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Interim CFO of this $30 M entity to manage finance team, develop forecast, and budgets, oversee 990 preparation and NICRA negotiation. Prepared strategic and financial report for management and Board. Vetted and onboarded permanent CFO. Ongoing project engagement.
TRADE ASSOCIATION
Advise on strategic project for large membership association.
TECHNOLOGY/SAAS
Interim COO to technology company that offers COPPA and GDPR compliance and a SaaS platform to allow Companies to safely engage with children online. Responsibilities include managing operations, preparing and executing on business plan, seeking funders, preparing and presenting investor decks.
media
Advise on growth and distribution strategy for a podcast series focused on business ethics.
HEALTH CARE
Strategic Adviser to CEO of Health Care company developing a personalized app- based approach to medication adherence.
Professional services
Advise on the role of the Strategic CFO and the Finance function of the future.
