This candidate holds a degree in Business focusing on financial analysis and valuation from USC, with experience in Public Accounting. He brings valuable expertise in financial modeling, debt/equity financing, and M&A advisory.
Notably, he supported the Series D raise of $60 million and implemented Anaplan for financial modeling. With his strong technical background and top-level coordination and communication skills, he is an excellent fit for the role of Financial Director.
The Financial Director is a highly accomplished professional with a strong educational background, CPA and CFA certifications. She has experience in audit, corporate finance, and FP&A roles. Currently serving as VP of Finance at a Series B B2B software firm, she has successfully supported fundraising efforts, including an $80M Series A, as well as implemented a new ERP system.
This accounting and finance professional brings extensive industry experience, having worked for a post Series B eCommerce enablement platform built in the Shopify ecosystem. He has successfully raised $10 million in combined debt and equity for the company. He effectively manages and leads the monthly, quarterly, and annual close processes, financial reporting, financial statement preparation, and quarterly earnings calls. With excellent communication skills and a dynamic personality, he brings valuable expertise to the table.
Experienced CPA and MBA Professional Transforms Sub-$1 Million Revenue into Over $140 Million
This accounting and finance professional holds a CPA and MBA, and has a background in the startup SaaS industry. Joining as the first finance hire in a company with less than $1 million in revenue, he has played a key role in their remarkable growth to over $140 million. Throughout his tenure, he successfully raised $225 million in equity financing (Series A, B, and C) and secured $60 million in debt financing.
Notably, he has consistently implemented cost-efficient systems and acted as a tough negotiator with vendors, resulting in low software spend and the creation of a vendor/procurement playbook. With international offices in the Netherlands, UK, and the US, he effectively manages all finance and accounting functions, including tax. His strong communication skills further contribute to his success in these roles.
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