
ABOUT
ME
The Numbers Bridge For Entrepreneurs
I can remember growing up always having a love for math and numbers. I also felt knowing numbers and the way the dollar moves would provide unique opportunities for impact and adding value. As a result, that took me to NYC starting my career as a Wall Street investment banker. That time really set my foundation in finance and for what came after because of the technical and non-technical skills I attained. I had always dreamed about being a business man for a large corporation but there was really more impact and legacy for me to build as a business man for entrepreneurs + small business owners.
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Although, I was adding incredible value in Corporate America, I knew there was more fulfillment available for me to reach my full potential and purpose via business coaching/consulting/fractional CFO work for entrepreneurs, SMB's , non-profits and start-ups! My unique background/experiences have been a training ground for me to hone my innate skills and gain the foundational knowledge/expertise of how a successful business is ran no matter the size. Using data + finance as my language I'm able to connect all the pieces of the business puzzle (Finance, Ops, Marketing, Sales, Leadership) and develop a compelling roadmap that will help companies reach their desired destination.
There is a quote that means so much to me and helps me keep the fuel to my drive alive every day, "If you're going to live....leave a legacy. Make a mark on this world that can't be erased." I continue to strive for a standard of excellence that was instilled in me by my mother through my work with all sizes of small businesses and organizations. My aspiration is that my services + community will enable me to impact entrepreneurs' perspectives and edify their self-esteem, mindset, ambition, resolve to succeed leading to their own definition of legacy along with extending their "-".
I love being a servant leader for the underserved (black and brown communities) through teaching financial literary covering various facets such as budgeting and managing credit.
To all my future clients looking for a trusted partner to help develop and execute your financial and strategic objectives, I'm here to help. Let's work together to turn your vision into a defined, mapped out reality!
Experience
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Former Wall Street investment banker at JPMorgan
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Led Corporate FP&A at startups and various Fortune 100 companies (Nike, Disney, Squire)
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Well versed at developing operating plans and key metrics/dashboards
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Broad industry experience (Financial services, CPG, Retail, Media and Entertainment, Healthcare, Non-profits, SaaS)
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Created standardized financial templates used to manage COGS spending and cash flow management
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Created Financial Packages for Investors + Banks
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Saved startups thousands to millions in cost by optimizing marketing spend across Facebook + Google Ads along with other key OPEX spend
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Developed numerous companies financial projections enabling them to get funding + insights to how they could increase profitability
Qualifications
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Accounting degree from Morehouse College
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MBA in Finance from Cornell University
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Fractional Chief Financial Officer (CFO)
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Bookkeeping
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Strategic Advisor
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Some Previous clients: Nike, JPMorgan, Mars, Disney, Squire, Vanlice Lemonade, ConnectUp! Institute, Higher Purpose Co. and Impact Ventures
Values
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Trust & Transparency
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Empathy & Empowerment
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Ownership
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Dependability
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Consistency