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Work Background
mate fertilityChief Executive Officer
Jan. 2022As Mate Fertility's CEO, I drive our vision across growth, operations, finance, and fundraising. I lead strategic direction, operational excellence, financial management, investor engagement, and innovation. Strategic Vision & Leadership: I unify teams for growth and innovation, aligning our mission with dynamic market shifts. Operational Excellence: I oversee daily operations, ensuring efficient execution and cross-functional collaboration. Financial Strategy: My role includes financial strategy, resource allocation, profitability optimization, and strategic investment. Fundraising & Investor Relations: I lead fundraising, securing capital from investors, focusing on transparent communication and trust-building. Business Development & Partnerships: I drive growth by identifying business opportunities and forging partnerships, enhancing our market presence and revenue growth. Team Building & Culture: I mentor a high-performing team, fostering innovation and collaboration for our success. Innovation & Product Development: I guide fertility solutions' development, leveraging technology and data to enhance experiences and outcomes. Regulatory Compliance & Reputation: I ensure ethical compliance, safeguarding reputation, patient safety, and industry leadership. Market Positioning & Brand Recognition: I align strategies for market capture and brand recognition, positioning Mate Fertility as a leader. Risk Management & Adaptation: I mitigate risks, adapting strategies to changing markets, ensuring agility and resilience. Under my leadership, Mate Fertility thrives, securing funding and poised for continued success. Our commitment to innovation, partnerships, and patient care fuels our growth.
mate fertilityHead Of Finance
Aug. 2021 - Jan. 2022Los Angeles metropolitan area, California, United StatesProcess and Procedure Development: Established robust financial processes and procedures, which were essential for maintaining accuracy and transparency in financial operations. Pro-Forma Business Models: Executed pro-forma business models, including burn modeling (projecting cash burn rate), cap table maintenance (tracking ownership and equity distribution), hiring plans, and other business analyses. These models were crucial for financial planning and decision-making. Investor Relations: Cultivated investor relations by maintaining transparent communication and providing financial information to investors. This was crucial for building trust and attracting investment. Strategic Organizational Planning: Conducted strategic planning for the organization, aligning financial goals with overall business objectives. Legal and Tax Compliance: Ensured legal and tax compliance, making certain that the company's financial activities adhered to relevant laws and regulations.
The Fourth EffectUBS Fellow
Oct. 2022The fastest growing board marketplace matching forward thinking companies to women board candidates to accelerate growth and get women into the board candidate pipeline. Sign up for a Platform Tour to see what we can do for your career or company!
Keen ConsultingConsulting Controller / CFO
Nov. 2011 - Nov. 2021Greater Los Angeles Areawww.keenbizsolutions.com Growth Planning: Developed strategies and financial plans to support the growth and expansion of client businesses. Business Continuity: Ensured that clients' financial operations were stable and sustainable over the long term, even during challenging circumstances. Financial Reporting: Generated accurate and timely financial reports that provided insights into the financial health of client companies. Financial Projections: Created forecasts and projections based on historical data and market trends to help clients understand their potential financial future. Financial Analysis: Analyzed financial data and metrics to identify trends, opportunities, and areas that needed improvement. Budgeting: Assisted clients in creating budgets that aligned with their financial goals and objectives. Operations Improvement: Identified inefficiencies in business operations and proposed strategies to enhance operational efficiency and reduce costs. Pro Forma Business Plan Assistance: Helped clients create pro forma business plans.
RFX Inc.Director of Financial Planning
Jul. 2020 - Jul. 2021Oversight of Finance Team: Managed and provided guidance to the finance team, ensuring their effectiveness in carrying out accounting, financial, and staffing functions. Process Improvement: Identified areas for improvement within the company's financial systems and processes. Implemented enhancements to optimize the accuracy and efficiency of these processes. Accounting and Financial Functions: Ensured that all accounting and financial functions within the company were executed effectively and accurately. This included tasks such as financial reporting, budgeting, forecasting, and analysis. Financial Operating Plans and Budgets: Coordinated and developed financial operating plans, budgets, and forecasts for various operational departments within the company. Collaborated with department heads to align financial goals with business strategies. Strategic Change Management: Played a role in driving strategic change management across business units (BUs). Implemented financial strategies and initiatives that aligned with the company's overall strategic direction. Audit Oversight: Oversaw audits, ensuring that financial records were accurately prepared and reviewed to meet auditing standards. External Relationships: Maintained relationships with external stakeholders, including auditors, regulatory bodies, financial partners, and others relevant to the company's financial operations.
Income Research & ManagementSenior Associate - Finance (Analyst/Assistant Controller)
Sep. 2007 - Apr. 2011Greater Boston AreaFinancial Analysis and Reporting: Executed financial analysis and reported on profitability metrics, including assessing the company's financial health, identifying areas of improvement, and providing insights into financial performance. Accounts Payable and Receivable: Managed accounts payable and accounts receivable processes, ensuring accurate recording and management of financial transactions. Ledger Reconciliations: Conducted ledger reconciliations to maintain the integrity of financial data. Expense Policies and Payroll Certification: Ensured compliance with expense policies and certified payroll accuracy. Financial Modeling: Your financial modeling analysis played a significant role in the company's growth and profitability. This is evidenced by the substantial increase in assets under management during your tenure. Forecasting and Budgeting: Produced monthly and quarterly forecasts, along with budget-to-actual analyses, essential for tracking financial performance against expectations. Cost Savings Recommendations: Identified cost-saving opportunities and provided recommendations to senior management, demonstrating a strategic approach to financial management. Process Improvements: Led various automation initiatives, such as implementing an automated employee expense system and automating accounts payable and other manual processes, showcasing dedication to operational efficiency. Finance Oversight Processes: Developed processes and procedures for comprehensive finance oversight, contributing to structured and organized financial operations.
Investor's Bank & TrustSenior Trade Analyst - Fixed Income
Feb. 2004 - Apr. 2007Boston, MAOversaw daily fixed income trade operations and provided assistance to Trading Liaisons in all areas of processing. Assisted management with testing an implementation of new systems and trade processing. Worked to build successful relationships with brokers and custodians in order to achieve higher rate of affirmation and settlement.
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