-- Lead the Finance/FP&A, Accounting, Tax & Treasury functions-- Together with the Executive team, develop and implement short- and mid-range financial objectives, operating plans, & associated forecast based on Board directives-- Facilitate strategic capital events (equity raises, company valuations, acquisitions & recapitalizations)-- Exceptional communication & transparency on financial metrics to enable company leaders-- Compile & analyze financial information and prioritize competing interests to determine resource allocation-- Identify & implement operating improvement initiatives, take actions to enhance internal controls and accountable decision-making throughout the organization-- Establish and maintain strong relationships with external service providers (banking partners, investors, auditors, legal, vendors/suppliers, etc.), including conflict resolution-- Develop, evaluate and analyze the financial impact of transactions including financing strategies, capital investment, divestitures and acquisitions-- Participate and support CEO in company's strategic plans-- Facilitate the funding of high-growth scenarios, including operating metrics & targets-- Determine profit levers across multiple business lines, drive costs from the business, and improve overall efficiency to allow sustainable scaling

-- ERP integrations (Oracle NetSuite), including data feeds and cloud-based applications (Celigo, Carta, ChargeBee, NetLease, Stripe, SalesForce, AirBase, Rippling)-- Financial operations, including cash flow management & forecasting, revenue recognition, revenue share facility arrangements, stock-based equity, payroll, purchasing/payables, receivables, and audit/IPO readiness-- Subsidiary & intercompany reporting & accounting; management service agreements & allocations-- Financial reporting, including GAAP statements, internal dashboards/KPIs, and BU partnership

-- Direct financial operations, including revenue recognition, GL, purchasing/payables, payroll, and financial reporting-- Maintain ERP (Oracle NetSuite), all data feeds and integrated cloud-based applications (Bill.com, Expensify, Concur, PEO), including the integrity & security of financial information-- Manage financial reporting, external reporting requirements, performance dashboards, & strategic analysis projects-- Facilitate Board Committee regarding Audit & Compliance-- Creation & enforcement of financial policies, procedures, internal controls & risk management-- Business unit enablement & support (IT, Supply Chain & Logistics, Human Resources, Commercial, Business Development, R&D)

-- Responsible for Management Controls & Reporting Systems-- NetSuite integrations & virtualized, cloud-based applications like Bill.com, Expensify, & Celigo Integrator-- Organizational performance dashboards & strategic financial models

-- Led the finance/operations function in a matrix position with HQ and regional office across organizational boundaries-- Responsible for analytical dashboards, financial modeling, ROI of hypothetical projects, global headcount investment analysis, and monthly/quarterly reporting.-- Partner with General Manager/VP for site-level operations, including spend management, facilities planning ($40M building & 4 expansion projects), headcount, business development opportunities, government incentives, and industry/community involvement.-- Part of the location’s “Core Management Team” contributing to network infrastructure, corporate initiatives/events, leadership development, and incident management planning, business continuity & disaster recovery.-- Business unit enablement (dashboards, revenue models, analytics & initiatives, operational recommendations)-- Strategically developed & implemented global best practices with fin/ops leads in other Dell/EMC locations (specifically North America, Ireland, India, China, Russia, Israel, Egypt & Brazil).

-- Provided leadership of finance & operations department-- Advised executive management & Board of Directors on data-driven business actions-- Served as finance/ops lead on strategic, tactical, and policy-making committees (Executive, Pricing, Contracts, International, Technology, Ethics, Audit, etc.)-- Led reporting function, including international subsidiaries

-- Extended international assignment to direct the financial & operating activities of Europe, CIS, Africa, and Oceania. This region encompassed 24 open markets, nearly 20 languages, and over a dozen local currencies.-- Interface with U.S. office as a bridge position for projects in finance, tax, inventory, logistics, IT, and legal/regulatory compliance-- Work with 4 regional offices (Malta, Nice, Milan, & Moscow) and manage international staff

-- Responsible for market opening process framework, financial reporting, audit compliance, and operational recommendations-- Created break-even, ROI, and other operating targets relevant to new market investments-- Performed due diligence & acquisition integrations-- Led a team of regional controllers to manage international financial reporting (Americas, Europe, Russia, Asia, and Oceania)

-- Assisted companies in public filings (10-K, 10-Q, 8-K), private equity funding, acquisition procedures including due diligence-- Led engagement teams for multinational companies with revenues up to $500 million with special attention to the coordination of international subsidiaries-- Audited complex accounting concepts/transactions, including revenue recognition, inventory valuations, restructurings, stock options & other equity transactions-- Clients included: American Skiing Company, Nature's Sunshine Products, The SCO Group, Black Diamond Equipment, Sundance Catalog Company

-- Engagements covering assurance services, due diligence services, agreed-upon procedures and financial reporting-- Clients included: Mrs. Fields' Original Cookies, TCBY, Sonic Innovations, Dick Simon Trucking