I can guide your company to obtain key funding.

Companies with well established financial procedures and processes, managed by a skilled and experienced financial management staff can still find their growth blocked by inability to secure an appropriate level of outside funding.

I can provide the internal preparation and external communications and negotiation to assure that our company secures desired funding.

Past Work
Securing Traditional Corporate Funding

Five Cubits
● I successfully transitioned to a paperless accounting department, using Box, while still meeting needs of management and auditors in an office with no filing cabinets.
● Managed accounting and finance department as company grew from $6m to $30m over four years before sale. Department remained small while company grew 25%+ YoY.
● Moved offices from San Francisco to Chicago
● Setup new employees/offices in Canada and the United Kingdom.

Whittman-Hart
● Prepared self-audit to become compliant with the City of Chicago after move from suburbs.

Past Work
Securing Venture Capital

Five Cubits
● I lead a team that successfully sold the company in less than nine months to Command Alkon in a process that began with 40 potential purchasers.

Whittman-Hart
● I created a 10-year financial plan which raised $25 million in funding through equity and debt financing.

 

Financial Management Project Inquiry