Oversaw all aspects of financial reporting, planning, and analysis. Implemented multi-year planning process and annual budget process driven by key business metrics. Converted quarterly forecast process to monthly forecast process to improve visibility and accountability to financial results.• Established monthly operation review process, including analytics of key business drivers that drove better decisions and created action plans to deliver results.• Led financial transition from building platform to running securitization business, which reduced year-over-year operating costs by 19%.• Developed multi-year financial plan, designed and implemented key business metrics, and balanced scorecard.

Partnered with CEO and private-equity sponsor to develop organic and inorganic growth strategy focused on retaining and growing current client base, building new sales and marketing engine to accelerate growth, and implementing an acquisition plan focused on building market leadership in current markets, adding strategic products and services, and geographical expansion. Established new accounting controls and processes, and redesigned general ledger to improve time to close, accuracy, and visibility into financial performance and profitability across all product lines. Partnered with departmental stakeholders to establish key metrics and implemented data-driven process to improve margins, resulting in 970 basis-point improvement over prior year. • Developed, performed, and managed all aspects of financial reporting, monthly accounting close, key metrics, lender debt covenant reporting, and quarterly board meetings.• Led process to revamp operating systems to improve data integrity, scalability, and accountability across the business.• Aided in changing business model from billable-hour service model to recurring revenue service model, increasing gross margins and recurring revenue, and improving customer retention.• Directed diligence and integration of three acquisitions that focused on integrating teams into company culture, maintaining customer retention, increasing margins, and creating overhead synergies.• Oversaw and led human resource function, and established and improved majority of HR processes. • Implemented new performance management process, tying compensation to performance and key business metrics, while focusing on growing team members.

Led five-year business plan model development and growth strategy with private-equity partner. Designed, implemented, and managed budgeting and forecasting processes across eight regions and 260 branches. Hosted monthly operating reviews with COO and regional leadership teams to measure results and drive performance. Worked with executive leadership to establish, build, and maintain balanced scorecard, aligning key performance metrics with business goals to drive visibility and accountability across organization. Oversaw all monthly internal and external reporting processes, and provided key business analytics to leadership.• Aided $1.6 billion sale of business to leading private-equity firm and follow-on $1 billion acquisition of largest competitor. • Spearheaded integration of general administrative processes and systems, leading to over $50 million in annual savings.

Oversaw acquisitions, business redesign, restructuring, quality assurance, and operations. Directed operations of largest business line in company. Implemented and managed detailed project cost accounting and analysis across all business units, and continuously identified cost savings, leading to additional increases in gross margin. Led sales operations, including weekly pipeline management, established deal review process, and supported strategic selling process and customer ROI models.• Directed redesign of company’s business model as member of executive management and executed reorganization of business, resulting in revenue growth of over 4,000% in less than 18 months and reduced costs by more than 60%. • Designed and converted hardware and software license business model to SaaS model.• Oversaw and performed all financial aspects of two acquisitions, including opportunity evaluation, financial impact analysis, due diligence, and financial integration, diversifying customer base and products, and growing revenue by 2,000%.• Led major $50 million corporate-wide business restructuring initiative, resulting in annual savings of approximately $20 million in recurring costs.

Financial Planning and Analysis Developed annual budgets, monthly forecasting and analysis; prepared monthly, quarterly, and annual corporate financial reports. • Managed the finance team, which helped drive company growth from $74 million in 2001 to over $488 million in 2008 while drastically improving EBITDA profitability margin from negative 145% to industry-leading 44% profit margin. • Created new product business case analysis and modeling, focusing on Return on Invested Capital (ROIC), Internal Rate of Return (IRR) and Net Present Value (NPV) valuations, while working closely with Business Development and Product Management to ensure successful new product rollouts. Corporate Finance - Mergers, Acquisitions, and Strategy Led and supported senior executive team in developing corporate and business unit strategies, while providing financial business case recommendations on specific acquisition opportunities and execution sequence. • Successfully led financial and operational integration of $144 million international acquisition. Redesigned the financial business model, hired and trained staff, managed business operations, and integrated strategy, achieving 100% growth in first 18 months’ post-acquisition, while developing essential business processes to ensure future growth and profitability.• Managed M&A processes: performed competitive analysis, opportunity analysis and pursuit, due diligence, deal negotiations, contract agreement review, and integration for acquisitions. Revenue Recognition and Accounting• Oversaw all revenue functions, performed contract review, provided revenue recognition guidance, created and maintained revenue schedules, deferred revenue balance reconciliation, and interfaced with auditors. • Managed commercial contracts billing team, overseeing billing, collections, accounts receivable, and general ledger reconciliations.