First finance leadership hire. Responsible for all operational and strategic finance of the LLC (management company). Implemented finance operating changes/improvements to drive accuracy, visibility, understanding, and compliance of the LLC financialsAll-things finance advisor to 150 Fractal portfolio companies including ARR capture and accounting, sales tax, managing outsourced accounting

First finance leadership hire. Responsible for all operational and strategic financeManaged cash flow: negotiated $8M venture debt agreement. managed subsidiary funding, managed cash sweepDeveloped SaaS metrics (ARR, retention, LTC, CAC (& LTV/CAC ratio), gross margin projections. Socialized with exec team and board. Measured vs best in class. Implemented SaaSOptics (now Maxio)Built first detailed operating model. Socialized and managed to planAccounting compliance: adopted ASC 606, ASC 842, implemented stock-based comp expense recognition, established transfer pricing structure, led two clean audits, initiated sales tax compliance

First executive leadership hire. Responsible for all strategic and operational finance, HR, real estate, and office operationsCritical contributor to 2019 acquisition by Applied Systems: diligence point, working capital projections, financial statement carve-out. Led post-acquisition integration of all G&A functionsRe-built accounting infrastructure to drive accuracy/compliance, improve planning framework, and enhance visibility into SaaS revenue and expense movements/trends. “Married” actuals to projections in the financial plan modelHR leadership: created first 401k savings plan, Rolled-out harassment prevention training (100% compliance), led health insurance open enrollmentResponsible for relations, administration, and accounting for six master leases and three subleases. Negotiated new HQ office lease and managed move out/in. Negotiated two cash neutral subleases of excess office space

First finance leadership hire. Responsible for all strategic and operational finance (accounting, FP&A, tax, cash management, payroll, billing, equity admin, insurance, investor reporting, 409A valuation), human resources, recruiting, facilities, real estateQuarterbacked all finance and G&A requirements for acquisition by NetDragon (Q2 2018)Developed infrastructure to support and scale SaaS, advertising, and partner revenue-share revenue modelsManaged and socialized cash flows at a detailed level. Developed detailed models to understand, monitor, and projectDeveloped employee programs: performance reviews and merit pool, option refreshers, compensation ladders, equity education (“Equity 101”), employee handbookMaster landlord and subtenant relations: Negotiated five cash neutral subleases of excess office space

Responsible for overall integrity of financial records. Span of responsibility: accounting (financial and cost), gross margin management, tax (income and sales/use), financial statement reporting, audit, equity admin, insurance, payroll., billing, payablesGuided company through first audits of financial records, internal controls, sales & use tax, bank covenants

First recruit pursued to join the newly formed team.Led successful integration of finance functions for seven acquisitions, deal values between $5M and $600MArchitect of integration “playbook” detailing process, dependencies, and needs across all finance functions

Promoted to the first financial business partner supporting the five G&A and marketing executivesResponsible for budgeting, managing to plan, reporting, accounting, and financial analysis for opex, capex, headcountManaged explosive G&A growth: opex from $9M to $200M per quarter. Workforce from 100 to over 2,000Led and/or drove development and deployment of processes and controls around spending, requisitions, allocationsRecognized as first functional Controller to develop standard reporting and month-end close package

Third FP&A resource hiredTransitioned company’s financial planning activities off Excel by sourcing, implementing, deploying, and administering Google’s first FP&A solution (Hyperion Planning)

Implemented, deployed, and managed company's first financial planning and reporting software (Hyperion Pillar)Managed annual planning and mid-year update processesBusiness partner supporting four G&A executives. Managed opex, headcount, and capex to plan

FP&A for $300M national distribution networkEvaluated financial viability of major capital acquisitions. Pitched to executive management

Supported Brand Managers to plan and deliver volume, revenue, cost reduction, and income targetsManaged national deployment of multi-dimensional sales volume reporting software. Provided front line support

Performed financial statement and benefit plan audits for healthcare, media, and manufacturing clients