Managed All Day-to-Day financial functions including creating processes and performing monthly close, A/R, A/P, and treasury management while managing a working capital budget of less than $50,000. Implemented financial controls that led to a significantly stronger financial position for the Company. Developed and implemented critical processes and reports for cash management, eliminating waste while improving customer billings, working capital, and enhancing profitability.

Oversee all aspects of Finance and Accounting. Also managed a team of 25 people in IT, Supply Chain Management, Shipping, Purchasing, Sales Order Administration, Facilities, and Human Resources. Closed $3M of mezzanine debt; raised $750,000 through California Competes; increased line of credit from $1,000,000 to $2,500,000 and secured additional term loans from bank. Worked with valuation firm to complete Company’s first 409a valuation for Company's stock options.

Led the global $500 million revenue and $130 million operating budget process, working with the company's executive team to develop corporate financial goals. Developed and implemented a financial reporting structure and created a new financial reporting package. Provided financial modeling and strategic support to executive team for all merger and acquisition opportunities. Modeled all new business development opportunities, collaborating with business owners to develop strategies.

Played a key role in the sale of the company to a strategic buyer for $82M, managing all major aspects of transaction. Developed financial models, prepared and reviewed due diligence and other documentation, reported developments to senior management daily, and organized presentations needed to finalize the deal. Supported executive team on merger integration with strategic buyer.

Performed all valuation and financial analysis of fund’s portfolio companies and prospective investments. Compiled memoranda on prospective investments used by investment committee to make decisions. Developed strategic financial models to assist fund’s portfolio companies in determining value of strategic alternatives. Developed and maintained relationships with deal flow sources.

Prepared 20 companies for fund raising or sale transaction including the creation of financial models, presentation materials, and diligences materials. Developed deal structure which resulted in the deployment of over $1.5 billion in capital. Assisted managing director in setting up, meeting with and presenting to prospective clients. Conducted research, compiled reports.