ControlQore

Working with a fantastic team to bring unprecedented financial control to the construction industry

Co-founder & CEO

BroodStack

Partner & Finance Advisor

PJF Corp

Finance

Prodigy

• Work closely with CEO and COO to develop, implement, and maintain
company-wide strategic initiatives.
• Manage budgets, payroll, accounting and other financial operations.
• Analyzed and ultimately adjusted revenue model that resulted in 40%
increase to revenue
• Raised 2 million in capital
• Oversaw monthly and annual financial reporting while developing
annual operational budget and 5-year projections.
• Created and implemented policies and procedures to standardize and
document internal accounting processes in accordance with GAAP.
• Maintained internal controls and safeguards for revenues, costs, budgets
and expenditures.
• Consistently managed total expenses within less than 2% of its budgeted
outcome.
• Analyzed operational processes and implemented continuous
improvement initiatives to promote profitability and efficiency.
• Formulated and delivered financial and budget reports for investors and
stakeholders on a monthly basis.
• Monitored business trend forecasts and adjusted budgets and
operational plans to maximize growth and opportunities.
• Oversaw and was responsible for procuring annual third party audits
including: Financial, SOC, & NCUA

Chief Financial Officer

Tesla

• Manage a team of 6-8 professionals with the responsibility to oversee the cash reconciliations of 100+ partnership funds
• Consistently challenged to improve processes by creating and implementing efficiencies within the team
• Currently emphasizing and focusing on converting manual processes in Excel into automated processes to accomplish a first-day End-of-Month close
• Assist creating and completing financial statements on a quarterly basis
• Successfully launched new methods of completing daily reconciliations that increased the amount of funds 1 analyst could maintain from 3-5 to 25-30. Currently working to increase that number to 60-70
• Created and currently oversee new processes of intra-fund/intercompany transfers of cash
• Expected to take on additional responsibilities and functions as successes continue and capacity becomes available
• Helped create an environment of transparency, teamwork, and comradery inside and outside the team.

Fund Accounting Supervisor

Goldman Sachs

• Worked on a team of financial analysts reconciling U.S. equity trading between clients, brokers, and the firm
• Reconciliations performed on a daily basis to protect the firm from unwarranted risk
• Reconciliation required diligent research, skills in Excel, & continual communication amongst trading desks world-wide
• Given responsibility to oversee three main mechanisms of trading and their reconciliations.
• Position required mental stamina in the form of; rapid solutions to potential losses, functional knowledge of firm-wide strategies and flows, & continual investigative research

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