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Business & Finance

Chief Financial Officer

$75/hr Starting at $500

I am expert in preparing business plans, financial models and projections and financial statements for companies. I am proficient with several accounting systems, including QuickBooks and Microsoft dynamics. I have completed over 20 sets of financial models specifically focused on companies the travel, banking, media and technology verticals. They are designed specifically to analyze the strategic direction of a company and they provide the company a management has a tool to make intuitive decisions and track performance against actual numbers. Specifically: - Income Statements I have raised capital from Angel, Venture Capital and Private Equity investors, as well as customers and suppliers. I work with CEOs to craft strategy, business goals and tactical plans. I manage the investor process, from business plans to preparing offering memoranda, teasers, investor presentations and closing of the transaction. I raised startup funding, business growth funding and mezzanine finance. I have worked on 15 mergers and acquisitions transactions both on the buy and sell side. This includes preparing offering documents, the negotiation of term sheets, working with outside counsel and advisors to complete the sale and purchase agreements and ultimately the closing.

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$75/hr Ongoing

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I am expert in preparing business plans, financial models and projections and financial statements for companies. I am proficient with several accounting systems, including QuickBooks and Microsoft dynamics. I have completed over 20 sets of financial models specifically focused on companies the travel, banking, media and technology verticals. They are designed specifically to analyze the strategic direction of a company and they provide the company a management has a tool to make intuitive decisions and track performance against actual numbers. Specifically: - Income Statements I have raised capital from Angel, Venture Capital and Private Equity investors, as well as customers and suppliers. I work with CEOs to craft strategy, business goals and tactical plans. I manage the investor process, from business plans to preparing offering memoranda, teasers, investor presentations and closing of the transaction. I raised startup funding, business growth funding and mezzanine finance. I have worked on 15 mergers and acquisitions transactions both on the buy and sell side. This includes preparing offering documents, the negotiation of term sheets, working with outside counsel and advisors to complete the sale and purchase agreements and ultimately the closing.

Skills & Expertise

AccountingAccounting SoftwareBusiness PlanningFinancial AnalysisFinancial ReportingFundraisingInvestor ManagementMicrosoftMicrosoft DynamicsModelingNegotiationPlanningProcess DesignPurchasing ManagementQuickBooksRaising Equity CapitalSalesStartup ConsultingStrategyVenture Funding

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