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Ali Kothari is a seasoned finance professional with extensive experience in financial management, consulting, and entrepreneurship. He has held various roles, including Director of Finance, Owner & Fractional CFO, Founding & Managing Partner, Senior Director, Finance and Control, Head of Finance & Business Analytics, CFO, COO & Co-Founder, Growth Marketing Hacker, Project Manager, Quality Control Inspector, and Intern. He has worked with companies such as Kulfi, AK Consulting, Pothos Capital, Sensory Cloud, Eat Your Coffee, My Trio Rings, Upserve, and Whizz Systems. Ali has also founded his own food company and has a strong background in entrepreneurship and sustainable business practices. He holds a Bachelor of Science in Business Administration from Northeastern University.

Experience

  • Kulfi
    • New York, United States
    • Director of Finance
      • Sep 2023 - Present
      • New York, United States

    • Owner & Fractional CFO
      • Nov 2019 - Present
      • Remote

      Started a consultancy to actively manage the books and finances for multiple clients ranging from startups to established firms across CPG, beauty, real estate, and more.

  • Pothos Capital
    • New Hampshire, United States
    • Founding & Managing Partner
      • Jan 2018 - Present
      • New Hampshire, United States

      Founded a real estate investment group that owns and operates properties in New Hampshire with $2+ million AUM and forecasting $350k+ revenue/$100K+ profit annually.

    • Senior Director, Finance and Control
      • Oct 2022 - Aug 2023
      • Remote

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Head of Finance & Business Analytics
      • Sep 2021 - Oct 2022

      Oversee financial health of the company, directly informing C-Suite, BOD, and investors on key metrics, financial health, runway expectations, and forecasting scenarios. - First finance hire on team and employee #9- Build and manage all financial and fundraising modeling (P&L, BS, CF, pro forma cap table, etc.)Respond to diligence requests and upkeep data room to facilitate $10M+ fundraise- Create equitable compensation structures based on multiple criteria (location, job level, experience, dollars fundraised, etc.)- Develop processes to automatically monitor spend according to individual and team-level budgets- Collaborate with external accounting partners for EOM closes, annual corporate tax filings, and monthly sales tax filings- Discovered erroneous journal entries from prior merger and led in-depth BS reconciliation

    • Financial Planning & Analysis Consultant
      • May 2021 - Aug 2021

    • CFO, COO & Co-Founder (Acquired)
      • Sep 2014 - Sep 2021
      • Boston, Ma

      Founded a food company (as college freshman) pioneering a new category in caffeinated snacks and grew it over 7 years to reach 4k+ stores/offices nationwide, 100K+ customers, and a successful exit.

  • My Trio Rings
    • Greater New York City Area
    • Growth Marketing Hacker
      • Jan 2015 - Jun 2015
      • Greater New York City Area

      - Developing in-house emailing software to increase marketing capabilities- Closing over $30K in sales and increasing ROI through dedicated landing pages by 18%- Decreasing bounce rate by 20% and increasing inbound traffic by 33%- Implementing new operational strategies to increase efficiency (i.e. layaway, packaging, etc.)

  • Upserve
    • Providence, Rhode Island Area
    • Project Manager on Customer Success Team
      • Jan 2014 - Jun 2014
      • Providence, Rhode Island Area

      - Documented the daily processes of the entire Success Team into a central knowledge base system- Completed first step in integrating over 300 merchants within the Upserve ecosystem- Worked to create company’s first webinar series that improved on-boarding efficiency- Recovered over $250,000 in lost transactions

  • Whizz Systems
    • Santa Clara, California
    • Quality Control Inspector
      • May 2012 - Aug 2012
      • Santa Clara, California

      - Tested computer boards and debugged defective computer boards- Increased inspecting efficiency from six boards an hour to twelve boards an hour through inventing new testing strategies and altering existing equipment

    • Intern
      • May 2007 - Jul 2007
      • Sunnyvale, CA

      - Improved office efficiency by streamlining mailing process - Counted inventory and organized all electronics and other equipment

Education

  • 2012 - 2017
    Northeastern University
    Bachelor of Science in Business Administration, Entrepreneurship & Finance
  • 2013 - 2013
    Universidad EARTH
    Sustainable Business Practices
  • 2008 - 2012
    Saratoga High School
    High School Dimploma, 3.8
  • 2011 - 2011
    University of Merida, Mexico
  • 2010 - 2010
    International University of Cuernavaca, Mexico

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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