Jay B.

San Francisco, CA, USA

Project Management & Financial Analysis professional | Technical Design (AutoCAD) × Environmental Science | Client-focused problem solver

Seasoned finance leader with a proven track record in navigating the complexities of financial strategy, fundraising, and operational optimization. Known for driving growth & profitability in dynamic and challenging environments. Passionate about leveraging my expertise to propel organizations to new heights of success by delivering measurable results and fostering a culture of excellence.

Jay B.

Experience

  • TimelyAI(Acquired by upstage)

    TimelyAI(Acquired by upstage)

    Founder & CEO

    Apr 2026 - Present

    TimelyAI (Stealth) builds a Marketing SaaS for time-based businesses focused on growing clientele affordably and enabling lasting customer relationships.

    • Founded TimelyAI to build a Marketing SaaS for time-based businesses.
    • Focused product vision on solving customers' urgent need to grow clientele affordably.
    • Built features to help businesses create lasting relationships for repeat business and referrals.
    • Led development and launch of Timely GPT and Timely Chatbot for education and engagement.
  • Stealth

    Stealth

    Founder & CEO

    Apr 2026 - Present

    Stealth (timelyai.com) is an early-stage startup operating under a stealth brand and building AI-enabled products for market-fit testing.

    • Founded and lead Stealth, an early-stage AI startup focused on product development and go-to-market strategy.
    • Directed product and company strategy while operating in stealth to validate core market assumptions.
  • Intuit

    Intuit

    Group Head, Finance

    Aug 2024 - Apr 2026

    • Divisional CFO responsible for driving $500m of revenue and managing $750m of expenses
    • Spearheaded growth, retention, and pricing initiatives resulting in $100m+ of  incremental revenue YoY for existing  product lines as well as new offerings
    • Led the development and execution of Quickbooks Live’s margin neutrality strategy; projected to increase from -105% to +6% gross profit in two fiscal years
    • Let the division’s AI & technology investment prioritization to drive 170% ROI via incremental revenue and operational efficiencies
  • Mekonos Inc.

    Mekonos Inc.

    Head of Finance

    Jul 2022 - Jul 2024

    Mekonos is a venture-backed life sciences company building a proprietary cell-engineering platform using scalable silicon technology for cell & gene therapies and cell line development.

    • Led all aspects of the finance function as Mekonos’ first dedicated finance hire.
    • Originated and executed the company’s fundraising strategy in conjunction with the CEO.
    • Orchestrated financing solutions such as venture debt and convertible notes to provide growth capital totalling over $6M.
    • Partnered cross-functionally to build Mekonos’ business model and commercial strategy to inform the path to profitability.
    • Managed organizational and operational issues as a senior leadership team member, including OKR development, re-orgs, IP, business insurance, and facilities.
  • Nomi Health

    Nomi Health

    Senior Manager, Finance

    Jul 2021 - Jul 2022

    Nomi Health operates healthcare services and technology platforms, including COVID testing operations and payment solutions.

    • Created the company’s revenue plan for both the COVID business and the technology payment platform, scaling revenue 3x to over $500M annually.
    • Owned finance due diligence items in support of a $100M Series A in partnership with the CFO.
    • Served as finance lead on a $25.6M M&A transaction.
    • Developed the framework and financial structure for the company’s first joint venture.
    • Established processes to deliver ongoing fiscal and operational insights to the executive team, including revenue flash and EBIT flash reporting.
  • Goldman Sachs

    Goldman Sachs

    Vice President

    Jan 2021 - Jul 2021

    Goldman Sachs is a multinational financial services firm providing securities, investment banking, asset management, and wealth management services.

    • Served as Vice President at Goldman Sachs, a global investment bank and financial services firm.
  • Goldman Sachs

    Goldman Sachs

    Associate

    Jan 2018 - Dec 2020

    • Served as an Associate at Goldman Sachs supporting client and transaction workstreams.
  • Goldman Sachs

    Goldman Sachs

    Analyst

    Jul 2014 - Dec 2017

    • Worked as an Analyst at Goldman Sachs contributing to financial analysis and deal support.
  • Goldman Sachs

    Goldman Sachs

    Summer Intern

    May 2013 - Aug 2013

    • Completed a Summer Internship at Goldman Sachs gaining exposure to financial markets and operations.
  • Save The Bay

    Save The Bay

    Summer Intern

    May 2012 - Aug 2012

    Save The Bay is the largest regional organization protecting and restoring San Francisco Bay for people and wildlife through advocacy, restoration, and education.

    • Managed appropriation of investment to increase awareness of Bay Area coastal ecosystems.
    • Analyzed campaign donations to Bay Area legislators from various corporations.
    • Researched effects of proposed and implemented environmental policies on citizens, businesses, and local governments.
    • Drafted reports and proposals to support pragmatic adoption of environmental standards.
  • Keck Medicine of USC

    Keck Medicine of USC

    Research Associate

    Aug 2011 - Aug 2013

    Keck Medicine of USC is an academic medical center delivering patient care, conducting research, and advancing medical education within the University of Southern California health system.

    • Worked with Dr. Jon Samet to explore tactics used by various industries to discredit EPA studies and reports.
    • Incorporated the industry tactics analysis into scientific papers and presentations.
  • ESPN

    ESPN

    Summer Intern

    Jun 2011 - Jul 2011

    ESPN is a leading multiplatform sports media brand delivering television, digital, and audio sports content globally.

    • Led sustainability efforts for the ESPYs, including overseeing solar panel installation to reduce event footprint.
    • Achieved a 99% landfill diversion rate for the event.
  • University of Southern California

    University of Southern California

    Student Manager

    Jan 2011 - Mar 2013

    University of Southern California (USC) is a private research university offering undergraduate and graduate programs across numerous disciplines.

    • Served as assistant to the defensive backs coach for the entire 2011–2012 season.
    • Worked with quarterbacks and wide receivers during spring offseasons to support skill development.
  • University of Southern California

    University of Southern California

    Teaching Assistant

    Jan 2011 - May 2011

    • Served as a part-time environmental studies instructor at Lenicia B. Weemes Elementary School.

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