With over 18 years of experience in accounting, finance, and strategic leadership, I have built a distinguished career as a Chief Financial Officer specializing in high-growth technology sectors, including Software, Financial Services, Robotics, and Artificial Intelligence. My expertise spans corporate finance, capital raising, M&A transactions, financial planning & analysis (FP&A), and operational scaling for both public and private companies.
I began my career as a Financial Statement Auditor, where I earned and continue to actively maintain my Certified Public Accountant (CPA) license in the State of California. During my tenure as an auditor, I had the opportunity to audit over 200 companies across a diverse range of industries, including Entertainment, SaaS, Marketing, Consulting, Pharmaceuticals, Manufacturing, and Environmental sectors. This experience provided me with an in-depth understanding of diverse business practices and financial operations, giving me a keen insight into the financial and operational challenges companies face.
After dedicating seven and a half years to auditing, I made a strategic transition into the world of start-ups, where I leveraged my auditing expertise to drive growth, optimize financial operations, and contribute to the success of innovative companies in the ever-evolving tech landscape. Since then, I have worked with a broad range of technology driven companies, leading financial operations, securing funding, and scaling businesses through strategic financial planning.
As a CFO for technology, robotics, AI, and financial services companies, I have successfully raised over $400 million in equity and debt financing, collaborating with venture capitalists, private equity firms, financial institutions, and strategic investors.More...