Functional Skills
Change Management / Org Design
Business Planning
Financial Modeling
Forecasting / Projections
Financial Statement Preparation
Go-to-market Strategy
CRM Selection / Implementation
Operational Efficiency
Compliance and risk
Growth Strategy
Software Skills
Google Sheets
Microsoft Excel
Microsoft PowerPoint
Dropbox
Asana
G Suite
Microsoft Office
Outlook
Quickbooks
Salesforce
Sector Experience
Business Services
Energy
Financial Services
Media & Entertainment
Real Estate
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Compound
Start-Up
COO CFO Founding Member
7/2020 - 10/2021
Launched business infrastructure, go-to-market and growth strategy from bottom up.
International Nonprofit
Operations
SVP of Support
7/2018 - 7/2020
Provide strategic leadership for the international org in the support areas of
communications, creative, optimization, and finance administration; establish, implement, and oversee strategies, plans, and policies
communications, creative, optimization, and finance administration; establish, implement, and oversee strategies, plans, and policies
Private Companies
Finance
Finance Operations Consultant
1/2018 - 12/2018
Conducted comprehensive assessment of back office and created organizational design to increase efficiency and reporting accuracy; currently leading accounting department through process improvements.
Pipeline Oil & Gas (Investment Fund)
Operations
COO
10/2015 - 2/2018
Manage day-to-day operations, improved internal controls, implemented and manage new systems (accounting, CRM, investor communication), reconciliation of company financials, create pro formas for investment opportunities.
KPMG
Operations
Operations
10/2014 - 10/2015
Streamlined operations and business development activity for KPMG Partner and account team servicing $3T AUM asset management client.
Cohen Brown Management Group
Operations
Operations
7/2013 - 10/2014
Supported President and Executive Management team in the content development and execution of sales and marketing campaigns bringing new programs to market .
Cardlytics (FinTech Startup)
Operations
Sales Manager, Los Angeles
10/2012 - 7/2013
Generated new revenue for an online transaction-driven marketing program powered by spend data analytics.
Sinclair Broadcast Group
Marketing
Account Executive
10/2010 - 10/2012
Generated new business by understanding client goals and delivering effective advertising solutions to produce their desired results and achieve their business goals.
Warner Bros. Studios
Operations
Operations
1/2008 - 1/2009
Studio operations