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Jeremy S.
Los Angeles, CA
100% Job Success
Top Rated Plus

Experienced CFO and Business Advisor [Finance + Strategy + Governance]

🏆 "Highly recommended A+++” I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials to develop plans and review progress against plans. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ For our first CFO Reviewed Financials, I analyze up to 60 months of the company’s balance sheets, income statements, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I analyze the data and record my observations. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials, new opportunities, and developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. 🔜 If this aligns with your goals and needs, then I would like to learn about what you are working on and see how I might be able to help! My successes include: ✴ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✴ Secured $500k seed round for medtech software startup 4D Healthware. ✴ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✴ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✴ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✴ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✴ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✴ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✴ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✴ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✴ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✴ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✴ Corrected financial reporting for a $130 million international distributor of consumer products. ✴ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✴ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✴ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✴ Built the financial model that enabled the IPO for American Brewing Company. ✴ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” – Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” – Parker Harris, Founder & President at Junto Global 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” – Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✔ Consulting CFO (hourly and project) ✔ Fractional CFO (retainer) ✔ Financial Modeling ✔ Forecasting & Budgeting ✔ Financial Planning & Analysis ✔ Financial Management ✔ Cash Management ✔ Management & Board Reporting ✔ Investor Presentations / Pitch Decks / Pitchbooks ✔ Fundraising Support ✔ Business Plans ✔ KPI Development ✔ Supply Chain Planning and Optimization ✔ Turnarounds ✔ Strategy Advisory ✔ Executive Coaching
Work history
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Skills

Skills

  • Budget Management
  • Financial Projection
  • Growth Strategy
  • Venture Capital Consulting
  • Strategy
  • Business Presentation
  • Finance
  • Forecasting

Get started working with Jeremy quickly with these predefined projects.

Get started working with Jeremy quickly with these predefined projects.

You will get Expert Financial Statement Review™

From $900
5 days delivery

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