ScaleUp Financial Solutions
Heather (Wilson) Carlin has extensive work experience in finance and accounting. Heather currently holds the position of Fractional Controller at ScaleUp Financial Solutions, where they began in June 2022. Prior to this, they served as a Fractional Accounting Manager at Fanbank starting in April 2020. From October 2020 to July 2022, they worked as a Fractional Controller at Ascent CFO Solutions, where they were responsible for financial reporting, monthly closing and reporting, year-end audits, balance sheet management, and researching and implementing accounting pronouncements.
Before their roles in fractional finance, Heather held various positions at Unitas Global, including Accounting Consultant from September 2019 to May 2020, Controller from February 2018 to September 2019, and Accounting Manager from November 2014 to January 2018. Heather also worked as a Financial Consultant at ETONIEN (OpenX Technologies) from February 2014 to May 2014.
Heather's earlier experience includes serving as a Senior Accounting Manager at Shine America from July 2012 to November 2013, Accounting Manager at Fox Interactive Media from July 2010 to June 2012, Senior Accountant at Fox Interactive Media from February 2007 to June 2010, Staff Accountant at DRS Technologies, Inc. from November 2003 to February 2007, and Accounting & HR Manager at Tonos Entertainment, Inc. from May 2000 to October 2003. Heather started their career as a Financial Analyst Intern at Paramount Pictures from November 1998 to May 2000.
Heather (Wilson) Carlin completed their Bachelor of Arts (B.A.) degree in Finance, General from Loyola Marymount University. Heather attended the university from 1996 to 2000.
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ScaleUp Financial Solutions
ScaleUp Financial Solutions partners with startups and high growth companies to support the full range of finance and accounting needs, from CFOs and strategic finance to back-office accounting and human resources. We focus on providing highly qualified, individualized support that fits the unique needs of each of our clients. Core services include: • Fractional CFO Services: Develop pro forma financial and cash flow models. Build and manage KPI dashboards for better transparency and decision making. Prepare and present financial reporting packages to management, board and investors. Supervise accountants and staff. Oversee audit and tax services. • Strategic Advice: Provide counsel on all aspects of clients’ businesses including business model, pricing, sales strategy, strategic execution, corporate structure, operations, HR policies, stock issuance, and capital raise. Work with functional teams to develop and implement operational processes and systems and improve efficiency across the organization. • Accounting and Financial Reporting: Provide accounting services including bookkeeping, payroll, transaction processing, AR/AP, bank reconciliations, month-end close and financial reporting packages. • Capital Advisory: Work on fundraising efforts including preparing strategy, presenting to investors, and analyzing terms. Manage cap table and provide pro forma scenario analysis. Assist in negotiating, due diligence and close of convertible notes, SAFEs, Title III equity crowdfunding, venture debt and equity rounds. • M&A Support: Prepare company for exit, manage due diligence, partner with stakeholders to negotiate terms, work with teams on post transaction integration. Industries we have deep experience in: SaaS, fin-tech, professional services, IaaS, marketplace and CPG.