- Interim and Fractional CFO Services- Operations Consulting- M&A Support- Start-Up Operations- Implementation of Best Practices- Business Growth Initiatives- Financial Modeling- Bookkeeping Services

At Umbel, we believe that data is your most valuable asset. With the Umbel data management platform, some of the most recognizable names in sports and entertainment access, acquire, activate and analyze their customer data to increase engagement, revenue and loyalty. Founded in 2010, Umbel is headquartered in Austin, Texas.

Senior executive in charge of Finance, Human Resources and IT for an oil and gas automation and cybersecurity professional services company with offices in Houston, Lafayette, Metairie, Pittsburgh, Denver, Calgary and London. Focused on helping Cimation use historical data and trends to create predictive models in all facets of the business in order to create market dominance in an industry suffering from an economic slump. Cimation has been included on the Inc. 5000 list of fastest growing companies for four consecutive years. It was also number 22 on Forbes’ 2013 list of America’s most promising companies and received numerous recognitions for its business performance, including fastest growing company by the Houston Business Journal. Challenges: Depressed oil & gas industry, lack of reliable frontlog and backlog data; inconsistent use of CRM; executive focus only on operations, not sales; investment decisions based on management’s perspective, not an ROI model. * Decentralized all corporate functions from parent company in order to position Cimation for strategic transaction. * Led sell-side due diligence resulting in acquisition by Accenture. Achieved an ROI of 2900% for investors. * Led post-acquisition integration efforts between Accenture and Cimation. Cut over to Accenture’s systems, including SAP, within two months. * Focused on streamlining business and expense structure in order to maximize revenue and profitability. Through intense scrutiny on key performance indicators and strategic shifts in operating models, Company realized record profit margins in a severely depressed market. * Established a sales culture by decentralizing the sales function, initiating pipeline reviews on regular cadence and restructuring sales compensation plans to align with the strategic goals of the Company. Resulted in increased visibility into forecastable revenue and resource planning.

Key executive of a venture-back startup in the Desktop-as-a-Service (DaaS) industry. Focused on putting in place a growth strategy, operational discipline and financial controls. Responsible for accounting, finance, investor relations, human resources, legal and administrative functions. Challenges: Custom pricing on every deal; lack of focus on growth areas; undefined actionable metrics; no CRM system; unreliable accounting records and systems; disparate company culture by department. * Achieved 44% year-over-year growth in sales in extremely competitive market. * Served as interim head of worldwide sales for one quarter. Sales for that quarter continue to be an all time high for the company. * Significantly improved lending relationships and secured multiple rounds of debt and equity financing on favorable terms for lines of credit and Series C funding totaling $12 million. * Overhauled and professionalized the entire internal and external financial reporting and control process. Developed systems for accurate billing, revenue recognition, budgeting, forecasting, cash management, payroll and disbursements. * Implemented culture change process resulting in the integration of individual departmental cultures and the formation of one company culture. * Implemented best practices, operational policies, procedures and systems across departments in order to create a scalable and predictable business. * Created standard pricing models and reseller agreements to facilitate double digit growth from channel partners.

Chief executive responsible for developing and executing the strategic plan for advancing the company’s mission and promoting revenue, profitability, and growth. Oversees company operations to ensure production efficiency, quality, service and cost-effective management of resources. Challenges: Lack of process documentation across Business Unit; product suite lagging against competition; quality issues; industry-wide price compression resulting in revenue decline. * Achieved Revenue and NOP CAGR of 6% and 14%, respectively, during tenure with company. * Immediately addressed the lack of mission, vision and culture. Centered the company on four critical behaviors: passion, accountability, courage and transparency. * Led company-wide process mapping and documentation efforts resulting in process improvement and cost savings initiatives leading to a 7%, or $1 million, positive variance to operating expenses against budget. * Implemented time-tracking and job costing systems in order to derive billable hours and gross margins by client and product type for SaaS business. Resulted in a more effective capture of billable hours for the Professional Services and Development departments, leading to an increase in professional services revenue by 14%. * Created matrix-managed teams to address operational challenges created by years of siloed departments, including the Deal Team, a cross-functional group whose mission is to review potential deals for various aspects including pricing, technical requirements/challenges, and implementation timeframes. Resulted in a 23% increase in success rate for proposals submitted to prospects and on average, a 2 basis point improvement in gross margins. * Created a focus on succession planning and mentoring which included building a recruiting pipeline process and leading efforts to educate/train entire organization on relevant business and inter-departmental topics.

