Chief Financial Officer - Consultant
CurrentClients included Birdeye, Kelvin, MindFlash, Sail Internet, Stanford StartX, 11Lune, and WiL• Built financial models for fundraising and CEO decision support• Created BI dashboard integrating data from Shopify, Quickbooks, Google Analytics, Salesforce, and Refundly• Drove analysis of cohorts to understand granular unit metrics (e.g, marginal profitability, CAC, activation, product suite successes)• Dramatically reduced accounting close time (e.g., six man-weeks to one day)• Drove a data initiative to ensure comprehensive documentation through checklists for closing periods, improved security via cloud-based storage, and implemented repeatable and audit-worthy processes.• Built integrations between systems (QB, Xero, Salesforce, Zuora)