- Build and mentor a team of 7 (Financial Analysts, Manager, & Director). Led the hiring process for the last 5 members of the team.- Responsible for annual budgeting process, quarterly financial forecasting and reporting to BoD, and internal monthly forecasting.- Integrated 3 acquisitions (2 US, 1 UK) into our financial processes.- Member of the CarGurus go-public team. Built the long-term financial models used during go-public process. Build quarterly guidance and review all public financial filings.

- Led the 2019 commission process. Design the commission plans for 14 separate teams. Partner with accounting team to implement ASC606. Managed team of 2 analysts that administered commissions for 325 sales reps.- President’s Club award winner for outstanding sales support and recipient of a 2019 company values award.

- Supervised the implementation of Adaptive Planning from an excel model, streamlining our budgeting and forecasting.- Improved the revenue forecasting process that led to increased visibility for Executive team.- Developed key metrics reporting – LTV:CAC, AARSD (average annual revenue per subscribing dealer) and months to recover CAC.

- Led annual planning process to complete 2016 plan - Developed weekly reporting to deliver key operating and financial metrics for senior management- Identified pricing discrepancies and implemented pricing changes that led to $2.6M of annual margin improvement.

- Developed new sales performance reports and forecasting for Sales Leadership that increased visibility and led to improved alignment with company goals. - Implemented Xactly Incent Express which reduced commission calculation and processing by 3 days per month as well as lessened processing errors.- Prepared monthly performance presentations for senior management and Board of Directors.- Implemented Adaptive Planning that improved forecasting and budgeting accuracy and timeliness.

- Developed customer profitability models to identify program-specific business drivers and identify key initiatives and action plans for improvement. Implementation of initiatives increased profitability by 25% for one strategic customer.- Identified, reported and analyzed key business metrics on a daily basis for senior management that increased visibility.

- Led annual strategy sessions, planning and budgeting globally including implementation of a company-wide business unit reporting structure.- Prepared monthly analysis and presentations to executives and Board of Directors including key initiatives and financials.- Delivered strategic and financial analysis of business initiatives including potential acquisitions and geographic expansion.- Led finance integration in the $1B acquisition of Endeca by Oracle including financial reporting and forecasting.- Coordinated and facilitated responses to Oracle diligence and integration planning for all finance and accounting matters.- Designed and administered the executive compensation plans.- Implemented long-term planning process that utilized benchmarking of key financial ratios and profitability of publicly traded comparable companies.

- Partnered with key executives in Development and G&A on forecasts, variance analysis and guidance on operational decisions – hiring plans, investment planning, and offshoring.- Implemented weekly flash report and monthly reporting and forecast process that increased visibility for senior management.- Developed financial model to determine 2008 economic downturn restructuring of 100 positions allowing the company to achieve cash flow positive business model.- Implemented a capital expenditure approval and reporting process for $10M capital budget.

- Developed the budget and monthly forecasts for corporate cost centers. Prepared monthly variance analysis versus budget and forecast and reviewed with cost center managers.- Developed company-wide customer profitability reporting throughout the company’s 35 solution centers including the standardization of fixed cost allocations.- Prepared presentations for senior management and Board of Directors on budget, forecasts, and actuals.- Completed multi-year financial modeling for expansion of existing bank credit line.- Supervised a staff of two Financial Analysts

- Prepared monthly performance presentations for senior management and Board of Directors.- Developed models for 7-year strategic planning including synergy models used in the sale of the company.- Identified opportunities to improve worldwide price yield through analysis on key products.- Prepared for senior management, analysis on actual performance versus forecasts and budget.- Reported and analyzed company segments for the 10-Q and 10-K.