CFO for a fast growing consumer goods private-equity backed company. Plays an instrumental role in shaping the company’s financial strategy and operations, in line with the objectives of its private equity backers. This role involves managing financial planning, risk management, and optimizing capital structure to drive profitability and growth. Key responsibilities also include decision-making in mergers and acquisitions, and maintaining robust relationships with investors and stakeholders.

Specializing in private, venture-backed and pre-IPO companies, Book+Street® provides fractional CFO, controllership, bookkeeping, hr, talent acquisition, stock option plan design + administration and back office administrative services to support growing venture-back or private-equity backed start-ups.CFO role for various clients include services such as:• Developing Strategic Financial Plan and forecasts to enable decisions around growth optimization• Partnering with the executive team on Product market strategy to drive ROI driven top-line growth• Building out and managing finance and operations processes and teams.• Setting up GAAP complaint accrual basis books with monthly closings/reconciliations, revenue recognition schedules and policies, and cap table/options management• Tracking weekly cash balances and model 13-week rolling cash forecasts • Leading capital raising process for both debt and equity• Building and maintaining financial models • Creating investor & board presentations to aid in capital-raising• Preparation of 409A valuations• Equity compensation and stock plan strategy

Lead the Finance, Operations, and Marketing teams at a Y-combinator backed data analytics startup. Built Marketing, Customer Success and Operations functions from ground up, including client relationship management, payables and receivables process, social media campaigns, PR campaigns with prominent publications, as well as speaking engagements at industry conferences and panels.

OrgAnalytix used network analytics and machine learning to design optimal diversity programs and reduce DEI-related costs. We researched and collaborated with academic experts in network science, I/O psychology, and organizational behavior to create complex algorithms and predictive analytics frameworks to design cost-efficient and effective diversity programs.

Head of the Corporate FP&A team for a $11B hospital and healthcare provider. Lead the global organization's global annual budgeting, forecasting, and strategic planning process. Built the corporate FP&A team from the ground up in less than 4 months. Redefined and re-engineered the annual budget process to be more efficient and transparent, while reducing cycle time by 50%.

FP&A Consulting with a focus on process improvement and technology roadmap.- Developed FP&A strategy and detailed project roadmap for a $200M life science company using Agile methodology. Collaborated with client team to execute system transformation and deliver cost savings.- Conducted detailed review of FP&A processes and reports; leveraged existing systems to automate and shorten cycle time by 25%. - Orchestrated a Shared Services transformation to automate Order-to-Cash and Procure-to-Pay teams. - Formulated valuation models for startup and small business clients with detailed cash flow projections and DCF analysis.- Facilitated lean FP&A processes for client, by combining 3 separate processes together to streamline month-end financial analysis and automate large portions of monthly sales and cash-flow forecasting processes.

In-charge all finance activities for the $1B multi-site global IT, Corporate Communications, and Government Affairs. Led all financial stewardship, budgeting, financial analysis, operational accounting, resource planning, project management, and regulatory functions for the $1B organization.

Led Financial Planning & Analysis (FP&A) and Strategy for Structured Products, Prime Services, OTC & Settlement Operations within the Investment Bank, as well as managed the Structured Notes Operations team in the US and the Global Exchanged Traded Notes team. Performed strategic sourcing analysis, including build vs. buy analysis, market/competitor and vendor research to optimize cost and drive more than $100M in cost savings over 3 years.

Head of Operational teams: US Structured Note Operations and Global Exchange Traded Notes Operations Managed the US Structured Note Execution team and implemented process efficiencies and automation resulting in 30% lower costs, with more than 30 automation and productivity initiatives.Led Global Exchange Traded Notes (brand name: iPath) operations team, leading global product expansion across Europe, Canada, and Asia resulting in successful product launch of 34 new products across 7 markets and 5 currencies.

In-charge of Corporate FP&A and reporting; produced all Executive and Board of Directors strategy presentations; partnered with business leaders on annual and long-term plan to identify strategic initiatives with EBITDA savings of $120M.Analyzed financials and coordinated due diligence for strategic M&A transactions varying from $50M to $400M in size; collaborated with investment bank and consultants to execute deals that optimized cash flows.Assembled the FP&A, Order-to-Cash, Procure-to-Pay, and Record-to-Report teams post-spin-off; delivered key decision support analysis including weekly sales forecasts, price volume mix, cashflow analysis, and backlog conversion reporting. Collaborated with IT on finance process requirements and designed new ERP (Oracle) and consolidation system (Hyperion).Redesigned Metal and Resin hedge program, using swaps, options, and collars to offset volatility in raw materials. Directed active trading of more than $500M of commodities securities as primary trader. Partnered with private equity investors to execute $1.6B re-financing and subsequent $1.8B high-yield bond issuance during the Great Recession; promoted to be key point of contact for banks and auditors.

Managed Strategic Mergers, Acquisitions, and Divestitures analysis for Alcoa's $3B Packaging & Consumer division.*** Business spun off into a separate company, Reynolds Packaging Group, in March 2008 ***

Led various strategic initiatives for the Investment Banking Operational Risk team, including re-engineering of the operational risk and control framework for the Investment Bank, and acted as a liaison between internal controllers and Operational leaders and external auditors.Nominated to the Associate Rising Talent Program, among only 20 other Associates in NA.

Financial Controller for the Asset Finance Group, the big-ticket leasing / asset backed securitization group with over $2B in commercial leasing and other fixed income Assets