Contact

Industry

Non Profit, Finance , Sofware, CX / Contact Center

Role

CFO, COO

Location

Southwest

Caleb W.

Finance and Operations

Led raise of Series B (VC Leads: Creandum & 8Roads) to unlock growth from 25→80 employees; $5M→$30M ARR

Fractional CFO: Concentrical (B2BOC) • Oversee and manage all financial, accounting, compliance, tax, pricing, and operations of outsourced US – Serbia Product, Design, & Engineering Consulting Agency Fractional Finance Director: Caption Health (AI Health Tech) • Built and adapt FP&A model, financial reporting, annual planning with C-Suite and support fundraising and acquisition efforts leading to successful acquisition by GE Healthcare for California based AI Digital Health Company Financial Transformation Consultant: • Guide companies in rebuilding, implementing, and streamlining Financial Models, Processes & Reporting via EPM roll-out (Adaptive Insights) including Personio (B2B SaaS), Lifemoves (NGO), Gusto (B2B SaaS), Yohana (B2C PaaS), Steezy (B2C Fitness), & Onefootball (Media)