A leader in workforce globalization with regional operations in London, Belgium, and Hong Kong, AIRINC provides compensation insights, allowances, technology, and advice to facilitate global and domestic mobility.• Head the Finance, Accounting, Contracts, and HR functions across 4 global entities to drive an annual P&L of $30M. Lead financial planning to develop and implement sound investment strategies while mitigating liquidity and cash risks. Manage 7 direct reports, 4 indirect team members, and an annual budget responsibility of $25M. Guide relationships with external consultants in the areas of tax, risk, and audit, within the US and internationally. • Implemented software development capitalization that enabled investments in long-term growth initiatives while limiting expense exposure in the short term. This initiative helped the company focus development resources on key technology products, which drove a $3M+ increase in revenue over two years. • Following the onset of the COVID-19 pandemic and the company’s decision to allow remote work, negotiated and secured a sublease for our office space and captured a $1.2M cost savings over the remainder of the lease. • Led the company’s transition to ASC 606 and addressed required changes in ERP and CRM platforms, contracting language, sales order and forecasting processes, and technical accounting documentation.• Serve as an advisor to the CEO and parent company executive leadership in the areas of cash and financial management, stock option administration, risk mitigation, and audit preparation.

The Corporate Learning division of Harvard University provides professional services for learning and development, SaaS solutions, and subscription-based software for leading Fortune 2,000 organizations. • Led the Finance function to drive the organization’s financial planning, budgeting, and forecasting activities, negotiated and approved vendor contracts, and prepared all Board of Director financial presentations. Developed and implemented a resource allocation model that enabled investments in new revenue channels. • Managed 5 direct reports, 3 indirect reports, and an annual budget of $30M. Continuously developed the team to improve support for the Sales, R&D, Product Management, Web Development, and Consulting teams.• Analyzed costs related to vendor contracts, built price models, and acted as the financial lead during vendor negotiations. Built mission-critical relationships with Procurement and HR decision-makers within high-profile client accounts, which achieved a high volume of recurring revenue contracts. Carried out a redesign of SalesForce by evaluating, developing, and implementing improvements in CPQ and client contracting. • Implemented a new Business Analytics platform that dramatically improved the transparency and accuracy of revenue forecasting. This initiative enabled Sales and Product leaders to pinpoint emerging customer trends, better allocate investments and resources, and capture high-value growth opportunities.• Implemented revenue recognition guidelines and processes to achieve compliance with ASC 606 requirements.

One of the largest education technology companies in the world, Cengage Group provides quality digital products and services to millions of students, helping them to advance their careers and improve their lives.• Led annual budgeting for $150M in operating expenses and capital investments, executed forecasting and strategic planning processes, and developed financial models for all M&A actions. Managed a team of 4 direct reports and 3 indirect resources and served as Finance partner to the Executive Vice President of Product Development.• Headed a cross-functional team of product line, production, and manufacturing leaders focused on increasing budgetary oversight, prioritizing investments to maximize growth, and achieving key business objectives. Collaborated with HR to implement a headcount cost forecast model that reduced annual spend by up to $5M.• Partnered with investment bankers in the acquisition of a $200M publishing company. Led due diligence, guided the team through the SEC review period, and achieved sales proceeds that surpassed projections by $50M. Appointed to the integration team to optimize staffing and accelerate growth for the newly formed organization. • Worked with the UX team to develop and implement a structured time tracking and financial benefit model. The model enabled the company to better prioritize and accomplish key initiatives, created a streamlined approach to capitalize development, and provided audit documentation that supported the capitalization process.