Functional Skills
Corporate Finance
Financial Planning & Analysis (FP&A)
Growth Strategy
Investor Relations
M&A Transaction Readiness
Organizational Strategy
Strategic Planning
Strategy Development
Succession Planning
Business Operations
Integration Management (IMO)
Leadership Development
Operations Management
Software Skills
Microsoft Word
Microsoft PowerPoint
Asana
Google Sheets
Microsoft Excel
PowerBI
think-cell
Smartsheet
Salesforce
Outlook
Sector Experience
Retail
Financial Services
Social & Public Sector
Consumer Goods
Life Sciences & Pharma
Languages
English
Japanese
4
hours
Avg Response Time
8
jobs
Jobs Completed
26
hours
Total Hours Logged
15
years
Years of Experience
Notable Clients
Blue Bottle Coffee
Bulge Bracket Investment Banks
Fortune 500
Experience
Revolution Foods
Corporate Strategy & Development
SVP, Strategy & Corporate Development
• Led strategic initiatives, corporate development, board & investor relations for a venture-backed social enterprise
• Drive business performance through effective strategic planning and financial management / reporting, working hand-in-hand with CEO and CFO to actualize profitability and growth targets
• Achieved 20%+ revenue growth and first year of EBITDA profitability in the company’s 14-year history within first 6 months of joining the company and in the midst of the COVID pandemic
• Drive business performance through effective strategic planning and financial management / reporting, working hand-in-hand with CEO and CFO to actualize profitability and growth targets
• Achieved 20%+ revenue growth and first year of EBITDA profitability in the company’s 14-year history within first 6 months of joining the company and in the midst of the COVID pandemic
Regulatory Professionals
Operations
Chief Operating Officer
• Owned business operations, growth strategy, and finance operations for a high-growth drug development consulting firm helping pharmaceutical and biotech clients gain FDA approval
-- Drove 50%+ revenue growth, 40%+ EBITDA growth and scaled business (from 30 to 50+ employees) in one year, while simultaneously running a successful strategic M&A sale process, resulting in a significant valuation premium to initial bid
-- Drove 50%+ revenue growth, 40%+ EBITDA growth and scaled business (from 30 to 50+ employees) in one year, while simultaneously running a successful strategic M&A sale process, resulting in a significant valuation premium to initial bid
Self-Employed
Corporate Strategy & Development
Independent Executive Consultant
• Provide executive-level management (contract COO / CFO) and strategic advisory to high-growth startups and emerging brands in food & beverage retail and hospitality, including Blue Bottle Coffee and Mr. Holmes Bakehouse
• Adept at coordinating multiple projects simultaneously with cross-functional teams and seamlessly integrating into teams in a variety of roles as appropriate for project or team (e.g. past roles have included Contract COO / Director of Operations, CFO, and Chief-of-Staff)
• Adept at coordinating multiple projects simultaneously with cross-functional teams and seamlessly integrating into teams in a variety of roles as appropriate for project or team (e.g. past roles have included Contract COO / Director of Operations, CFO, and Chief-of-Staff)
Mr Holmes Bakehouse
Start-Up
Interim COO & CFO, Advisor
• Contract COO / CFO for high-growth craft bakery start-up; hired to lead a one-month leadership transition period for Los Angeles retail location post-opening and simultaneously assumed key day-to-day responsibilities of Director of Operations for all retail locations (SF & LA)
US Capital Partners, Inc.
Sales
Vice President, Business Development
• Originated, structured, and led execution of debt financing solutions tailored for small businesses and lower middle market clients
• Established and cultivated client relationships across a broad range of sectors; developed a dedicated client list and was the primary account manager with P&L ownership for 145+ clients
• Managed cross-functional internal and external deal teams in driving transaction process/timeline, overseeing analytics, and communicating transaction rationale
• Established and cultivated client relationships across a broad range of sectors; developed a dedicated client list and was the primary account manager with P&L ownership for 145+ clients
• Managed cross-functional internal and external deal teams in driving transaction process/timeline, overseeing analytics, and communicating transaction rationale
Goldman Sachs
Finance
Vice President, Consumer/Retail Investment Banking
• Developed and managed client relationships in high-growth food & beverage, specialty retail, and restaurants, advising on strategic alternatives, capital structure, shareholder activism, and public market perspectives
• Led divestiture and cross-border sale process for a high-growth global spirits brand, including negotiating transaction terms and documentation with the counterparty and leading the financial forecasting, valuation, diligence, and tax analysis workstreams
• Led divestiture and cross-border sale process for a high-growth global spirits brand, including negotiating transaction terms and documentation with the counterparty and leading the financial forecasting, valuation, diligence, and tax analysis workstreams
Goldman Sachs
Finance
Associate, Global Natural Resources Investment Banking
• Specialized in executing IPO/dual-track sale processes, buyside M&A, and debt financing transactions for large cap chemicals, renewable energy, and financial sponsor clients
• Led the senior management team at Univar in IPO/S-1 drafting process, while concurrently assessing market landscape and coordinating diligence for sale process
• Led the senior management team at Univar in IPO/S-1 drafting process, while concurrently assessing market landscape and coordinating diligence for sale process
Goldman Sachs
Finance
Analyst, Consumer/Retail Equity Capital Markets
• Lead analyst for U.S. equity financings for consumer/retail clients, including the $377mm IPO of lululemon athletica and the $10bn spin-off of Dr. Pepper Snapple Group from Cadbury
• Led initiative to identify actionable market and retail trends and developed a presentation utilized to initiate and deepen dialogue across the firm's consumer/retail client base
• Led initiative to identify actionable market and retail trends and developed a presentation utilized to initiate and deepen dialogue across the firm's consumer/retail client base