As a seasoned Finance Leader with over a decade of experience across various sectors, I offer a comprehensive suite of expertise to optimize your financial operations and strategic decision-making. Leveraging skills in Strategic Finance, Budgeting, Forecasting, and Corporate Financial Strategy, I specialize in crafting tailored solutions to meet your organization's unique needs.

Let's work together to unlock your company's full financial potential and pave the way for sustained growth and profitability.

What I can do for you

1. Strategic Financial Planning & Modeling

Develop and implement comprehensive financial plans aligned with your long-term goals, utilizing robust 3-Statement Financial Modeling for both short and long-range planning.

2. Financial Reporting & Analysis

Create insightful financial reports and dashboards to provide executive leadership and board members with the necessary insights on key performance indicators, asset purchases, and cash savings opportunities.

3. Capital Raising & Equity Management

Act as a strategic partner in raising venture debt and equity capital, maintaining accurate equity positions, and managing valuation through 409a submissions and cap table updates.

4. Process Improvement & Compliance

Identify opportunities for enhancing financial processes, ensuring compliance with GAAP/SOX standards, and maintaining audit readiness through meticulous coordination and documentation.

Financial success is not about the amount of income; it's about your discipline