Numeric

Numeric helps finance and accounting teams close their month-end books faster and more accurately using AI automation.

Account Executive

Gong

-First-ever Gong SDR promoted into Sales Engineering role

Associate Sales Engineer

-Q1 ‘23: 133% attainment
-Q4 ‘22: 122% attainment
-Q3 ‘22: 100% attainment
-Q2 ‘22: 108% attainment
-Q1 ‘22: 100% attainment

Senior Sales Development Representative

Gong unlocks reality to help people and companies reach their full potential. 

The patented Gong Revenue Intelligence Platform™ empowers customer-facing teams to take advantage of their most valuable assets – customer interactions, which the Gong platform automatically captures and analyzes. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. Thousands of innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. Gong is a private company headquartered in the San Francisco Bay Area. For more information visit www.gong.io.

Sales Development Representative

Fidelity Investments

•	Developed multi-million dollar book of business, placing in top percentiles of Investment Consultants in Western US for Q1 2021 
•	Advised clients through client-outbound calls and investment consultations utilizing complex financial models and Monte Carlo simulations
•	Created budgets to improve clients’ ability to track expenses, provide insights into anticipated withdrawal rates and reliance on investment portfolios
•	Improved client-rating of local branch by through satisfaction ratings and client referrals

Investment Consultant

•	Generated leads and opportunities worth $150M
•	Engineered salesforce dashboards to track role-specific activities and opportunities to enable insights for leadership
•	Awarded Fidelity Recognition Badges for leading Sunnyvale branch in outbound client engagement
•	Promoted to Investment Consultant directly from Financial Representative position for exceptional in-role performance

Financial Representative

KPMG

•	Audited private and publicly traded clients in various industries including banking, real estate, renewable energy, professional sports teams, video streaming services, and manufacturing 
•	Analyzed clients’ financial statements to provide recommendations to audit committee and client leadership
•	Supervised team assignments & responsible for timely issuance of audit report for pre-IPO private clients
•	Onboarded and delivered ongoing learning & development for new audit associates leading to an increase in new hires’ productivity

Senior Audit Associate

•	Spearheaded research and auditing of new Revenue Recognition Standard ASC 606 for clients to ensure legally compliant and accurate financial reporting 
•	Overhauled subsidiary client’s financial reporting from Generally Accepted Accounting Principles (GAAP) to International Financial Reporting Standards (IFRS) to align with parent company’s international financial reporting practices
•	Advised clients on financial reporting standards using Financial Accounting Standards Board (FASB) Accounting Standards Codification Manual to ensure clients’ compliance with industry recognized & mandated regulations

Audit Associate

Ladera Oaks 

•	Launched new client-transaction tracking and management system, reducing overhead costs
•	Quantified all client transactions for Q2 and Q3 of 2017, ensuring accurate financial reporting of all sponsored events 
•	Organized financial reports for executive and board reviews including monthly, quarterly, and annual variance analyses

Financial Analyst

Loyola Marymount University

•Educated students about fundamental micro and macroeconomic principles
•Scheduled and organized weekly meetings to supplement student learning

Economics Tutor

•	Measured growth and decline across departments to determine direction of university funding
•	Mapped course outlines for academic majors for streamlined course delivery
•	Evaluated prospective academic organizations integration-potential for partnership with university and academic departments

Research Assistant

•Proofread and corrected multiple papers and presentations for German students
•Educated students about the understanding of difficult grammatical concepts, test preparation, and organizational skills 
•Supported German professors in the organization of class plans as well as class material

German Tutor

•Educated students about Econometrics, statistics and fundamental economic principles
•Utilized Stata and Minitab to supplement student learning experience

Statistics Tutor

•Collaborated with supervisor to perform historical economic bankruptcy analysis 
•Gained enhanced understanding of Economic Principles through practical application as research assistant

•Helped organize and conduct events and fundraisers for the Modern Languages Department
•Supported the Modern Languages Department through creating brochures, flyers, and management of supplies
•Monitored the use of equipment, such as computers, fax machine, and stationary materials

