Germee Ronirose, Finance Expert in London, United Kingdom
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Germee Ronirose

Verified Expert  in Finance

Bio

Germee is a finance expert who helps startups and mid-sized clients in the UK, US, and Asia attract over $128 million in funding. As an investment banker at ING Bank, she advised clients to purchase and sell companies, including the second-largest geothermal company in the world. Germee has created value for clients in various industries through data-driven financial strategy.

Career Highlights

CEO
Dearest Technologies

Education Highlights

Master's Degree
Bocconi University
Bachelor's Degree
University of the Philippines

Certification Highlights

Case Studies

Expertise

  • Financial Analysis
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Forecasting
  • Fundraising
  • Mergers & Acquisitions (M&A)
  • Startups
  • Three-statement Modeling

Work Experience

Founder | CEO | Data Scientist | AI/ML Professional

2023 - PRESENT
Roni AI (Ainnovate Ltd)
  • Developed Roni AI, a cutting-edge financial assistant, leveraging my expertise in finance.
  • Built an AI/ML cash flow forecast and chat assistant.
  • Created an easy-to-use UI/UX design that makes it easy for management to look at their KPIs.
Focus areas: Software Design, Finance, International Taxation, Tableau, Microsoft Power BI, Looker

CEO

2017 - PRESENT
Dearest Technologies
  • Managed designing and implementing AI and AR tools for the jewelry and luxury sector.
  • Supervised a tech team to implement cutting-edge technology in a startup.
  • Created valuation models and fundraised for the startup.
Focus areas: Startups, Luxury Industry, Artificial Intelligence (AI), Tableau, SQL, Data Analytics, Equity Research, Asset Allocation, Revenue & Expense Projections, Financial Forecasting, Forecasting, United Kingdom, Excel Modeling, Excel Expert, Microsoft PowerPoint, Confidential Information Memorandum (CIM), Software as a Service (SaaS), Early-stage Funding, Excel 2016, Capital Structuring, Cap Tables, Waterfall Modeling, Cost Accounting, Equity Investment, Investment Consulting, Chief of Staff, GAAP, Project Management, Financial Modeling, P&L Analysis, P&L Management, P&L Responsibility, Analysis, Exercise & Fitness, Process Design, Cash Flow Modeling, Asia-Pacific (APAC), Singapore, Business Analysis, B2B Partnerships, Digital Media, Credit Analysis, Digital Product Development, Applications, Growth Strategy, Operations, Specialty Finance, Pro Forma Financial Statements, Business Model Strategy, Consolidated Reporting, IRR, Renewable Energy, Accounting Consolidation, Corporate Finance Consultant, Marketing Strategy, COO, System Optimization, Management Reports, Key Performance Indicators (KPIs), IFRS Financial Reporting, Valuation Modeling, Equity Valuation, ERP Implementation, Profitability Analysis, Business Operations, Marketing, Go-to-market Strategy, B2C Marketing, Product Launch, Operating Models, Growth, Human Resources (HR), Business Intelligence Consultant, Board Reporting, Strategic Planning, Profitability Optimization, Direct to Consumer (D2C), eCommerce Analysis, Data Modeling, Sales Forecasting, Core Banking Systems, Generative Artificial Intelligence (GenAI), Brand Strategy, Stripe Payments, Stripe, Cost Analysis, Training, Invoicing, Proposals, Competitor Analysis & Profiling, International Taxation, Trade Finance, Working Capital Management, Innovation, Microsoft Power BI, Looker, Data Entry, Data Reporting, Planning

