William Finkelstein Email & Phone Number

Pomona, Ca, Us

▪ Manage Finance, Accounting, IT and Administrative departments for family-owned natural food & beverage company.▪ Built Finance department with strong Financial Planning & Analysis function.▪ Yamamotoyama’s family of brands includes Yamamotoyama (tea, nori seaweed, soy wrap) Stash Tea and Ujido (matcha tea).

Los Angeles, Ca, Us

▪ Led Finance and Accounting functions for high-growth plant-based snack company.▪ Led successful NetSuite implementation to transform company from Xero software for accounting and spreadsheets for supply chain management to robust ERP platform with multiple third party integrations. ▪ Partnered with CEO to execute private placement capital raises.▪ Built company’s financial projections model from scratch to enhance management team’s strategic decision making and present to potential investors.▪ Led preparation of presentations for quarterly board of directors meetings.

Los Angeles, California, Us

San Diego, California, Us

▪ Led Operations, HR and Legal functions for high-growth food tech company.▪ Numilk is the creator of machines that make fresh, clean label plant-based milk on demand.

Austin, Texas, Us

▪ Played instrumental role in growing business by 10x. ▪ Managed all aspects of supply chain initially, prior to hiring full supply chain management team. ▪ Built company’s projections model and created dashboards/KPIs, critical for Executive Team to effectively manage financial and operational performance of business. ▪ Raised multiple investment rounds with VC funds. ▪ Sustainably managed cash flow to meet working capital needs through initiating credit facility and establishing more financial rigor in company. ▪ Led implementation of ERP system to enable company to scale rapidly and minimize operational issues.▪ Managed negotiation of long-term contracts with co-manufacturers and suppliers to support explosive growth.

▪ Secured partnership with manufacturer, significantly increasing capacity and production levels; led eventual pivot of company to new manufacturing facility, improving shelf life while increasing profit margins by 40%. ▪ Created company’s finance and bookkeeping function from scratch. ▪ Leveraged network of contacts within food retail industry to gain product placement in supermarket chains. ▪ Raised multiple investment rounds from angel and VC fund investors. ▪ Managed cash flow and inventory turns for highly perishable product. ▪ Navigated company through transition from LLC to C-Corp, working collaboratively with lawyers and accountants.

Charlotte, Nc, Us

▪ Selected by senior deal team members to participate on IPOs and sell-side M&A, based on ability to manage entire deal process. ▪ Played vital role in executing deal process for David’s Bridal’s sale to PE firm; served as Sell-Side Advisor during $1.05B acquisition drafting confidential information memorandum, producing management presentation, and leading business and financial due diligence analysis preparation. ▪ Completed multiple deals with Tops Markets by developing highly productive relationship with Executive Team; deals included Management Buyout and $460M Senior Note Offering.

Charlotte, Nc, Us

▪ Participated as key member of deal team for IPO of The Fresh Market supermarket chain, working closely with management team, lawyers and capital markets to execute $333M deal. ▪ Served in senior role on deal team for $189M IPO for Skullcandy; developed clients 5-year financial projections model, constructed investor presentation, and conducted roadshow investor meetings. ▪ Earned reputation as go-to-person within group for IPO and sell-side M&A deals, often personally requested by senior team members.▪ Secured promotion to Vice President based on business acumen, client interaction, and deal execution.

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Mba, Finance

B.A., International Affairs

Education record