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Food, Beverage and Consumer Goods Consulting Experience

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Food Industry Incubator – Board Member and CFO

  • Food startup manufacturing facility and incubator

  • Serve as board member and assisted with upgrading corporate governance structure

  • Developed financial modeling and forecasting tools

  • Improved accounting accuracy

  • Supported capital raising due diligence

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Organic Food & Beverage Manufacturer – Private Equity Backed Company - Interim CFO

  • Cold pressed juices and ready to eat meals and snacks

  • Hired accounting team and transitioned from outsourced accounting

  • Developed financial management infrastructure, prepared for first audit

  • Upgraded ERP system, improved forecasting

  • Investor relations, board of directors participation

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Natural and Organic Food Manufacturer – Private Equity Backed Company - Interim CFO

  • Baby and children’s food products

  • Improved financial management infrastructure

  • Upgraded ERP system, fixed asset and depreciation tracking, stock option software

  • Enhanced financial reporting and cash flow forecasting

  • Transaction structuring and due diligence support for a $15 million equity financing round

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Natural and Organic Food Manufacturer – Venture Capital Backed Startup - Interim CFO

  • Digestive health and cereal products

  • Responsible for audit and tax, financial reporting, investor relations and cash management   

  • M&A transaction support for buy-side brand acquisition

  • Implemented new ERP system

  • Structuring and due diligence for three rounds of equity financing totaling $14 million

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Natural Food Manufacturer – Venture Capital Backed - Financial Advisory

  • Fresh and packed fruit products

  • Implemented an improved financial management structure, restructured chart of accounts

  • Accounting cleanup and enhanced financial reporting

  • Worked with accounting team based in India

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Specialty Food Manufacturer – Family Owned - Financial Advisory

  • Branded and private label products and serves as co-packer of sauces and oils

  • Implemented an improved financial management structure and enhanced financial reporting

  • Served as facilitator for strategic planning sessions, advisor to President, coach to Controller

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Natural and Organic Food Manufacturer – Family Owned - Financial Advisory

  • Branded and private label gourmet pasta and sauce products

  • Advisory services focused on improved accounting accuracy, efficiency and better internal controls

  • Recommendations included management team additions and ERP system upgrades

  • Performed costing analysis, CFO recruitment and implemented planning and budgeting system

 

Natural and Organic Food Manufacturer – Family Owned - Financial Advisory

  • Fresh ethnic food products

  • Advisory services focused on succession and strategic planning, CFO recruitment

  • Advised on key performance indicator system, management team structure and new ERP system 

  • Served as coach to both CEO and Controller

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Natural Food Manufacturer – Venture Capital Backed Startup - Interim CEO and CFO

  • Sleep aid products

  • Strategic and management advisory, board of directors membership

  • Responsible for audit and tax, financial reporting, investor relations and cash management   

  • Structuring and due diligence for two rounds of equity financing totaling $9 million

  • Wind-down of company

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Beef Producer – Socially Responsible Investor Backed Company - Interim CFO

  • Domestic and imported grass fed beef products sold across US

  • Accounting cleanup and enhanced financial reporting

  • Prepared financial projections and cash flow forecasting

  • Investor relations, board of directors participation

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Consumer Products Incubator – VC/Strategic Investor Backed – Interim CEO and CFO

  • Proprietary frozen smoothie product

  • Strategic and management advisory, investor and board relations

  • Prepared financial projections, enhanced financial reporting

  • Executed wind-down of company

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