Partial CFO Services

2016 - PRESENT
Ainnovate Ltd
  • Oversaw an Australian hotel group's profitability and cash flow management using financial and CVP analysis and budgets.
  • Managed the profitability and cash flow management of an American services group using financial analysis and improvement of accounting systems.
  • Spearheaded a mining group's profitability and cash flow management using financial analysis, valuation models, and CVP analysis.
Focus areas: Financial Modeling, Financials, Mezzanine, Debt, Business Loans, Small & Medium-sized Enterprises (SME), Early-stage Startups, SME/SMB Financing, Loans & Lending, United States, Financial Forecasting, M&A (Buy-side), Cross-border M&A, Entertainment & Leisure, Due Diligence, Forecasting, Fractional CFO, Investment Memoranda, Asset-based Finance, Credit/Debt, Consumer Lending, Inventory Management, Financial Risk Management, Pricing Models, Financial Planning & Analysis (FP&A), Pitch Deck Consultant, Seed Fundraising, Strategy, Food & Beverage, Franchises, Investments, Middle East, Controller, Cash Management, Inventory Cost Accounting, Monthly Close Process, SaaS, Technology, Platforms, DCF Modeling, Energy Storage, United Kingdom, Confidential Information Memorandum (CIM), Interim Financial Controller, Process Mapping, Reporting, Cash Flow, Oil & Gas, Project Finance, Market Research, Total Addressable Market (TAM), Revenue Projections, Mobility, Data Analysis, Fintech, Fintech Consultant, Excel Modeling, Excel Expert, Debt Financing, Microsoft PowerPoint, Information Memoranda, Business Strategy, Family Office, Higher Education, Fund Accounting & Administration, Software as a Service (SaaS), Early-stage Funding, Excel 2016, Capital Structuring, Cap Tables, Waterfall Modeling, Real Estate Development, Cryptocurrency Exchanges, Investment Funds, Cost Accounting, Xero, US GAAP, Grants, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Healthcare, Chief of Staff, GAAP, GAAP Compliance, Bookkeeping, Financial Transformation, Change Management, Project Management, Data, Taxation, Pricing, Pricing Strategy, B2B, Renewables, Green Energy, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Business Planning, Commercial Real Estate Finance (CREF), Hedge Funds, Early-stage Venture Capital, Analysis, International Finance, Administrative Procedures, Equity Markets, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Process Design, Cash Flow Modeling, Consumer Loans, Asia-Pacific (APAC), Singapore, Japan, Business to Business (B2B), Merchant Cash Advances, Cohort Analysis, UK GAAP, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Reconciliation, Business Analysis, B2B Partnerships, Digital Media, Credit Analysis, Banking & Finance, Credit Risk, Risk, Decentralized Finance (DeFi), Financial Risk Assessment, Digital Product Development, Revenue Recognition, Month-end Processes, Operational Finance, Digital Banking, Comparable Company Analysis, Xero Accounting, Policies & Procedures Compliance, Specialty Finance, Edtech Design, Education Technology (Edtech), For-profit Education, Education, Enterprise SaaS, Marketplaces, Accounts Receivable, Pro Forma Financial Statements, Certified Public Accountant (CPA), Automation, Financial Data, QuickBooks API, Sage 50, APIs, Migration, Fundraising Consultant, IFRS Consolidation, Spain, Software, Virtual CFO, Invoices, VAT Return Preparation, Troubleshooting, Data Visualization, Accounts Payable, Consumer Banking, Neobanks, Visual Storytelling, Business