Kristen Goldstein
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Kristen Goldstein

I have been a startup CFO for 9 years. I build the back office (Accounting, Finance, and HR) for young companies so that its founders can focus on product and customer development.

Personal blog: www.backops.co
San Francisco, California, United States
Member since October 09, 2012
Quote
I have been a startup CFO for 9 years. I build the back office (accounting, finance, and HR) for young companies so that its founders can focus on product and customer development. In a former life, I was an investment analyst for Goldman Sachs and Credit Suisse. Quote_down
About Kristen
Activities
Company profile(s)
Following
Education
1998 Harvard Business School , MBA , MBA

I am a(n):

Entrepreneur

If you are an entrepreneur, why?

I want to change the world.

Full bio

CEO of BackOps 

BackOps

Privately Held; 11-50 employees; Financial Services industry

2010 – Present  (2 years) San Francisco

BackOps is an integrated, web-enabled, paperless back office providing technology, systems, and services to SMBs. We build the back office (accounting, finance, and HR) for entrepreneurs so that they can focus on product and customer development.

 Portfolio Manager 

Athena Partners

 2003 – 2010  (7 years)

Allocate assets of investment fund.
Actively invest in stocks and options.
Function as interim CFO of private companies in the portfolio.

Chief Financial Officer 

Loyalty Lab, Inc.

Privately Held; 11-50 employees; Computer Software industry

2003 – 2006  (3 years)

Created the company's financial models.
Prepared the Board deck and managed venture/investor relations.
Managed the closing of Series A round of financing.
Supervised the Controller, HR manager, and outside Counsel.
Was the Corporate Secretary.
Procured office space and oversaw all purchasing.

 VP, Investment Analyst 

Goldman Sachs

Public Company; 10,001+ employees; GS; Investment Banking industry

2000 – 2002  (2 years)

Performed as Senior Software Analyst for the GS Technology Hedge Fund, a relative value, market neutral long/short fund.
Generated software investment ideas for Portfolio Manager using management meetings, industry contacts, and channel checks.
Liased with generalists in Volatility Arbitrage and Convertible Arbitrage on software investment ideas.

 Director, Finance 

Epinions, Inc.

 1999 – 2000  (1 year)

Created revenue model and synchronized financial projections to business opportunities/realities.
Recommended resource allocation by evaluating trade-offs between company’s product vision and revenue/business objectives.
Negotiated bizdev contracts, including that which initiated the dealtime/shopping.com relationship.

Equity Research, Industry Analyst 

Credit Suisse First Boston

Public Company; 10,001+ employees; CS; Banking industry

1993 – 1999  (6 years)

Worked as Senior Analyst covering Internet Infrastructure sector.
Wrote extensive reports on industry dynamics—including flagship Infrastructure Report series—and on specific companies.
Created and published detailed earnings, cash-flow, and valuation models for industry and companies.
Built and maintained relationships with institutional clients, company management teams, and internal equity sales team.

Equity Research, Research Associate 

Credit Suisse First Boston

Public Company; 10,001+ employees; CS; Banking industry

1993 – 1999  (6 years)

Served as Research Associate in Defense Electronics and PC Hardware industries.

 Investment Management, Portfolio Trader 

Credit Suisse First Boston

Public Company; 10,001+ employees; CS; Banking industry

1993 – 1999  (6 years)

Executed all equity trades for Long Large-Cap and Hedged Long/Short Utility portfolios.
Timed trades and determined which market to use (NYSE, OTC, 4th market).
Monitored and evaluated fundamental equity research for quantitative equity portfolios.