecting company interests.• Presented at various startup events and mentored first time founders with financial aspects of raising funds while applying lean startup methodology.• Contribute regularly as “The CFO Guy” #theCFOguy on LinkedIn and other social media platforms.

• Developed financial dashboards, unique tax situations, investor/lender relations, financial projections, business valuations, and other accounting and business advisory services.• Provided strategic financial guidance resulting in a 25% increase in profitability within the first year, incorporating AI and other tools to track unit economics and streamline financial processes.• Implemented cost-saving measures, resulting in a 10% reduction in overhead expenses. • Assisted business owners in staying compliant with tax laws and regulations, conducting thorough reviews of financial records and transactions to identify potential tax savings opportunities.• Advised clients on exit planning and M&A opportunities, providing financial analysis and guidance throughout the transaction lifecycle.• Facilitated successful mergers and acquisitions, ensuring seamless integration and alignment with strategic objectives.• Provided strategic tax advice to clients on complex tax issues, optimizing tax structures and implementing tax-efficient strategies to minimize liabilities while ensuring compliance with regulatory requirements.

• Orchestrated the transformation of financial operations by streamlining processes and implementing best practices, incorporating AI-based solutions for real-time tracking of unit economics and cash flow optimization.• Exceeded outbound B2B sales metrics YoY and consistently outperforming quota.• Oversaw full sales cycle, maintained and updated CRM, led prospecting efforts, and supported closing high value deals.• Provided strategic insights through FP&A activities, enabling data-driven decision-making and maximizing revenue opportunities, utilizing advanced technologies for financial modeling and forecasting.• Developed and implemented pricing strategies that resulted in a 20% improvement in profit margins by analyzing customer behavior and market trends for optimized pricing models.• Established key partnerships, leading to a 50% expansion in the client base, leveraging data to identify and target the most profitable customer segments.• Developed and executed exit strategies for portfolio companies, supported by AI-based tools for financial analysis and risk assessments to drive better decision-making.

I worked at PwC for 10+ years in a variety of management consulting, financial services, and auditing roles. I supported large to mid-sized organizations with numerous strategic initiatives, ranging from enterprise risk management (ERM), audit readiness, internal controls testing, financial management, system implementation, change management/training, and other highly technical support. I was also responsible for internal activities, such as business development, proposals and white papers, coaching and mentoring staff, and attending conferences and PwC community activities.

I supported this engineering, construction, and design/build firm as a project/cost accountant. I was responsible for recording and maintaining profits and costs for a portfolio of projects. I collected data to determine business activity, analyzed budget to actual costs, prepared reports, and discussed results with project managers. I was also responsible for invoicing, purchase orders, and payables for each project.