Mid-stage health-tech company that has built a data ingestion and curation platform delivering insights into disease states, clinical trials and medical practices to Life Sciences and Big Pharma from an exclusive network of more than 20,000 healthcare providers. Backed by top investors such as Google Ventures, Novo Holdings, Johnson & Johnson, Byers Capital and others

(Took the company public on Nasdaq in Sep 2022)Led Presto from a SeriesB $10M ARR food-tech / restaurant-tech startup to solid growth standing up a new GenAI-based product portfolio around Voice Recognition and Computer Vision, navigating a Covid sector hit and heavy customer concentration risk, then drove a SPAC IPO process culminating with a listing on Nasdaq in an extremely challenging market in late summer 2022. Transformed the business & financial investor narrative, and drove multiple distinct fundraises securing $100M+ and another $110M in the PIPE. Rebuilt and led all G&A functions including HR, Recruiting and Legal

At ~$60M leading SEO MarTech SaaS platform for SMBs where growth had flatlined, re-ignited 30% growth through delivering on a cross-border buy-side M&A, raised debt financing, doubled the Enterprise revenue mix, and built an analytics foundation for decision making. Led a 12-person finance, sales ops and analyst team

(Exit via sale to a public strategic)At SeriesB Influencer Marketing startup, led all aspects of business execution, operating strategy and G&A functions. Grew the business 50% with line of sight to cash flow breakeven. Drove a sell-side process and secured term sheet for a strategic exit. Ran the company as Acting CEO last 8 months per Board request

(Exit via sale to a PE-style strategic)At ~$100M online learning EdTech startup, led a 10-person finance & accounting team. Key in SaaSifying the financials and storytelling, sourcing a $200M+ equity investment from Bertelsmann leading to a strategic exit at 8X revenue multiple. Rebooted finance & accounting infrastructure

At early stage EdTech social venture, built FP&A and data analytics infrastructure, with 3X enrollment growth. Built 3-yr Cash & GAAP models with monthly cohorts, multiple rate plans and unit economics. Led deep dive into operational & billing data working across Intacct, GoodData, Salesforce and Zuora. Framed marketing funnel & churn analytics

At B2C EdTech ecommerce platform, key in accelerating growth from $30M to $60M revenue via new inventory performance & ecommerce yield optimization framework. Managed cash, helped raise SeriesC financing. Led traffic pathing and analytics deep dive to understand price elasticity, customer profitability, free shipping impact, and marketing ROI. Optimized traffic conversion, price yield, and asset utilization

At $2B PE-owned firm in the EdTech vertical, built new pricing function, led strategic growth initiatives, and managed global sales & marketing finance. Enabled 25% margin uplift with shift to digital and subscription revenue. Worked closely with divisional presidents. Guided team of 8 across 4 states. Set pricing and bundling policies across all business units, and wholesale, retail, ecommerce & institutional sales channels. Setup $1.5B deal desk to balance revenue, margin & inventory goals. Drove shift to subscription pricing, usage, and lifetime value models. Conducted price elasticity and product/price analytics. Designed yield optimization demand-supply matching analytics creating an incremental revenue channel. Managed FP&A, budgets, reporting, monthly close, KPIs and 5yr Plan. Led end to end sales operations with pipeline planning, performance analysis, bonus accrual and payout process

Business manager for CIO & VP Operations. Structured QBRs and annual financial planning process, managed budgets and monthly reporting. Designed and piloted BI dashboard with predictive analytics for $33B commercial supply chain. Formulated multi-year IT global resourcing strategySenior Finance Manager, WW ServicesLed services pricing, decision analytics and global budgeting & planning for FP&A; helped turn around $1.5B Consulting & Support business to profitability

Built consulting practice at tech mktg agency. Led product planning at Dow Jones’ B2B portal. Led business & financial planning at ecommerce consulting firm

Advised CXOs at financial, business services & retail firms on strategy, growth issues, and M&A

Helped global aerospace and automotive firms with controls systems models and simulations