Model Strategy, Short-term Investments, Vacation Rental Management, Series A, Subscriptions, Enterprise Software, Consolidated Reporting, Financial Reporting, IRR, Renewable Energy, Infrastructure, Public Companies, Risk Management, Risk & Compliance, Accounting Consolidation, Accounting Software, Accounting System Migrations, Family Office Consultants, Restaurants & Dining, Credit Scores, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, High-tech Startups, Internal Financial Reporting, Health & Wellness, Psychology & Mental Health, Music, Music Production, Music Publishing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Corporate Finance, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Paid Advertising, COO, System Optimization, Apparel & Accessories, Credit Underwriting, CPA, Fundraising Strategy, Event Management, Event Management Platforms, Cash Flow Forecasting, Intuit QuickBooks, Chatbots, NetSuite, Consolidation, Financial Consolidation, Controllership, Foreign Currency, Part-time CFO, Institutional Investors, Leveraged Buyout (LBO), Growth Strategy Consultants, Hygiene & Personal Care, Personal Care, Loans, Retail & Wholesale, Dashboards, Management Reports, Key Performance Indicators (KPIs), IFRS Financial Reporting, Valuation Modeling, Equity Valuation, ERP Implementation, Profitability Analysis, Advertising, Media, Term Sheet Advisory, Fund Management, AR/AP Management, Professional Services, Business Development, Fitness, Leadership, Operational Efficiency Improvement, Nutrition & Supplements, Team Leadership, Brand Marketing, Brand Management, Consumer Products, Series B, Legal, Insurance, Due Diligence Consultant, Corporate Planning, NAV, Waterfall Methodology, Spinoffs, Microsoft Power BI, Financial Controls & Processes, SAP ERP, Cash Flow Consultant, Business Operations, Marketing, B2C, Go-to-market Strategy, B2C Marketing, Product Launch, Excel Macros, Small Business, Operating Models, Growth, Performance Improvement, Human Resources (HR), Events, Business Intelligence Consultant, Small Business Management, Consumer Packaged Goods (CPG), CPG, Financial Consultation, Financial Controlling, Internal Control, Tax Accounting, Gaming, Compliance, Controllership/Accounting, Board Reporting, Property Tax, Blockchain, Storytelling, Film & Television, Strategic Planning, Debt Analysis, IFRS 17, Hiring, Compensation, HR/Workforce Transformation, HR Transformation, Cap Table Formation, Business Evaluation, Value at Risk, Foreign Exchange, Regtech, Profitability Optimization, ROI, Sales, Direct to Consumer (D2C), Balance Sheets, CAPEX, eCommerce Analysis, Demand Planning, Data Modeling, Sales Forecasting, Business Analytics, Sensitivity Analysis, Financial Reporting Dashboards, BI Reports, Core Banking Systems, M&A Analysis, Chief Operations Officer (COO), Compensation Plans, Software Development, Pre-revenue Valuation, White Papers, Finance Strategy, Revenue Analysis, Brand Strategy, Fashion, Board Presentations, Financial Statements, Business Process Analysis, Stripe Payments, Stripe, Cost Analysis, Compensation Programs, Car Rental, Luxury Goods, Training, Billing & Collections, Invoicing, Hospitality, Travel, Zoho Books, Request for Information (RFI), Consulting, Proposals, Market Research & Analysis, Competitor Analysis & Profiling, International Taxation, Shopify, Trade Finance, Working Capital Management, Innovation, Innovation Strategy, Supply Chain Optimization, FMCG, Tableau, Looker, Data Entry, Data Reporting, Planning

