Global lead of commercial finance and operations, managing team of 10 accountable for P&L forecasting, deal desk, channel operations, and sales compensation. Finance business partner and strategic advisor to Chief Revenue Officer and Chief Customer Officer. Finance lead for GTM transformation post-acquisition, driving sales productivity analysis, re-build of forecasting process, and new sales compensation plan.

Global finance lead for business units and R&D organization. Member of core diligence team in process that led to Avid being taken private by STG in $1.4BN transaction in November '23. Responsible for financial analysis and approval of all pricing and promotion plans. Drove ROI analysis on R&D spend to influence product roadmap prioritization.

Global finance lead for commercial FP&A, managing team of 4 with responsibility for revenue forecasting, deal desk, budgeting, and spend and headcount management. Led re-development of B2B and B2C revenue models, combining knowledge of ASC 606 revenue accounting and bottom-up sales forecast to produce revenue forecasts used in setting annual and quarterly public market guidance (company revenue results fell within guidance range every quarter). Owned corporate P&L, balance sheet, and cash flow model.

Owned forecasting model and on core team for successful refinancing of $180M term loan, leading to $10M improvement in free cash flow. Led scenario modeling to revise operating plan in response to Covid pandemic, helping company generate free cash flow growth despite market environment. Developed, refined, and syndicated all quarterly earnings materials.

Served as lead for Mastercard integration, partnering with Mastercard executives to plan and execute across 20+ workstreams, ranging from GTM alignment to back-end systems integration

Led corporate initiatives focused on profitability and process enhancements, including AWS optimization efforts that reduced daily hosting expenses by 25% and increased 2019 EBITDA by $2M. Managed FP&A team in producing reporting, forecasts, and analysis for Board and management.

Led customer success efforts in Northeast US and Europe, with clients across QSR, CPG, and Retail verticals, representing > $5M in annual recurring revenue.

Led teams across a range of impactful projects:- Collaborated with Boston-area non-profit to develop roadmap for improving Boston's FinTech ecosystem, work that ultimately resulted in local accelerator program launching new FinTech initiative- Managed team to develop end-to-end CCAR submission with banking client; coordinated drafting and collection of hundreds of documents covering entire range of client’s business and risk practices- Developed strategic cost initiative for life insurer; identified $~150M opportunity across organization through re-footprinting, automation, and IT investments- Performed strategic due diligence on secure logistics provider, including competitive analysis and revenue projections- Formulated go-to-market strategy for asset manager entering foreign mutual fund market, identifying fastest-growing asset classes and selecting initial array of funds to launch- Developed long-term strategy for major music industry player, focusing on building new capabilities needed for success in an increasingly digital landscape

- Assisted asset manager in implementation of new strategy with focus on employee engagement- Developed and facilitated workshop with corporate foundation staff aimed at generating greater impact from donations

Managed summer festival operations and Musicians from Marlboro tours.

- Worked for private wealth advisor with $600M in assets under management- Analyzed diverse investment vehicles, including stocks, mutual funds, ETFs, and hedge funds, in order to formulate comprehensive investment proposals appropriate to clients’ risk profiles and other needs- Recommended funds to team based on analysis of various risk vs. return metrics - Obtained Series 7 and Series 63 certifications