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Network Power<100 people
Roles
💰100%
Investor & VC
🧨100%
Consulting
🏦100%
Finance
Geos
🇺🇸100%
United States
Work Background
Neurons LabPartner, Business Development
Mar. 2024San Francisco Bay AreaNeurons Lab is an AI consultancy that provides end-to-end services – from identifying high-impact AI applications to integrating and scaling the technology. We empower companies to capitalize on AI’s capabilities.
Sundbox GroupIntra/Entrapreneur Venture Capital
Jan. 2024 - Mar. 2024Palo Alto, California, United States
Silicon FoundryHead Of Operations
Jul. 2022 - Jan. 2024San Francisco Bay AreaSilicon Foundry, a Kearney company, is an innovation advisory firm that catalyzes opportunities and accelerates change to push the frontier of what’s possible. We help our Members navigate new technologies and market shifts, discover and engage with key emerging leaders, and unlock high-impact customer, partnership, investment, co-creation, and acquisition opportunities. Our Members represent a diverse spectrum of corporations from across the globe, such as BP, Capital Group, Estée Lauder, Ford Motor Company, Invesco, NatWest, UPS, SK Hynix, and Southwest Airlines. Learn more at www.sifoundry.com.
PayPalGlobal Product Operations Excellence & Optimization Lead
Jan. 2021 - Jan. 2022San Francisco Bay AreaOur mission is to democratize financial services to ensure that everyone, regardless of background or economic standing, has access to affordable, convenient, and secure products and services to take control of their financial lives. We believe access to affordable and convenient financial services should be a right for all rather than a privilege for the few. To achieve this, we are aligned across the company around one central vision: to make the movement and management of money as simple, secure, and affordable as possible. As we democratize financial services for consumers, we can enable the hopes, dreams, and ambitions of millions of people around the world.
Sundbox GroupPresident and Founder
Dec. 2018 - Jun. 2021San Francisco Bay AreaThe Sundbox Group is a boutique consulting firm, focusing on the operational, financial, and project management requirements of Startups and other early-stage companies. Our Core Expertise & experience includes: * Company Fundamentals & Establishment (licensing, documentation, etc). * Project & Program Management and Governance * Project Management Office (PMO) * Financial Planning & Analysis (FP&A): Budget & Expense Management * Technology Recruiting & Business Development * Business Process Outsourcing (BPO) - Outsourcing & Near-Shoring * MI & Management Reporting (KPIs, OKRs) * Vendor Management Current projects/clients:
1 - Chief of Staff (Artyllect Consulting) - Volunteer
Responsible for establishing the financial and operational infrastructure for an Adobe Solutions Partner. 2 - Adobe Global Community (AGC) Community Organizer (New York & San Francisco) - Volunteer
Liaison to the Board of Directors 3 - Confidential Company - Volunteer
Ready to Grill (to home) delivery company. 4 - Confidential Company - Volunteer
Technology, Patent & Sales Channel (China & SE Asia) for a leading LED start up company. Previous Engagements/Clients:
1 - Etherdyne Technologies Inc.
Providing financial and due diligence support for an existing technology company (Seed to Pre-Series A). 2 - Confidential Company
Advising and spearheading the creations and structuring of a new fee-based Services company.
IntuitBusiness Planning & Cost Management Consultant
Dec. 2017 - Nov. 2018Mountain View, California* $100M Budget: Developed financial, operational, and tactical outlooks to drive-decision making for a Global Team of 400. * 50% Decrease: Implemented new processes and procedures that streamlined financial budget data collection and aggregation. * Cost Management: Managed the annual, monthly, and quarterly financial estimate and flash reporting for the Products Group. Financial Models & KPIs: Designed and implemented financial models: OpEx, CapEx, R&O (Risks & Opportunities), AWS f/cst. * Investment Optimization: Ensured that all current technology investments were optimized across the engineering portfolio to deliver and execute short and long-term financial and strategic goals.
Emissary.ioEmissary - Technology & Financial Services Advisor
Aug. 2017 - Jun. 2021San Francisco Bay AreaAn “Emissary” is a member of our exclusive community of senior executives. Emissaries partner with senior sales professionals (our clients) to help them conquer their most important sales goals. Emissaries solve your key sales issues:
1- Compete with your better-resourced competitor
2- Differentiate in a noisy market
3 - Fill in the missing pieces of your account strategy
4 - Penetrate a new market easily
5 - Navigate the most complex procurement processes
6 - Hyper-personalize your account-based selling
Etherdyne Technologies, Inc.Chief Of Staff - Part of Founding Team
Oct. 2016 - Nov. 2017Palo Alto, California* Trusted Advisor: Selected as right-hand of the CEO and confidant for financial, operational, and strategic decisions. * Capital Intro: Accelerated additional fundraising by Strategic Partners by over 100% (direct conversion). * $200K in Savings: Directly saved the company in additional headcount costs by performing the positions of CFO and COO. * Liquidity Extension: Strategically extended cash flow (“the runway”) by six months (100%), using the expense and cost-cutting methods. * Pitch Decks: Created all pitch decks and associated collaterals for VC/Investor Presentations and other Executive level presentations.
Silicon Valley Bank(Senior Director) - Deputy Global Head of ePMO
Oct. 2015 - Sep. 2016Santa Clara, California* Strategic Leadership: Spearheaded the Strategy Execution of Business Priorities in-line with the overall Business Strategy. * $70M in Savings: SVB Enterprise Budget Target was $100M, with a final budget approval of $30M. * 50% Time Reduction: Implemented new financial close and reporting processes that improved the Annual Budget planning. * Project Portfolio: Provided strategic direction and management of the entire SVB Portfolio - intake, prioritization, tracking, etc. * Regulatory & Audit: Managed and coordinated on behalf of the Office of the CEO, all Regulatory Exam submissions to ensure SVB compliance and response (e.g. MRA, Fed Letter, Fed Observation, etc.).
Sia Partners(VP) - Management Consultant (Manager)
Oct. 2014 - Oct. 2015New York, New York, United States* $150M in Savings: Facilitated year-over-year cost reduction in the Credit Facility Program - achieved a 100% completion rate of 30 works streams within four months; delivered ahead of schedule. * $1M in Savings: Accelerated project implementation by 6 months, saving the client additional testing and project-related costs. * $200K in Savings: Directly saved the Finance department headcount costs, by performing the role of Project Manager. * Capital Planning & Program Management: Oversaw the development and tracking of integrated project plans for the Capital Planning & Modeling (for CCAR) workstreams to ensure that project and program level risks and issues are identified and supporting the development of mitigation plans - ‘Path to Green’.
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