Stephanie Rodgers Email & Phone Number

New York, NY, US

• I work with executive leadership teams and investors as an advisor and consultant. My work includes fractional exec support, as well as guidance on finance, diligence, operations and strategy.Select Client Experience.
• PE-backed financial services company (MWM): supported executive team on business plan, financial and operating models and project management work streams, resulting in a $200M+ capital raise; supported M&A and.
• Growth stage, omni-channel CPG company (Cleo+Coco): conducted financial analyses, CAC / LTV analyses, pricing analyses; completed strategic projects related to digital marketing and supply chain hurdles, resulting in.
• Non-profit (NYSTLA): Served as interim CFO, implemented new accounting and finance systems for a non-profit, PAC and C-Corp, managed audit and PPP process, assisted CEO with developing pandemic response plans.
• Musical composition and recorded performances for other artists (You too can pay me to sing. Or, to write a song for your mom.)

Columbus, Ohio, US

• Identified lack of technology in campaign finance regulation and created a fintech + blockchain + AI platform to improve transparency, accountability and efficiency for government agencies and political campaigns
• Collaborated with CTO to develop a Hyperledger product with payments, CRM, reporting and anti-fraud capabilities; led design and product, including API integration
• Managed sales and marketing efforts, including creating educational and technical sales materials, designing brand assets and prospecting government agencies
• Upon meeting with both Republicans and Democrats, I discovered that we would need billions in lobbying money to get an impactful deal done. Most depressing sales process of all time.

New York, NY, US

• Executed private equity transactions in the wealth management space
• Generated and led prospecting meetings with RIAs, family offices and fintech startups in the Northeast and Canada
• Worked closely with portfolio companies on growth initiatives, including pricing, marketing, products, merger integration and tech

Charlotte, NC, US

• Advised financial technology, banks, and specialty finance companies on equity, debt, and M&A transactions, as well as balance sheet optimization and corporate strategy
• Delivered Fairness Opinion for $2B specialty finance merger and advised banking software company on a $2.6B sale to State Street
• Managed NYSE IPO process for a Business Development Company as Lead Left Book-runner
• Managed acquisition screening process and modeled transactions on behalf of fintech and software-focused Special Purpose Acquisition Company (SPAC)
• Analyzed impact of CECL changes on bank and lender M&A; conducted regulatory research and conducted financial analyses for alternative asset managers, cryptocurrency and blockchain companies
• Fintech valuation experience includes SaaS, exchanges, brokerages, payments, lenders, insurtech, and blockchain (incl. hardware)

• Directed finance operations and strategy for $12M+ political campaign; led team of four and served as a senior campaign advisor to the NY Attorney General
• Served as point person for individual donors, institutions and others with campaign interests
• Built innovative model to forecast fundraising returns with 98% accuracy; revamped CRM and business development processes, increasing pledge fulfillment rate by 20% and doubling revenues
• Prepared and delivered presentations for the campaign’s Finance Committee; oversaw management of relationships with 1,000+ high-net-worth donors and personally managed a portfolio of 100+ high-profile donors and.
• Promoted from New York Finance Director to Finance Director within one year

• First hire on $4.6M citywide campaign; identified and developed campaign strategy to maximize the 6-to-1 match under the NYC campaign finance system, resulting in the campaign receiving more matching funds than any.
• Executed campaign marketing (including social media, email, website, and analytics)
• Designed campaign infrastructure and data practices, trained and managed team of five, oversaw 18 interns and executed 170 fundraisers in 16 months, increasing donor base from 800 to 4,000 individuals

• Managed the planning and execution of fundraising plans and strategies for multiple political campaigns and non-profit clients
• Managed a 20+ college internship program, including recruitment, training, day-to-day delegation of tasks and planning guest speakers and seminars

• Led the planning and execution of a $1.4M campaign finance plan
• Managed social media and email program, building email list from 3,000 to over 20,000 contacts in 2 months
• Responsible for all compliance and preparation of FEC filing
• Fulfilled duties of Campaign Manager, including all press releases and campaign communications, managing budget, scheduling trackers, designing campaign website and coordinating with DCCC and media, direct mail and.

New York, NY, US

US

• Responsible for campaign finance reports and management of expenses and contributions
• Managed and drafted direct mailings to recipients in the thousands
• Coordinated fundraising events, organized database, coordinated research, managed call-time, supervised finance assistant and interns

Columbus, Ohio, US

Mba, Finance

Ba, Economics