Consumer products company in BFY protein space. Exit to new financial investor (PE).

Online marketplace for users to find, reserve and pay for parking in the U.S. SpotHero partners with garages and operators throughout the country to provide a guaranteed parking spot at a discounted price (many times up to 50%). Investors included Insight Venture Partners, Battery Ventures, OCA Ventures, Chicago Ventures, and others.

Global (8 countries) digital learning business focused on digital learning solutions for K-12, online, and general educational space. Led global FP&A, GAAP compliance, accounting and tax. Managed external relationships with auditors and tax partners to ensure compliance. Significantly reduced tax burden by restructuring transfer pricing agreements. In addition, worked closely with sales team to restructure lead-flow, account minimums, and sales team regional focus, improving sales and marketing contribution margins.

SaaS focused on telecommunications services for agencies and businesses looking to move away from on-premise, expensive, hardware focused solutions. Recognized as #249 on 2012 Inc. 500 Fastest Growing Companies list.Oversaw the company-wide financial, accounting, HR, and legal operations. Manage all internal and external financial reporting to investors and Board of Directors, A/P and A/R operations, long range and annual operating planning (pro-forma budget), business analysis, sales team compensation planning and reporting, and legal (vendor and customer contracts, IP, employment law, and debt/equity documents). Drive key economic analysis related to strategic decision support, a variety of growth initiatives and cash management. Investors included Origin Ventures, Apex Venture Partners, River Cities, I2A, Spring Mill, and others.

Orbitz Worldwide is a global ecommerce travel company, comprised of Orbitz, CheapTickets, ebookers, HotelClub, and the Away network.During tenure, part of Orbitz finance team that was a part of a global online travel roll-up process with Cendant Corp; subsequent breakup and sale to private equity of travel distribution group to Blackstone in 2006; and IPO of Orbtiz Worldwide in 2007 for market cap of $1.5B.Held multiple managerial roles that were focused on product revenue, and margin planning and analysis. Planned and analyzed several online merchant and direct distribution products (hotel, car, package, and cruise), including sales team compensation, driving business expansion strategy and engineering ROI initiatives. Financial planning and analysis behind online and offline marketing expenses. Responsible for coordinating annual and strategic financial planning for global business operating units (U.S., Europe, APAC), with financial planning scope covering annual online travel gross bookings in excess of $11 billion and $900 million+ in revenues. Supported financial forecast process, coordinated operational performance MD&A and applicable CFO financial presentations / reporting.

Held multiple FP&A roles that focused on corporate marketing services, category brand management, sales (trade) finance, and operations finance. Led annual operational cost forecasting on several shelf-stable Kraft brands (cost in excess of $500 million). Responsible for two complete brand P&L’s that included a combined operating income of $250 million. Supported brand strategy development, annual brand plan and long-range planning analysis; responsible for new product analysis. Acted as key liaison between HQ operations, logistics, brand and plant teams to manage inventory (production levels vs. revenue forecasts), commodity costs, and production cycles.

Member of consulting group that conducted strategic, operational and legal consulting projects. Consultants worked collaboratively with all levels in client base to execute significant implementation and strategic analysis, including presentations and proposals intended for C-level executives. Specific engagements included both strategic expansion analysis, and consultative services for law firms and legal departments within corporations.