A private equity backed Platform as a Service (PAAS) company• Built an annual operating plan, cash burn targets / hired a finance team to support growth in the region (from $20M in 2021 to $300M in 2024) / implemented finance, treasury and accounting policies• Performed M&A due-diligence team and completed integration of two separate business acquisitions• Frequent presenter of plans and actual results to the board and audit committee of the regulated entity

A private equity backed hybrid infrastructure companyForecasting / SAAS KPIs Evaluation / Due Diligence / Team transformation / Fund Raising• Created a SAAS reporting dashboard to include ARR, Net and Gross Retention, Churn, Magic Number, LTV, CAC and other metrics that became board reporting material• Built an annual operating plan, cash burn and collection targets reducing annual burn by $5M and repeatedly presented operational findings and plans to board members• Overhauled existing finance team to improve workflow efficiencies and to generate $800K in annual run-rate savings in G&A costs while improving reporting timeliness• Implemented finance, treasury and accounting policies

A VC backed network software companyInvestor and Board Reporting / Sales capacity, strategic scenario planning, revenue, operating expenses / SAAS and On-Prem KPIs (ARR, Land & Expand, Churn, CAC, etc) / Treasury and Cash forecasting / Audits and Tax Compliance / Shareholder records / Compliance and internal controls / Credit evaluation and monitoring / Finance workflows and processes• Completed due diligence and term sheet requirements for ultimate sale of the company as well as requirements for Series C financing (resulting in $30M capital raised)• Built financial models for sales capacity, strategic scenario planning, revenue forecasts and cash burn to help achieve revenue growth from $5M to $50M in 3 years and expansion into international markets• Transitioned finance operations to internal resources, reduced the month-end close to 5 days while hiring an efficient and effective finance team and completing annual audits by Big 4 audit firms• Led the implementation of automation initiatives such as Carta, Avalara, Expensify and ADP• Completed implementation of ASC-606, developing bookings, invoice and revenue guidance

Strategic planning / Budgeting and forecasting / Customer pricing models / Customer profitability / Cash forecasting / Establishing and tracking key business metrics / Financial reporting / Audits / Operational efficiency improvements / Transactional accounting / Corporate income and sales taxes / Transfer pricing• Increased transparency in service pricing, customer and project profitability and staff utilization rates that aided the transformation from annual losses to annual profits• Led the implementation of Adaptive Insights and Concur• Completed due-diligence in the process of acquisition of a UK entity• Oversaw forecasting, long-term planning, treasury, corporate tax compliance and transfer pricing efforts

A private equity backed software reseller