Experience

Caddis

• United States
• Manufacturing
• 1 - 100 Employee

• VP of Finance

  • Sep 2022 - Present

  New York City Metropolitan Area



ERF Consulting

• Principal

  • Jan 2022 - Present

  New York City Metropolitan Area Advisor and consultant for goal-oriented companies looking to drive a step-change in business performance and financial stability. Specializing in cash management, financial modeling, fund raising and strategic plan development and execution support for early to mid stage start-up leadership teams.



Yumble

• United States
• Food and Beverage Services
• 1 - 100 Employee

• VP, Head of Finance and Operations

  • Jun 2021 - Oct 2022

  Lead all aspects of finance (AR/AP, weekly KPIs, monthly closes, IR, fundraising) and Operations (managing suppliers, inventory, customer service, supply chain) as well as overall strategy of the business. Improved Margin 40+ ppt in 6 months by identifying and executing opportunities for material cost savings across COGS: food, labor, packaging, services, vendor contracts/payment terms, etc. Reduced refunds as a % of revenue from 12% in Dec. 19 to 2% by Dec. 20 through the… Show more Lead all aspects of finance (AR/AP, weekly KPIs, monthly closes, IR, fundraising) and Operations (managing suppliers, inventory, customer service, supply chain) as well as overall strategy of the business. Improved Margin 40+ ppt in 6 months by identifying and executing opportunities for material cost savings across COGS: food, labor, packaging, services, vendor contracts/payment terms, etc. Reduced refunds as a % of revenue from 12% in Dec. 19 to 2% by Dec. 20 through the creation of a crossdepartmental taskforce with Tech and Customer Experience to identify, analyze and implement corrective actions for our highest refund rate reasons. Delivered 2020 financial forecast in Q4 2019 as an output of our company strategic plan that came within 1% of year end actuals. Drove an increase in meals on menu from 20 to 40 in 12 months while also increasing new meal ratings at launch from 3.2 to 4.3 (out of 5 stars) by restructuring our innovation team and processes to focus on recipe improvement and menu expansion.

• Director Of Finance And Operations

  • Mar 2020 - Oct 2022

  Oversee all operations and financial projects across the Yumble business as well as leading strategy, financial planning and P&L management.

• Director of Finance

  • Sep 2018 - Mar 2020



Batter & Cream

• Founder & CEO

  • Aug 2013 - Jun 2017

  Greater New York City Area An ecommerce Whoopie Pie Bakery with regular presence in NYC’s major food markets. I identified a market opportunity, and developed an e-commerce bakery concept including mission and visual, written content, and financial models. Managed day-to-day operations of team, including hiring, business development, product strategy, and marketing. Created, communicated and established a compelling vision for the company’s brand identity, by maintaining first-rate customer service, unique… Show more An ecommerce Whoopie Pie Bakery with regular presence in NYC’s major food markets. I identified a market opportunity, and developed an e-commerce bakery concept including mission and visual, written content, and financial models. Managed day-to-day operations of team, including hiring, business development, product strategy, and marketing. Created, communicated and established a compelling vision for the company’s brand identity, by maintaining first-rate customer service, unique flavor profiles, and high quality standards. Expanded product visibility through marketing campaigns, attendance at trade shows, and events in the industry. Maintained Company's financials, but budgeting and statements. Show less



Canaccord Genuity - Global Capital Markets

• United States
• Financial Services
• 500 - 600 Employee

• Associate

  • Nov 2012 - Feb 2013

  Analyzed companies’ balance sheets to determine their credit quality and ability to raise capital



Lazard

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jun 2009 - Jul 2012

  New York Analyzed financial metrics of private companies to determine funding needs and ability to raise capital. Created offering materials for debt and equity private placements including, executive summaries and management presentations. Worked directly with CEOs and CFOs to build comprehensive operating models. Modeled proposed equity structures for companies to evaluate returns to the relevant parties. Analyzed potential deal structures and term sheets for companies and advised clients… Show more Analyzed financial metrics of private companies to determine funding needs and ability to raise capital. Created offering materials for debt and equity private placements including, executive summaries and management presentations. Worked directly with CEOs and CFOs to build comprehensive operating models. Modeled proposed equity structures for companies to evaluate returns to the relevant parties. Analyzed potential deal structures and term sheets for companies and advised clients on most attractive outcome. Show less