Ellevest is a rapidly growing financial services company that focuses on investing for women and has raised over $70 million.
• Responsible for fully outsourced finance function
• Revenue accounting, accounts payable, cash management, reconciliations, month-end close
• Monthly financial statements
• Budget to actuals reporting, cash flow reporting
• Handle all aspects of annual external independent audits
• Report to COO and President

Lead the finance function at the company.
• Built finance function to be fully scalable in rapid growth
• Established and lead budgeting process and monthely reporting for the entire company
• Raised $15 million in convertible debt financing
• Set up accounting function to fully integration GL, AP and reconciliations seamlessly
• Implemented cost controls and materially reduced operating costs
• Lead implementation of new subscription billing/AR platform across the company

Headed up accounting, financial planning and analysis, admin and real estate planning.
• Raised $25 million in C round and $60 million in D round.
• 100% revenue growth in 2014, total employees 250
• Set up finance function from scratch that enabled company to scale
• Formulate and lead pricing strategies with focus on building Saas MRR
• Focus on churn and increase revenue retention to enhance customer LTV
• Lead company through first ever external audit with unqualified opinion

Owned and operated three full-service tennis, swim and health clubs.
Financial:
• Doubled memberships to 10,000.
• Increased NOI four-fold.
• Improved operating margin from 20% to 35%.
• Successfully sold clubs for 20X original investment

Lead a finance team of 40 people. Financial functions included AR, AP, Accounting, payroll, financial planning and analysis, treasury, card fraud management, credit policy and full HR/admin for 400 employees. Project managed the implementation of first FICO scoring system.

Positions held at Amex included:
Regional Controller - Asia
Finance Director - Personal Financial Services
Regional Director of Planning - Asia, Pacific, Australia