Creating department budgets and coordinating with department heads to implement and maintain
Analyzing financial reports, including data on income, expenditure, and market performance
Processing and filing annual audit for over 12 entities within organization
Designing and implementing scalable finance policies, procedures, internal controls, and risk framework
Implementing new tools for cross-functional use to improve profit and efficiency
Developing and maintaining effective financial controls, and ensuring compliance on all levels for current and multiple emerging market.
OWNER
EMERALD CFO SERVICES
02.2023 - Current
Managing all financial planning and accounting services for several growing startups.
FINANCE MANAGER
Bullish
06.2022 - 01.2023
Evaluated financial and operating activities of current and potential venture capital investments
Maintained and creating new investor relationships for current and future ventures
Managed the operations of the current $60m venture capital fund, as well as planning for future funds
Spearheaded the conception and implementation of new revenue channels
Finalized all internal and external financial audits, while coordinating with CPA firms
Optimized capital spending through newly created reporting and analysis.
DIRECTOR OF OPERATIONS & FINANCE
Postlight
05.2021 - 05.2022
Created the financial model/ forecast that senior leadership uses to report on business health
Transferred the accounting method of the organization from a cash flow basis to an accrual basis
Created the cash flow forecast that allows for the selection of multiple scenario options and utilizes several data points including forecasted revenue and client health
Drove strategic planning for the business to align with the company on goals, targets, and KPIs
Developed and implementing of all financial planning and processes through the creation of dynamic metrics models.
OPERATIONS & FINANCE MANAGER / ASSISTANT DIRECTOR OF OPERATIONS
Zype Inc
04.2018 - 11.2020
Facilitated the gathering of capital for the business through the methods of debt refinancing and the issuing of convertible notes & Began the Series-B process for the organization
Designed and finalized all financial decks used for both internal and external presentations
Improved the efficiency of resources through the handling of all accounting responsibilities
(Cash Burn reduced by 70% and Net Income increased by 150%)
Created and revising of financial models for investor relations and capital growth.
Education
Bachelor of Arts -
Pace University
New York, NY
05.2014
Skills
Financial Modeling
QBO
Project Management
Data Analytics
Cash Flow Management
Budget Planning
Investor Relations
AR/AP
Tax Prep
Audit management
Timeline
DIRECTOR OF FINANCE & OPERATIONS
BizFund
02.2023 - Current
OWNER
EMERALD CFO SERVICES
02.2023 - Current
FINANCE MANAGER
Bullish
06.2022 - 01.2023
DIRECTOR OF OPERATIONS & FINANCE
Postlight
05.2021 - 05.2022
OPERATIONS & FINANCE MANAGER / ASSISTANT DIRECTOR OF OPERATIONS