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.

Website: www.backops.co
San Francisco, California, United States
Member since October 09, 2012

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

Education

1998 Harvard Business School , MBA , MBA

I am a(n):

Entrepreneur

If you're an entrepreneur or corporate innovator, 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.