Finance and strategy consulting for technology companies, spanning senior-level finance, FP&A, and strategic finance. Sample engagements:-- $150M ARR PE-backed SaaS-- $10M ARR bootstrapped vertical SaaS-- Pre-revenue services marketplace

Led the financial and corporate strategy converting it into prioritized investment themes with high-potential targets. Created and executed acquisition strategy by private equity while driving the M&A pipeline and processes. Conducted outreach to Founders and Board Members.• Developed a map of the company’s market position, incorporating customer needs and competitors' offerings that was presented to the Executive Committee and Board resulting in outreach to over 100 potential targets, driving 40+ meetings and 3 offers.• Sourced a product partnership opportunity from a past colleague driving high potential to create product integration strengthening functionality features. • Developed new relationships with bankers, venture capital investors and all intermediaries while maintaining the present ones to expand communications on business development and market trends.

Built company’s first KPI driven operating long-term plan for sale process and participated in buyer's business and financial diligence. Modeled capital transactions and made recommendations to Board of Directors. Advised on M&A strategy and managed the due diligence during strategic sale. • Built the first forecast model that increased forecast accuracy by segmenting user base for analysis and incorporating user segments into the forecast model that was a key piece of the due diligence process in the company's sale.• Created historical P&L for a new product and drove Executive discussions of Total Addressable Market (TAM), product-market fit and ROI for continued investment revealing the need to wind it down saving an estimated $2M annually.• Built waterfall model and analyzed tax implications of possible transaction structures in reference to developing ownership decisions. 
• Partnered with the CEO and Board on the process of acquisition from strategy, valuation and due diligence to sale closing.

Reporting to the CEO - led finance, accounting, treasury, tax, HR and legal during the early growth stage. Drove the execution of a strategic partnership, including pricing and legal negotiations. Scaled business operations, executed Series A and oversaw the sale process to its sales close. Managed the Director of People Operations. Acquired by Capital One in 2020.• Led pricing and legal negotiations for partnership with a Fortune 100 bank that resulted in 4X revenue growth. • Managed the entire process of acquisition from due diligence to sale closing. • Ensured state compliance by establishing a captive reinsurance program that provided the ability to maintain ongoing business practices. • Created risk management framework in partnership with the Data Science department that improved the ability to price the product more accurately. • Built operational metrics that drove improvements in risk management and staffing levels. • Negotiated and closed term loan that extended the company’s runway.

Provided critical strategic, analytical and operational partnership to the CEO and CFO. Successfully worked to bring the company to scale from $25M to $100M Annual Recurring Revenue and complete a sale to private equity. Managed 2 Financial Analysts. Acquired in 2017 by Vista Equity Partners. 
• Created and enhanced reporting of metrics including Annual Recurring Revenue, churn and contribution margin.• Worked in tandem with the CFO to optimize regions, led assignment and compensation plans that improved the win rate and Annual Recurring Revenue growth.• Led negotiation, close and compliance process for recurring revenue-based line of credit raising additional capital to extend company runway.• Managed the acquisition process from building the pitch and diligence to sales close.

Lead the finance function: planning, strategy and execution. Reported to the CEO and involvesd significant interaction with the Board, current and potential investors and executive team.• Created and presented finance materials at Board meetings and led quarterly shareholder calls.• Created long-term financial plan and presentation for potential investors, told Crimson Hexagon's story and supported financial due diligence and managed close process.• Sought proposals for debt funding and negotiated term sheets and recommended options to the Board. Documented and closed loan.• Build and maintained company's financial model, lead annual budget processes and KPI development. Reviewed the company's results and metrics regularly with Executive team.• Managed cap table and option plan, led 409A, tracked stockholder consents and Board votes.• Created the company’s first standard price sheet and continued to adapt it to changing market needs. Priced enterprise software licenses, SaaS subscriptions and managed services. • Salesforce.com administrator (passed advanced training course) and owner of back office data systems. Managed and approved changes to the company’s Terms of Service.• Implemented Xactly commission tracking system, built auditable worksheet for revenue recognition, billings analysis and customer data.

Led FP&A activities including quarterly forecasts, financial modeling and support for investor and board presentations.• Developed pricing strategy for key programs, relying on market and internal sales data as well as processing costs. Took into account breakage and product depreciation curves.• Reported key company metrics, information and dashboard design - working with managers to identify and solve problems and presenting results at Executive meetings.• Supported selection and implementation of ERP financial and inventory management system (Oracle).• Analyzed financial and non-financial data of customer satisfaction, staffing, costs centers and margins.Operations Analyst: September to December 2009• Created and led process improvement, 5S, documentation, process mapping and data gathering and analysis projects. Worked directly with the CEO to uncover meaningful gaps in inventory management.

Taught 90+ students in introductory management information system course and led lab sections, covering intermediate Excel, PowerPoint and Access skills.

Financial modeling and market research in support of debt and equity investments in middle market companies.