Finance Pro | CFO | Strategy Expert | Woman Business Owner

With a background in investment banking, capital markets, and management consulting, I have deep expertise in: ADVANCED EXCEL MODELS, professional and polished POWERPOINT PRESENTATIONS, pitch decks, and more. I also have a history of success in MARKETING AND CORPORATE STRATEGY projects. I've really done it all!

More recently, I've been working as a FRACTIONAL CFO, creating and overseeing company financials, corporate accounting and reporting tools (including QBO), business models, and revenue forecasts.

I have an MBA from UC Berkeley, and a BS in Business from The Wharton School, and I've worked on Wall Street and in Silicon Valley.

MY AREAS OF EXPERTISE:
Financial Models, Revenue Models
Business Plans
Corporate Strategy
Marketing Strategy
Product Marketing
Product Monetization
Strategic Branding
Business Optimization

MY SIGNATURE SKILLS:
Start-Up CFO, Fractional CFO
Business Cases
Total Addressable Market (TAM) Assessments
Market and Competitive Research
Data Analysis
Product Roadmaps
Go-to-Market (GTM) Frameworks
Customer Use Cases
Financial Planning & Analysis (FP&A)
Financial Forecasting
ROI Performance Tracking
Equity Valuation
Corporate Finance
Operational / Organizational Efficiency Improvement

Work Terms

Negotiable