Rockbot provides licensed media streaming for brick & mortar businesses to enhance customer experience and engagement. Working "behind the scenes," I enable leadership and the rest of the organization to drive strategic initiatives through data-informed decisions and insights. I champion my team to thrive in both their professional and personal lives. Notable achievements→ First finance hire, built out finance & bizops function to a team of 7 FTEs→ Managed outsourced accounting firm and brought accounting in-house→ Engineered bottoms-up financial budget and operating model → Co-led fundraising rounds and diligent prep with CEO→ Prepare quarterly BOD presentations, manage investor relations, cap table & 409A→ Treasury management and navigated recent SVB challenges → Navigated COVID-related challenges & secured PPP funding → Help manage data quality and structure to drive performance management→ Ad-hoc reporting and analysis to support strategic initiatives→ Co-lead annual financial audit and cross-department collaboration→ Implementing new ERP to streamline processes & replace the current system(s)

Groopt is a payment and data management app for non-profit, member-based organizations. Achievements- Implemented Objective and Key Results (OKR) Initiative company-wide.- Engineered & presented proforma with CEO to closed VC funding.- Developed & launched the beta program with 20% of free accounts converting to paid. - Restructured AWS configuration to decrease annual server costs by 44%.- Increased Adwords CTR by 26% & decreased CPA by 64% during beta launch.ResponsibilitiesFinancial Planning & Analysis- Engineered bottoms-up financial blueprint to model revenue and expense drivers, forecast strategic business initiatives and perform cost-benefit analysis for potential market opportunities.- Prepared Quarterly Business Reports (QBR) for the Board of Directors; identified challenges and presented strategies to improve Key Performance Indicators (KPI).- Established annual & quarterly budgets to drive efficient department spending and hiring schedules based on long and short-term company objectives.- Identified seasonality of new accounts and user trends to effectively time marketing initiatives.Operations & Management- Supervised Customer Success and Sales Teams; managed KPI reporting to improve sales productivity and customer lifecycle based on Objectives and Key Results (OKR).- Implemented HR Information Management System to establish performance review policies, organize sensitive information and simplify employee onboarding.- Streamlined development sprints, bug reporting and user-feedback processes to refine communication between departments and enhanced team camaraderie.

Environmental Control System repair facility for commercial aircraft.Achievements:- Customized the Enterprise Resource Planning (ERP) System company-wide.- Pioneered component capabilities database to support sales and business development initiatives.Responsibilities:- Managed shop operations during Grad School; shifted to as-needed project management in 2010.- Routinely cut material costs by forecasting purchase schedules to negotiate with vendors.

WebGreek is a web development and design consulting firm for professional associations. Achievements:- Explored user data and expanded pricing tiers to increase monthly recurring revenue by 10%. - Reduced sales cycle by 30% with efficient, automated workflows.- Optimize web-design processes and increased development capacity by 50%.Responsibilities:- Developed revenue and expense forecasting models to guide strategic business initiatives.- Maintained library of SQL queries to regularly pull user data for analysis. - Leveraged user data to support product development and feature focus. - Managed Sales and Customer Support teams to drive user engagement.- Presented strategic reports to executives and business partners to support short and long term objectives.

Southern California Angel Group interested in Seed, Early Stage and Later Stage Venture Investments.- Performed financial due diligence and analysis. - Managed operations during fast pitch presentations. - Prepared summaries and analysis of presenting companies.