I have experience spanning all areas of finance (capital raising, tax, treasury, accounting, budgeting, forecasting, system ERP/CRM implementation, and performance management) complemented by a unique breadth of business and operations leadership skills (strategy, sales operations, client success, client implementation, client support).I have been the first CFO hired after equity financing and have extensive experience working in early-stage Telecom, Software, and SaaS companies. I am an innovative, adaptable, results-focused executive that knows how to build, transform, and scale companies. I know how to design and implement a strong foundation (teams, systems, processes) to grow the business's profitability.I have expertise in creating actionable KPI reporting, agile budgeting processes, financial systems, processes, and procedures that enable the finance function to scale as the company grows. As a leader, I aim to create highly-engaged teams that thrive and excel in a motivational culture of mentoring, transparency, collaboration, and support.Specialties/Skills: Cloud and SaaS software provider business modelsSoftware Revenue RecognitionTelecommunicationsCRM-ERP ImplementationFinancial Planning, Budgeting, and ForecastingStrategy Design & ExecutionCapital Raising-Debt Restructure Due Diligence-M&AWorking Capital Management (AP, AR, inventory)Profitability AnalysisRisk ManagementAccounting & AuditLeadership and HR ManagementBusiness Process OutsourcingCost Containment and ReductionsOffshore Operations / Remote ManagementClient Services, Support & RelationsVendor Selection / ControlMicrosoft Office 365Expert Microsoft Excel, Powerpoint, Word Salesforce platformNetsuiteSage - Intacct Accounting softwareQuickbooksConfluenceMonday.comExpensifyADP Paycom15FIVE
Listed skills include Strategy, Start Ups, Leadership, Management, and 44 others.