President
CurrentI founded Fintelligent to bring effective financial operations to high growth companies. We provide entrepreneurs a turnkey financial department so they can focus on growth. Using the sound data platform we constructed, I focus on providing information and guidance to management that generates significant, hard-dollar results. My team and I use the latest cloud technology to manage our client’s books and give them real-time feedback on their sales, profitability and cash flow. I focus on clients in the technology, consumer goods and business services industries. Here are a few examples of what I have done for them recently:- Automated data entry for over 500 monthly invoices, reducing the amount of input time from over 20 hours per month to virtually zero.- Prepared robust financial models to set performance metrics resulting in annual sales gains over 100% for several clients.- Developed product cost and pricing targets by stock keeping unit (SKU) resulting in total corporate annual gross margin increases of over 20 margin points. - Assisted in fundraising efforts to secure over $15M in debt and equity capital- Provided new dashboards and reports to help management remain on the path to continuous improvement- Managed financial audits resulting in clean opinion from independent CPA firmI strongly believe that Fintelligent’s solution provides entrepreneurs a more effective financial operation at less cost than if they ran it in house. We’ve seen the results our system delivers and they are impressive.
