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Work Background
AttestoChief Financial Officer - Fractional
Nov. 2024Los Angeles, California, United States
AJAI RoboticsChief Financial Officer - Fractional
Nov. 2023Los Angeles, California, United States
RobomartChief Financial Officer - Fractional
Sep. 2023Los Angeles Metropolitan Area
Miso RoboticsChief Financial Officer
Apr. 2022 - Jun. 2023Pasadena, California, United States
VebuChief Financial Officer
Apr. 2022 - Mar. 2023El Segundo, California, United States
OrdermarkVP of Accounting & Finance
May. 2019 - Apr. 2022Greater Los Angeles AreaNextbite (formerly known as Ordermark Inc.) is a hyper-growth SaaS Tech company that provides aggregation software of delivery service platforms (i.e. UberEats, DoorDash, GrubHub, etc.) for restaurants. Additionally, the company provides revenue-share partnerships of innovative, cost efficient, and popular sponsorship food concepts with restaurants to enhance their kitchen offering to consumers. -Provide insightful and trusted counsel to the CEO, President, management teams, board of directors, investors and bankers on both financial and broad-based business issues
-Work together with CEO in optimal capital strategy, business growth, operational expenditures, and fundraising
-Oversee, manage, and interact during the due diligence process for equity financing (Series B $18M Foundry Group lead, Series C $120M SoftBank lead) and debt financing ($6M SVB post series B, $40M SVB post series C)
-Oversee and manage all accounting (6 people) & finance (3 people) operations for entities; circa 350 employees in the consolidated group and over +10M in annual revenues -Supervise the preparation of month-end and year-end financial statements for entities in accordance with US GAAP standards, including the consolidation process
-Develop and manage the monthly KPI dashboards for entities, including the generation of the monthly KPI & financial analysis for investor/board members and internal executive stakeholders
-Produce operating budgets and quarterly sales forecast updates for the CEO and executive group
-Generate and maintain the financial model, forecasting and projections to help support the hyper-growth direction of the company
-Interact with tax advisors to manage all tax and compliance filings for federal, states and international
-Manage attestation engagements with GHJ and negotiate additional agreed-upon procedures
-Manage and negotiation fees, terms & conditions for SaaS platforms used by the company
NextbiteVP of Accounting & Finance
May. 2019 - Apr. 2022Denver Metropolitan AreaNextbite (formerly known as Ordermark Inc.) is a hyper-growth SaaS Tech company that provides aggregation software of delivery service platforms (i.e. UberEats, DoorDash, GrubHub, etc.) for restaurants. Additionally, the company provides revenue-share partnerships of innovative, cost efficient, and popular sponsorship food concepts with restaurants to enhance their kitchen offering to consumers. -Provide insightful and trusted counsel to the CEO, President, management teams, board of directors, investors and bankers on both financial and broad-based business issues
-Work together with CEO in optimal capital strategy, business growth, operational expenditures, and fundraising
-Oversee, manage, and interact during the due diligence process for equity financing (Series B $18M Foundry Group lead, Series C $120M SoftBank lead) and debt financing ($6M SVB post series B, $40M SVB post series C)
-Oversee and manage all accounting (6 people) & finance (3 people) operations for entities; circa 350 employees in the consolidated group and over +10M in annual revenues -Supervise the preparation of month-end and year-end financial statements for entities in accordance with US GAAP standards, including the consolidation process
-Develop and manage the monthly KPI dashboards for entities, including the generation of the monthly KPI & financial analysis for investor/board members and internal executive stakeholders
-Produce operating budgets and quarterly sales forecast updates for the CEO and executive group
-Generate and maintain the financial model, forecasting and projections to help support the hyper-growth direction of the company
-Interact with tax advisors to manage all tax and compliance filings for federal, states and international
-Manage attestation engagements with GHJ and negotiate additional agreed-upon procedures
-Manage and negotiation fees, terms & conditions for SaaS platforms used by the company
Neilson Financial ServicesHead of Accounting & Finance - Corporate Financial Controller US & UK
Jun. 2018 - May. 2019Greater Los Angeles Area and Slough, UKNeilson Financial Services is a rapidly growing FinTech company that designs and markets innovative customer-focused life insurance products. The mission is to bring technology, agility, energy, and efficiency to the insurance industry. -Oversee and manage all accounting & finance operations in the US and UK; circa 300 employees in the group and over $80M in annual revenues
-Supervise the accounting team month-end activities for US and UK operations, including the group consolidation process
-Manage the preparation of month-end and year-end financial statements for group entities in accordance with US GAAP, UK GAAP and IFRS standards
-Prepare management reporting packets with analysis commentary and other ad hoc reports for executive management team
-Produce operating budgets and monthly sales forecast updates for the CEO
-Generate and manage financial models to help support scenario analysis for decision making
-Report weekly cash balances for planning and optimization to ensure appropriate cash levels
-Oversee the cash management function; approval of invoices and execute check signing & wire approvals
-Develop, implement, and maintain appropriate internal controls & financial procedures to ensure legal and regulatory compliance regarding all financial functions.
-Interact with tax advisors to manage all tax and compliance filings
-Manage audit engagements with KPMG and negotiate additional agree-upon procedures
-Mentor and develop a lean finance and accounting teams across US and UK offices, managing work allocations, training, problem resolution, performance evaluation and the foundation for an effective & dynamic team
-Inquire, coordinate and implement a cloud-based accounting software to improve efficiency and effectiveness in a paperless environment
Patch of LandSVP, Finance and Corporate Controller
Apr. 2017 - Jun. 2018Greater Los Angeles AreaPatch of Land is a real estate marketplace lender that uses proprietary technology and data to provide transparent, scalable, and efficient lending solutions for real estate developers. The Company offers borrowers access to reliable capital for residential and commercial real estate projects, while providing platform investors easy diversification into real estate with low minimums & a best-in-class secured loan structure. -Oversaw all accounting & finance operations in the US; circa 50 employees and over $15M in annual revenues
-Lead the accounting and finance team members to ensure long-term project engagement, caliber performance and continuous skill improvements
-Maintained a continuous improvement approach to enhance & upgrade the control environment, safeguard assets, and improve the integrity of financial results & efficient functions of the accounting and finance departments
-Defined the appropriate levels in finance & accounting as the company grows, while planning and implementing necessary systems to support the company’s financial management, budgeting and reporting requirements
-Managed the timely & accurate preparation of financial statements in accordance with U.S. GAAP
-Prepared cash flow analysis, income statement forecast & departmental expense budgets -Provided insight into financial information from operations, while working with executive team members to improve cost management and operational results
-Generated financial & KPI analysis for presentation to board of director meetings
-Provided audit support schedules & explanations to outside auditors during the year-end & interim financial audits
-Prepared financial information for due diligence for Series B equity raise
-Evaluated & provided guidance to investor relations team members on potential institutional investment buyers for real estate investment instruments
-Oversaw the management of the investment credit facility to maximize utilization while minimizing interest expense
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