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

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