About Jordan
Key Achievements
- Forecasted and tracked over $12MM of spend across the company, managing payments terms, leases, and other financial obligations to successfully cut 17% of costs
- Prepared financial statements and forecasts that assisted in raising over $60MM in funding via investors, convertible debt, promissory notes, and government contracts
- Maintained 5 year financial model projecting over $350MM of revenue across multiple revenue streams
- Implemented equity management platform and kept records of equity financing through SAFEs, convertible notes, and ISOs of over 200 employees and investors
Technology Expertise
- Sage Intacct
- QuickBooks
- Excel
- Bill.com
- Xero
Education
- University of California Santa Barbara (UCSB) Bachelor of Arts Economics and Accounting
Previous Companies
- Anivive Lifesciences, Inc.
- Wedgewood Inc.
- Novogradac & Company LLP