Financial and Strategy Advisor

2008 - PRESENT
Freelance
  • Served as a financial and strategic advisor to different companies, modeling acquisition costs and creating strategies for maximizing costs with growing revenues.
  • Organized financial valuation and strategy and reduced accounting and finance costs of teams by 25% to 40%.
  • Created investor and decks, performed company due diligence for buy-side transactions, and supervised data room preparation for sell-side transactions.
  • Helped fundraise $30 million for startups and mid-sized clients across industries, including retail, banking, construction, and hospitality.
Focus areas: Financial Analysis, Finance, Fundraising, Accounting, Capital Asset Pricing Model (CAPM), Asset Allocation, Equities, Bloomberg Terminal, Revenue & Expense Projections, Equity Research, Equity Research Analysis, Metals & Mining, Scenario Analysis, Capital Markets, Marketplace Platforms, CFO, Interim CFO, Market Segmentation, Market Research Analyst, Business Plan Consulting, Market Research, Valuation, RiskMetrics, Renewable Energy, Venture Capital, Financing, Investment Banking, Clean Energy, Manufacturing, Financial Planning & Analysis (FP&A), Three-statement Modeling, Cash Flow Management, Budgeting, Cash Flow Analysis, Construction, M&A (Sell-side), Mezzanine, Solar, Debt, Business Loans, Small & Medium-sized Enterprises (SME), Early-stage Startups, SME/SMB Financing, Loans & Lending, United States, Financial Forecasting, M&A (Buy-side), Cross-border M&A, Entertainment & Leisure, Due Diligence, M&A Due Diligence (Financial), Fractional CFO, Real Estate, REITs, Real Estate Investment Trust (REIT), Investment Memoranda, Asset-based Finance, Credit/Debt, Consumer Lending, Inventory Management, Financial Risk Management, Pricing Models, Pitch Deck Consultant, Seed Fundraising, Strategy, Food & Beverage, Franchises, Investments, Controller, Cash Management, Inventory Cost Accounting, Monthly Close Process, SaaS, Technology, Platforms, DCF Modeling, Energy Storage, United Kingdom, Confidential Information Memorandum (CIM), Interim Financial Controller, Process Mapping, Reporting, Cash Flow, Oil & Gas, Project Finance, Total Addressable Market (TAM), Revenue Projections, Mobility, Data Analysis, Investment Analysis, Investment Committee Advisory, Deal Sourcing, Investment Briefs, Private Equity, Fintech, Fintech Consultant, Excel Modeling, Excel Expert, Debt Financing, Microsoft PowerPoint, Information Memoranda, Business Strategy, Family Office, Higher Education, Fund Accounting & Administration, Software as a Service (SaaS), Early-stage Funding, Excel 2016, Capital Structuring, Cap Tables, Waterfall Modeling, Real Estate Development, Cryptocurrency Exchanges, Biotechnology, Investment Funds, Equity Raises, Debt Raises, Cost Accounting, Xero, US GAAP, Grants, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Healthcare, Chief of Staff, GAAP, GAAP Compliance, Bookkeeping, Financial Transformation, Change Management, Project Management, Data, Taxation, Pricing, Pricing Strategy, B2B, Renewables, Green Energy, Financial Modeling, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), P&L Responsibility, Business Planning, Commercial Real Estate Finance (CREF), Hedge Funds, Early-stage Venture Capital, Analysis, International Finance, Administrative Procedures, Systems & Procedures, Equity Markets, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Process Design, Cash Flow Modeling, Consumer Loans, Asia-Pacific (APAC), Singapore, Japan, Business to Business (B2B), Merchant Cash Advances, Cohort Analysis, UK GAAP, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Reconciliation, Business Analysis, B2B Partnerships, Digital Media, Credit Analysis, Banking & Finance, Credit Risk, Risk, Decentralized Finance (DeFi), Financial Risk Assessment, Digital Product Development, Revenue Recognition, Month-end Processes, Operational Finance, Business Services, Comparable