Bio
Experience
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Kulfi
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New York, United States
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Director of Finance
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Sep 2023 - Present
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New York, United States
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AK Consulting
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Remote
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Owner & Fractional CFO
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Nov 2019 - Present
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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.
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Pothos Capital
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New Hampshire, United States
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Founding & Managing Partner
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Jan 2018 - Present
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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.
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Eclipse Foods
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Remote
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Senior Director, Finance and Control
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Oct 2022 - Aug 2023
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Remote
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Head of Finance & Business Analytics
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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
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Financial Planning & Analysis Consultant
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May 2021 - Aug 2021
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Eat Your Coffee
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Boston, Ma
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CFO, COO & Co-Founder (Acquired)
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Sep 2014 - Sep 2021
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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.
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My Trio Rings
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Greater New York City Area
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Growth Marketing Hacker
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Jan 2015 - Jun 2015
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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.)
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Upserve
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Providence, Rhode Island Area
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Project Manager on Customer Success Team
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Jan 2014 - Jun 2014
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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
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Whizz Systems
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Santa Clara, California
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Quality Control Inspector
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May 2012 - Aug 2012
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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
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Vertical Systems Inc
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Sunnyvale, CA
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Intern
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May 2007 - Jul 2007
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Sunnyvale, CA
- Improved office efficiency by streamlining mailing process - Counted inventory and organized all electronics and other equipment
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Education
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2012 - 2017Northeastern University
Bachelor of Science in Business Administration, Entrepreneurship & Finance -
2013 - 2013Universidad EARTH
Sustainable Business Practices -
2008 - 2012Saratoga High School
High School Dimploma, 3.8 -
2011 - 2011University of Merida, Mexico
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2010 - 2010International University of Cuernavaca, Mexico
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