-Led the Constant Contact FP&A team up to and through Endurance’s acquisition (via Private Equity) and carve out in February of 2021-Managed 3 direct reports with multiple dotted line reports that also supported various finance functions-Provided weekly and monthly performance reporting to senior leadership, and provided guidance around risks and opportunities to the business-Led annual budgeting process for the Constant Contact business unit-Provided financial analysis and guidance to SLT on a range of topics (Customer retention, sales comp, partner acquisition, 3rd party partnership agreements, and process improvements)-Served as department finance lead to Marketing executives providing guidance on budgets, staffing requirements, marketing spend, and other ad-hoc customer acquisition related analysis

-Served as department finance lead to Marketing executives providing guidance on budgets, staffing requirements, marketing spend, and other ad-hoc customer acquisition related analysis-Provided weekly and monthly performance reporting to senior leadership, and provided guidance around risks and opportunities to the business-Responsible for the company revenue forecast and advised the business unit GM in planning and executing quarterly and annual revenue plans-Worked closely with executives in Marketing, Sales, Support, and Customer Success to build the company’s $350M+ recurring revenue forecast-Managed 1 analyst

-Served as department finance lead to Marketing executives providing guidance on budgets, staffing requirements, marketing spend, and other ad-hoc customer acquisition related analysis-Responsible for the company revenue forecast and advised the business unit GM in planning and executing quarterly and annual revenue plans-Worked closely with executives in Marketing, Sales, Support, and Customer Success to build the company’s $350M+ recurring revenue forecast-Managed 1 analyst

- Served as department finance lead to Customer Support org executives providing guidance on budgets, staffing requirements, customer retention, and other ad-hoc analysis- Supported Professional Services, Training, Sales, and Marketing stakeholders with ad hoc analysis that drove key business initiatives to increase ARPU (average revenue per user), decrease churn, and increase sales-Advised the Customer Support org through Endurance’s $1.1B acquisition of Constant Contact in 2016-Developed monthly retention reporting package which drove the company’s churn mitigation initiatives -Forecasted customer cohort attrition rates that were incorporated into the company’s revenue model-Managed 1 analyst

- Served as department finance lead to Customer Support org executives providing guidance on budgets, staffing requirements, customer retention, and other ad-hoc analysis- Supported Professional Services, Training, Sales, and Marketing stakeholders with ad hoc analysis that drove key business initiatives to increase ARPU (average revenue per user), decrease churn, and increase sales-Supported CTCT’s expansion efforts into the UK, providing financial forecasting for all aspects of our UK business unit (customer acquisition and retention, revenue forecasting, budgeting and staffing requirements)-Lead finance representative in year long cross-functional migration of 500K+ customers onto new platform w/minimal customer or revenue disruption

-Owned software capitalization forecasting process (98-1)-Assisted Engineering & Development (E&D) Finance manager in forecasting and reporting-Ad-hoc analysis around E&D initiatives-Supported CTCT’s expansion efforts into the UK, providing financial forecasting for all aspects of our UK business unit (customer acquisition and retention, revenue forecasting, budgeting and staffing requirements)

-Validate pricing accuracy of over 10,000 equity and fixed income securities and improve efficiency of pricing processes through LEAN initiatives-Successfully manage relationship with traders and portfolio managers-Implement automation within vital spreadsheets via vlookups and macros resulting in increased efficiency and accuracy-Manage a small team of analysts