Company Analysis, Growth Strategy, Operations, Xero Accounting, Policies & Procedures Compliance, Specialty Finance, FIG, Database as a Service (DBaaS), Marketplaces, Accounts Receivable, Pro Forma Financial Statements, Certified Public Accountant (CPA), Lease Accounting, Automation, Financial Data, QuickBooks API, Sage 50, eCommerce, APIs, Migration, Mobile Games, Virtual CFO, Data Visualization, Accounts Payable, Consumer Banking, Neobanks, Visual Storytelling, Business Model Strategy, Short-term Investments, Vacation Rental Management, Series A, Subscriptions, Enterprise Software, Consolidated Reporting, Financial Reporting, IRR, Infrastructure, Public Companies, Risk Management, Risk & Compliance, Accounting Consolidation, Accounting Software, Accounting System Migrations, Family Office Consultants, Restaurants & Dining, Credit Scores, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, High-tech Startups, Internal Financial Reporting, Health & Wellness, Psychology & Mental Health, Marketing Strategy, M&A Modeling, Mergers & Acquisitions (M&A), Music, Music Production, Music Publishing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Corporate Finance, Cost Reduction & Optimization (Cost-down), Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Paid Advertising, COO, System Optimization, Apparel & Accessories, Credit Underwriting, CPA, Fundraising Strategy, Cash Flow Forecasting, Intuit QuickBooks, NetSuite, Consolidation, Financial Consolidation, Controllership, Foreign Currency, Part-time CFO, Leveraged Buyout (LBO), Growth Strategy Consultants, Hygiene & Personal Care, Personal Care, Loans, Retail & Wholesale, Dashboards, Management Reports, Key Performance Indicators (KPIs), IFRS Financial Reporting, Valuation Modeling, Equity Valuation, ERP Implementation, Profitability Analysis, Advertising, Media, Term Sheet Advisory, Fund Management, AR/AP Management, Professional Services, Business Development, Fitness, Leadership, Operational Efficiency Improvement, Nutrition & Supplements, Team Leadership, Brand Marketing, Brand Management, Consumer Products, Series B, Legal, Insurance, Due Diligence Consultant, Corporate Planning, NAV, Waterfall Methodology, Spinoffs, Microsoft Power BI, Financial Controls & Processes, SAP ERP, Cash Flow Consultant, Business Operations, Marketing, B2C, Go-to-market Strategy, B2C Marketing, Product Launch, Excel Macros, Small Business, Operating Models, Growth, Performance Improvement, Human Resources (HR), Events, Business Intelligence Consultant, Small Business Management, Consumer Packaged Goods (CPG), CPG, Financial Consultation, Financial Controlling, Internal Control, Tax Accounting, Gaming, Compliance, Controllership/Accounting, Board Reporting, Blockchain, Storytelling, Film & Television, Debt Analysis, IFRS 17, Hiring, Compensation, HR/Workforce Transformation, HR Transformation, Cap Table Formation, Business Evaluation, Value at Risk, Foreign Exchange, Regtech, Profitability Optimization, ROI, Sales, Direct to Consumer (D2C), Balance Sheets, eCommerce Analysis, Demand Planning, Data Modeling, Sales Forecasting, Business Analytics, Sensitivity Analysis, Financial Reporting Dashboards, BI Reports, Core Banking Systems, M&A Analysis, Chief Operations Officer (COO), Compensation Plans, Software Development, Pre-revenue Valuation, White Papers, Finance Strategy, Revenue Analysis, Brand Strategy, Fashion, Board Presentations, Financial Statements, Business Process Analysis, Stripe Payments, Stripe, Cost Analysis, Compensation Programs, Car Rental, Luxury Goods, Training, Billing & Collections, Invoicing, Hospitality, Travel, Zoho Books, Request for Information (RFI), Consulting, Proposals, Market Research & Analysis, Competitor Analysis & Profiling, International Taxation, Shopify, Working Capital Management, Cryptocurrency, Innovation Strategy, Supply Chain Optimization, FMCG, Tableau, Looker, Data Entry, Data Reporting, Competitive Analysis

