Charla Heimer, MBA

Chief Operating Officer
858.519.3500 (ph)
858.229.5587 (c)

Charla Heimer Linked In



Charla is an operationally focused, tech-savvy executive with 20+ years of successfully accelerating top- and bottom-line performance of both early-stage and established companies, across diverse sectors, including businesses on the brink of revolutionizing their industries. She is considered a strategic growth architect with a unique and deep proficiency in all aspects of operational financial planning & analysis (FP&A). She has an extensive record of initiating, developing, and directing major growth initiatives, which includes building multiple infrastructures from the ground floor.

Charla is a bold and decisive team builder, leader, and collaborator with a natural talent for motivating and empowering people, instilling shared vision, negotiating win-win outcomes, and providing unwavering direction aligned with robust organizational goals.

As COO, Charla provides support and strategy analysis based upon the interpretation of quantitative and qualitative forward-looking forecasting methods. She identifies and compares opportunities and risks, creates proactive backup plans to continually grow and protect the bottom-line, while consolidating multiple business objectives into a unified and achievable operating plan. Charla is a constant driver of revenue via innovation, growth, and improvement.

Service Specialization

Strategic / Tactical Financial Planning & Analysis, Reorganization & Restructuring, Mergers & Acquisitions / Due Diligence, Budgeting, Forecasting, Ad Hoc Analysis, Treasury, Financings & Risk Management, Quantitative & Qualitative Forecast Modeling, Team Building, Leadership & Development, Asset / Portfolio Management, Internal Auditing / External Audit Oversight, Revenue Forecasting & Cash Flow Management, Complex Negotiations / Licensing Agreements, ROI Optimization Strategies

Significant Transactions

  • Created and implemented financial operational infrastructure, overseeing an average of $250M in assets managed and ~$150M in investor equity
  • Has closed 33 transactions in excess of $220M, averaging a return of 80%+ over a 5-year period
  • Proactively contributed to increasing value on multiple real estate transactions, ranging from 20% to 173% in three years