Academic Support Clerk

•Corrected multiple German students' papers and tests for the German Department
•Proctored several exams for German Department

German Teaching Assistant

Enrou

•	Chaired weekly financial meetings with C-Suite to analyze efficacy of marketing campaigns and strategize future planned campaigns
•	Pioneered company’s budget development, tracking ongoing cash burn rates to ensure company remained cash flow positive                                 
•	Compiled company’s financial statements, ensuring reliable financial reporting to secure new rounds of funding from current and potential investors

Accounting and Financial Planning Intern

• Assisted with bookkeeping, data entry, and data analysis
• Aided the CFO with finances & operations
• Worked with the Director of Operations to develop and implement internship projects

Business Administration Intern

Stanford University School of Medicine

• Organized and facilitated weekly intervention informational sessions
• Analyzed demographic statistics to supplement participant program success
• Recruited and conducted health examinations on multiple participants in the Vivamos Activos en Familia program

Intern

Half-Man, Half-Meme, 100% SE

Do you see random memes on your LinkedIn feed? It’s probably me!

Are you getting phone calls from numbers you don't recognize? Me again :)

I'm only half-joking but when I'm not posting memes or cold calling, I'm doing everything I can to improve my business acumen and lead a life of integrity, optimism, and service. 

I'm passionate about making a positive impact in my personal and professional communities. Ultimately, my personal mission is to help others and hopefully make some people laugh along the way.

Caspian Lewke

BIG NEWS: Numeric has raised a $51M Series B round, led by IVP with participation from Founders Fund, Menlo Ventures, 8VC, and others. 🤯

Working at Numeric has been so exciting, and over the past year, we've launched AI-powered flux analysis that accountants trust, built out cash management tooling, and worked with some of the best finance teams in the industry.

This raise funds what’s next: more AI agent capabilities, building a strong finance data layer, and expanding the team. If you're interested in working on hard problems in finance infrastructure, let's talk.

#Numeric #accounting #ai

Streamlining Month-End, One Close at a Time

"Your network is your networth, which is why I love LinkedIn."
-Benjamin Franklin, probably

Networking is a word that a lot of people use, but can mean a thousand things.

If you've ever wondered the following:

"What does good networking look like?"
"How can I get referrals?"
"Why are my palms so sweaty at networking events?"

Then you've got to listen to the new episode of Cold Rush Podcast with Eric Wiegand  🦡 where we walk about NETWORKING!

Episode link in the comments below!

What have you found most helpful when networking? 🤔

#coldrush #sales #networking

So incredibly proud of my brother Damien and Nebulock, Inc.! This launch is huuuuuuuuge!

Founder & CEO @ Nebulock | MIT CSAIL | Threat Hunting | Marathoner

We’ve launched Vibe Hunting!!

Nebulock, Inc. is on a mission to democratize threat hunting to every organization, regardless of size, skillset or budget. That mission has taken a giant step in the right direction.

Vibe Hunting is our new product that allows security teams to initiate threat hunts using natural language prompts. 

You now can drive agentic workflows, enabling teams to:
-Go from threat intel report to true positive in minutes.
-Translate hypotheses into behavioral detections.
-Multi-thread your hunts (so you can keep hunting, not wait for responses).

I’m really proud of how our team of threat hunters and engineers have developed a purpose-built platform thats built by operators, for operators, enabling any analyst to become a world-class hunter, and any hunter to become a team of hunters.

Existing Nebulock customers are now able to hunt daily, and we’re excited to share this with you.

Check out our new, free Vibe Hunting Playground here: https://lnkd.in/eacvHQpe

Link to my blog in comments.

Dan Nguyen-Huu Will Lehmann Rak Garg Enrique Salem Jon Sakoda Stacey Wueste Andrew Peterson Andrew Morris Josh Kamdjou Apoorva Pandhi Mario Götze Nick Galbreath Jack Blyzinskyj Kurtis Lin Parker Gilbert Grant W.

