Jordan McIntosh

Experience

1. Financial Operations Manager

   Nash

   Apr 2022 — Present

   First finance hire and employee #10 at a Series A startup, building the finance and invoicing functions for the company from the ground up. • Scalable Financial Operations: Crafted short- and long-term product roadmap, coordinating with engineering partners to prioritize based on several variables: financial impact, customer experience, resource constraints/scalability, and ease of design. Automated customer invoicing, reducing overhead and the risk of manual error. Calculated delivery provider payments in-house and issued simulated invoices on provider’s behalf, reducing overhead and minimizing risk of vendor overcharges (provider also benefits from shortened payment cycle). Strengthened working capital position by prioritizing frequent invoicing, short payment terms, and ACH debit rights. • International Expansion: Facilitated company’s expansion to five countries, including the incorporation of regional subsidiaries and the setup of locally-denominated bank accounts. • Tax Compliance: Engaged advisory firm to determine correct tax treatment of products sold and integrated with invoicing software. Registered with all relevant tax authorities (state/federal/non-US GST/VAT) and managed filings. • Treasury Management: Monitor cash position to ensure sufficient liquidity, track runway, and proactively address concerning trends in cash burn. • Receivables Escalation: Established A/R “playbook” for nonpaying customers, outlining the steps from automated reminders to suspension of service to eventual referral of account to collections. • Automated Sales Contracting: Launched workflow to automatically populate Docusign contracts based on opportunity details in Salesforce, increasing velocity of sales cycle. • Hired and Developed Team: Interviewed and hired high-performing team of four. Management style empowers initiative and individual decision-making, while recognizing situations where team alignment is required first.

Skills

• Customer Service
• Powerpoint
• Analysis
• Strategic Planning
• Finance
• Microsoft Excel
• Entrepreneurship
• Strategy
• Sql
• Due Diligence
• Financial Forecasting
• Venture Capital
• Crm
• Investments
• Start-Ups
• Management
• Leadership
• Financial Analysis
• Microsoft Office
• Valuation