- Raised $133M from new and existing investors at a $2B+ valuation, securing Virta’s long-term cash needs.- Recruited experienced leaders in Finance, Accounting, and Legal, growing the org from 8 to 20, while maintaining employee NPS scores of 90+.- Charted a path for the company through a period of 100%+ YoY growth across revenues and B2B customers, as we simultaneously expanded gross margins by 30%+.- Owned investor relations, leading investor days and communications with the board of directors.- Created the first real budgeting process, balancing competing priorities and holding the team to strict spending limits, while working closely with the board and leadership to ensure transparency.- Led a cross-functional initiative drawing in the Commercial, Product, Customer Success, Legal, Finance, and Analytics teams to optimize our customer contracts to develop a clean, consistent set of agreements, leading to a 5-6% increase in net margins.- Successfully completed our first audit after implementing ASC 606 for updated revenue recognition guidance.

- Led the successful M&A process to sell the company, culminating in a transaction value of £1.3B, including preparation of the information memorandum, preparation and delivery of the management presentations, ownership of the due diligence process (including financial VDD and tax fact book), and negotiation of the final terms of the deal.- Tightly managed cash through the early months of COVID by quickly reallocating investments, extending payment terms with suppliers, and negotiating with investors to line up additional sources of capital.- Grew the company from £100MM to £250MM in revenue, from 250 to 500 in office headcount, and from 120 to 900 points of distribution.- Led an org of 50 direct and indirect reports across the Finance, Legal, and People departments.- Developed a data-driven culture in the business and implemented globally consistent trading dashboards, cohort analysis of e-commerce data, and a standardised board analysis pack.- Built robust cash flow management procedures and procured a trade financing line of credit from HSBC that helped lead to a reduction in LTM cash conversion cycle from 170 days to 111 days.- Oversaw implementation of GDPR, Brexit preparedness, insurance broker re-tender, and formal risk register.

- Expanded international operations in London, Paris, Berlin, and Geneva by evaluating potential future territories and markets to determine optimal future areas for expansion and recruiting managing directors, salespeople and support staff to grow headcount from 10 to 60+.- Reviewed drafts of the S-1 during the IPO process for accuracy and completeness.- Evaluated potential acquisition and business development opportunities.- Drove the annual budgeting process in EMEA to allocate investment capital between regions.

- Led FP&A while growing revenue from $66MM to $100MM+ and team from 300 to 500+.- Implemented Anaplan so we could move from quarterly to monthly forecasting ahead of the IPO, driving increased forecast accuracy- Designed and led the annual budgeting process to standardise spend across over 30 departments, and implemented a regular budget review/forecast process to help drive the business towards profitability and increased accountability of expenses.- Worked with the CFO to implement processes and controls to manage spend across the business.- Developed a 24-month cash forecast process that consistently provided an accurate picture of the cash runway and recommendations for accelerating cash collections.- Structured and modeled complex financial transactions for partners and publishers to drive economies of scale and better pricing flexibility.- Implemented a business intelligence solution that provided real-time insight into SaaS KPIs such as revenues, bookings, and retention by sales channel, salesperson, and region over time.- Developed and refined a sales capacity model to benchmark productivity and forecast sales.- Developed a standardized pricing model for use across our international strategic resellers.

- Led Finance, Accounting, HR, Legal, and Facilities (org of 15) while growing revenue from $3MM to $60MM+ and headcount from 20 to 300+.- Raised five rounds of venture financing for $110MM+ from Sutter Hill Ventures, Institutional Venture Partners, WGI Group, Marker, and Insight Venture Partners. Prepared financial models and scenarios, managed data rooms, and Q&A with potential investors.- Structured and executed M&A transactions, acting as internal lead for both an acquisition (Citrrus) and a spin out (Felix Calls).- Secured debt financing to cover short-term cash flow needs in between equity raises.- Presented financial commentary and analysis to management and investors at board meetings.- Developed, executed and refined all processes for accounting, billing, reporting, forecasting, human resources, facilities, and payroll.- Led initiative to standardize financial metrics to be in line with industry best practices.- Analyzed customer and salesperson unit economics to demonstrate opportunities for growth.- Negotiated and secured multiple leases for 100,000+ square feet to accommodate growth.- Managed EY and McGladrey in audits of financial statements for the 2008-2012 fiscal years.

- Designed and programmed new prediction models to drive MDT's Mid Cap Growth fund.- Composed a white paper outlining a methodology for the construction of a tax-optimal fund.

- Led the budget process, covering over $140MM of overall spend. Worked with business group managers and the CFO to bring together department forecasts for the company-wide budget.- Designed and programmed a tool to fully automate month-end reporting for all clients.

- Executed successful sale of the company to its largest client, Datran Media.- Secured increasingly larger lines of credit to support accelerating growth.- Established the finance and people functions while building out all required systems and processes.

- Made markets in EEM, XCI and EUR options from the floor of the American Stock Exchange.- Forecasted the reconstitution of the Russell 2000 to profit from changes to the index.- Scored the three fastest recorded times in the mental option pricing challenge.