Financial• Created annual budgets and monitored performance to ensure organization met financial goals• Designed and implemented revenue forecasting process, aligning projected performance with growing complexities of expanding product offerings • Standardized the monthly financial close process to facilitate proactive cross functional cooperation to help achieve company’s first profitable operation and sustain it for several consecutive quarters • Created flexible financial models to help key stakeholders understand complex dependencies in company’s cloud-based marketplace business • Developed long-term revenue models to support venture capital and other investor conversations, leading to $3M raise of venture capital investments• Oversaw data warehouse design and development to support reporting, billing, and other data insights • Managed external comptroller and tax, to ensure compliance with applicable laws and regulations• Raised $ 1.2M of debt to assure business continuity due to unexpected effects of the Covid-19 pandemic • Worked with CEO to manage Board and investor communications of financial data and corporate strategy Human Resources and Administration• Led recruiting efforts to double the size of the company’s engineering team (to 20 software developers and testers) in four months to meet customer project needs • Decreased healthcare and HR management costs by 30% year-on-year without any degradation in benefits by transitioning organization from PEO to self-managed payroll and benefits system• Decreased rent expenditures by 50% with no interruption to operations • Standardized and implemented key corporate policies, including expense, PTO, and annual reviews

- Led re-design of corporate revenue forecasting process, aligning projected performance with growing complexities of underlying business- Conducted scenario analysis on corporate revenue forecast to determine likely outcomes and identify potential risk areas to anticipated performance- Manages Sales & Marketing P&L leading to consistent performance within spending limits while achieving improved COA- Modeled, forecasted, and conducted variance analysis for new product performance for the organization- Led 6 person team responsible for managing strategic finance across multiple business units- Conducted impact analysis for pricing initiatives across organization including price changes, new product launches, and promotional activities- Evaluated performance of new products through analytics to develop comprehensive strategic plans including decisions around expansions and/or contraction

Led marketing strategy, selling and managing customer engagements for startup software and services firm. Used mix of marketing and financial analysis to enhance customers’ sales & marketing capabilities.

Led engagements for management consulting firm focused on improving profitability through robust customer analysis. Core offerings included strategic planning, market sizing, and customer segmentation analyses

Audible.com is the leading Internet provider of spoken audio entertainment, information, and educational programming. Audible sells audiobooks and audio versions of magazines and newspapers.

project management and business process re-engineering consultant within financial services, typical projects involved project management of Y2K to determining technical and process improvements for clients