Business Finance Consultant

• May 2023 - Present

VP of Finance

• Feb 2020 - May 2023

• Established robust financial infrastructure from scratch, implementing QuickBooks to streamline accounting operations and created monthly financial statements (Income Statement, Balance Sheet, Cash Flow Statement) to provide accurate and timely insights into the company's financial performance.• Developed a comprehensive 3-statement financial model to drive internal budgeting and forecasting, as well as to facilitate discussions with potential investors.• Led a robust fundraising campaign, establishing valuable connections between the owner and over 50 investors from Angel Funds and VCs, generating significant interest in the organization's potential for future investment opportunities.• Effectively oversaw cash flow and expenditures, strategically optimizing resource allocation and achieving a substantial 20% reduction in expenses.• Implemented KPI monitoring, in alignment with company goals. Notably, restructured the compensation framework for execution consultants to a performance-driven model, resulting in a remarkable 25% boost in productivity.• Negotiated the company’s largest capital expenditures with a prominent Healthcare Commercial Intelligence company, ensuring favorable terms (60% below quoted price).• Secured non-dilutive forgivable funds through PPP, ERTC, and three distinct grants, fortifying the financial position of the organization. Show less

VP of Finance

• Oct 2017 - Dec 2019

• Successfully expanded the business to a second location, resulting in a 10% revenue increase in the first 6 months and expanding market reach. • Spearheaded the transition from a predominantly insurance-based model to an increased cash-based approach, strategically responding to the stabilization of revenue streams driven by insurance reimbursements. This adept shift yielded an impressive 50% surge in cash-based revenue. • Proactively refinanced existing debt, securing more favorable terms that lowered interest expense by 33%. • Identified and implemented relevant Key Performance Indicators (KPIs) to track and measure business performance effectively such as New Patient retention to measure where patients were dropping off and ROI for each provider/clinician to identify where our Marketing dollars and resources were best spent. • Mentored the Directors of the three distinct business units (Medical, Gym, Spa), fostering a deep understanding of financials and cultivating a business owner mindset. This strategic initiative, coupled with collaborative efforts as a business partner, resulted in a remarkable 20% increase in cross-functional alignment and expedited decision-making processes. • Improved employee engagement through the implementation of comprehensive benefits packages and a performance-based bonus structure. Show less

Portfolio Manager/Stock Trader

• Jul 1999 - Oct 2017

• Executed profitable trading and lowered risks based on industry acumen and research. • Secured strong skills in interpreting economic, technical patterns, and principles to easily identify promising new opportunities. • Completed trades based on in-depth analysis, merger arbitrage and event-driven catalysts. • Conducted deep research company information, performances, previous success, EPS, and goals through 10K/10Qs. • Supported high-volume results through continuous improvement and business strategies. • Exemplified proficiency in analysis of order flow market inefficiencies and stock movement by utilizing price filters. • Brought in a sizable profit and YOY growth. • Nourished a diverse range of skills that translate to multiple industries Additional experience as a Branch Manager at Olde Stockbrokers in Ridgewood, NJ (7 years) Show less