Experience

Sila

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Mar 2023 - Present

  South Carolina, United States Humbled to be leading the team at Sila. A VC-backed fintech payments platform empowering businesses to move and store money: faster, cheaper and more secure.



Kestela Services LLC

• Chief Executive Officer

  • Jul 2022 - Mar 2023

  Bend, Oregon, United States Services include contract CFO and COO services focused on financial modeling, KPI management and fundraising. Notable engagements include: • $4M Fintech (VC-backed): New financial model, new KPI dashboard, new AE comp plans, new pricing • $10M Digital Healthcare (VC-backed): Series B fundraise, Venture Debt refinancing • $1M PLG (VC-backed): $18M Series A fundraise, ongoing financial modeling and scenario planning • $2M SaaS Marketplace (VC-backed): Rebuilding financial model… Show more Services include contract CFO and COO services focused on financial modeling, KPI management and fundraising. Notable engagements include: • $4M Fintech (VC-backed): New financial model, new KPI dashboard, new AE comp plans, new pricing • $10M Digital Healthcare (VC-backed): Series B fundraise, Venture Debt refinancing • $1M PLG (VC-backed): $18M Series A fundraise, ongoing financial modeling and scenario planning • $2M SaaS Marketplace (VC-backed): Rebuilding financial model and KPI management • $4M Spirits Company (VC-backed): Series A fundraise, ongoing advisory work • Others: Ongoing advisory work for several SaaS, Food and Bev, and CPG startups Show less



Vector Remote Care

• United States
• Software Development
• 1 - 100 Employee

• CFO (80-person VC-backed Digital Healthcare)

  • Dec 2021 - Aug 2022

  Bend, Oregon, United States • Built all sales commission plans, ran financial model, scenario planning, OKRs, etc. • Fortunate that I had extremely talented Controller leading ASC606 and ASC718 for first-year audit • Dove into medical billing as we submitted 15k+ claims each month • Supported Sales and Marketing teams leading Revenue Operations and bi-weekly pipeline reviews • Inspired by the dedication and output of our Support and Reporting teams

• VP of Business Operations

  • Jan 2021 - Dec 2021

  Bend, Oregon, United States • Led 20+ person team across roles in finance & accounting, HR, operations, reporting, RevOps, customer support and medical billing • Helped secure $13M Series A and SOC2 Type II certification • Secured $xxM term loan from SVB • Lucky to have great Revenue Cycle Manager who helped bring medical billing in-house



Optimize Health

• United States
• Software Development
• 1 - 100 Employee

• VP of Finance (50-person VC-backed Digital Healthcare)

  • Apr 2020 - Jan 2021

  Seattle, Washington, United States • Led the finance and accounting function • Helped secure $16M Series A



Built Oregon

• United States
• Manufacturing
• 1 - 100 Employee

• Mentor

  • Nov 2019 - Aug 2020

  Portland, Oregon Metropolitan Area • Worked with several startups through the Built Oregon CPG accelerator • Every start-up community would be lucky to have someone like Mitch



Lytics

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• FP&A and Revenue Operations (60-person VC-backed Martech)

  • Apr 2019 - Apr 2020

  Portland, Oregon Area • Led the budgeting and forecasting function for an enterprise SaaS company • Led the Revenue Operations team supporting Sales, Marketing and Services teams • Made a significant mistake in the financial model which 1. Still bothers me and 2. I've never made again



Joydrive

• United States
• Software Development
• 1 - 100 Employee

• 4-Person Startup Teammate

  • Nov 2017 - Nov 2018

  Greater Seattle Area • My first startup -- had no idea what I was doing, despite what I'll try to tell you below, but I loved it • Involved in several aspects of the business including SEM/PPC (Google AdWords and paid social), gained exposure to UI/UX elixir development with an agile development/design team, and generally did anything required to help grow the platform from 5 dealerships to 50+ dealerships across 6 states



Nike

• United States
• Retail
• 700 & Above Employee

• Finance Manager to Senior Director

  • Jun 2013 - Oct 2017

  Portland, Oregon Area • Unbelievable experience where I met some incredible people I'm still close with today, I learned what it means to tell a story in PowerPoint (and always lead with the consumer), and I was humbled as a cocky ex-Goldman associate (best lesson I've ever learned honestly) • Jobs ranged from finance for the World Cup to strategic planner for sales to inventory planning for Nike's wholesale business • Largest team I managed was 24 direct reports which was both absurd but also taught me a… Show more • Unbelievable experience where I met some incredible people I'm still close with today, I learned what it means to tell a story in PowerPoint (and always lead with the consumer), and I was humbled as a cocky ex-Goldman associate (best lesson I've ever learned honestly) • Jobs ranged from finance for the World Cup to strategic planner for sales to inventory planning for Nike's wholesale business • Largest team I managed was 24 direct reports which was both absurd but also taught me a lot about the right and wrong ways of HR Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Associate, Investment Banking

  • Jul 2012 - Jun 2013

  San Francisco Bay Area • Part of the generalist team supporting several industries with engagements covering IPO, debt, etc. • I loved this job, but I struggled while helping manage 2 kids under 2 at home with a working wife



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• US Navy: Naval Flight Officer

  • Feb 2003 - May 2010

  Whidbey Island, WA and Washington, D.C. • I joined the Navy following 9/11, and I did some interesting work like flying in airplanes and working on the Joint Chiefs of Staff • But everything I did pales in comparison to what men and women suffered through day in and day out on the ground in Iraq and Afghanistan • I will be forever humbled and thankful for the sacrifices others made. Please donate money to one of the countless charities supporting wounded warriors and families of lost Veterans (Army Ranger Lead the Way Fund is… Show more • I joined the Navy following 9/11, and I did some interesting work like flying in airplanes and working on the Joint Chiefs of Staff • But everything I did pales in comparison to what men and women suffered through day in and day out on the ground in Iraq and Afghanistan • I will be forever humbled and thankful for the sacrifices others made. Please donate money to one of the countless charities supporting wounded warriors and families of lost Veterans (Army Ranger Lead the Way Fund is a great place to start) Show less