finance

Financial planning

Create easy to understand, multi-year financial models that ladder up to business goals

Financial process

Run variance analyses, quarterly reforecast processes, and identify opportunities for process improvements and automation

Financial oversight

Monitor and analyze financial performance to ensure alignment with and achievement of business goals

Cash management

Develop and manage cash flow model, and provide both decision and tactical support in efforts to secure financing/credit

Thought partnership

Serve as an unbiased sounding board to help navigate tough decisions through scenario planning

Investor relations

Manage investor reporting (e.g. board decks), memos, communications, and create investor-ready financials to facilitate fundraising efforts

get in touch

329 N Wetherly Drive, Suite 103

Beverly Hills, CA 90211