Jordan Choi

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