- Oversaw the growth of the company by 200%, driven by diligent and active capital allocation, disciplined pricing and client management, and deep financial analysis.
- Implemented a currency management model to track exposure at a global level, saving the company thousands of dollars during the volatile COVID-19 crisis.
- Maintained an extremely loyal customer base with zero percent churn in FY 2020.
- Built a project valuation model to value client opportunities using corporate finance concepts (NPV and IRR).
- Established objectives and key results (OKRs) for the business, spanning all departments including finance, engineering, product, and client development.
- Built an integrated three-statement model for the business, facilitating corporate finance and risk management decisions at a monthly level.
- Prepared investor documentation including pitch decks, forecasts, and models while also managing investor relationships during the capital raise process.
- Conducted market research to build business cases for moving into new geographical regions and adjacent service lines, facilitating growth in the US and UK markets.
Focus areas: Business Models, Business to Business (B2B), Startups, Company Research, Cash Flow Modeling, Negotiation, Financial Analysis, Management, Capital Raising, Corporate Finance, Technology, Foreign Currency, Early-stage Venture Capital, Python, Machine Learning, Consulting, eCommerce, Retail & Wholesale, Finance Strategy, Forecasting, DCF Valuation, Artificial Intelligence (AI), Management Consulting, Finance, Market Research & Analysis, Financial Modeling, Project Management, Business Strategy, Currency Exchange, Capital Allocation, Fundraising, SaaS