Jose Medina

Finance

Driving Financial Excellence and Empowering Startups

I am a results-driven Finance Executive with a proven track record of success in optimizing financial performance, implementing strategic financial initiatives, and ensuring compliance with regulatory standards. With a keen eye for detail and a commitment to accuracy, I have contributed to the financial success of start-ups across various industries. Beyond my professional pursuits, I am very passionate about music and basketball.

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Work

New Funding, New Tech, Same Dream: Beating Cancer
Strategically steering Series B funding pursuits, I leveraged financial acumen to optimize valuations and cultivate investor confidence. I ensured financial integrity and developed processes that led to presenting transparent financials and enhanced financial strategies.
https://www.xcellbio.com/post/new-funding-new-tech-same-dream-beating-cancer
Money Transmitter Licenses
As the blockchain industry continues to revolutionize finance and reshape traditional business models, it's crucial for companies to proactively address regulatory compliance. Obtaining money transmitter licenses is paramount for increasing the value of a blockchain venture. During the process, I helped Stardust acquire over 20 licenses.
http://www.stardustcardsllc.gg

Experience

Stardust
Head of Finance
Dec 2022 - Present
Stardust unlocks the full potential of blockchain gaming with a fast, flexible, and secure developer platform.
- Responsible for overseeing the financial operations and strategic planning for the company
- Lead and manage the forecast and budgeting process
- Worked with the executive team to develop pricing model
- Completed the necessary due diligence items needed for Series A
- Oversee all sides of accounting operations, including payables, receivables, payroll, and tax preparation
- Proactive in ensuring regulatory compliance by leading the money transmitter license process
Xcell Biosciences
Senior Accounting Manager
Jun 2018 - Nov 2021
Xcell Biosciences is a San Francisco-based life science company dedicated to bringing an innovative primary cell control solution to the immunotherapy market to support research, drug discovery, and cell manufacturing. Xcell’s mission is to democratize maintenance, expansion and control of any primary cell type through its bench-top primary cell control systems, reagent kits, software, and standardized protocols. The technology delivers simple control of primary cell types from blood or solid tissue, including a range of immune cells, stem cells, and tumor cells. This patient-centric technology offers a unique and proprietary capability to improve immunotherapy efficacy, safety, and persistence through more predictive and iterative therapy development and rapid, highly-controlled clinical cell manufacturing
- Instrumental in helping the company complete it’s Series B and completing due diligence items
- Responsible for Financial Planning and Analysis and budget preparation
- Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries
- Assist CEO and CFO with board material preparation and investor financial statement material
Enel X Way (formely eMotorWerks)
Accounting Manager
Apr 2017 - May 2018
Founded in 2010, and based in the San Francisco Bay Area with offices across Europe, eMotorWerks is a subsidiary of the Enel Group’s advanced energy services global business line Enel X, revolutionizing the electric vehicle (EV) charging market with its JuiceNet-enabled smart grid EV charging solutions.
- Worked with the executive team to develop and execute a successful exit strategy
- Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries
- Lead on development of the company’s commercial sales process and revenue recognition
Sunrun
Senior Fund Accountant
Mar 2015 - Apr 2017
Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products, primarily for residential customers.
- Manage portions of the monthly and quarterly close process, maintaining the fund's assets
- Assist in the preparation of quarterly non-audited financial statements
- Assist the auditors with requests/open items and prepare audit PBC items related to the fund
the Melt
Finance Consultant
Jun 2014 - Feb 2015
The Melt is a fast-casual eatery founded in San Francisco with a made-to-order menu that features flavorful and juicy MeltBurgers, grilled cheese, homemade mac & cheese and crispy fries all handcrafted with 100 percent all-natural, high-quality ingredients.
- Assist the accounting manager with monthly and quarterly general ledger close process
Rakuten (formely Ebates)
Finance Consultant
Mar 2014 - Jun 2014
Rakuten Rewards, formerly known as Ebates, is a cash-back and shopping rewards company. Its revenue comes from affiliate network links. Members of the site click through affiliate links before shopping at a retailer's site.
- Contributed to a successful acquisition by providing key support in due diligence, financial planning, and strategic guidance.
- Assist the accounting manager with monthly and quarterly general ledger close process
- Assist and train staff accountant on prepaids, accruals, cash reconciliations, and overall general ledger close process
- Prepare balance sheet accounts reconciliation (cash, prepaid, fixed assets and accruals) while updating all of the entities' excel schedules to make it efficient and comprehensible.