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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLE LINKEDIN LINK AVAILABLEINNOVATIVE CFO & COOStrategic finance executive with operational expertise in launching, scaling, and exiting early-stage companies, generating sales of $300M+. Partnered with CEOs on Seed to B funding rounds, raising $100M+ from PE, VCs, and Angels. Spearheaded turnarounds, achieving a 10x revenue increase, driving value creation and profitability. Ran IPO readiness, directed due diligence and negotiations, and efficiently integrated 3 M&A transactions in 4 months. Collaborative leader, hiring, mentoring, and promoting up to 150+ cross-functional team members. Established processes and procedures as well as implemented ERP accounting, fulfillment, inventory, and UX support systems globally that enabled hyper-growth. Member of executive leadership teams advising on strategic initiatives, multi- million-dollar contract negotiations, legal agreements, finance, risk, accounting, HR, compliance, and audits. EXPERIENCEOne Three Energy, Inc. DBA EdgeEnergy CFO & COO Cincinnati, OH 2022 - Present Privately held hardware company specializing in the conversion of single-phase to three-phase power for the rapid deployment of DCFCs around the world where access to three-phase is non-existent or cost-prohibitive. Recruited as an investor prior to joining the founding executive team as the CFO and COO to spearhead the internal accounting and operational infrastructure; developed banking, accounting, HR, benefits, and business insurance solutions for rapid, scalable growth Empowered by the CEO and Chairman to leverage early-stage utilitarian skills and proven experience during times of constrained resources; executed cross-functional roles to control cash burn Implemented NetSuite ERP in 90 days, which increased efficiency and the foundation of the company to scale on one integrated platform; centralized data, provided transparency, established companywide KPIs, measured cross-functional performance, and provided accountability Conceived and implemented financial dashboards for the executive team; provided visibility into the financials and KPIs in real-time for parent and subsidiaries on an individual and consolidated basis Formulated FP&A models and performed a qualitative and quantitative analysis to forecast projections; communicated trends compared to KPIs and presented financial models to stakeholders Prepared and presented financial reports to the CEO and BOD; produced accurate information enabling executives to make timely crucial decisions Directed the strategy and execution of human resource, payroll, and accounting to outside professional service providers; improved operational efficiencies and mitigated financial and legal risks Collaborated with executive team on all aspects of a Pre-Series A priced equity round as well as various debt instruments; raised $6M in a downturned market facing headwinds in the e-mobility space Responsible for accounting and finance: FP&A, R&D budgeting, risk management, cash flow, insurance, payables, receivables, journal entries, bank reconciliation, Balance Sheet, and P&Ls Qmerit Electrification, LLC CFO Irvine, CA 2020 - 2021 PE-backed spin-out of Qmerit, Inc.'s platform that managed EV charging installations in North America for 80% of the global car manufacturers, as well as funded an aggressive M&A roll-up strategy; achieved 10x growth in 6 months. Recruited as initial CFO after spin-out to spearhead the internal accounting infrastructure; implemented NetSuite ERP in 60 days, which increased efficiency and reduced outsourced accounting expenses by 65%+ Prepared and presented financial reports to the CEO and BOD; produced accurate information enabling executives to make timely crucial decisions in how to invest the $80M funding for internal growth and M&A Collaborated with auditors on the valuation of M&A transactions (ASC805) and validated revenue recognition(ASC606) following GAAP standards; prepared accounting and finance for a potential SPAC or IPO Integrated financial function for 3 acquired companies in 4 months; revenues of $40M+ and 100+ employees Developed national banking, accounting, HR, benefits, and business insurance solutions for rapid, scalable growth; increased headcount by 10x in 6 months, which included M&A, and reduced costs by $150K+ YoY Ensured local currency, tax compliance, and accounting for the company's Canadian expansion in < 30 days Conceived and implemented financial dashboards for the executive team; provided visibility into the financials and KPIs in real-time for parent and subsidiaries on an individual and consolidated basis Formulated FP&A models and performed a qualitative and quantitative analysis to forecast projections; communicated trends compared to KPIs and presented financial models