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San Francisco, CA, USA

Jay B.

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.

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Jay B.

Experience

Apr 2026 — Present
TimelyAI(Acquired by upstage)

TimelyAI(Acquired by upstage)

Founder & CEO

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.
Apr 2026 — Present
Stealth

Stealth

Founder & CEO

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.
Aug 2024 — Apr 2026
Intuit

Intuit

Group Head, Finance

  • 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
Jul 2022 — Jul 2024
Mekonos Inc.

Mekonos Inc.

Head of Finance

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.
Jul 2021 — Jul 2022
Nomi Health

Nomi Health

Senior Manager, Finance

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.
Jan 2021 — Jul 2021
Goldman Sachs

Goldman Sachs

Vice President

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.
Jan 2018 — Dec 2020
Goldman Sachs

Goldman Sachs

Associate

  • Served as an Associate at Goldman Sachs supporting client and transaction workstreams.
Jul 2014 — Dec 2017
Goldman Sachs

Goldman Sachs

Analyst

  • Worked as an Analyst at Goldman Sachs contributing to financial analysis and deal support.
May 2013 — Aug 2013
Goldman Sachs

Goldman Sachs

Summer Intern

  • Completed a Summer Internship at Goldman Sachs gaining exposure to financial markets and operations.
May 2012 — Aug 2012
Save The Bay

Save The Bay

Summer Intern

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.
Aug 2011 — Aug 2013
Keck Medicine of USC

Keck Medicine of USC

Research Associate

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.
Jun 2011 — Jul 2011
ESPN

ESPN

Summer Intern

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.
Jan 2011 — Mar 2013
University of Southern California

University of Southern California

Student Manager

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.
Jan 2011 — May 2011
University of Southern California

University of Southern California

Teaching Assistant

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