At present, I am only offering my expertise in accounting, finance, strategy, and company culture design to enterprises that are working to combat systemic inequalities (i.e., the digital divide, unequal healthcare access). After more than a decade of providing financial services to some of the world’s smartest startups, earning my CPA and Wharton MBA in the process, I’m currently working on obtaining a Masters of Public Affairs degree from UC Berkeley and ready to collaborate with organizations that are developing new, sustainable ways to make healthcare, education, and equity widely-accessible.
Well-versed in accounting, GAAP, financial modeling, capital structures, and provide exceptional controllership services to seed funded and Series A and B companies. Serve as liaison between senior management, CPA firm, investors, and establish or improve the internal accounting and finance department.
As a hands-on executive who’s done it all, I’m able to help your organization devise product strategy, market strategy, establish pricing policy, form new partnerships, compile investor packages, and even optimize your pitch deck. I can also advise on and develop managerial decision making best practices.
A robust workplace culture is integral to a company’s success, and is never achieved by accident. I will teach you how to foster a lively, encouraging company culture, then sustain it across departments and fiscal quarters, whether you have a staff of 5 or 100.
Here are a couple of the diverse organizations I’ve helped.
Is your organization re-envisioning the future but missing the solid financial foundation needed to truly fulfill your vision? Contact me to find out how I can help!