Settle

Settle's capital gives you the best of both worlds—fast, flexible financing without personal risk. No personal guarantees, no sky-high APRs—just a smarter way to fund your business and grow fearlessly. Because the cost of debt isn’t just an expense—it’s an investment in staying in control while building what’s yours.

Capital Partnerships (AE)

Feedvisor

•AI machine learning platform in the ecommerce/adtech industry
•Last 3 Months (November-January 2023) - 122% Quota
•Finding, qualifying, and developing new inbound and outbound opportunities, through smart lead finding, calling, emailing, and LinkedIn engagement.
•Taking responsibility for top-of-the-funnel customer acquisition by building a robust pipeline of qualified brand leads, uncovering new business, and building relationships with prospective customers.
•Identifying potential prospects generated through targeted lists created by self-directed online research, email campaigns, and events.
•Proactively addressing and qualifying incoming inquiries and leads generated through online advertising and marketing campaigns.
•Effectively pitching Feedvisor products to key decision-makers, leveraging a value selling approach, via in person, phone, online meetings, and events.
•Becoming an expert on industry trends that are relevant to targeted vertical markets, and staying up-to-date with technology and news.
•Maintaining a steady sales pipeline and reporting periodically to management.
•Tech stack: Salesforce, Salesloft, ZoomInfo, Seamless.AI, Sales Navigator, Slack, Gong, Drift, Vidyard, Calendly, G-Suite

Sales Development Representative (B2B)

Better

•Foward thinking, mortgage disrupting lending products within the fintech industry
•First Month Hit 120% Quota in first Sales Role 
•Initiated contact with potential customers through warm leads generated from loan applications.
• Created relationships and built rapport with customers to identify their potential needs.
• Presented product information and value props to customers once needs were identified.
• Moved solid leads through the marketing funnel, connecting them to a loan officer (account executive) by arranging scheduled calls or email introductions.
• Followed up with potential leads who expressed interest but did not purchase loan products.
• Performed regular follow-up calls or emails and facilitated communication with existing customers to ensure their satisfaction and identify new potential needs or unresolved issues.
• Collaborated with sales team regularly to ensure company’s goals and targets were met.

NMLS# 2173165

Sales Development Representative (B2C)

PHOTOGENICS MEDIA

Photogenics Media founded in 2002 by Nicole Bordeaux of the famed Bordeaux Models, is the premier high fashion agency in Los Angeles representing some of the freshest faces and top tier talent in the industry. Nicole Bordeaux and co-owners Dean and Davis Factor (founders of Smashbox Cosmetics and Studios) have combined their decades of experience to create an agency that caters to high fashion not only on the west coast but also throughout the US and abroad working with some of the most respected agencies around the world. 

•Assist Financial Controller/CFO in day to day financial/accounting tasks.
•Ensure all weekly Accounts Payable/Accounts Receivable and month-end accounting close responsibilities are completed accurately and in a timely manner. Aggressively follow up on AR!
•Assist management over partner deliverables and meeting all deadlines.
•Prepare and records asset, liability, revenue, and expense entries by compiling and analyzing account information.
•Maintain and balance GL accounts by verifying, allocating, posting, reconciling transactions; resolves discrepancies.
•Assist with quarterly internal audit by analyzing and general ledger accounts.
•Reconcile Credit Card Accounts on a monthly basis.
•Maintain harmonious relationships with models, actors, influencers, creative professionals and accounting personnel.
•Maintain inventory of Photogenics+CO the company's retail ecommerce site selling home goods, clothing and accessories.
•Suggest and implement process improvements to improve work flow.
•Handle all Mother Agent and Model Paperwork
•Perform bi-weekly check run for models, actors, influencers and vendors.
•HR Responsibilities: Keeping track of Employee absences. Guiding employees with HR and health insurance related questions. 
•Special projects as assigned. Adapt well to new responsibilities.
•Proficient in Quickbooks Pro and Microsoft Suite.

Senior Accountant

VIPKID

ESL Teacher

Withum

Withum acquired OUM & Co. LLP in 2021. OUM & Co., LLP was formed in 1976 and is a leading accounting & business advisory firm in California, with offices in San Francisco, San Ramon and San Diego (Carlsbad). Our firm is listed as a Top 25 Bay Area firm, is recognized as one of the Top 200 firms in the U.S. and has over eighty professionals. We offer solutions to our clients & stress active partner involvement, timely communication, and continuity of experienced professional staff.

We provide high quality assurance, tax and advisory services and are committed to building lifelong relationships with our clients, employees and the communities we serve, guided daily by our core values: Respect and Recognition, Trust, Success, Quality and Community. When you work with us, you will see how our values are embedded in everything we do and how they enhance your experience and our engagement performance. 

Specialties: Audit, tax, & advisory services to public (SEC) & private companies in the life sciences, technology, consumer products, real estate, insurance, private equity/investment fund and manufacturing industries among others. We serve start-up's, provide IT consulting and tax planning for high net worth individuals & family-owned businesses.

•Assisted with performing year-end/quarerly audit engagements from planning, execution to completion.
•Responsible for various general accounting duties including: Cash, Accounts Receivable/Payable,
Fixed Assets, Inventory, Intangibles, Prepaid Assets and Expenses
•Performed internal control and SOX work for public and private companies.
•Performed 401-K/profit sharing plan audits for private companies.
•Developed and maintained a productive working relationship with client personnel and firm staff.

Staff Auditor

Stanislawski & Company

•Assisted CPAs with preliminary review of 2012 Tax Returns, which included 2012 client information entry into tax software along with reconciliation.
•Reviewed complete tax returns with CPAs for improvement and growth.
•Assisted CPAs with Quickbooks data entry and reconciliation on client accounts.
•Occasional clerical duties

Tax Associate

Jumpstart

•Implemented early childhood curriculum, supported family involvement, promoted children’s language and literacy skills through ongoing relationships with four partner children, and increased adult support in the learning environment.
•Collaborated with a team of four Corps Members to plan twice weekly in-classroom activities for a class of 24 preschool children.
•Received intensive training and professional development in childhood theory and practice, language development, leadership skills, and communication with families.

Corps Member - ESL Teacher

Saint Mary's College of California

•Worked with college students twice a week in both small and big groups to develop understanding of accounting fundamentals
•Motivated students to persistently study and continue working on concepts and theories outside of tutoring sessions

Accounting Tutor

Experienced Account Executive with a demonstrated history of working in the ecommerce, CPG, and fintech industry. Empathy-centered and charming approach to meeting sales demand and understanding customer need to achieve sales goals. Skilled in Salesforce, Gong, Salesloft, Microsoft Suite, G Suite, NMLS. Strong business professional with a Bachelor of Science (BS) focused in Accounting from Saint Mary's College of California.

Taplio

Melissa Cafagna's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Melissa Cafagna's Linkedin Analytics

Want to drive more opportunities from LinkedIn?

Melissa Cafagna's Linkedin Analytics