Nikki Ostrem Email & Phone Number

Serving as a fractional CFO for early-stage, high growth companies. As part of the leadership team, we define company goals, develop roadmap to achieve goals and build the financial and operational infrastructure to support enterprise value growth.Clients include: CPG companies, SaaS, Real Estate Investment, Professional Services,

San Diego, Ca, Us

Signature Analytics (SA) provides outsourced accounting and finance services for small to mid-sized companies. Clients include: SaaS, digital content distributor, mental health treatment facilities, manufacturing, real estate investments.As a VP of Finance and business unit manager I am responsible for team and client success. I serve as an internal team leader and an executive level client facing team member interacting with the C-Suite. My primary responsibilities include:- Work directly with client leadership team (CEO, President, Owners) to understand company goals and challenges to build an accounting and finance function that supports company goals and allows for growth. - Provide Business Advisory services where needed including implementing and managing FP&A activities including budgeting, reporting and treasury.- Direct the preparation of all monthly GAAP compliant financial reports and KPIs including income statements, balance sheets and non-financial KPIs.- Oversee team that perform day to day accounting functions (AP/AR, Cash forecasting and management) and implementation and compliance with accounting systems and compliance.- Lead finance and accounting teams through client sale due diligence. Work directly with investment bankers and client leadership to prepare all finance and accounting related data room requests and fulfill custom buyer generated due diligence requests.- Support capital raise efforts by creating financial projections and financial pitch materials and support due diligence conversations regarding sources and uses of capital and growth projections. - Work with leadership to create board reporting packages customized for company specific board. Attend board meetings to support financial conversation with the board.

MatchSell Inc. (formerly known as iAmLife Inc.) provides a unique e-commerce social platform for selling merchandise, and also provides the opportunity for content creators and influencers of all sizes to monetize on their following. In a nutshell, MatchSell Inc. connects sellers to products, paying out commissions upon completion of transactions.As a founding member of the executive team, serving as both the Chief Financial Officer and the Chief Operating Officer, I was responsible for all planning and implementation initiatives related to finance, accounting, human resources and corporate governance. My responsibilities included:- Designing and implementing all fiscal systems, including the creation of an annual business plan, departmental budgets, financial close process and timeline, proper expense and cash advances policies and procedures.- Running monthly meetings designed to provide concise and relevant information to staff, including current and future year financials and capital raise progress, summary of goals and objectives met, new goals and objectives for coming quarter, and education on business decisions.- Managing departments from Operations and Human Resources, to Accounting/Finance and Office Management.- Overseeing all Board of Director communications, maintaining all corporate documents and working with legal counsel and tax specialist to ensure board and investor compliance.- Creating and maintaining all financial projections and business plans for all capital raise efforts.

San Diego, California, Us

NavigateHCR is a SaaS startup company, with an emphasis in Healthcare Reform Compliance and Reporting solutions for small businesses. This tech company eliminated the need to staff an internal resource to collect and distribute communications, drastically improving efficiency. I served as both the Chief Financial Officer and the Chief Operating Officer, and was responsible for the day-to-day management of this SaaS (software-as-a-service) company, and with my efforts, the company experienced exponential growth. My primary responsibilities included:- Managing Finance/Accounting, Product/Tech Development, Human Resources and Customer Service for the company that experienced revenue growth from $80k to $1.2MM in a 12-month period. - Creating a hiring plan and grew team from 4 employees to 22 employees, in 18 months.- Overseeing product development for core solution, from the concept to completion in 18 months. - Researching and implementing integrated credit card processing system for monthly reoccurring payments for SaaS products.

San Diego, Ca, Us

OneRoof Energy is a solar finance company that engaged in providing financing options for residential homeowners who wished to install solar panels on the roofs of their properties. As the Director of New Product Strategy, I managed the development and implementation of leasing programs, including program design, market strategy, pricing, and market collateral content. My primary responsibilities included:- Creating a framework for evaluating and implementing a new channel for existing offering, while developing and testing the pilot program for this channel. - Working closely with marketing and operations to implement new program and communicate it across organization and to potential partners. - Reporting to executive team and Board of Directors on progress and status of new channel program- Overseeing strategic projects team to evaluate new opportunities in non-consumer direct channel.

Irvine, Ca, Us

John Burns Real Estate Consulting is an independent research and consulting services firm that provides portfolio valuation, feasibility analysis, due diligence, and market research for provate equity, hedge fund and banking clients. Starting out my career at this firm as a market research analyst, and later as the Manager of Custom Consulting, my responsibilities included:- Managing client relationships from pre-engagement planning through presentation of final deliverables for global firms, such as: JP Morgan Chase, Morgan Stanley, Intracorp, MatlinPatterson and The Carlyle Group.- Converting multiple consulting leads into assignments with revenue of $5,000 to $350,000 per assignment. - Directing consulting teams (2-8 people) charged with quickly assessing market value of land and portfolios on behalf of private equity, hedge fund and banking clients; providing consulting valuation for 150,000+ residential lots across 20 states.- Conducting semi-annual performance reviews and goal setting with direct report team members. Providing feedback and direction for training and individual career paths. - Continually assessing each consulting engagement to understand staffing needs, data information requirements and project scope to enable consulting staff to have the required resources to successfully complete each assignment. - Interacting with clients to assess needs and devise business strategies; guiding clients through strategic planning process. Assessing client businesses and identifying objectives for one-and five-year plans.

Global Crossing is a publicly traded telecommunications company that provides IP solutions worldwide. As a financial analyst at this company, I leveraged strong accounting and compliance practices to explore historical financial data, predict future results and drive process and policy improvements. Day-to-day responsibilities at this job included:• Maintaining the company’s five-year financial models, while integrating industry research-based projections and current company metrics, to create complete financial models.• Analyzing current and past financial data and performance• Preparing reports and projections based on this analysis• Evaluating current capital expenditures and depreciation• Exploring investment opportunities• Establishing and evaluating profit plans• Identifying trends in financial performance and providing recommendations for improvement• Coordinating with other members of the finance team to review financial information and forecasts• Providing financial models and forecasting

New York, Ny, Us

SunAmerica is a leading financial services firm, with an emphasis on the retirement savings market. I started my service to the company as a Trading Assistant, and after three months of accepting that position, I was promoted to the position of Financial Analyst. My responsibilities at this firm included:- Providing support to the Residential Mortgage-Backed Securities Department.- Analyzing current and past financial data and performance- Preparing reports and projections based on this analysis- Evaluating current capital expenditures and depreciation- Exploring investment opportunities- Establishing and evaluating profit plans- Identifying trends in financial performance and providing recommendations for improvement- Coordinating with other members of the finance team to review financial information and forecasts- Providing financial models and forecasting

New York, Ny, Us

During my internship as an analyst at Merril Lynch, my key tasks and responsibilities included:• Developing and maintaining complex financial models• Performing various financial analyses, including valuations and merger consequences• Conducting comprehensive and in-depth company and industry research• Preparation of presentation and other materials for clients• Participation in due diligence sessions, communications and interaction with deal team members• Management of several projects at once and work effectively as an individual and as part of a team

Mba

Bachelor Of Science - Bs, Finance & Entrepreneurship