ScaleUp Financial Solutions
Rachel Williams has a diverse work experience spanning various roles in finance and leadership. Most recently, they founded ScaleUp Financial Solutions in March 2022 and serves as the Fractional CFO. Prior to that, they worked as a Fractional CFO at Alterna Materials from October 2022. Rachel also held the position of Fractional CFO at Revaluate, starting in June 2021. Rachel has also served as an Advisor at SCAPE - SW Colorado Accelerator Program for Entrepreneurs since June 2021.
Before their recent ventures, Rachel worked as a Fractional Chief Financial Officer at Ascent CFO Solutions from August 2020 to March 2022. Rachel also held multiple roles at Fanbank, including Consulting Chief Financial Officer from August 2017 to May 2021 and CFO and Operations Lead from October 2017 to August 2020.
Rachel's earlier experiences include working as a CFO Advisor at Pearachute from December 2016 to December 2018, a Principal/CFO at AVL Growth Partners from March 2017 to May 2018, a CFO at SciFutures from June 2015 to July 2017, and a Chief Financial Officer at Unitas Global from November 2014 to May 2015.
Throughout their career, Rachel has demonstrated expertise in finance, accounting, HR, legal, administration, and strategic growth. Rachel has successfully managed various responsibilities, including executing initiatives, developing communication and reporting processes, and providing strategic and financial management advice.
Rachel Williams obtained a Bachelor of Arts degree in Political Science from Baylor University from 1992 to 1996. Following that, they pursued their Master of Business Administration (MBA) with a focus on Finance at Baylor University's Hankamer School of Business from 1996 to 1998. Additionally, Rachel holds a certification as a Certified Public Accountant (Inactive) from the State of California. No further information regarding the month or year of obtaining the certification is available.
This person is not in any teams
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.