MARCH 2019 - PRESENT

LATCH Collective (Online Business)

Coop-owned and the largest Tiny House resource in California. 

Oversee management of all financial affairs. Board liaison for all business matters.

Highlights:

• Played pivotal role in company reorganization growing from 2 founding members to 12 coop partners within the first year all bootstrapped.
• Transitioned financial processes from excel spreadsheets to a cloud-based financial software optimizing anytime, anywhere data access.
• Repositioned business model & brand to clarify market need resulting in paid subscribers growth by 680% and 36% increase in revenue.
• Hands-on digital marketing for traffic growth using social media, SEO, and funnels now serving over 3K monthly visitors and growing.
• Established coop business and legal structure.

MARCH 2018 - PRESENT

Page Investments / Los Angeles, CA (Fractional + Remote)

Real Estate company specializing in property management, residential and commercial investments.

Highlights:

• Overhaul of manual financial processes to cloud-based solutions allowing for remote management while reducing OPEX Ratio by 28%.
• Achieved a 40% reduction in workload hours by piloting CRM software to automate the property management cycle.
• Generated over $50K+ in additional revenue year-over-year innovating flex use of multiple properties as workspaces.
• Initiated activities changing mindset from “tenant” to “Resident” reducing turnover costs and increasing ROI for both residential and commercial units.

AUGUST 2015 -OCTOBER 2017

Privately owned outdoor advertising Agency. 

• Increased revenue from $500K - $3M annually through targeted production line buildout, materializing complete overhaul of core financial and operational functions with cloud-based solutions, and maintaining lean management of cash burn.
• Reduced $150,000+ in tax exposure by uncovering financial discrepancies and renegotiating international relations with production line imports.
• Secured $1M line of credit leveraging cash flow to inject growth in expanding bus line of services.
• Increased client satisfaction from 57% - 92% by maintaining active transparent communication with clients and increasing efficiency in deliverables by 70%.

JULY 2011  - MARCH 2015

Venture-backed SaaS company in the mobile space with primary objective to go public.

Recruited to Controller post acquisition. Maneuvered the finance department through rapid massive growth which included:

• Managing financial department through a 327% asset base increase obtained via both organic and acquisitions.
• Implementing HR functions to support headcount increase of 421%.
• Completed 3 successful merger and acquisition compliance and audits.
• Led financial day-to-day operations through revenue increase from $1M to $30M.

JANUARY 2006 - JULY 2011

GoTV was a venture-backed SaaS company and the industry's largest mobile media network delivering multi-platform content.

GoTV was acquired by Phunware, Inc. in July 2011.

• Managed accounting and payroll departments for both corporate and studio divisions
• Successful completion of three-year audit with Ernst & Young
• Merger and Acquisition support for two separate companies
• Successful conversion of accounting system from QuickBooks Pro to Microsoft Dynamics Great Plains

JULY 2001 - DECEMBER 2005

Privately owned outdoor hospitality company in the food and environmental industry. 

• Managed all functions of Accounts Payable and Receivable
• Actualized account contracts to assure correct billing
• Prepared payroll for 400 employees
• Supervised accounting staff

Steven is the perfect combination of a really good "Life" coach and financial wizard. 

Steven not only worked with me on finances he also taught me how to rewire my brain when it comes money. 

Steven has been a constant source of enthusiasm and inspiration, but the amount of knowledge he has about budgeting, planning and costs blew me away .