Young Kim Email & Phone Number

Berkeley, CA, US

Lodi, California, US

• A consumer packaged goods (CPG) company offering two brands: Vinebox and Usual Wines. Its products are sold direct to consumer (DTC) through subscriptions in wine by-the-glass format.
• Own all aspects of accounting, financial planning & analysis (FP&A), cash management, key performance indicator (KPI), corporate tax returns, and external financial reporting.
• Drive working capital management, including accounts payable (A/P) and inventory, to extend cash runway. Align treasury function with operations. Develop complex decision support analytical tools.
• Analyze cost of goods sold (COGS) across multiple inventory categories (e.g., FG and raw liquids).
• Successfully raised debt financing. Drive bid solicitation from specialty lenders and due diligence.

Redwood City, CA, US

• A consumer packaged goods (CPG) company with U.S.-wide distribution with plans for a major strategic transformation. Sales channels include business-to-business, retail (Costco), and direct to consumer (DTC) through.
• Own all aspects of accounting, financial planning & analysis (FP&A), cash management, key performance indicator (KPI), corporate tax returns, and external financial reporting.
• Achieve necessary financial outcomes with limited capital resources. Steer liquidity challenges with complex cash flow models integrating DTC cash receipts, procurement, and debt service.
• Develop corporate organization structure and incorporate subsidiary to enable new product launches.
• Successfully complete multiple due diligence with respect to preferred equity financing.

Menlo Park, CA, US

• Private equity-sponsored (Hellman & Friedman, Permira) software company with 5,000 employees worldwide and $1 billion+ in global revenues. The company focuses on customer interaction technologies with premise license.
• Led a forecasting team, ranging from analysts to senior professionals. Coached and mentored staff for improved performance. Developed internal consensus on technical approaches to complex financial problems..
• Areas of forecast experience include revenue and expenses. Developed complex forecast-related analytics. Continually improved FP&A process and communication with internal business partners. Led strategic corporate.
• Performed analytics for cloud-based revenues and complex ACV bookings-to-revenue forecasts. Diagnosed and addressed technical financial modeling issues and developed consensus across multiple departments on appropriate.
• Communicated consolidated global revenue forecasts to the senior executives and to the private equity sponsors periodically, with substantial requirement on forecast accuracy.

New York, NY, US

• AlixPartners is a mid-sized professional services firm (900+ consultants) with a specialized practice in financial management consulting. Services include operational restructuring, interim financial management, and.
• Engagement team leader for an operational turnaround project involving an underperforming technology company with presence in the US and Asia. Provided counsel to the Board of Directors regarding the company’s.
• Led multiple financial consulting projects for a $1 billion San Francisco-based snack food distributor. Developed complex financial models to support urgent corporate cost reduction initiatives. Provided interim.
• Performed interim treasury management services to a Texas-based student loan origination and servicing company in distress. Developed operating financial forecasts and operating cost reduction plan in coordination with.
• Developed cash flow forecast of an agricultural producer based in South Dakota with total capitalization of $120 million in debt and equity. Created financial forecasts, identified potential cost reduction and cash.
• Provided creditor financial advisory services in the bankruptcy matter of Tribune Company, a newspaper and broadcasting company based in Chicago. Developed financial models, challenged the debtor’s operating plans, and.

Education record

Education record