Co-founded successful, venture-backed company; developed and designed enterprise budgeting software that allows non-financial users to focus their budget attention on management issues instead of spreadsheet formulas. Provided continuous strategic and tactical direction, and plans for financing, development, services, marketing, and sales, including company’s successful efforts to secure Series A and B venture funding.Select achievements: • Designed and architected company’s flagship product, BudgetPak, now in use by over 50 organizations and thousands of users across manufacturing, higher education, data and news providers, insurance, and defense sectors.• Continuous and ongoing role as product manager to create cohesive product vision.• Created and led development team in designing, creating, and enhancing the product and its Excel add-in companion.• Created and led development team in designing, creating, and enhancing the product and its Excel add-in companion.• Led company’s transition to a Software-as-a-Service (SaaS) business model, and subsequent higher company valuation, by leading the development team in a complete rewrite and migration of product from a conventional client/server to a hosted-in-the-cloud Web platform in less than a year.• Key party in XLerant acquisition by Jonas Software USA, a division of Constellation Software (TSE: CSU) in March 2018.

Formed a consulting company to capitalize on the demand for high quality customized software systems. Created a portfolio of services that included software development, data solutions, and IT assessments.Select achievements: Grew business from scratch to $2.5M in annual revenue and staff of 10+ in five years. Funded growth through internal cash flow, and sustained profit margins averaging 25%-35%. • Hired and led a team that designed, built, and delivered 50+ projects across financial services, legal, pharmaceutical, and professional services sectors.• Built a clientele of Fortune 500 and emerging companies including Mercer HR Consulting, Mitchell Madison Group, SAC Capital, Shearman & Sterling, Pfizer, First Union, Xerox, Merrill Lynch, Banc One, and Statcard Entertainment.

Set the technical direction for the company by leading software tools design and creating and formalizing development standards Managed tool development, key customer projects, and outside regulatory/quality audits.