Responsible for all finance and human resource functions including accounting, A/R, A/P, FP&A, vendor management, treasury, deal pricing, benefits, reporting, and payroll functions.• Provide guidance of current and future financial results• Provide monthly KPI's associated with SLA compliance within customer contracts• Work with other departments to determine staffing needs based on current contracts and new sales opportunities• Assess opportunities for cost and process efficiency

Serve as Chief of Staff for the Chief Marketing Officer. Conduct financial reporting, analytics, and project management. Manage all facets of financial reports related to actual and budget results for the CMO office. Track and follow up on all projects being worked by CMO team to ensure timely completion.• Recommend and implement various KPI reports for top-tier UCaaS providers analyzing salesperformance, organic growth, customer churn, price compression, and product mix.• Review performance of BroadSoft sales teams and standardize sales reporting in Salesforce.• Develop strategy to efficiently realign CMO organization including operational budget and forecast.• Review all projects for funding approval; report open & allocated budget dollars by department.

Retained following acquisition of IP5280 to maintain financial operations continuity. Tasked with ensuring business profitability and sustainability for the company with 1,000 employees.• Managed Sales Operations team responsible for all KPI reporting and analysis, budget planning,setting sales quotas, and composing and administering sales compensation plans, and maintainingSalesforce and sales commission systems.• Slashed $1 million from annual costs by leading a project that audited vendor expenses; cancelledunused services; and associated remaining services to customers so future vendor cancellations wereenacted timelier and efficiently.• Improved organization efficiency by conducting book to bill analysis and recommendingimprovements.• Supervised Pricing Analyst team for margin analysis on new deals to achieve profitability standards.

Assessed options to start new company venture; built detailed financial models forecasting revenue, expense, and cash flow to determine financial viability; and identified and executed acquisitions for sale of the company.• Established financial infrastructure and directed P&L, Billing, A/P, A/R, HR, Payroll, Treasury, Forecasting, and Vendor Management to maximize profitability. • Developed and implemented processes and systems to drive operational success. • Prepared and analyzed reports to ensure financial milestones were met.• Member of due diligence team to assist with M&A activities for sale to MegaPath.

Increased organizational efficiency of a $2 Billion business unit by leveraging technology and successfully implementing reporting systems to standardize business processes. Identified areas of improvement for financial operations; recommended changes; and implemented approved new systems and processes.• Supervised team of managers and analysts responsible for FP&A and Sales Operations processes including sales compensation plan administration, sales reporting and stack rankings, book to bill, and forecasting sales and financial results.• Implemented web and non-web based reporting to provide information to executive management on a regular schedule.• Produced standard and ad hoc reports analyzing financial results reviewed by executive team.• Implemented policies and procedures for a 2,000 personal business unit ensuring standardization of business practices across the organization.• Reviewed business cases for financial viability according to corporate direction and communicateddecisions to executive management.

Provided Merger and Acquisition analytics and database management key to executive decision makers.• Developed financial models used to evaluate merger and acquisition activity.• Contracted third party firm for nationwide Property Tax appeal processes. • Ensured accuracy of property details maintained in corporate database.• Instrumental in enabling the company to acquire two large multi-family real estate transactions. Collaborated with COO in the design and build out models for executive management to assess acquisitions and the accretive impact; eliminated redundancies to increase efficiencies; consolidated overlapping system and workforce functions; and aided management to analyze acquisitions and make a more informed business decision.• Increased company ownership in acquired properties by negotiating purchase price offered to outside limited partners. • Minimized $140 Million annual expense by communicating with Property Tax appeal firm, reviewing status of appeals, and supervising database administrator to ensure all property data was current.