Investment Banker

2007 - 2008
ING Group
  • Served as a part of the financial team advising the sale of the world's second-largest geothermal power plant, EDC, with a deal value of $812 million. Advised on $1 billion in mergers and acquisition deals in retail, banking, and energy.
  • Created valuation analysis for various clients in different industries, including major retailers and banks, performed due diligence and prepared data rooms.
  • Studied contracts for significant acquisitions and advised on possible acquisition targets.
Focus areas: Fundraising, Financial Analysis, Equity Research, Capital Asset Pricing Model (CAPM), Asset Allocation, Equities, Bloomberg Terminal, Revenue & Expense Projections, Equity Research Analysis, Metals & Mining, Scenario Analysis, Capital Markets, Mergers & Acquisitions (M&A), Valuation, Renewable Energy, Investment Banking, Clean Energy, Financial Planning & Analysis (FP&A), Three-statement Modeling, Cash Flow Management, M&A (Sell-side), Mezzanine, Debt, Business Loans, Financial Forecasting, M&A (Buy-side), Cross-border M&A, Entertainment & Leisure, Due Diligence, Forecasting, M&A Due Diligence (Financial), Fractional CFO, Real Estate, REITs, Investment Memoranda, Investments, DCF Modeling, Cash Flow, Oil & Gas, Investment Analysis, Investment Committee Advisory, Deal Sourcing, Investment Briefs, Excel Modeling, Excel Expert, Microsoft PowerPoint, Information Memoranda, Confidential Information Memorandum (CIM), Business Strategy, Excel 2016, Capital Structuring, Cap Tables, Waterfall Modeling, Real Estate Development, Cryptocurrency Exchanges, Biotechnology, Equity Raises, Debt Raises, Equity Investment, Investment Consulting, Project Evaluation, Impact Investing, Energy, Healthcare, GAAP, GAAP Compliance, Bookkeeping, Financial Transformation, Project Management, Pricing, Pricing Strategy, B2B, Renewables, Green Energy, Financial Modeling, P&L Analysis, P&L Management, P&L Forecasting, Profit & Loss (P&L), Commercial Real Estate Finance (CREF), Analysis, International Finance, Administrative Procedures, Systems & Procedures, Exercise & Fitness, Wellness, Cash Flow Modeling, Asia-Pacific (APAC), Business Analysis, Credit Analysis, Underwriting, Revenue Recognition, M&A Strategy, Comparable Company Analysis, Growth Strategy, Specialty Finance, FIG, Data Rooms, Accounts Receivable, Pro Forma Financial Statements, Financial Data, Consolidated Reporting, IRR, Infrastructure, Public Companies, Corporate Finance Consultant, M&A Modeling, Credit Underwriting, Leveraged Buyout (LBO), Management Reports, Key Performance Indicators (KPIs), Valuation Modeling, Equity Valuation, Profitability Analysis, Waterfall Methodology, Operating Models, Growth, Small Business Management, Board Reporting, Debt Analysis, Foreign Exchange, Acquisitions, Profitability Optimization, CAPEX, Sales Forecasting, Billing & Collections, Consulting, Proposals, Market Research & Analysis, Working Capital Management, Supply Chain Optimization, FMCG
2022 - 2023

Coding Bootcamp in Full-stack Software Engineering

Avion School Coding Bootcamp - www.avionschool.com

2021 - 2022

Professional Master in Data Science (Analytics) in Data Science

University of the Philippines - Diliman, Quezon City

2011 - 2014

Master's Degree in Finance

Bocconi University - Milan, Italy

2001 - 2006

Bachelor's Degree in Business Administration and Accountancy

University of the Philippines - Diliman, Philippines

OCTOBER 2006 - PRESENT

Certified Public Accountant (CPA)

PICPA

Finance

Fundraising, Accounting, Financial Modeling, Three-statement Modeling, Mergers & Acquisitions (M&A), Forecasting, Capital Budgeting, Value Investing, DCF Valuation, Startup Funding, Discounted Cash Flow (DCF), Seed Fundraising, Equity Research, Asset Allocation, Revenue & Expense Projections, Equity Research Analysis, CFO, Market Research, Valuation, RiskMetrics, Financial Planning & Analysis (FP&A), Budgeting, M&A (Sell-side), Business Intelligence (BI), Mezzanine, Debt, M&A (Buy-side), Cross-border M&A, Due Diligence, REITs, Investment Memoranda, Asset-based Finance, Credit/Debt, Consumer Lending, Controller, Cash Management, Cash Flow, Project Finance, Total Addressable Market (TAM), Data Analysis, Investment Briefs, Private Equity, Capital Structuring, Equity Raises, Debt Raises, Project Evaluation, Taxation, Pricing, Pricing Strategy, P&L Forecasting, Profit & Loss (P&L), International Finance, Cash Flow Modeling, Consumer Loans, UK GAAP, Credit Analysis, Credit Risk, Risk, Financial Risk Assessment, Operational Finance, Comparable Company Analysis, Specialty Finance, FIG, Pro Forma Financial Statements, Certified Public Accountant (CPA), Lease Accounting, Short-term Investments, Series A, Financial Reporting, Accounting Consolidation, Internal Financial Reporting, M&A Modeling, Corporate Finance, Cost Reduction & Optimization (Cost-down), Credit Underwriting, CPA, Cash Flow Forecasting, Financial Consolidation, Valuation Modeling, Equity Valuation, Profitability Analysis, Fund Management, Series B, Property Tax, Blockchain, Debt Analysis, Cap Table Formation, Profitability Optimization, ROI, Balance Sheets, Pre-revenue Valuation, Finance Strategy, International Taxation, Trade Finance, Working Capital Management, Budget Controls, Seed Enterprise Investment Scheme (SEIS), Payables

