Established in 2012, WeConvene is the cloud-based meetings and events management and marketing platform that helps the capital markets community book better®. WeConvene makes the creation, distribution, marketing and execution of official meetings and events between analysts, corporates, investors, IR firms, expert networks and investment banks fast and easy, generating better outcomes including greater team efficiency, increased meeting attendance and enhanced client satisfaction.

Significant member of leadership team responsible for:POST-ACQUISITION INTEGRATION: Timely and effective integration of both companies; accomplished complete post-acquisition integration with no need for additional resources. This included all legal entities across the global into a single ERP system, monthly financial close and reporting, consistent business processes, insurance policies and risk management, treasury and cashflow management, corporate governance, government and financial institution compliance.INVESTOR RELATIONS & BOARD REPORTING: Improved and streamlined all financial modeling, budgeting, forecasting, and FP&A to address increased needs of the larger organization and additional reporting presented to the investors and board of directors.Whip Media's market leading enterprise software platform centrally connects data, processes and teams throughout the digital distribution journey. Powered by proprietary data and predictive insights, Whip Media enables the world’s top entertainment organizations to efficiently distribute, control and monetize their TV and movie content to drive revenue and direct-to-consumer growth. Whip Media has offices in Los Angeles, New York City, London, Amsterdam and Paris. Whip Media acquired Mediamorph in 2019.

Senior Executive leading a team to oversee all aspects of strategic finance and accounting operations within the organization, including:SUCCESSFUL EXIT + LEADING STRATEGIC & IMPROVEMENT EFFORTS: Partnering with the executive team across the organization, resulting in our ability to scale the business during a period of rapid growth; this, along with leading the due diligence efforts resulted in a successful acquisition of the business by Whip Media Group in October 2019.REVENUE & GROSS MARGIN IMPROVEMENTS: Tripled recurring revenue and doubled our recurring revenue gross margin percentages during my tenure. Revenue improvements were made possible through teaming with the sales and operations departments to enhance our customer contract analysis and renewal tracking process, providing more upsell opportunities, identifying and increasing underpriced platform usage rates and minimum guarantees. Gross margin percentage improvements were made possible by implementing a resource management system to provide timely and accurate reporting of multi-departmental staff utilization, leading to efficiencies and higher productivity across the global organization.PROCESS IMPROVEMENTS & TECHNICAL ACCOUNTING: Led all aspects requiring technical US GAAP accounting knowledge and implemented any process changes deemed necessary due to changes in accounting standards (e.g., implemented a new accounting policy for revenue recognition under ASC Topic 606 early adoption). Throughout my tenure at Mediamorph, there have been no audit adjustments or internal control deficiencies.Formerly Mediamorph, Inc. powered a market leading enterprise platform that provided a broad range of integrated services, enhanced by unique analytics, that enabled the world’s leading entertainment organizations to more efficiently manage, distribute and monetize their digital content.

Promoted from Director of Finance to VP of Finance in January 2017 due to leading significant improvements across the global organization, including:FUND RAISING: Led the due diligence and supported the fund-raising effort for Series B and Series C financings.ALIGNING FORECASTING MODEL: Redesigned the departmental P&L reporting to align with company goals and KPI measurements, as well as created a detailed ‘bottoms-up’ budget and forecasting model used by the executive team. These improvements resulted in enhanced management of headcount and decreases in related operating costs, more effective management of cash burn, lower third-party costs (including hosting and server costs), as well as an improved CAC payback period.OPERATIONAL EXCELLENCE: Lowered operating costs by implementing an employee expense system and expense policy, this allowed us to more effectively manage costs, as well as facilitated our ability to identify opportunities to timely rebill customers and recapture costs incurred on their projects. PROCESS EFFECTIVENESS & EFFICIENCY: Reduced the monthly close process from over 20 to 5 working days and reduced DSO by over 50%, these improvements were made by implementing a new accounting system, updating our accounting policies and overhauling all business processes.

Led the digital revenue recognition process across the worldwide organization, managed Recorded Music’s budgeting and FP&A process for all digital revenue across the worldwide organization. Partnered with legal, business development and sales departments, to evaluate Digital Service Provider (DSP) contracts (e.g., Google, Apple, Spotify, YouTube, and Amazon), rework digital business processes.Provided pre-acquisition analysis, transition planning and post-acquisition planning to senior management to aide in the $765 million Parlophone Records acquisition.Warner Music Group is one of the largest companies in the music industry, with ~20% of the global market share.

Project manager for wide range of EY clients, from Fortune 50 corporate accounts to middle market and global private equity houses. Performed quality of earnings analysis and working capital trending assessments for both buy-side and sell-side engagements, with target enterprise values ranging from $100 million to $2 billion. Assisted clients in the development of critical investment theses, including run rate performance and reasonableness of forecasted results throughout investment period. Recognized for ability to develop meaningful client relationships on several of EY’s priority accounts.

Led all aspects of the company’s finance and accounting functions. Partnered with IT department to integrate data from the trading system into the accounting system, adding a stronger control environment over revenue and expense recognition as well as forecasting and planning. Negotiated Company’s credit facilities and placement of assets in excess of $200 million with various financial institutions. The Seam is a leading provider of innovative agri-tech software and commodity trading solutions for agribusinesses around the world, was founded in 2000 by global commodity merchants and agricultural cooperatives. Annual trading volumes neared $1 billion and included multiple programs in partnership with the USDA. AUM exceeded $200 million. The Seam has cleared or processed more than $8 billion through its platforms.

Led audit teams for several of EY Memphis’ most prestigious clients including three SEC Filers and global priority accounts. Consistently received Ernst & Young annual ‘High Impact’ Award.