Special thank you to our amazing advisors Kris Merritt Christopher Witter and Robert E Mealey

BuyerExperience

win/loss should generate revenue, not just insights. We turn lost opportunities into revenue through buyer feedback- we identify deals that can be won back, send them to your reps, and measure it as a funnel

Kargo

Full cycle AE 

Prospecting, outbound strategy, custom presentations, in-person client meetings, manage procurement/security processes, complex deal cycles with enterprise brands.

Marpipe

Full Cycle AE

45 meetings booked in 6 months
2023: 118% to goal
Q1 2023 84%- ramp goal (14 closed won, 9 outbound)
Q2 2023 74% (13 closed won, 9 outbound)
Q3 2023: 112% (18 closed won, 9 outbound)
Q4 2023: 198% (25 closed won, 5 outbound)

Documented and created all SDR team processes

80 outbound meetings booked from August-December
2022 August 400%
2022 Sept 167% 
2022 Oct 115% 

Promoted to AE 2023

Senior SDR

Smartly.io

Top SDR on the team
- Q1 2022: 100%, 80% from outbound 
- Q2 2022: 120%, 88% from outbound 
- Most meetings booked on the team in 2022- Q1 30 meetings booked  Q2 35 meetings booked, primarily outbound

Hero of Year Award Winner (2021): awarded to the member of the global sales org who contributes in the most ways beyond new revenue

Guidepoint

Top Associate on the Private Equity team- recruiting consultants for projects

- Top ranked associate based on high recruiting numbers 
- Handled 15-25+ projects at once
- Strong phone skills, outreach skills, and ability to connect with clients and advisors alike

Client Service Associate

Morley Darien

Highest sales (sold $260K in 7 months), reached out to clients, moved inventory, remerchandised the store, implemented a new POS system, conducted sales analyses, trained new employees.

Assistant Manager

Exceeded monthly sales goals by 40%, stylist, upsell, closed sales over 4K with add-ons, created end-of-day reports, promoted customer loyalty.

Retail Sales Specialist and Stylist 

The Corebev Group

Created the 2020 internship program: overseeing 15 interns in Graphic Design, Marketing, and PR.

Launched 5 new products: label design, consumer taste tests, press releases, SWOT, brand stories, brand themes.

Marketing Manager

Cylinder Vodka

Created original video proposals, photoshoot concepts, website upgrades, and ‘story’ ideas that were later implemented on official Cylinder media.

Facilitated business partnerships between Cylinder and MixMag/ JoyRide Studio by setting up a feature in their respective monthly events

Analyzed and reported on beverage marketing plans.

Created marketing plans, content calendars, and used Google Analytics data to craft and design real-life marketing initiatives.

Marketing Intern

Denison University

I managed and supervised 20+ intramural employees. Promoted from First Aid Responder (2 years in this role)

Intramural Sports Coordinator

BRS/ GAGE

slAy E 💅

78% of pipeline ends in closed-lost, we turn it into a repeatable revenue channel through buyer feedback

Learn why you lose, identify who can be won back, engage with relevance, track as a funnel

Get a closed-lost audit here to see how much revenue you can win back: https://www.send.co/a/closed-lost-audit-website-EBwVfDvO

Julia Carter

TUNE IN MONDAY!!! How to build a revenue recovery system and turn closed-lost into a proactive + scalable channel 

In our session we will cover
- the framework to win back lost opportunities 
- the system behind it
- why your CRM reasons/opp notes aren't really cutting it 
- measuring 'the rebound funnel' (like inbound + outbound... but rebound)

it will be a good one with the Sell Better team!!🕺 🎉 

Sign up here:  https://hubs.la/Q03PZpqp0

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The Battle

Caspian Lewke

Julia Carter

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taplio

The Battle

Caspian Lewke

Julia Carter

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Caspian Lewke's LinkedIn Performance

Performance ScoreJulia Carter's LinkedIn Performance

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Performance ScoreCaspian Lewke's LinkedIn Performance