CFO in Residence for health-Tech and SaaS cohorts ● delivers high-impact financial leadership and strategic support to tech entrepreneurs and small business owners. ● High-level strategic support to portfolio companies. ● Operational and transformational services to clients. ● Fundraising leadership, including creating CIMs, pitch decks, and detailed financial models.
Consultant | Interim CFO ● Provided high-level strategic consulting to VC-funded FinTech’s, including modeling, new revenue stream creation, and capacity planning. ● Scoped projects that spanned regulatory, customer service, financial system/ERP functions and performance, operational efficiency, and customer service enhancements. ● Facilitated $15 million fundraise. ● Developed and implemented customer referral programs, increasing sales by 23%. Clients Include: ● Koa -Digital Banking, ensuring inclusion for all Kenyans. ● Zanifu -Micro Lending platform for SMEs. ● Machinetools.com -B2B online marketplace for machines and equipment. ● Sonoma -10 location, payday lender. ● Twiva-online matchmaking for social content creators and CPCs. ● Travel Lacross USA- SaaS sport leagues and services. ● IrriHub- Sustainable green water and power solutions to small-scale farmers (current). ● Shamiri Health-Mental Health and Wellness company (current). ● EShow-SaaS, event planning and conference management company (current). ● Take5 Oil change-automotive services franchise owner
Global CFO and Head of Consulting Services- Vibranium Partners ● Led strategic efforts on capital structure, fundraising, and new project and product development. ● Worked in support of Green House Capital (VC fund) to support portfolio companies and liquidation strategy. ● Launched a 70-person consulting firm that secured over 15 high-growth clients, raising $40M in equity. Enabled clients to grow and scale in profitable and sustainable ways. o Investor readiness and fundraising o Transactional due diligence and new market/product analysis o Financial transformation for growth and scale o Client acquisition strategy and analysis
● Transformed 100% remote/global workforce to maximize efficiency and scalability. ● Launched Finance, HR, and Compliance departments. ● Led a rebuild of a $10M ERP project, prioritizing growth, scalability, and new functionality. ● Automated the reconciliation process for transactions of over $1B/year, creating the ability to scale operations by 500% and create a SaaS platform. ● Obtained licenses in 20+ states as a money transmitter. ● Managed audits for state regulatory agencies, banks, NACHA, and Reg-E compliance. ● Elevated the customer experience team, which reduced turnover by over 65%, decreased formal complaints by 70%, and improved KPIs across the board. ● Sourced and managed offshore IT services, saving the company 60% in development costs. ● Cultivated a marketing plan to reach the student loan market space, including social influencers and a complete redesign of the website for D2C.