Functional Skills

Post-Merger Integration
Business Planning
M&A Support
Financial Modeling
Forecasting / Projections

Software Skills

Asana
Bluetooth
Google Sheets
Microsoft Office
Netsuite
Quickbooks Enterprise
Sage Intacct

Sector Experience

Energy
Financial Services
Media & Entertainment
Social & Public Sector
Technology

Experience

Bleu Start-Up
Consulting CFO
3/2016 - Present
Established and managed finance, accounting, and sales operations and dashboards after creating revenue models, white-label and food truck merchant channels, and unit economics that earned Bluetooth-enabled mobile payments startup Bleu admission into a well-regarded fintech accelerator, mission-critical partnership agreements, and over $1.4MM in seed capital.
[Confidential Fintech Startup] Start-Up
Finance & Strategy Consultant
1/2017 - Present
Managed monthly close procedures and financial reporting in collaboration with external CPA firm, with additional consulting including the recent design and implementation of a cloud-based contract and revenue tracking database for a SaaS deal management software startup with $2MM in annual revenue.
GGL Entertainment, Inc. Corporate Strategy & Development
CFO
4/2013 - 12/2015
Directed finance and accounting operations, including day-to-day controllership, cash flow management, financial planning and analysis, and M&A for privately held reality television studio with 5-8 cable television pilots and series per year and $20MM in annual revenue.
GGL Entertainment, Inc. Accounting
VP, Finance
3/2012 - 3/2013
Stabilized, streamlined, and improved finance and accounting operations, managed human resources, and drove financial planning and analysis of potential partnerships, M&A, and digital media opportunities.
Clinton Climate Initiative Corporate Strategy & Development
Manager, Project Finance
12/2010 - 8/2011
Generated cost-benefit analysis of energy efficiency upgrades via new equipment leases and brokered partnerships between property owners, building systems manufacturers, and energy services contractors including 3M, Siemens, Johnson Controls, and Trane.
[Various Clients] Start-Up
Finance & Strategy Consultant
6/2008 - 11/2010
Created financial models, pro formas, and actionable business plans and implemented early business development initiatives as a consultant to the founders of multiple startups including ECO MicroFilters / OilGuard (cleantech) and VentureBuild (edtech).
Analysis Group Management Consulting
Summer Associate
6/2007 - 8/2007
Investigated key financial and economic issues and developed models for expert witnesses and legal counsel defending Fortune 500 clients from commercial real estate damages claims of over $200MM.