Experience

Prime Roots

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

• Chief Financial Officer

  • 2022 - Present

  Berkeley, California, United States



VINEBOX

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

• Chief Financial Officer

  • 2020 - 2021

  San Francisco, CA A consumer packaged goods (CPG) company offering two brands: Vinebox and Usual Wines. Its products are sold direct to consumer (DTC) through subscriptions in wine by-the-glass format. • Own all aspects of accounting, financial planning & analysis (FP&A), cash management, key performance indicator (KPI), corporate tax returns, and external financial reporting. • Drive working capital management, including accounts payable (A/P) and inventory, to extend cash runway. Align treasury function… Show more A consumer packaged goods (CPG) company offering two brands: Vinebox and Usual Wines. Its products are sold direct to consumer (DTC) through subscriptions in wine by-the-glass format. • Own all aspects of accounting, financial planning & analysis (FP&A), cash management, key performance indicator (KPI), corporate tax returns, and external financial reporting. • Drive working capital management, including accounts payable (A/P) and inventory, to extend cash runway. Align treasury function with operations. Develop complex decision support analytical tools. • Analyze cost of goods sold (COGS) across multiple inventory categories (e.g., FG and raw liquids). • Successfully raised debt financing. Drive bid solicitation from specialty lenders and due diligence. Show less



NatureBox

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

• Chief Financial Officer

  • 2018 - 2020

  Redwood City, CA A consumer packaged goods (CPG) company with U.S.-wide distribution with plans for a major strategic transformation. Sales channels include business-to-business, retail (Costco), and direct to consumer (DTC) through subscriptions. The company carries 40 different proprietary snack products. • Own all aspects of accounting, financial planning & analysis (FP&A), cash management, key performance indicator (KPI), corporate tax returns, and external financial reporting. • Achieve necessary… Show more A consumer packaged goods (CPG) company with U.S.-wide distribution with plans for a major strategic transformation. Sales channels include business-to-business, retail (Costco), and direct to consumer (DTC) through subscriptions. The company carries 40 different proprietary snack products. • Own all aspects of accounting, financial planning & analysis (FP&A), cash management, key performance indicator (KPI), corporate tax returns, and external financial reporting. • Achieve necessary financial outcomes with limited capital resources. Steer liquidity challenges with complex cash flow models integrating DTC cash receipts, procurement, and debt service. • Develop corporate organization structure and incorporate subsidiary to enable new product launches. • Successfully complete multiple due diligence with respect to preferred equity financing. Show less



Genesys

• Construction
• 1 - 100 Employee

• Senior Director, Financial Planning and Analysis

  • 2016 - 2017

  San Francisco Bay Area Private equity-sponsored (Hellman & Friedman, Permira) software company with 5,000 employees worldwide and $1 billion+ in global revenues. The company focuses on customer interaction technologies with premise license and cloud-based product offerings. • Led a forecasting team, ranging from analysts to senior professionals. Coached and mentored staff for improved performance. Developed internal consensus on technical approaches to complex financial problems. Established goals and… Show more Private equity-sponsored (Hellman & Friedman, Permira) software company with 5,000 employees worldwide and $1 billion+ in global revenues. The company focuses on customer interaction technologies with premise license and cloud-based product offerings. • Led a forecasting team, ranging from analysts to senior professionals. Coached and mentored staff for improved performance. Developed internal consensus on technical approaches to complex financial problems. Established goals and professional objectives, and determined compensation. • Areas of forecast experience include revenue and expenses. Developed complex forecast-related analytics. Continually improved FP&A process and communication with internal business partners. Led strategic corporate initiatives including supervision of consulting engagements. • Performed analytics for cloud-based revenues and complex ACV bookings-to-revenue forecasts. Diagnosed and addressed technical financial modeling issues and developed consensus across multiple departments on appropriate analytical approaches. • Communicated consolidated global revenue forecasts to the senior executives and to the private equity sponsors periodically, with substantial requirement on forecast accuracy. Show less



AlixPartners, LLP

• United Kingdom

• Director

  • 2007 - 2016

  San Francisco, CA AlixPartners is a mid-sized professional services firm (900+ consultants) with a specialized practice in financial management consulting. Services include operational restructuring, interim financial management, and financial advisory. Promoted from Vice President to Director in December 2011. History of establishing and achieving urgent corporate priorities such as near-term cost reduction and cash generation opportunities. • Engagement team leader for an operational turnaround… Show more AlixPartners is a mid-sized professional services firm (900+ consultants) with a specialized practice in financial management consulting. Services include operational restructuring, interim financial management, and financial advisory. Promoted from Vice President to Director in December 2011. History of establishing and achieving urgent corporate priorities such as near-term cost reduction and cash generation opportunities. • Engagement team leader for an operational turnaround project involving an underperforming technology company with presence in the US and Asia. Provided counsel to the Board of Directors regarding the company’s financial forecast, liquidity scenarios, and turnaround strategy. Led project streams involving complex legal and financial issues such as labor and headcount restructuring. • Led multiple financial consulting projects for a $1 billion San Francisco-based snack food distributor. Developed complex financial models to support urgent corporate cost reduction initiatives. Provided interim investor relations and communications services, including preparation of earnings releases. • Performed interim treasury management services to a Texas-based student loan origination and servicing company in distress. Developed operating financial forecasts and operating cost reduction plan in coordination with the management. • Developed cash flow forecast of an agricultural producer based in South Dakota with total capitalization of $120 million in debt and equity. Created financial forecasts, identified potential cost reduction and cash generation opportunities, and reconciled projections with actual results. • Provided creditor financial advisory services in the bankruptcy matter of Tribune Company, a newspaper and broadcasting company based in Chicago. Developed financial models, challenged the debtor’s operating plans, and analyzed cash flows. Show less