TechFinance adds value by helping companies in transition to accelerate business success. We are seasoned strategic and financial leaders who have done the job before. We know how to move quickly and thoroughly – immediately integrating into your organization to assess challenges and mobilize the right resources to help achieve your goals.
And we’ll stay as long as you want or as long as it takes. Whether you need us for a week, a month, a year, or more, you can count on us. We measure our success by your success.
TechFinance brings our experienced, strategic minded CFOs to offer fresh, independent perspectives and to develop and implement impactful solutions to achieve your strategic business goals & objectives.
TechFinance believes strongly that finance is an indispensable tool in achieving business success. Companies require real-time financial information that effectively supports decision making, and seamless financial processes enabling the achievement of organizational goals and attaining targeted returns on investment.
We believe you deserve high quality work performed by seasoned and senior level finance professionals, before you are ready to commit to a full-time financial officer; when you have a temporary need in your organization; or simply need a fresh, independent perspective to re-energize your finance function.
“When you can measure what you are speaking about, and express it in numbers, you know something about it; but when you cannot measure it, when you cannot express it in numbers, your knowledge is of a meager and unsatisfactory kind; it may be the beginning of knowledge, but you have scarcely, in your thoughts, advanced to the stage of science, what ever the matter may be.”
—Lord Kelvin, 1824 – 1907 British Scientist.
Julie Y. Kim
Julie is an accomplished senior finance leader with over 20 years experience in diverse corporate finance, M&A and treasury positions in Fortune 50 companies and senior banking positions in top international financial institutions. Julie has proven expertise in capital raising and mergers and acquisitions having executed over 100 debt and equity financing and M&A transactions during her career.
She was a manager of Mergers & Acquisitions at Sprint and was instrumental in completing the largest telecom acquisition in U.S. history (Sprint/Centel – 1993). At Verizon, Julie served as Director of Mergers and Acquisitions and Director of International Treasury and was responsible for managing Verizon’s subsidiaries in Europe and Asia.
During her 10 years working at top financial institutions such as Citibank and WestLB, Julie worked extensively on project financing transactions in Mexico and Latin America developing an expertise in cross-border financing. She is a recipient of a number of awards recognizing innovation in structuring project finance transactions. Julie was the Head of the Telecom, Media and Entertainment group at ANZ Investment Bank where she managed the bank’s corporate lending activities targeting global media and telecommunications companies.
In 2004 Julie founded TechFinance Advisory, LLC to provide strategic and financial advisory services targeted to small and medium sized firms and has acted as interim CFO for number of her clients in diverse sectors including consumer goods, manufacturing, technology, business services, telecom, digital media, gaming, education and e-commerce.
Julie holds a B.A. in Economics from Washington University and an MBA in finance from Fuqua School of Business at Duke University.
Senior Accounting Director
Don is a Certified Public Accountant licensed in New York. He is a solution-focused, multi-faceted accounting and finance professional with management experience in public and private accounting. His experience includes comprehensive knowledge of financial statement preparation and analysis with a specialization in corporate treasury, forecasting and management reporting. He has demonstrated success in streamlining existing operations, increasing efficiency and reducing costs and implementing effective accounting and control frameworks.
Following graduation at Iona College, where he earned a bachelor of business administration degree in accounting, he worked in public accounting for seven years. His experience includes auditing and preparing tax returns for private and public clients in several industries including financial services and manufacturing.
Don’s experience in public accounting led to working for a top tier investment banking firm as a financial planning and analysis professional preparing firm wide projections and providing analysis of key performance metrics of revenues and expenses. After an internal transfer, he became Corporate Treasury Controller where he reviewed, analyzed and reported Corporate Treasury average balance sheet with over $400 billion in total assets. He also implemented several new departmental processes to streamline functions and enhance controls.
In 2009, he joined a mid size private equity firm as the Corporate Controller where he was responsible for all the financial activity of the firm. His work included consolidating over 100 entities in accordance with GAAP, implementing a foreign currency general ledger and managing annual domestic and international audit and tax compliance filings.
Senior Accounting Director
Nancy’s ability to expertly analyze financial statements and business processes, have proven to be a valuable asset to her clients. She manages a diverse set of clients in business services, e-commerce, consumer goods, and technology services and assist with all aspects of their accounting requirements.
Nancy graduated from Nanjing University of Finance and Economics where she earned a Bachelor degree of Business Administration in accounting in 2005. She received an MBA in Finance from Pace University Lubin School of Business in 2011.
Managing Director, Finance
Rahul has over a decade of progressive experience in financial services. He currently oversees the finance function at TechFinance providing guidance in the areas of strategic and financial management, capital raising, budgeting, compliance and investor reporting.
Rahul worked at Standand & Poor’s (S&P) for seven years, most recently as a Director in their Structured Finance group. He served as the primary credit analyst for several leading prime and subprime issuers including Santander Consumer, Chrysler Capital, Westlake Financial, CarMax, M&T Bank and USAA, regularly interacting with the CFOs and treasury teams and providing guidance on their securitization programs. Prior to S&P, Rahul spent several years in corporate finance at GE Capital in their Commercial Finance team. He successfully led two major projects to transition credit analytical processes to GE’s global analytical center in India. For his efforts on these projects, he received the GE Risk Leadership Award from the CRO of GE Equipment Services in 2005. Rahul started his career at a middle market investment bank Avendus Capital where he worked in the Mergers & Acquisitions (M&A) group. He worked on several cross border M&A transactions in the technology space.
Rahul’s advanced professional qualifications include an MBA from the Darden School of Business at the University of Virginia and the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) certifications. He completed his Bachelor’s degree in Commerce with a specialization in financial accounting.
Rahul also has firsthand experience in the financial needs of startups having founded two companies: Education Beyond Frontiers, an educational venture offering online after school tutoring programs, and WineZetta, an e-commerce fine wine retailer. He enjoys leveraging his startup experience and financial expertise to help TechFinance’s clients.
Senior Finance Director
Minsok joins TechFinance with over 15 years of experience in diverse roles ranging from financial modeling, corporate finance, accounting, forecasting, and operations. He has also worked in various industries including financial institutions, technology, fashion, book publishing, and real estate.
Prior to TechFinance, Minsok worked at Bank of America as part of their COO group within Corporate and Investment Banking. There, his responsibilities included creating strategic decks, cost cutting initiatives, and interacting with front and back office groups, along with senior management. He has also worked at companies like Tommy Hilfiger, Scholastic, and Fitch Ratings.
Minsok holds a B.S.B.A. in Finance and Marketing, along with a minor in Psychology from Washington University.
Burt I. Ross
Mr. Ross joined TechFinance after having previously worked with Managing Director Julie Kim at Geller & Company. His responsibilities include fundamental corporate analysis, industry research, operational and financial planning, as well as financial modeling.
Prior to TechFinance Mr. Ross was in the Family Office Group of Geller & Company, a leader in financial advisory services to multi-national companies as well as high net worth individuals, family offices and non-profits. His main responsibilities revolved around investment management and planning for an ultra-high-net-worth individual and his private foundation – both multi-billion dollar portfolios. Before Geller & Company Mr. Ross was a credit analyst at two different hedge funds: SBZ Select Investments, and Angelo, Gordon & Co.
Mr. Ross attended The London School of Economics and received his MSc. in Real Estate Economics and Finance. Mr. Ross received his B.S. in Electrical Engineering from The Johns Hopkins University.