Output Software

Microsoft Excel, Microsoft PowerPoint, Excel 2016, Stripe Payments

Data & Analysis Software

QuickBooks Online, Tableau, Xero Accounting, Financial Data, Intuit QuickBooks, NetSuite, Looker, SQL

Industry Expertise

Capital Markets, Venture Capital, Construction, Early-stage Startups, Entertainment & Leisure, Real Estate, Food & Beverage, Franchises, Technology, Confidential Information Memorandum (CIM), Oil & Gas, Higher Education, Real Estate Development, Energy, Healthcare, Exercise & Fitness, Banking & Finance, Education Technology (Edtech), For-profit Education, Software, Public Companies, Restaurants & Dining, High-tech Startups, Health & Wellness, Music, Apparel & Accessories, Institutional Investors, Hygiene & Personal Care, Retail & Wholesale, Professional Services, Consumer Products, Insurance, Small Business, Film & Television, IFRS 17, Fashion, Luxury Goods, Hospitality, Renewable Energy

Geographic Expertise

United States, United Kingdom, Asia-Pacific (APAC), Singapore, Spain, Middle East, Japan

Other

Financial Analysis, Finance, Business Models, Startups, Luxury Industry, Artificial Intelligence (AI), Budget Modeling, Investor Reporting, Investor Relations, Investor Presentations, Pitch Decks, Startup Consulting, Data Analytics, Capital Asset Pricing Model (CAPM), Equities, Scenario Analysis, Marketplace Platforms, Interim CFO, Market Segmentation, Market Research Analyst, Business Plan Consulting, Financing, Investment Banking, Clean Energy, Manufacturing, Cash Flow Management, Cash Flow Analysis, Machine Learning, Data Science, Business Loans, Small & Medium-sized Enterprises (SME), SME/SMB Financing, Loans & Lending, Financial Forecasting, M&A Due Diligence (Financial), Fractional CFO, Real Estate Investment Trust (REIT), Inventory Management, Financial Risk Management, Pricing Models, Pitch Deck Consultant, Strategy, Investments, Inventory Cost Accounting, Monthly Close Process, SaaS, Platforms, DCF Modeling, Energy Storage, Interim Financial Controller, Process Mapping, Reporting, Revenue Projections, Mobility, Investment Analysis, Investment Committee Advisory, Deal Sourcing, Fintech, Fintech Consultant, Excel Modeling, Excel Expert, Debt Financing, Information Memoranda, Business Strategy, Family Office, Fund Accounting & Administration, Software as a Service (SaaS), Early-stage Funding, Cap Tables, Waterfall Modeling, Cryptocurrency Exchanges, Biotechnology, Investment Funds, Cost Accounting, Xero, US GAAP, Grants, Equity Investment, Investment Consulting, Impact Investing, Chief of Staff, GAAP, GAAP Compliance, Bookkeeping, Financial Transformation, Change Management, Project Management, Data, B2B, Renewables, Green Energy, P&L Analysis, P&L Management, P&L Responsibility, Business Planning, Commercial Real Estate Finance (CREF), Hedge Funds, Early-stage Venture Capital, Analysis, Administrative Procedures, Systems & Procedures, Equity Markets, Statistics, Statistical Analysis, Wellness, Process Design, Business to Business (B2B), Merchant Cash Advances, Cohort Analysis, Audits, Complex Account Reconciliations, Inter-company Reconcilation, Reconciliation, Business Analysis, B2B Partnerships, Digital Media, Decentralized Finance (DeFi), Digital Product Development, Underwriting, Revenue Recognition, Month-end Processes, M&A Strategy, Digital Banking, Applications, Business Services, Growth Strategy, Operations, Policies & Procedures Compliance, Edtech