Functional Skills
Business Planning
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Accounting Software Implementation
Cost Reduction
ERP Implementation
Business Analytics
Software Skills
Netsuite
Quickbooks
Quickbooks Enterprise
Certifications
ACCAChartered Certified Accountant
Sector Experience
Media & Entertainment
Financial Services
Technology
Languages
English
11
hours
Avg Response Time
25
years
Years of Experience
3/16
Member Since
Experience
Ideanomics
Finance
CFO
Ideanomics is an American public company listed on the NASDAQ under symbol IDEX. Ideanomics is a global leader in assisting commercial fleet operators of traditional internal combustion engine vehicles transition with confidence to clean tech battery electric vehicles (BEV) and hydrogen fuel cell powered (FCEV) vehicles. Ideanomics is a vertically integrated supplier of BEV & FCEV vehicles, charging & battery storage systems and energy management capabilities using Vehicle as a Service (VaaS) and Charging as a Service (CaaS) to provide our customers with the certainty of a fixed monthly subscription
OS33
Accounting
CFO
A PE backed FinTech SaaS platform for compliance and productivity enablement for the wealth management industry. Led all financial and administrative due diligence for a successful Series A fund raising. Built pitch deck and financial model. Responsible for operational finance (monthly close & reporting, tax, audit)
Intent
Accounting
CFO
VC backed Data Science and advertising technology firm. Responsible for all finance functions. Building and maintaining the financial models, reporting to investors, quarterly board decks, investment analysis, operational finance (monthly close and reporting, budgeting & forecasting, annual audit, tax)
Convergex
Accounting
CFO
PE backed global FinTech equity brokerage firm. Responsible for managing all aspects of finance, reporting, treasury, financial planning & analysis, financial model building
GFI
Other
CFO - Americas Region
A NYSE listed wholesale moneybroker, FinTech and Efinance firm. CFO for Americas region. Responsible for all finance functions for $300M division. Management & Financial Reporting, FP&A, Treasury, Tax, ERP system, annual audit, regulatory reporting
Moneyline Telerate
Start-Up
VP Finance & Treasurer
Head of finance for start up company
Consultant
Start-Up
Interim CFO
Acted as Interim CFO for a number of Internet / technology companies. Wrote business plan for a B2B Internet firm seeking first round VC funding. Supervised accounting department and prepared SEC filings.
Exco USA
Other
CFO & CAO
Responsible for all aspects of financial management and reporting, treasury and budgeting. Also supervised compliance, human resources, securities clearing, systems development, telecommunications and administration departments. Manage staff of 100.