Developed and lead the Late SaaS practice focused on providing solutions for pain points such as forecasting and modeling, board reporting, metrics and kpi reporting, go to market…We work with 125 companies generating over $2B in ARR. Provide outsourced CFO services for a portfolio of 15 tech companies in various parts of their life cycle. Collectively these companies raised over $225M in 2022.

Responsible for strategic and financial planning, budgeting, tax planning and compliance, acquisition analysis, cash flow, collections, payroll, banking, insurance, SalesForce integrity, operational metrics, sales incentives, acquisition analysis, and accounting/transactional processing for a venture funded (GV, Sequoia, Nokia) enterprise cybersecurity SasS tech company. Reported directly to the CEO.Helped hyper growth business stay focused and maintain culture by creating corporate dashboards and weekly/monthly OKR/KPI. Headcount increased from 100 to 175 and revenue doubled to over $20M in 2018. With CRO rebuilt the rate card to focus on two-year contracts. Average contract life increased from 1.03 years to 1.25 years in six months (Q2 ’18 vs. Q4 ’18) positively impacting cash flow and reducing churn.Built out and strengthened the fin/op’s team with strong hires (three to seven). Operational improvements included a click through EULA and real-time metrics reporting (DOMO. SF, and Adaptive)

automotiveMastermind® revolutionizes the way automotive dealerships and manufacturers find, engage, and win customers by successfully leveraging Big Data behavioral analytics. automotiveMastermind's proprietary Big Data Technology mines years of customer, service, and market data to help understand and predict exactly which customers are ready to buy, the reasons why, and the key messages most likely to close the sale. automotiveMastermind® is proven to grow your business and increase customer satisfaction retention. We are headquartered in New York City, with offices in San Francisco, and Stuttgart.Led and managed a hyper growth SaaS business (2017 Inc. 5000 #7) from creation of board package in March, 2016, development and implementation of KPI's/metric dashboards, Series A funding ($45M) with JMI Equity in October, 2016 and strategic acquisition by IHS-Markit ($392M) in September, 2017. Headcount grew from 50 to over 250 during that time and revenue grew from $9M in 2015 to over $50M in 2017.

Engagements for P/E portfolio companies include:As interim CFO, designed and implemented CRM for the US division of an international software company. US divisional CRM became model for UK implementation. Sales reporting and analysis helped to reverse Q4 2013/Q1 2014 weakness and drive record revenue and ebidta for Q2, 2014 - Q1, 2015. Responsible for sales analysis and strategic planning of new product launch in Q2, 2015 - Q4, 2015. Planned 12 month assignment was extended to 20 months.As interim CFO, improved cash flow for a rapidly growing consumer products company by more than doubling the number of and associated limits of factored accounts.As interim CFO, designed, fine tuned, and implemented, a new billing process/system for a digital advertising agency that reducing billing adjustments by over 40%, improved timeliness of invoices to customers, and improved cash flow by shortening cycle time between invoices and client remits.Created, implemented, and presented overall profitability analysis to senior management for a full service advertising agency (Direct Mail, Creative, Digital, Analytics) that lead to changes in product offerings, pricing, and staffing/structure that have increased both margins and overall profitability.

Improved 2009 operating income and cash-flow an additional $2M from reduced interest expense by switching $50M loan obligations to LIBOR based pricing, lowered foreign taxes by implementing transfer pricing, reduced DSO by 7% by restructuring collections, and reduced domestic taxes by correcting prior year filings.Responsible for the successful renegotiation of financial covenants and loan agreements totaling $50M with GE Capital, Bank of America, CapitalSource Finance, and Audax Group. Transaction completed December, 2009.

Directly managed the sale of Ziff Davis Enterprise from Ziff Davis Media to Insight Venture Partners for $136M, which closed July 31, 2007. Staple/Financing was structured with GE Capital.Retained by private equity post sale, responsible for rebuilding internal infrastructure of all central services including Finance, Accounting HR and Benefits, IT, Legal, Facilities, Banking, Collections, Insurance, and Database Marketing.