Experience

myKaarma

• United States
• Motor Vehicle Manufacturing
• 100 - 200 Employee

• Vice President Finance

  • Nov 2020 - Present

  Los Angeles, California, United States PE-backed SaaS provider of customer interaction management software to the automotive industry. Oversight of accounting, finance, legal and Salesforce operations, reporting to the CEO and board. * Led acquisition of competitor that increased customer base 50% - due diligence, board approval and post-merger integration with seamless billing transition * Successfully raised growth equity capital with a leading global VC firm - financial plan, marketing documentation and due diligence… Show more PE-backed SaaS provider of customer interaction management software to the automotive industry. Oversight of accounting, finance, legal and Salesforce operations, reporting to the CEO and board. * Led acquisition of competitor that increased customer base 50% - due diligence, board approval and post-merger integration with seamless billing transition * Successfully raised growth equity capital with a leading global VC firm - financial plan, marketing documentation and due diligence request responses Show less



EVgo

• United States
• Motor Vehicle Manufacturing
• 200 - 300 Employee

• Director of Financial Planning and Analysis

  • May 2019 - Jun 2020

  Los Angeles, California, United States PE-backed technology and transportation company constructing and operating the nation’s largest public electric vehicle fast charging network. Member of senior leadership team. • Restructured FP&A department by implanting core processes and standardizing financial views. • Created rolling 13-week cashflow forecast updated weekly to provide constant visibility of liquidity. • Built integrated financial model to allow for comprehensive financial planning linking P&L, balance sheet and… Show more PE-backed technology and transportation company constructing and operating the nation’s largest public electric vehicle fast charging network. Member of senior leadership team. • Restructured FP&A department by implanting core processes and standardizing financial views. • Created rolling 13-week cashflow forecast updated weekly to provide constant visibility of liquidity. • Built integrated financial model to allow for comprehensive financial planning linking P&L, balance sheet and indirect and direct cashflows based on GAAP. • Saved substantial gross profit by demonstrating profitability of major ongoing partnership, reversing decision to put on hold. • Identified revenue leakage from errant customer behavior and proposed changes to end it. • Produced monthly reporting package with MD&A, KPIs and supporting analyses to explain trends and variances; automated processes with Sisense dashboards and SQL queries. • Assisted with two financial audits and acquisition due diligence. Show less



Pitzi

• Brazil
• Technology, Information and Internet
• 100 - 200 Employee

• Chief Financial Officer

  • Jan 2016 - Apr 2019

  São Paulo, Brazil and Los Angeles, USA VC-backed consumer services startup with own repair / re-manufacturing operation. 100+ employees, high annual growth. Member of executive team responsible for strategic direction. Oversight of accounting, finance, legal & HR reporting to the CEO and board. • Implemented comprehensive strategies to reduce monthly cash burn by 75% and generate positive contribution margin including pricing changes to improve profitability, hiring freeze to flatten payroll costs, supplier price negotiations… Show more VC-backed consumer services startup with own repair / re-manufacturing operation. 100+ employees, high annual growth. Member of executive team responsible for strategic direction. Oversight of accounting, finance, legal & HR reporting to the CEO and board. • Implemented comprehensive strategies to reduce monthly cash burn by 75% and generate positive contribution margin including pricing changes to improve profitability, hiring freeze to flatten payroll costs, supplier price negotiations, and extended payment terms. • Spearheaded partnership with insurance companies by managing legal analysis and contract development for new line of business that generates 100% of topline growth. • Created a financial roadmap with a monthly reporting package including results and variance analysis to influence decisions made by the executive team and board of directors. • Implemented new pricing structure reducing claims 50% and ensuring profitability on new sales. Show less



BlackBerry

• Canada
• Software Development
• 700 & Above Employee

• Business Operations, Latin America South

  • Jan 2011 - May 2015

  Brazil and Canada Global manufacturer of smartphones and SaaS provider of device management tools. • Led demand planning, logistics planning, financial forecasting, purchase order tracking and P&L management for $100M business with 60+ employees across Latin America. • Developed comprehensive quarterly and annual sales plans including demand planning, inventory management, pricing proposals, and revenue forecasts by product and channel partner. • Proposed and executed 50+ business cases focused on… Show more Global manufacturer of smartphones and SaaS provider of device management tools. • Led demand planning, logistics planning, financial forecasting, purchase order tracking and P&L management for $100M business with 60+ employees across Latin America. • Developed comprehensive quarterly and annual sales plans including demand planning, inventory management, pricing proposals, and revenue forecasts by product and channel partner. • Proposed and executed 50+ business cases focused on pricing strategy and marketing programs to drive sales increases and hit quarterly targets. • Assessed operational efficiency and implemented initiatives, including streamlining business case processing, achieving a reduction in approval time by 50%. Show less



Independent

• Corporate Finance Consultant

  • Jun 2010 - Dec 2010

  Key projects; • Advised upscale gym with unique value proposition looking to raise capital to fund franchise expansion • Provided quick, in-depth market assessment of Brazilian water and sanitation infrastructure industry to evaluate acquisition opportunity for a private equity fund • Assisted category-killer e-commerce retailer with financial restructuring and capital raising



HANZO

• Brazil
• Software Development
• 1 - 100 Employee

• Director of Finance

  • Oct 2004 - May 2010

  Rio de Janeiro Area, Brazil Co-founded this start-up provider of mobile media services and mobile marketing campaigns and built and managed the financial, legal and human resources functions. Some of my key contributions: • Produced financial plans and investor presentations used to raise over $4 million. • Led legal and business case analyses for over 100 commercial deals signed with mobile operators, media companies and advertising agencies in Brazil, Latin America and the US. • Defined financial roadmap which… Show more Co-founded this start-up provider of mobile media services and mobile marketing campaigns and built and managed the financial, legal and human resources functions. Some of my key contributions: • Produced financial plans and investor presentations used to raise over $4 million. • Led legal and business case analyses for over 100 commercial deals signed with mobile operators, media companies and advertising agencies in Brazil, Latin America and the US. • Defined financial roadmap which included monthly management reports, a rolling 3-month cash flow forecast, KPIs and actual vs. budget variance analysis. Show less



TIM Brasil / blah!

• Director Of International Development

  • Jun 2001 - Sep 2004

  Rio de Janeiro Area, Brazil A Telecom Itália internal start-up, blah! developed mobile value-added services for the youth market and built a branded worldwide social network of over 5 million users with 19 operators on 3 continents. Hired to expand company beyond the Brazilian market and achieved the following: • Expanded to South America, North America and Asia, increasing addressable market 6x. • Established office in Kuala Lumpur; launched with operators in Malaysia, Hong Kong and the Philippines. • Produced… Show more A Telecom Itália internal start-up, blah! developed mobile value-added services for the youth market and built a branded worldwide social network of over 5 million users with 19 operators on 3 continents. Hired to expand company beyond the Brazilian market and achieved the following: • Expanded to South America, North America and Asia, increasing addressable market 6x. • Established office in Kuala Lumpur; launched with operators in Malaysia, Hong Kong and the Philippines. • Produced manual used as the reference for product localizations and operator integrations reducing standard integration time several weeks. Show less



Telefónica

• Spain
• Telecommunications
• 700 & Above Employee

• Regional Director, Corporate Development (Telefonica B2B)

  • 2000 - 2001

  São Paulo Area, Brazil A new business unit, Telefonica B2B built and operated B2B marketplaces. Recruited as second executive hired in Brazil; instrumental in building a B2B e-commerce venture into 90-employee operation in seven months through acquisition and hiring.