Design, Education, Data Rooms, Enterprise SaaS, Database as a Service (DBaaS), Marketplaces, Accounts Receivable, Automation, QuickBooks API, Sage 50, eCommerce, APIs, Migration, Fundraising Consultant, IFRS Consolidation, Mobile Games, Virtual CFO, Invoices, VAT Return Preparation, Troubleshooting, Data Visualization, Accounts Payable, Consumer Banking, Neobanks, Visual Storytelling, Business Model Strategy, Vacation Rental Management, Subscriptions, Enterprise Software, Consolidated Reporting, IRR, Risk Management, Risk & Compliance, Capitalization Tables, Accounting Software, Accounting System Migrations, Family Office Consultants, Credit Scores, Distressed/Special Situations, Corporate Finance Consultant, Business Proposals, Psychology & Mental Health, Marketing Strategy, Music Production, Music Publishing, Process Optimization, Operational Workflow, Target Operating Models, Corporate Governance, Reorganization, Vendor Selection, Vendors & Suppliers, Business Restructuring, Team Management, Sourcing, Paid Advertising, COO, System Optimization, Social Media APIs, Fundraising Strategy, Event Management, Event Management Platforms, Chatbots, Consolidation, Controllership, Foreign Currency, Part-time CFO, Leveraged Buyout (LBO), Growth Strategy Consultants, Personal Care, Loans, Dashboards, Management Reports, Key Performance Indicators (KPIs), IFRS Financial Reporting, ERP Implementation, Advertising, Media, Term Sheet Advisory, AR/AP Management, Business Development, Fitness, Leadership, Operational Efficiency Improvement, Nutrition & Supplements, Team Leadership, Brand Marketing, Brand Management, Legal, Due Diligence Consultant, Corporate Planning, NAV, Waterfall Methodology, Spinoffs, Microsoft Power BI, Financial Controls & Processes, SAP ERP, Cash Flow Consultant, Business Operations, Marketing, B2C, Go-to-market Strategy, B2C Marketing, Product Launch, Excel Macros, Operating Models, Growth, Performance Improvement, Human Resources (HR), Events, Business Intelligence Consultant, Small Business Management, Consumer Packaged Goods (CPG), CPG, Financial Consultation, Financial Controlling, Internal Control, Tax Accounting, Gaming, Compliance, Controllership/Accounting, Board Reporting, Storytelling, Strategic Planning, Hiring, Compensation, HR/Workforce Transformation, HR Transformation, Business Evaluation, Value at Risk, Foreign Exchange, Regtech, Acquisitions, Sales, Direct to Consumer (D2C), CAPEX, eCommerce Analysis, Demand Planning, Data Modeling, Sales Forecasting, Business Analytics, Sensitivity Analysis, Financial Reporting Dashboards, BI Reports, Core Banking Systems, M&A Analysis, Chief Operations Officer (COO), Compensation Plans, Software Development, Generative Artificial Intelligence (GenAI), White Papers, Revenue Analysis, Brand Strategy, Board Presentations, Financial Statements, Business Process Analysis, Stripe, Cost Analysis, Compensation Programs, Car Rental, Training, Billing & Collections, Invoicing, Travel, Zoho Books, Request for Information (RFI), Consulting, Proposals, Market Research & Analysis, Competitor Analysis & Profiling, Shopify, Innovation, Innovation Strategy, Supply Chain Optimization, FMCG, Data Entry, Data Reporting, Competitive Analysis, Planning, Bloomberg Terminal, Metals & Mining, Solar, Infrastructure, Cryptocurrency, Management, Auditing, Financials, Big Data, Software Design

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