- Oversaw the acquisition of a competitor, which increased market share by 20% and valuation by 10%.
- Prepared detailed budgetary controls and monitored KPIs that helped the entity improve cash flow planning and reduce overall costs by 20%.
- Built financial models and valuations based on discounted cash flow and other modeling methods. Built Interactive Dashboard for Management Information System.
- Performed analytics to improve leverage and profitability by 2% through efficient working capital management.
- Increased profitability by 3% by reengineering a business process and closing gaps, which increased transparency, controls, and efficiency.
Focus areas: Mergers & Acquisitions (M&A), Budget Controls, Funds Flow, Debt Raises, Equity Raises, Valuation, Accounts, Audits, Analytics, Financial Modeling, Key Performance Indicators (KPIs), MIS Reporting, Financial Planning & Analysis (FP&A), Working Capital Management, Valuation Modeling, Business Strategy, CFO, Virtual CFO, Fractional CFO, Controller, Debt, Term Loans, Startup Funding, Pitch Decks, Pitch Deck Consultant, Fundraising, Fundraising Consultant, Seed Fundraising, Series A, Series B, Data Analysis, Data Analytics, Dashboards, Dashboard Design, Interactive Dashboards, Financial Reporting Dashboards, Finance Director, Interim CFO, Interim Finance Director, Interim Controller, Interim Financial Controller, Analysis of Variance (ANOVA), Accounting, Cost Accounting, Activity-based Costing, Cost Analysis, P&L Analysis, P&L Forecasting, Profit & Loss (P&L), P&L Management, IRR, Financials, Financial Advisory, Financial Ratios, Financial Model Auditing, Financial Analysis, QuickBooks Online, Microsoft Excel, Python, Options Trading, Futures & Options, Jupyter, Data Science, RiskMetrics, Tax Credits, Certified Public Accountant (CPA)