Fundraising, Finance/Pro-Forma, Operations, Workforce Strategy, Branding, and IT

Sole founder, outsourcing design/dev. Responsible for marketing, partnerships, recruiting, customer service, raising funds, accounting, and directing the design/development of the app and website. Wyzin helps you unlock the power of your resume to advance your career with confidence.

Business Process Improvement, Business Intelligence, & Client Ops.
Responsible for:
- Ensuring Rise’s people, processes, and technology can support Rise growing to over 1,000 employees in less than 5 years.
- All decision-making data collection, reporting, and analysis after a company-wide re-org.
- Driving the management of client engagements according to gross profit targets, including training in financial management, staff planning, business development, and internal reporting.

Responsible for (1) professionalizing the Accounting/Finance department to support continued growth, (2) improving timeliness and accuracy of revenue forecasting, and (3) creating a rolling P&L budgeting tool and process.
Selected by Owner/CEO to craft a framework by which Rise would: scope work, forecast revenue, and plan for staffing needs according to gross profit targets in a framework that produces clear and actionable KPIs for Managers and Directors.

Responsible for (1) implementing a new accounting system to institute GAAP accounting, (2) booking, auditing and reporting every dollar, (3) administering payroll and benefits, and (4) establishing the Finance and Accounting department.

Managed up to 12 concurrent client engagements, learning Rise’s business before establishing the Finance & Accounting department.

Advised and assisted a private equity firm, internet/technology startups, retail businesses, and nonprofits regarding business strategy, financial pro formas, technology solutions, business process improvement, and data management.

Responsible for financial management, business administration, and asset allocation investment methodology applied to ETFs and hedge funds.