Chief Financial Officer
Executive for a software company providing document management solutions for the upstream oil and gas industry. Brought in to increase company valuation in preparation for an exit by business founders within a 3-year time frame. Concentrated on back office and administrative process reengineering, controls and sales, operational and product support, management reporting and KPI’s. Additionally, managed accounting, human resources, benefits and payroll processes.Significant Accomplishments:• Key executive in increasing company value by 3x. Key drivers were significantly increasing proportion of recurring revenue and strictly managing costs and strategic investments• Managed the sale of the business to WolfePak through an investment banker lead process which included buyer selection, management presentations, down selection, due diligence, purchase agreement and transition• Reengineered order to cash process, adding over $1 million in cash to the balance sheet and complying with the latest revenue recognition standard
