Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Financial Statement Preparation
Accounting
Budgeting
Business Analysis
Corporate Finance
Cost Reduction
Go-to-market Strategy
Operating Model Design
Operations Management
Performance Management

Software Skills

Microsoft Excel

Certifications

CPACertified Public Accountant
CFAChartered Financial Analyst

Sector Experience

Business Services
Financial Services
Technology

Languages

English

Experience

Compass Financial Consulting Operations
Consulting CFO
8/2016 - Present
Finance Transformation - Operational finance management with a focus on performance improvement;
Integrated Performance Management
Interim CFO
Mergers, Acquisition and Divestiture Support
Capital raising, valuation
Restructuring / reorganizations
Investor relations; Excellent communication / presentation skills
Augmedix Inc Start-Up
VP / Head of Operational Finance
5/2018 - Present
Scaling operations, Cost management, Drive per unit economics improvement, Treasury / cash flow management, Building / leading strategic finance function, Banking relationships, KPI-based strategic modeling, Vendor contract negotiations, Company-wide budgeting, reporting and analysis, Fund raising; Investor due diligence, Investors / BoD reporting and communication, Advanced Excel modeling
EIS Group Operations
SVP Finance
2/2012 - 8/2016
KPI-based planning, reporting and analysis; Strategic modeling, budgeting and forecasting; Business process improvement and re-engineering; Treasury / banking relationships; Vendor contract negotiations; External audit readiness and IPO preparedness; Consolidation; External / internal financial reporting; Financial systems, infrastructure, internal control design and implementation; US GAAP compliance and technical accounting.
Exigen Capital Management Operations
VP Finance
10/2010 - 2/2012
Hired directly by General Manager of the Fund to advise CEOs of portfolio companies on significant financial and operational matters. Within a few months, prepared and successfully led the Fund’s flagship portfolio company through a first-time financial audit, resulting in “Clean Option.” Created forecasting models for short-term cash management, ground-up detailed annual budgets and long-term DCF-based economic models.