Working with VC firms and strategic partners to source Series A investment round.Developed company-wide standard processes for the handling of accounts payable/receivable, inventory management, expense reporting, and payroll.Managed important partnerships with vendors, resellers, and point of sale providers.Researched new markets for product use and worked with new partners in each sector.Maintained new client relationships and oversaw HubWorks’ software deployment to all new customers.

Created reporting system to allow firm’s partners to better understand key statistics of over 200 portfolio companies in both data and dashboard reporting formats.Assisted partners in diligence process of investing in two new funds; responsibilities included providing analysis to general partners based on attractiveness of each new fund, and writing offering memorandum and performing associated financial analysis.

Performed extensive market research for technology sector Graham Allen was evaluating for future investments.Created business plan for new opportunity and analyzed feasibility of launching venture.

Recommended improvement opportunities to foundation finance and budget reports based on user feedback and analysis; increasing report relevance and user satisfaction for grants managers.Resolved $50M worth of data discrepancies in reporting by identifying incorrectly categorized payments; managed the effort to re-categorize the payments, and worked with foundation staff to ensure future payments would be coded correctly.Designed and developed over 30 ad-hoc reports for Finance, Communications, and Global Health; reporting grant data to foundation co-chairs, reporters, and external organizations .

Consulted with medium sized to enterprise level organizations on their internal business processes and helped improve current business strategies; clients included Microsoft, U.S. Department of Agriculture, Enterprise Rent a Car, RS Medical, and the U.S. Air Force