Bill Shepard Email & Phone Number

As the Head of Finance & Operations at ALTR FLTR, a dynamic tech startup in Phoenix, Arizona, I bring a strategic mindset and extensive expertise in financial and operational management. My role encompasses board governance, equity and non-dilutive fundraising, cap table management, budgeting & forecasting, and overseeing treasury and controller functions.With a knack for creating complex financial models and scenario analysis, I assist CEOs in making data-driven decisions that propel business growth. I am adept at implementing GAAP accounting standards, establishing and enforcing internal controls, and designing scalable technology stacks for startups.Key Achievements:Successfully raised over $5MM in pre-seed and seed round funding.Engineered efficient and scalable technology stacks for multiple startups.Played a pivotal role in board governance and strategic financial planning.Skills:Financial Modeling & Scenario AnalysisBudgeting & ForecastingCap Table ManagementEquity & Non-Dilutive FundraisingGAAP Accounting Standards ImplementationInternal Controls DevelopmentTreasury & Controller FunctionsSoftware Proficiencies:Accounting & ERP Solutions: Quickbooks, NetSuite, etc.Cap Table Management: CartaExpense Management: Ramp, ExpensifyProductivity Suites: Zoho App Suite, Google Workspace, Microsoft Office SuiteCareer Goals:My ambition is to leverage my extensive experience in Finance and Operations to support emerging businesses, driving their growth and success. Ultimately, I aim to become CFO of a startup that achieves a successful multimillion-dollar exit.

Listed skills include Company Valuation, Data Quality Control, Quantitative Risk Analysis, Management, and 22 others.