Facilitate in-depth short- and long-term consulting engagements covering multiple cross-functional areas including finance, administration, and operations in full collaboration with CEOs, department leaders, external consultants, board members, and key investors. Assist in acquisitions, negotiations, due diligence, and integration with primary focus on software as a service (SaaS), e-commerce entities, and assorted consumer goods and services. In turn, achieve fundraising objectives via self-developed financial models, and directly manage all relevant finances, HR activities, investment due diligence, contract reviews, and policy formations.• Streamlined reporting processes to enable more timely and intuitive usage.• Improved alignment with—and maintained better focus on—strategic business goals in conjunction with various CEOs; similarly increased overall understanding of pertinent financial reporting requirements across all departments in conjunction with multiple executive staff members.• Realigned company resources and procedures to allow recapitalization during highly sensitive times in a timely and effective manner.

Facilitate in-depth short- and long-term consulting engagements covering multiple cross-functional areas including finance, administration, and operations in full collaboration with CEOs, department leaders, external consultants, board members, and key investors. Assist in acquisitions, negotiations, due diligence, and integration with primary focus on software as a service (SaaS), e-commerce entities, and assorted consumer goods and services. In turn, achieve fundraising objectives via self-developed financial models, and directly manage all relevant finances, HR activities, investment due diligence, contract reviews, and policy formations.• Streamlined reporting processes to enable more timely and intuitive usage.• Improved alignment with—and maintained better focus on—strategic business goals in conjunction with various CEOs; similarly increased overall understanding of pertinent financial reporting requirements across all departments in conjunction with multiple executive staff members.• Realigned company resources and procedures to allow recapitalization during highly sensitive times in a timely and effective manner.

Boosted overall performance and productivity by successfully recapitalizing and reorganizing the company in collaboration with existing private equity and venture capital investors while also implementing self-created structures, procedures, and a budgeting process (as well as improved monitoring to ensure adherence with departmental budgets). Managed the company’s IT and HR activities and served as the designated internal corporate counsel, with additional accountability for managing investor and banking relationships. Similarly conducted and supplied due diligence for various acquisitions and company sale attempts. Provided supplemental COO functions including (but not limited to) the full design, execution, and moderation of then-current company operations.• Recruited by an existing NetForensics board member to serve as the company’s Chief Financial Officer.• Increased net profit by 400% over the span of two years while also maintaining top-line growth.• Assisted in the complete monetization from an enterprise to a SaaS-based model.• Transitioned cash flow from negative to positive—and positioned the company for acquisition—during a critical turnaround.

Served as an interim/part-time CFO for technology (primarily software) entities tasked with completing short- and long-term consulting engagements for multiple cross-functional areas including finance, administration, and operations in full collaboration with CEOs, department leaders, external consultants, board members, and key investors. Also supported fundraising objectives via self-developed financial models, and directly manage all relevant finances, HR activities, investment due diligence, contract reviews, and policy formations.• Earned recognition as a high-performing administrator covering financial controls, rules, and regulations.• Cultivated strong clientele with the majority of business derived by referrals from previous employers or consulting engagements.

Supported day-to-day operations via hands-on financial reporting, budgeting, and cash flow management while also streamlining finance, accounting, and administration functions (including additional oversight for legal and HR operations). Provided accommodations for insurance-backed venture funds by directing strategic interactions with associated investors.• Restructured the company’s financial operations to enable increased financial control, as well as improvements in overall accuracy, efficiencies, and profitability.• Revamped financial reporting methods and statements in accordance with GAAP regulations, streamlined internal/external reporting processes, and reorganized the company’s existing debt.• Brought in to the organization by investor/Board Member

Promoted bottom-line growth for a global wireless information delivery entity by directly managing worldwide financial and administrative areas encompassing multiple foreign subsidiaries. Similarly guided comprehensive financial reporting and consolidation, budgeting, strategic planning, cash flow management, and additional oversight for legal, HR, and administrative operations. In turn, established and implemented corporate control procedures while also coordinating private equity financing and M&As. Lastly, facilitated capital lease negotiations, private equity/venture investor relations and reporting, vendor/banking relations, corporate/board recordkeeping, and other necessary COO-related functions.• Delivered top-level expertise in financial and administrative management during high growth rates; similarly managed the integration of multiple foreign subsidiaries and acquisitions into a singular financial system.

Held the following previous positions:• Adjunct Professor (Business Management) – Pepperdine University, Malibu, CA• CFO, Director of Operations / Consultant – Private Financial Consulting Practice, Newport Beach, CA• CFO / VP of Operations / Co-Founder – Above Software, Inc., Irvine, CA