As a SaaS CFO, I’ve led private equity and venture-backed start-ups, and global high-growth companies with a revenue mix of subscription, enterprise, and professional services. From fintech, data aggregation and marketing automation to online marketplaces and payments, this breadth of experience has given me the ability to view each company and industry with a different lens and to quickly diagnose challenges and identify opportunities to drive optimal operational performance and growth. My sweet spot, though, is leading high-technology companies through multiple life stages with a continuous improvement, data-driven mindset to focus on efficiency, financial diagnosis and transparency, strategic planning, culture, and collaboration. As the CFO of Omnivore Technologies, I laid the foundation for the rapid growth of a two-sided online marketplace, data aggregator and payment processor, through global expansion, product line refinement, improved cost allocation decision-making, and real-time performance indicators to scale effectively.At MyVest Corporation, I served as the right-hand business partner to the CEO. My team and I drove improvements in the availability of accurate and timely financial data across the organization to promote better decision-making, resulting in the ability to capture growth and efficiency gains while maintaining agility. We also successfully integrated a recently acquired private software company into a highly automated and structured finance department that was fully secure, operationally sound and SEC-compliant.As the Head of Finance at BrightTALK I successfully established the financial and operational foundation by implementing a cloud-based ERP system, creating a robust strategic plan and building out the finance, accounting and HR teams which allowed for significant growth equity investments, improved work-flow efficiency, accelerated growth in top-line revenue and product line margins, during a period of rapid global expansion.My passion and proficiency in early and medium high-growth stage companies lies in implementing the necessary structure and effective systems to facilitate rapid scalability - often exceeding 100% YoY growth. My proactive and versatile leadership style allows me to have a firm understanding of the current state and optimal path forward, quickly taking a corrective course of action. I value a positive, growth mindset in an entrepreneurial environment by companies who esteem integrity, trust, honesty, and openness.
Listed skills include Managerial Finance, Financial Analysis, Financial Modeling, Mergers And Acquisitions, and 46 others.