Sector Experience

Retail
Financial Services
Business Services
Energy
Technology
17
years

Years of Experience

9/14

Member Since


Experience

 
eLumen, Inc. Start-Up
CFO
10/2014 - Present
Raised $3.5 million in equity capital through private placement offerings.
Raised $500,000 private line of credit agreement.
Managed all aspects of accounting and operations for a rapidly growing venture stage SAAS company.
Created all financial plans, budgets, and forecasts.
Directed human resources, insurance, purchasing, and banking.
Assisted management team in strategic planning for the company.

Once Innovations Start-Up
CFO
06/2012 - 10/2014
Raised $5 million in equity capital through a private placement offering.
Raised $15 million in equity capital through a research and equity funding agreement.
Managed all aspects of accounting and operations for a rapidly growing venture stage lighting company.
Created all financial plans, budgets, and forecasts.
Directed human resources, IT, insurance, purchasing, banking, and shipping.
Assisted management team in strategic planning for the company.
Managed vendor relationships

National Wind Start-Up
CFO
11/2009 - 03/2012
Managed the accounting for parent company and 13 project entities of a 45 employee wind farm development firm
Brought in large a international financial partner that provided a $6 million loan to the parent company
Participated in the capitalization of $3 million of project company equity and debt capital
Managed HR, Insurance, Tax and IT infrastructure resources for the firm
Participated in negotiations with multiple large strategic partners for several project companies
Build models

Crescendo Ventures Finance
CFO
06/2001 - 05/2003
Supervised all accounting departments for a venture firm managing $1.2 billion.
Responsibilities of these departments include, the cash management, external reporting, internal reporting, audits, and taxes of 31 legal entities.
Managed relationships with banking, audit, and tax vendors.
Lead team that implemented a new portfolio accounting system.
Prepared internal budgets for Management Company entity.
Executed the accounting for five general partner entities.