Working for the team that empowers revenue teams to take their sales content from chaos to context @ Ombud

Accomplishments as Controller of a high growth SaaS company acquired by a Publicly Traded Company:•Team Development and Growth: Led Finance, HR, and FP&A teams through a period of 400% growth during the early stages of the COVID pandemic. Notably, all team members have remained, attesting to the positive environment and leadership provided.•Strategic System Migrations: Spearheaded migration of multiple systems post-acquisition: QBO to NetSuite, Chargebee to Zuora, Avalara Communications to AvaTax, Google Forms to Expensify, and Google Sheets/Presentations to Tableau•Collaborating with other leaders following acquisition, keeping the “meager” eCommerce option; increasing a temporary marketing spend, and filling critical Sales Team vacancies; all of which resulted in an additional $30 million in lifetime revenue.•Cost Optimization: Effectively reduced costs by internalizing VAT/GST nexus monitoring and compliance, optimizing AvaTax charges, evaluating medical insurance options, along with many other substantial financial benefits for the company•Continuous Improvement: Consistently identifying opportunities to enhance efficiency, improve automation, and overall include value across processes, underscoring my commitment to drive growth and efficiency in every facet of my role and beyond.•Performance Recognition: Received RSUs prior to being acquired and a 2-year retention bonus upon acquisition, combined with significant salary increases reflecting strong contributions and commitment to the company's success.

Accomplishments in fractional CFO-type engagement for specialty construction contractor:•Doubled GP by quadrupling work-tickets (high GP%) & improving processes•Sped up cash flow 51 days by reducing turnaround time for billing custom work•Improved GP by 1% by capturing high GP% work “falling through the cracks”•Recovered $18,000 in overpaid sales/use taxes; improved tracking system•Integrated applications (server & cloud-based) by automating data bridges•Improved job cost reporting (micro and macro) and data-driven analytics•Satisfactorily resolved OSHA inspection; avoiding potential safety claim

Accomplishments at this K-12 publicly funded charter school:•Achieved government contract approval in 60 days for 9-month typical process •Helped open start-up business on-time & in-budget just 4 months after approval•Finished $6 million, 45,000 s.f. remodel in 4 months; on-time and in-budget •Marketed and achieved 564-student opening enrollment; setting records•Recovered $30,000 from facility lender-guarantor in overcharged fees•Identified state funding error; led to 30 schools getting 3-years of refunds•Successfully curtailed & resolved data breach of personally identifiable information (PII)•Full Gov’t Compliance including audits, grants, fire/safety code, Health/Food Services and after-school daycare

Accomplishments at this established SaaS company:•Achieved 900% growth in 2 years using subscriptions & revised marketing•Boosted back book revenue 5% through customer success, building value-added service•Revised commissions; increasing results & retention of high-performing staff•Marketing analysis led to higher return; changing mix of online ads & platform•Built data bridge between CRM, SaaS LMS, accounting, & merchant services•Created interactive business model, KPIs & dashboards•Crafted reorganization plan meeting needs of leadership, investors & board•Designed new online model for physical schools; led to 6 new gov’t contracts

Accomplishments at this Turnaround Management Consulting division:•Doubled # of government contracts awarded by exceeding KPI targets•Developed “scale-up & scale-out” plan, getting buy-in to change & expansion •Led seasoned international leaders & professionals (outside my own)•Integrated eLearning into this Train-the-Trainer model; received accolades•Led regional business development; led to new contracts in 2 countries•Received top corporate award for divisional leader: “Leadership Award for Initiative, Team Building, Innovative Contributions and Visionary Guidance”

Accomplishments for this SaaS, Ed-Tech start-up company:•Opened 2 regions for this start-up company as it grew to $100+ million•Developed analytics for customer life-cycle by acquisition season and service•Built business model for enhanced service; researched & piloted•Led brainstorming team thru reorganization; achieved regional best in industry•Created proprietary bridge of multiple systems (CRM, HR, two ERPs