I am an innovative finance leader of rapidly changing software, information services, and services businesses with twenty-plus years of experience as a CFO, Vice President, and other roles. I have served companies and clients large and small as a trusted advisor in international mergers and acquisitions, financial planning and analysis, strategic planning, and operations. I am a creative thinker, team builder, and motivator, leading diverse teams by example and adhering to a principled, disciplined approach to problem-solving. I have led finance and strategic planning for market-leading software and online services companies, as well as start-ups. I work collaboratively with senior management, subject matter experts within and outside of the company, and other stakeholders to create comprehensive, actionable strategic and business plans. I have also led value-creating projects, including business process outsourcing/off-shoring, pricing, business intelligence, new product development, forecasting, and financial reporting. I have proven skills in a variety of systems and applications: Excel, PowerPoint, Access, Hyperion, PeopleSoft, SAP, QuickBooks, Salesforce.com, Hubspot, Workiva, and Microsoft Project, as well as new system implementations (NetSuite, PeopleSoft, SAP, subsystems.) I am a former active member of the Alliance of Mergers and Acquisitions Advisors as a teacher and advisor.Specialties: Financial Planning and Analysis, Finance Team Building, Domestic and International Mergers and Acquisitions (M&A,) Due Diligence, Post-acquisition Integration, Financial Modeling, Business Valuation, Strategic Planning, Financial Analysis, Financial Statement Analysis, Team Building, Financial Reporting, Capital Raising, Software-as-a-Service (SaaS.)
Listed skills include Strategy, Mergers And Acquisitions, Financial Modeling, Finance, and 36 others.