Seattle, Washington, United States
Experienced professional in corporate financial planning, long range business planning, forecasting, performance analysis, business valuation, accounting presentation, 3-statement financial modeling, and collaboration and counseling of clients and executive management for business performance and strategic planning for the allocation of resources, both capital and labor.
• Built 3-way financial models for more than 40 small and startup companies, enabling improved profitability, resource utilization, and successful capital raises. • Partnered with founders and executive teams to design KPI dashboards that translated financial performance into actionable, forward-looking insights. • Developed detailed go-to-market revenue models, guiding marketing budget allocation toward highest-return channels. • Advised on strategic finance and US GAAP compliance; collaborated closely with accounting teams to identify and resolve general ledger issues. • Supported fundraising engagements with banks and private equity firms as the clients' trusted financial partner. • Served clients across SaaS, life sciences, CPG, energy equipment manufacturing, and additional industries. • Managed a large concurrent client portfolio, consistently delivering high-quality work on time while building long-term relationships.
• Redesigned and improved the corporate 3-way financial model, increasing forecast accuracy and enabling more confident executive decision-making. • Provided strategic and analytical support to the executive leadership team, including scenario modeling and investor reporting. • Developed contribution margin analysis across product lines, surfacing strategic insights that informed pricing and resource allocation decisions. • Enhanced short- and long-term cash flow forecasting methodology, improving visibility into liquidity and runway planning.
• Strengthened the corporate financial model, improving reporting quality and driving better-informed decisions at the executive level. • Delivered analytical support to senior leadership, including financial modeling for investor presentations and strategic initiatives. • Analyzed product offerings, network capacity, and labor optimization to provide operational and financial insight. • Refined short- and long-term cash flow forecasting process, reducing variance between forecasts and actuals.
• Managed budgets, monthly forecasts, and long-range business plans across 9 departments and 2 countries; directly supervised 2 external accountants responsible for AR, AP, and month-end close. • Produced monthly and quarterly financial reports and KPIs for review by the parent investor organization. • Partnered with the CEO and CFO to define requirements for a new accounting system; worked closely with the implementation team to ensure data continuity throughout the transition. • Reviewed and approved purchase orders to ensure accurate account coding and alignment with budgetary approvals.