Provide small business owners with CFO and Controller services such as: • Data-driven insights on where to invest marketing and human resource dollars.• Long-term growth and profitability planning.• Defining, measuring, and improving Key Performance Indicators relative to the business’ industry.• Streamlining internal operations and assisting in implementation.• Developing best practices for accounting and profitability metrics.

Provide financial insight and operational support to venture leads, their teams, and the venture lab.● Develop dynamic financial models to support decision-making during ideation, proof of concept, and product development phases● Design pitch decks and other support materials for venture leads to present to investors, board members, and others● Collaborate with Legal, Accounting, and Operations teams to ensure accurate allocation of resources and adherence to GAAP standards● Create and maintain cap tables● Generate weekly and monthly consolidation reports to managing directors and board members

Prepare the company to transition from a small business that is dependent upon the owner to a scalable organization.• Act as an internal consultant to lead overall strategic decisions and manage critical projects.• Systematize all business operations to allow for steady, organic, and profitable growth.• Define and institute specific objectives and key results, and design and implement tools to allow real-time feedback to each team member regarding these performance indicators.• Oversee all aspects of Corporate Finance, Operations, and Organizational Development.

• Corporate Finance- Generate, analyze, and consolidate financial information and monthly reports, advise CEO on corporate budget and investing, monitor and analyze project profitability and performance, monitor all cash flows within the company to eliminate possible errors and inconsistencies, establish and enforce financial practices, assist with auditing and accounting, locate and resolve errors in A/P and A/R.• Operations- Design and implement process improvements, train staff on use of company software and other resources, review estimates before submission to client.• Organizational Development- Spearhead strategic planning among leadership, connect employee goals to company goals, seek new strategic partnerships within the industry.• Human Resources- Recruit and hire, review performance, maintain documentation, establish and implement employee benefits and resources.

• Generate estimates for the Roofing/Exteriors, Remodeling, and Insurance Restoration departments.• Monitor project budgets and profitability, make adjustments as needed.• Managed purchasing; improving process and vendor relationships to improve profitability.

• Developed and initiated business with prospective clients.• Designed expert financial strategies.• Consulted with and coached non-profit organizations to identify and carry out their strategic initiatives.• Managed the information technology needs of the wealth management department.• Strategically positioned marketing to garner new business and attract valuable employees.• Managed the upgrade of current corporate website.• Organized and directed Human Resources for 20+ employees.

• Managed dental office consisting of 13 employees.• Designed and implemented creative business solutions to boost revenue, enhance teamwork, and maximize patient care.• Managed Accounts Payable, Accounts Receivable, and Payroll; utilizing programs such as QuickBooks Pro, Quicken, Intuit Payroll, and Kodak SoftDent.• Set the practice’s financial goals for continued growth; generated and analyzed financial reports to meet growth targets.• Developed and organized marketing initiatives; tracked effectiveness and profitability of marketing.• Managed all Human Resource functions.