I have 18 years of progressive finance & accounting experience and 15 years of information technology (including coding) experience. Here are some of the results I have achieved as a CFO/fractional CFO.
ARR growth from $3.5 million to $14.5 million
Savings of $20K in taxes due to Balance Sheet errors
Identified a $98K error in Profit & Loss
Improved a HealthTech founder's time management by 18%, no more unsustainable 60 hours weeks-on-end
Re-aligned staffing responsibilities and improved overall company productivity by 23%
Solved our clients' non-finance departmental problems by connecting them with other fractional CXOs
Advised a startup in raising a seed of $1.3 million
170+ startups served (from solopreneur to $15MM in annual revenue; from one-off project to ongoing engagement)
We help founders find the right investors for their startups, and investors discover the best startups to invest in.
* Fractional CFO in helping founders with their company finances and accounting books
* Companies are in SaaS, AI, fintech, healthcare, gaming, and IoT
* Helping more than 20 startups with financial projections, metrics, budgeting, and operations in long-term fractional CFO engagement
* Managed cap table, term sheets, funding processes, and venture capital deals
* Developed actual processes and procedures based on the final decision from various financial models and implemented them to achieve the desired goals
* Year-end tax preparation for CPA and IRS
* Bookkeeping through Quickbooks Online, Xero, and a few other accounting software
* Coached about 160 startups in various funding stages on their financials & operations
* Growth and scales through financial projections and financial modeling
* Coding with Bubble.io technology
Jan 2018 — Present
Venture Capital Roundtable - Silicon Valley
Member
The VC Roundtable of Silicon Valley is a private, invitation-only organization whose membership includes the general partners of venture capital funds, corporate venture builders, and the leadership of angel organizations from across Silicon Valley.The purpose of the VC Roundtable is to provide a private forum for the regular interaction between its members and guests.The VC Roundtable is a monthly lunch meeting that is held on the 2nd Friday of each month (unless notified otherwise) in a private location in Palo Alto, California.The VC Roundtable benefits its members through deal-flow discussions, venture capital fund presentations, networking opportunities, and educational presentations on industry topics of interest to its members.
Venture Capital and Angel Investments
Sep 2015 — Feb 2018
Spectra Staffing, Inc
CFO
Spectra360 was named amongst the nation’s fastest-growing talent management agencies in 2018 by Inc. Magazine.
Our talented candidates are experts in Professional Services and the Light Industrial and Transportation industries and they work on a Contract, Temp to Hire, Direct Hire or Managed Services basis.
Recently, Spectra360 reinvented itself as a Talent Management company, shrugging off the previous "Staffing" label. This new categorization brings to light the company's more strategic, long-term methods of building teams to fuel client growth as opposed to simply filling vacant positions.
"We have worked with many of our clients for several years, as an extension of their HR team. We understand their goals and actively build databases of candidates with specific talents that will continue to fuel their growth." said Andrew Bergen, Spectra360 CEO. "Working closely with clients over time, we can anticipate growth spurts and upcoming projects, and find the necessary talent, while also considering the culture of the teams that our candidates will join. This makes us faster at our job, and ultimately makes our clients more profitable."
* Managed the Finance & Accounting, H.R., and I.T. Department for a fast growth startup
* Developed a Standard Operating Procedures (SOP) for eight branches
* Performed financial risk analysis by looking at various internal/external risk factors
* Managed the entire PEO process for the company payroll
* Negotiated with multiple funding sources to keep company cash flow in check
* Managed eight staff across various departments
Jan 2015 — Jan 2015
Zooka Creative
Controller
We're believers. Creators. Thinkers. Doers.
Our job is to initiate ideas that inspire. With beliefs rooted in the good of helping others, we're good people doing amazing work. We explore unique, unusual, and innovative ways to tell new stories. Through research, case studies, and sheer ingenuity, we discover what's possible at the crossroads of narrative, culture, technology, and design.
What's your story, and how can we help tell it?
* Prepared all accounts, ledgers, and reporting systems, ensuring GAAP compliance
* Managed the financial affairs of this $4M company, advising the CEO on the financial implications of business activities and providing cash flow projections
* Led development of continuous evaluation of short and long-term strategic financial objectives and developed financial models by forecasting and identifying capital and staff requirements
* Handled all payroll, A/R, A/P, and periodic government remittances
May 2005 — Dec 2017
Varoius Companies
Finance and Accounting
Various Finance and Accounting functions.
Finance, Accounting, and Bookkeeping
Dec 1992 — Jan 2008
Various Companies
Various I.T. roles
Various I.T. experience
* SQL and Exchange server engineer at Microsoft/Volt
* AS/400 and Windows NT & IIS server engineer at AIG
* Internet and cyber security specialist at Mykonic Consulting
* Migration and project manager at Corporate Software & Technology
A fractional CFO for startups builds the model, board reporting and finance team each round needs. See what changes from Seed to Series B and what it costs.
