Greenlight Guru is the #1 provider of modern cloud-based solutions for the MedTech industry, helping companies bring life-changing products to market faster, more efficiently, and with less risk. Greenlight Guru’s MedTech Suite provides quality management, product development, and clinical data management solutions, along with high-quality training and education required to keep up with the rapidly changing industry regulations

SmarterHQ was acquired by Wunderkind.-Raised over $40M in equity and venture debt financing managing diligence requests, preparing data rooms, and preparing and presenting financial forecasts -Built the entire FP&A function: developed and maintained the financial model used for annual budgeting and rolling forecasts-Worked with the senior leadership team to evaluate strategic business decisions and financing strategies-Worked with management team to create and evaluate budget/ trade-off decisions and evaluate performance throughout the year-Prepared, delivered, and presented quarterly board material -Managed the treasury function and cash flow forecast-Maintain relationships with attorney's, banker/lender, auditors, and tax accountants while managing corporate governance docs, debt compliance reporting packages, annual financial statement audits, and annual tax filings-Developed monthly management reporting package to track, analyze, and report on company KPIs, SaaS Metrics, and financial performance vs plan-Implemented and integrated key financial systems to create an efficient accounting workflow -Monitor cost and work with engineering/ dev ops team to ensure our hosting expense is managed appropriately and adequate margins are maintained-Manage the company cap table and oversee the stock option plan administration-Oversee AR, AP, and multi-state payroll-Ensure company is adequately protected from risk through our insurance policies-Evaluate office space needs, work through leases, and manage expansions of office space-Joint oversight of IT function with CTO-Implemented new accounting software to comply with new ASC 606 revenue recognition rules-Present financial results regularly to the internal team, board, and other external parties-Assist in legal document review with attorney's & customer contract creation-Evaluate company health insurance plans and strategies -Hired and manage a team of 3 (Sr. Accountant, Accountant, & Payroll/HR)

Co-founded an online marketplace solution for the auto industry from the ground up with over 100 auto dealer customers and an average of 10,000 consumers using the service every month across 5 major metros-Managed product development from idea through full-fledged highly functional solution-Hired and led team of 15 employees across all functions: sales, client services, marketing, development, & finance-Raised $2M in angel/seed funding-2013 Mira Award Finalist for Tech Startup of the Year

-Managed Sarbanes-Oxley compliance process and assessed internal controls while identifying business process improvement opportunities-Managed the publicly traded company's stock option and incentive comp reporting-Financial statement ownership for several divisions of bank-Managed cash flow for parent holding company

Investment subsidiary of Fortune 500 Company - CNO Financial-Investment accounting and reporting for investment company with $24B in assets under management-Assisted portfolio management team by developing new Access databases, queries, reports, and macros-Performed quarterly asset impairment testing and analysis-Monthly budget vs actual review and analysis-Preparation of monthly and quarterly KPI Management Report

Worked with clients across multiple industries including: ExactTarget - Technology, HH Gregg - Retail, Roche Diagnostics - Pharmaceutical/ Medical, Schwan’s - Food Delivery, AM General - Manufacturing

-Completed year-end and month-end close process, as well as produced management reporting packages-Prepared financial statement audit requests -Implemented first inventory tracking system-Provided design recommendations & managed content for re-design of company website-Developed copy for radio advertising campaign-Developed e-newsletter campaigns