Developed a 5-year financial plan for successful $15MM in Angel & Seed investments, incorporating robust financial models with zero-based budgeting and robust revenue project tools

Collaborated with legal counsel for a robust intellectual property strategy and initiated patent filing.

Created a sophisticated statistical model to validate the business concept and converted the model into an interactive tool for investor and customer engagement. 

Negotiated a favorable 3-year NetSuite renewal contract, reducing ERP costs and facilitating internal development of financial reconciliation across multiple systems, databases, and banks.

Successfully implemented NetSuite ERP and CRM systems, establishing a comprehensive roadmap for a completed 6-month launch.

Led a Deloitte engagement for ERP implementation, overseeing the transition to ACS. 

Built and maintained macroeconomic forecast models to inform strategic and financial decisionmaking. 

Constructed a dynamic advertising returns model to optimize $300,000 in planned marketing spend. 

Built and delivered insightful dashboards and reports to track key strategic, operational, and accounting performance indicators. 

Designed and launched a banking structure with PNC that effectively supports Apogee's unique operational model. 

Continuously adapted all models and assumptions to reflect evolving product lifecycle and technological advancements. 

Streamlined technology integration to seamlessly incorporate accounting processes into the development cycle, enabling a resource-efficient launch.

Created compelling sales models that effectively showcase Apogee's value proposition and mitigate risk for potential customers. 

Cultivated key relationships with beta testers and tax-exempt partners to drive early market adoption.

Managed tax accountants and financial reporting

Created ad-hoc analysis, utilizing time series and geo-spatial tools