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NextRoll is a marketing technology company providing a platform used by sales and marketing teams to reach target audiences and grow their businesses. Through its core machine learning, AI, and integrated data platforms, NextRoll serves tens of thousands of businesses globally through two business units: RollWorks, an account-based marketing (ABM) SaaS platform for business-to-business marketing and sales, and AdRoll, a SaaS-based media advertising platform for direct-to-consumer brands.• Managed annual budgeting, forecasting, and long-term planning across the NextRoll, AdRoll, and RollWorks divisions.• Oversaw financial reporting to the CEO, CFO, Executive Leadership, and the Board for performance tracking against annual and quarterly budgets and directed ad hoc financial analyses to support decision-making.• Collaborated with sales operations teams on revising incentive and compensation structures for go-to-market teams.• Developed and implemented KPIs, OKRs, and data-driven risk/opportunity assessments and worked across teams to consolidate data sources into a single source of truth for analysis and reporting.• Led team of 12-15 members with a focus on individual development, coaching, team building, efficient prioritization, and delivery of high-quality output.• Restructured $20 million of venture debt and helped raise $50 million in new debt financing.• Led cost-saving initiatives, transitioning from historical burn to profitable growth and improved cash flow.• Worked across teams for public company readiness and strategic projects.

• Worked with CEO to raise $62 million Series C capital raise from Capital G, Menlo Ventures and Andreessen Horowitz• Created revenue forecasts and financial budget for a leading high growth SaaS provider targeting the eDiscovery market• Maintained Everlaw's financial model and forecasts to steward its long-term financial strength by advising on hiring, spending and investments • Provided ad hoc analysis and financial input on AWS optimization, partnerships, commercial terms• Provided analysis and insight into pricing across new product introductions and advise on other strategic initiatives • Partnered with leadership across teams to track internal metrics and budgets • Drove efforts in automation and system improvement to streamline financial workflows and reporting • Built in house accounting team to ensure timely and accurate Month End Close • Managed AP/AR, in collaboration with external accountants, including setting policies, handling vendor negotiations and overdue collections

• Served as Senior Finance Executive to CEO and Senior Executive Staff and managed the CFO/Finance department (excluding Accounting). Responsible for presenting financial performance, strategic plan and forecasts to the Board. • Managed worldwide team of ~20 direct reports to drive multi-hundred million annual operating budget, 3-Year strategic plan, monthly management reporting, business performance, cash and departmental forecasts and budgets. Consolidated performance for management and Board reporting. • Forecasted, monitored, reported and measured performance of six revenue-generating departments with six unique business models including: Software Licensing/SaaS, Advertising, Cloud Provisioning, Hybrid-Cloud, Online Digital Store, and Platform-based Contracts using bottom-up and top-down analysis. • Collaborated with Accounting Team to establish financial policies related to a transition from a term-license to SaaS-based business model under ASC 606 reporting. Developed SaaS-based KPI’s specifically tailored to measure the unique characteristics of Unity’s performance. Advised senior executives on accounting impacts and business decisions. • Implemented and staffed procure-to-pay (P2P) Supply & Procurement team to consolidate all material corporate expenditures with significant savings within the first year. • Worked closely with HR and Recruiting to manage departmental budgets and hiring pacing for annual employee growth of >40% from a basis of 2,000 employees spread over 22 offices.

• Co-founded a web-based content platform for accessing, sharing and creating Virtual Reality experiences. • Led capital-raising effort among venture capital community and provided detailed future-looking industry forecasts and ideas for the potential of Virtual Reality across multiple industries.

• Advised CEOs, CFOs, Board Members and Business Development executives of mid-cap (~$200 million to $4 billion) companies in machine vision, virtual/augmented reality (VR/AR), artificial intelligence (AI), drones, robotics, Internet of Things (IoT) and semiconductor, capital equipment and optical industries.• Principally responsible for originating and executing mergers and acquisitions (both buy-side and sell-side), convertible debt and equity mandates as primary advisor/bookrunner. • Originated over 13 mandates, including acting as lead bookrunner for the Adesto IPO, the first successful US semiconductor industry IPO after 3 years.

• Managed semiconductor and capital equipment industry coverage. • Won 3 significant public company M&A mandates in competitive situations against “bulge-bracket” incumbent banks. • Originated both public-to-public M&A transactions, public-to-private as well as fixed-income restructuring mandates.

• Managed global semiconductor, capital equipment, optical and communications industry coverage. • Built a leading “growth” investment bank Technology practice with a balance of bookrun and primary advisor roles for both public and private clients ranging from $50 million to ~$ 4 billion in value. • Originated ~60 mandates in equity, convertible debt, private capital, contested proxy advisory and mergers and acquisitions, with a balance of both public and private clients – generated 40% of Technology Group revenue in 2009.

• Managed “analog/mixed signal and wireless” sub-franchise of the semiconductor group, advising CEOs and CFOs of public and private companies. Marketing efforts resulted in primary mandates for Intersil, Xicor, Dallas and Elantec. • Executed over 15 lead-managed/primary advisor corporate finance transactions including initial public offerings; secondary offerings; private placements; convertible debt; shareholder rights plans and merger and acquisition strategies. Actively participated as co-manager on several other transactions.

• Focused on securities, corporate law, asset securitization and merger & acquisition transactions.Conducted due diligence, drafted prospectuses, indentures, purchase, registration rights and transaction agreements.• Acted in principal in negotiating and drafting merger agreements, purchase/underwriting agreements, financing agreements, pre-packaged reorganization agreements, and other material documents in corporate transactions.