CFO for Inspectorio - Inspectorio helps brands, retailers, and vendors connect and collaborate with their global supply chain to improve Quality, Compliance and achieve operational excellence. The senior finance leader for a SaaS software/technology company, reporting directly to the CEO. Responsible for corporate financial strategy, fundraising, board and investor reporting, accounting, budgeting and forecasting, cash forecasting, equity management, legal, IT, HR, audit and controls, and a key operational partner to the CEO

CFO for Zylo – The leading SaaS optimization platform - changing the way SaaS is managed. The senior finance leader for a SaaS software/technology company, reporting directly to the CEO. Responsible for corporate financial strategy, fundraising, board and investor reporting, budgeting and forecasting, cash forecasting, equity management, legal counsel, analytics implementation, controls implementation, and a key operational partner to the CEO

Corporate Secretary of a private for-profit Delaware Corporation in the SaaS/Software/Technology industry. Organized meetings, managed minutes, stock options grants and other business of the board of directors. Additionally, managed our legal team on state registrations and updates to filed organizational documents in support of financing rounds and debt, etc. Worked directly with all Board Members including top tier venture capital investors, founders and independent members from industry.

VP of Finance for Zylo – The leading SaaS optimization platform - changing the way SaaS is managed. The senior finance leader for a scaling SaaS tech start-up, reporting directly to the CEO. Responsible for corporate financial strategy, board meeting and investor reporting, budgeting and forecasting, cash forecasting, equity management, legal counsel, analytics implementation, controls implementation, and anything else that sounds fun or needs to get done!

VP of Finance and Operations for Mersive Technologies – The leader in wireless collaboration technology, blending AV and Software to increase conference room productivity. The senior finance and operations leader for a late stage tech start-up, reporting directly to the CEO. As the finance leader, took Mersive from VC ownership, through a full sale process to the new PE ownership group. Responsible for corporate financial strategy, board meeting and investor reporting, budgeting and forecasting, cash forecasting, debt financing, equity management, legal counsel, 409A valuation, analytics implementation, controls implementation, audits, system integration, inventory forecasting and management, shipping and receiving, facilities including negotiation of a new lease and a seamless office move and HR including recruiting, candidate management, offer negotiations, payroll, employee training and employee relations. Manage the Controller, Financial Analyst, Staff Accountant, Operations Manager & Coordinators, HR Manager and 2-3 operations techs.

Senior Manager, Financial Planning & Analysis (FP&A) for the best Race, Apparel and Active wear brand in the Ski industry. Reporting to the CFO, lead the annual financial plan, as well as regular reforecasts. Budget controller, worked regularly with senior budget owners to assure compliance with budget and work on recovery plans when needed. Highly involved in month-end close, working hand-in-hand with the controller, post close reporting, financial data submission to our public parent company. Worked through a corporate spinoff and a change in fiscal calendar. Assisted in a JDEdwards upgrade and rolled out Hubble (reporting software). Teamed with IT and our parent company to automate our monthly general ledger data submissions, reducing our time to close by 1 day and dramatically increasing accuracy.

Financial Reporting Manager of the very best outdoors equipment and apparel brands in the world, including Kelty, Sierra Designs, ISIS, Ultimate Direction, Royal Robbins, Slumberjack, Wenzel, Mountain Trails, Rokk, and Insta-bed. Reporting to the CFO, responsible for monthly and adhoc reporting to PE owners, Brand VPs and teamed with Operations to drive data driven decisions throughout the organization. Ran a very detailed Cash Flow Forecast Model for a highly seasonal and working capital intensive business. Managed and contributed preparation of financials, sales data and data room submissions and helped facilitate the sale of Royal Robbins and ISIS. Covered a gapped controller role and managed a shared service accounting function for 9 months. Managed 3 senior analysts and a clerk.

Pricing and Finance role reporting to the CFO of United Sporting Companies (USC). USC owns Ellett Brothers, LLC and Jerry’s Sport Center, both wholesale distributors of sporting goods. Responsible for modeling, planning and reporting during the merger of two industry giants. Created systems to give both clear understanding and increased productivity. Supported PE owners, senior leaders, logistics and operations with ADHOC reporting and projects. Managed and trained two analysts.

Providing in-depth financial analysis to a $800M Consumer Products company, subsidiary of Jarden Corp. This included creating planning and reporting processes that converted data into actionable information. Key partner to Product Innovation/Product Management and Supply Chain in optimizing the new business launch model, driving efficiencies in the product life cycle. In addition, was key in developing annual financial plans and running pre-acquisition analysis.

Held positions of increasing responsibility in the Supply Corps, which controls finance, supply, logistics, combat operations support, and contracting for the US Navy. Planned, forecasted, budgeted, and managed finances for a $2.2B dollar nuclear submarine. Personally responsible for a $2M annual operating budget and $15M in nuclear/non-nuclear parts inventory. Personnel Manager - Led and mentored a diverse team of 27 people including finance, logistics and other sailors. Project Manager - Successfully completed Integrated Logistics Overhaul (ILO) a year early. Overall inventory accuracy of 99.6%, well above the required 98.5%. Created an electronic training process, reducing the administrative/training burden by 384 hrs per yr. Qualified in Submarines; completed a rigorous technical and operational qualification program, early.