Senior Finance Executive with full responsibility for Finance, Accounting, HR, and Office Management functions. Supervised cross-functional team and oversaw budget/revenue target of $6 million. Set high professional standards for company in terms of establishing Board of Directors, stock incentive program, monthly reporting package, compensation plans, and various other programs.Challenges: Lack of systems, processes, internal controls, and reporting functions across entire company. Critical problem existed with cash flow as company faced zero cash availability within 45 days of hire. * Created useful, concise, reliable and timely reporting as well as new internal controls that allowed the senior management team to make more proactive and informed decisions in numerous areas including every aspect of working capital. * Implemented the first comprehensive budgeting process in company’s history, which considered all facets of the business, such as individual product margins and specific customer trends and terms. * Instituted cash management system/team and weekly cash flow forecasting reports that allowed company to meet payroll, manage vendors, and provide foundation for future company growth.* Introduced job costing system that supplied senior management with gross margins by job and product, enabling sales and production teams to focus on profitable work. Resulted in an immediate increase to revenue and net cash flow.* Reduced operating expenses 34%, increased revenues 12% and decreased monthly cash requirements 11%.

Functioned as outsourced Chief Financial Officer, with responsibility for senior-level decisions within client companies that ranged from start-ups to turnaround and high-growth operations. Selected Client Engagements and Accomplishments:* LED Product Distributor – Negotiated $4 million line of credit, integrated existing accounting/inventory systems and implemented CFO reports, analyses, and processes to build infrastructure for start-up. * Technology Service Provider – Engineered turnaround through negotiating short-term line of credit and preparing company for sale to strategic buyer for $5 million, allowing company to maintain favorable exit.* Biotechnology Software Company – Put together package to support proposed purchase price that led to eventual sale of company to 3rd party investor.* Land Development Partnership – Arranged large data pool into actionable management reports that led to $4 million line of credit and $1.2 million reimbursement from tax incentives to support the $125 million project.* Real Estate Investor – Built complex model that provided cash flow and valuation models. Wrote business plan used to secure $20 million and acquire 328-unit apartment complex.

Managed accounting/finance function for $200 million venture capital firm at corporate HQ and 5 offices spanning Asia, South America, Africa, and Europe; served on Advisory Committee to investment group that analyzed potential investments and led due diligence process. Brought into company 2 months after launch; tasked with analyzing and recommending optimal corporate structure to use in 5 countries. * Designed accounting policies and procedures manual that produced accurate, streamlined accounting system and a consolidated view of international financial results/operations.* Reduced operating expense budget 50% through reduction-in-force affecting all 6 locations and decrease in overhead on every budget line item. Served as financial point-of-contact on eventual liquidation team.

Led all financial functions within start-up company, including fund raising, modeling, forecasting, and day-to-day accounting. Guided organization through business development process to increase revenues and exposure.* Developed and communicated Brand3’s message for the investment community through drafting of the Company’s investment presentations, pro forma financials and forecasts. Resulted in a $2 million seed round and a subsequent $500,000 bridge loan. * Negotiated and evaluated numerous business development opportunities including strategic partnerships, and customer contracts. Brought in first 2 marquee clients and managed full cycle of successful implementation project.

Led M&A due diligence projects for client companies, with transactions ranging from $1 million to $200 million. Recognized as key catalyst within team that grew business and client base to over 25 during 14-month tenure. Led due diligence efforts that resulted in substantial reductions in purchase price on client’s behalf.* Created financial analysis model used to calculate ROIs post-integration; model subsequently sold to numerous clients which created an additional revenue stream for the team.

Progressed through positions of increasing responsibility with high-profile consulting firm. As Controller, supervised team of 7 and $280 million operating budget; as Director of Operations, led team of 53 and oversaw finance, marketing, HR, QA, and office services for Venezuela and Colombia offices. Prepared/delivered $50 million budget to regional management team.* Provided groundwork to develop $280 million budget for over 11,000 employees; created framework for financial reporting within management and competency groups as Controller.* Reduced staff turnover to near-zero, cut tax liabilities by ~25%, increased staff utilization 8%, and established $1.5 million line of credit with Venezuelan bank as Director of Operations.

Supervised audit engagements for clients, both private and publicly-held companies, in a variety of industries including real estate, oil and gas, and health-care.