Finance Engagements: Denver

Applewood Plumbing & Heating  (Denver, vcfo)

  • Provided strategic guidance to the CEO for this mid-market company
  • Developed performance dashboard reporting tools
  • Provided day-to-day support via Controller and Financial Manager
  • Developed financial forecasting models

iBalance Medical, Inc.  (Denver, vcfo)

  • Provided strategic CFO-level support to top tiered VC-backed medical device company
  • Developed dynamic financial modeling to evaluate financing alternatives and dilution analysis
  • Implemented finance best practices, policies and procedures
  • Provided part-time Controller to lead back office operations
  • Negotiated debt financing

VacationRentals.com  (Denver, vcfo)

  • Provided transactional sell-side support for this market leading online directory for rent-by-owner vacation properties. The funding secured by the acquirer to complete the transaction represented the largest financing of an internet software and services company in the US in 2006.
  • Served as CFO and Controller to guide buy-side through multiple levels of financial due diligence