Finance & Strategy

  • Develop and maintain timely and appropriate management information reports
  • Develop internal policy and procedures for sound financial practices and internal control
  • Prepare and present board of directors financial packages
  • Evaluate and implement company needs for accounting systems
  • Develop strategy and negotiate with banks, lease companies, landlords, vendors and venture capitalists
  • Strategize and implement plans to deal with investment community


  • Business insurance (evaluate company needs and work with providers to put appropriate policies in place)
  • Negotiate and manage banking and lines of credit
  • Manage relationships with audit and tax professionals
  • Employee benefits and payroll auditors
  • Work closely with investors, venture capitalists and legal advisors


  • Budgets and forecasting
  • Cash management
  • Financial statements
  • Stock option recordkeeping and administration
  • Audits and tax planning
  • Sound internal policies and procedures development
  • Accounts payable and receivable management
  • Sales and use tax reporting

Human Resources

  • Stock option administration
  • Employee insurance and benefit program implementation
  • Benefits and payroll administration
  • Benefits/payroll
  • 401K plans implementation
  • Compensations and commission plan development
  • Policy and procedure development