
What I offer

Mentoring Founders & CEOs on Business Model & Financial Plan
Partner w/Founders to design a business model that can scale and grow profits. Prioritize key projects, hires & KPIs to optimize capital allocation. Build financial models to guide them through first 4 quarters & beyond. Goal: Avoid mistakes that waste time, money & founder credibility.

Develop A High Performing Team
Hire slow & fire fast. Partner w/Founders to evaluate their teams' skills & behaviors to define steps to improve or replace members who do not align with values. We develop programs to continuously educate & communicate Company values, goals, priorities, and Team goals, & KPIs

Financial Plan & Modeling
If you don't know where you are going, any road will take you there. A detailed and disciplined financial plan that is linked to your business model will give Founders a guide to lean on through decision making and unforeseen challenges. I partner to develop a model to provide the guiding plan.

Business Process Reengineering and Change Management
Change is hard. I roll up my sleeves to help leaders define future state business processes needed to execute their business strategy. Design projects & communication strategies to teach team members how to swap out current state processes. Define team goals & Align to deliver KPIs

Board Management & Governance
As Founders begin to sell part of their company, independent investors require governance & oversight to monitor their investment. I assist Founders & Counsel to establish structures & processes to make board decision making and reporting timely, accurate, efficient & compliant.
Experiences

Regional Financial Officer MasterCard - Asia, Based in Singapore
As a start-up within a larger company I:
Partnered w/Country managers to build country specific pricing strategies and Financial Plans that grew revenue 500%+ in four years & surpassed Visa as marketshare leader in Asia
Hired, trained & led in-country financial teams to support country plans.

Start-up Fund Raising and Business Launch - Various
I develop pro forma financials, pitch decks and other investor recruitment documents to raise funds. I join in investor meetings & assist during diligence. I assist with deal terms, valuation & establishing infrastructure to manage post funding expense management in line with budget.

IPO Preparation - Netspend
As CFO & COO for Netspend I led the reengineering of the Finance, Operations & IT teams to support public company requirements. The process took 18 months, cost multi-million $ and required overhauling people, processes & technology in all areas. All projects were delivered on time and on budget.

Funding and Closing Mergers & Acquisitions - Various
Closed an acquisition during 2008 financial crisis.
Expanded a consortium of banks to fund the acquisition as well as restructure the company's capital structure with longer dated less expensive debt.
Put in place additional working capital funding lines positioning company for growth

Exercised My Right Brain
In 2010, while in-between engagements, I moved to Tuscany for two months to study the Italian language, Renaissance Art & History, Cooking & Wine Making. I traveled the region getting hands-on experiences with all these skills. This led to me becoming a sommelier and my passion for civic humanism.