to stakeholders EV Connect Inc. COO & CFO El Segundo, CA 2018 - 2020 VC-backed SaaS cloud platform for managing EV charging ecosystems; scaled revenues by 300%+ in 2 years. Hired as COO to spearhead the operational infrastructure and ultimately transitioned to CFO; implemented processes and procedures for accounting, operations, customer experience, and technical support Collaborated with CEO on Series A and B fundraising as well as various debt instruments; raised $20M in oversubscribed rounds from VCs, high-net-worth individuals, banks, and a strategic global corporation Empowered by the CEO and Chairman to leverage utilitarian skills during times of constrained resources; executed cross-functional roles which enabled scalable growth Championed companywide hiring strategy and execution as HR Administrator; personnel grew by 300% in 2 years, and responsibilities included screening, onboarding, payroll, benefits, and compensation plans Managed and coached 40% of staff; constantly outperformed companywide employee satisfaction and NPS Reorganized and streamlined the site readiness project management team; created and implemented operational efficiencies that increased production by 300% with no additional headcount Negotiated manufacture, vendor, and partner agreements; reduced SaaS COGS by 40% Conceptualized, architected, and managed the construction of office expansion; doubled footprint, designed aesthetics to align with branding, and revitalized employee esprit de corps while saving $100K+ in CAPEX Conceived and implemented dashboards to identify points of failure, providing visibility into the ecosystem, and established manufacturer's SLAs and KPIs; reduced technical response and resolution time by 50% Restructured and directed customer experience team; reduced churn and improved CSAT to 90%+ Integrated project management, accounting, and CRM systems; centralized data, provided transparency, established companywide KPIs, measured cross-functional performance, and provided accountability Devine Products, Inc. DBA Velv Wine VP Finance & CFO Pleasanton, CA 2016 - 2017 Subsidiary of The Linde Group; Velv Wine was the company's first consumer durable goods product launch. Recruited as the initial member of the Founding Leadership Team; established finance structure and operations for a consumer goods company that launched a product from innovation to sales Launched cross-functional operations in the organization; ultimately hired CEO and VP of Engineering and integrated new executives on all projects and processes within 30 days Reduced costs of operations and goods sold; negotiated multi-million-dollar supply chain agreements Implemented NetSuite as the ERP for e-commerce and accounting, as well as integrated order fulfillment and inventory management with 3PL's SAP system; allowed cross-collaboration and visibility to stakeholders Monitored and measured contract manufacturers' KPIs in Europe and Asia, which included production volumes, timelines, deliverables, and pricing; ensured performance aligned with contractual obligations Collaborated with the executive team on fundraising documents for a $10M investor presentation; during the process, the parent company executed a wind-down option due to a pending merger with Praxair Certefi, Inc. DBA ReadyTouch CFO & VP Operations Palo Alto, CA 2011 - 2016 Privately held software and hardware company specializing in self-service POS and mobile devices. Recruited to work directly with the executive team to turn around a 5-year net operating loss; drove profitability in less than 4 years, increased margins by 30%, and controlled expenses Developed pricing models and executed strategies for SaaS solutions; increased overall EBITDA by 500% Completed cost-benefit analysis to forecast CAPEX for the networking infrastructure based on predicted future demands; minimized capital investments and asset allocations by 25% Analyzed all legal and software licensing agreements; lowered costs by 20% Researched, sourced, built, and maintained relationships with leaders in the hardware industry; scaled-down components, stabilized supply chains, decreased COGS by 20%, and improved profit margins by 30% Managed projects for POS implementations; procured hardware, verified software modifications, prioritized installations, and confirmed projects were on schedule and budget 100% of the time PRIOR EXPERIENCEWine Market Assistant CFO & VP Operations Menlo Park, CA WineMiner, LLC CEO & CFO Atlanta, GAChase Manhattan Mortgage Corp. Regional VP Atlanta, GA Wells Fargo Branch Manager Orlando, FLEDUCATION SYSTEMSUniversity of Central Florida Bachelor of Science Finance Major Computer Science Minor Orlando, FL SYSTEMS: NetSuite, QuickBooks, Microsoft Office: Excel, PowerPoint, Word, SharePoint, and Teams Candidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLE |
