I joined to lead the finance function for Pryon, a Series B AI company that enables organizations to quickly access and retrieve knowledge from their data. By using natural language processing to transform unstructured information into actionable insights, Pryon helps its users find answers and make decisions efficiently.PROFESSIONAL SKILLS: Finance | Controllership | Financial Reporting | Accounting | Financial Operations | Equity Administration | Strategic Finance | Finance TransformationDOMAIN KNOWLEDGE: B2B | SaaS| AI | Knowledge Management

I provide fractional CFO and Controller services for fast growing, early stage technology companies.PROFESSIONAL SKILLS: Finance | Controllership | Accounting | Financial Operations | Treasury & Cash Management | Debt & Equity Raises | Equity Administration | FP&A | Strategic Finance | Financial Modeling | Process Improvement DOMAIN KNOWLEDGE: B2B | B2B2C | FinTech | SaaS | Start-ups | Financial Services | Payments & Technology

I joined DailyPay, a Series D hypergrowth FinTech unicorn, to be the right hand to the CFO, and to lead Accounting and Finance Transformation, including the IPO readiness initiative.- During my tenure, I built the Finance Transformation team from myself to a high-performing team of 8, covering financial reporting, technical accounting, tax, enterprise risk, project management, data, and internal audit- Mentored an Accounting team of 10 through significant process improvements, including implementing new revenue recognition and lease accounting standards, consolidation of a new international subsidiary, and DailyPay’s first audit under the public company standard- I was part of DailyPay’s Executive Committee, the dozen top leaders managing the company’s directionDailyPay is the VC & PE backed premier provider of on-demand pay solutions. It leads the industry in compliance, reliability and service, and seamlessly integrates with any payroll and time management system, without requiring any change to existing payroll processes.PROFESSIONAL SKILLS: Finance | Controllership | Financial Reporting | Accounting | Financial Operations | Investor Relations | Equity Administration | Strategic Finance | Financial Modeling | Process Improvement | IPO ReadinessDOMAIN KNOWLEDGE: B2B2C | FinTech | SaaS | Start-ups | Financial Services | Payments & Technology

I was Beacon Platform’s first full-time finance hire after its Series A round, and my remit was to build out a strong finance function and to help with the Series B raise.- I managed 4 teams of outsourced bookkeepers for the US HQ and three foreign subsidiaries operating in the UK, Germany, and Japan; my excellent financial analyst hire has gone on to become a controller in her own right- We resolved significant revenue recognition issues and moved the company to better platforms for FP&A, corporate cards, and sales tax- I managed the financial side of the Series B round, raised venture debt, and handled investor communicationsBeacon Platform is a VC backed B2B FinTech company that provides a cloud-based financial technology platform (PaaS) to financial services clients around the world.PROFESSIONAL SKILLS: Finance | Controllership | Accounting | Financial Operations | Treasury & Cash Management | Debt & Equity Raises | Investor Relations | Equity Administration | FP&A | Strategic Finance | Financial Modeling | Process ImprovementDOMAIN KNOWLEDGE: B2B | FinTech | SaaS | Start-ups | Financial Services | Payments & Technology

I was Lumesis’s first full-time finance hire. I joined as Director of Finance, and was promoted to CFO.- I built and managed a team that spanned finance, IT, office management, and human resources- I implemented third party solutions for equity management, budgeting and FP&A, revenue recognition, and sales tax calculations, from vendor evaluation to selection and on-boarding- I ran point for two successful rounds of debt financing, and was responsible for the subsequent adherence to reporting and other covenantsLumesis is a VC backed SaaS FinTech company that provides business efficiency and compliance solutions to hundreds of clients and over 44,000 users in the municipal bond marketplace.PROFESSIONAL SKILLS: Finance | Controllership | Accounting | Financial Operations | Treasury & Cash Management | Debt & Equity Raises | Investor Relations | Equity Administration | FP&A | Strategic Finance | Financial Modeling | Process ImprovementDOMAIN KNOWLEDGE: B2B | FinTech | SaaS | Start-ups | Financial Services

- I led a team of three managers tasked with overseeing $500M of annual spend, including short- and long-term forecasting, budget to actual, and reporting.

- I provided guidance on domestic and international market share issues to executive leadership, business unit presidents, the Board, and Investor Relations.