Financial and operational consulting for startup and emerging businesses. Strategy and organizational alignment, KPI and key driver development and measurement, strategic planning, annual and long range planning, ERP selection and integration support.

Member of the executive leadership team responsible for strategic planning and board communication, and individually responsible for financial oversight, annual budgeting, forecasting, resource allocation, corporate governance, investor relations, public company reporting, legal, risk management, sales operations, and ongoing process improvement. Led $20M Client Success organization of ~50 sales and support people from 2013 to 2015 which represented ~80%-~85% of total revenue. Executed successful acquisition of Onvia by Deltek, a division of Roper Technologies (NYSE: ROP), at a 100% premium for shareholders in 2017. In 2011, in collaboration with CEO and Board of Directors, developed and executed a plan to strategically transform Onvia from a low-value provider of leads to a strategic, highly differentiated business intelligence provider. This strategic shift contributed to the increase in market capitalization from $22MM to $70MM when acquired by Roper.Led turnaround of Client Success organization with poor client retention. Verticalized staff to add value to clients and developed a predictive client contact strategy and new client onboarding program which collectively increased contract upsell revenue by over 100%, increased dollar retention rates by over ~10% points and doubled first-year unit retention rates.Implemented an integrated financial system with Customer Relationship Management Systems, including Netsuite and Salesforce to support a higher volume of more complex transactions at scale. Developed process to manage SAAS Key Performance Indicators, such as CAC, COM, and LTV to drive a culture focused on identifying and improving drivers of value.

Led all accounting, financial planning and reporting and investor relations functions through a period of significant growth, downturn and reorgzanization and ultimate transformation into a leading public sector intelligence system. Managed financial plans and scaled financial reporting and systems to meet company requirements in periods of high growth ($100M) and in periods of turnaround and transformation ($0-$25M). Implemented subscription management systems prior to availability off-the-shelf SAAS reporting systems.Performed due diligence and integrated five acquisitions, three of which supported Onvia’s public sector focus after 2002, including Demandstar, Inc, Globe-1 and Project Guides.Managed S-1 filing process to take Onvia public in March 2000.