Financial and business strategy consultant

CFO during double-digit growth in revenue and profitability. Created finance function at Ocelot. Oversaw all aspects of finance and accounting. Led implementation of SaaSOptics (now Maxio). Played key role in $100M+ private equity investment in Ocelot.

Led integration of key finance and accounting functions after the acquisition of Discovia by Lighthouse, a private equity-backed information governance company with hundreds of employees. Led new financial planning & analysis team, and established new forecasting, budgeting, and reporting processes. Led billing and accounts receivable teams. Responsible for pricing strategy, implementation, and governance. Led quarterly business review process for Lighthouse. Launched creation of new enterprise data warehouse.

CFO during a period of rapid growth in revenue and profitability. Built a lean, high performing finance and accounting team. Significantly improved financial operations through automation. Reduced time required for monthly close by 50%. Reduced DSO by 30%. Reduced invoice error rate by 40%. Created financial planning & analysis function. Developed KPIs used to improve performance throughout the business. Led debt refinancings. Played key role in M&A process leading to the acquisition of Discovia by Lighthouse.

Founded a commercial solar startup that helps business owners go solar with expert advice and innovative financial solutions. Member of the SfunCube (now Powerhouse) incubator in Oakland, CA.

Financial and business strategy consultantProjects included:• Finance team leadership, corporate strategic planning, financial planning & analysis, and accounting for an eDiscovery company.• Business strategy and financial planning for a community solar startup in Mexico.• Business and marketing strategy for a startup developing an online marketplace to help homeowners go solar.• Solar industry research for a private equity firm exploring opportunities in cleantech.

Head of Finance at Veracyte