Interim, consulting, and fractional work for PE backed and privately held companies in technology and healthcare. Contract and fractional work for multiple companies in the B2B SaaS technology and in the healthcare industries. ➔ Reduced month-end close process timeline by 4+ days and developed a flash report within the first 3 days of the month to allow earlier decision making by the executive team.➔ Consolidated vendors by 15%+ and streamlined vendor selection process which reduced administrative reporting and processing time.➔ Provided complete analysis for M&A (Merger & Acquisition) for two separate companies (one sell-side and one buy-side), evaluated synergies, value creation, due diligence, and strategic initiatives.

SaaS B2B2C technology-based Venture backed (VC) start up providing services for municipalities to create and track e-citations. Founded in 2019 based on a product/technology acquisition. Hyper-growth from 4 to 50 employees and $20M ARR.Served as both CFO and CEO in a dual role, and grew the organization to 50+ employees and over $20M ARR. Responsible for all financial & legal aspects of the business as well as managing relationships with the Board of Directors and Investors. Al;so responsible for all aspects of the entity. ➔ Created FP&A process and financial forecast & budgets with continual updates; created KPI for performance tracking.➔ Led rapid revenue growth (25x over 4 years, including 8x organic growth) in partnership with the Leadership Team, including building the finance, HR, and admin teams from the ground up, understanding overarching capital strategy, and risk mitigation.➔ Oversaw 4 capital raises (3 debt, 1 equity) and M&A acquisition of a competitor to increase market presence (achieved #1 market share in the state).

PE-backed SaaS & Professional Services company providing customer reviews & product ratings for global e-commerce brands and retailers. Reported to the CEO. Led team of 8+ employees, supporting a company of 175+ employees and $125M ARR. ➔ Converted General Ledger (GL) from QuickBooks/Zuora to Intacct (integrated with SalesForce) which enabled required functionality and reporting. Methodically completed the transition (when had failed 3x with previous management).➔ Revamped FP&A process and financial forecast & budgets with continual updates providing accurate input of data and analysis leading to more precise KPI’s for performance tracking.➔ Restructured/extended bank debt and completed Series C funding to enable continued operation which allowed for additional cash flow availability.➔ Reduced monthly reporting (month end close) from 20+ days to consistently less than 8 business days by streamlining closing procedures and instituting pre-close reviews and best practices.➔ Reduced time to close customer legal agreement from 7 weeks to < 4 weeks by streamlining contract structure, improving legal team efficiency, and additional consistency in the agreement terms.

PE-backed SaaS, Technology-as-a-Service, Data/Content-as-a-Service & Professional Services company that captures, stores and disseminates sports information, products and analytics services to technology, gambling and media & entertainment customers. Approximately 1,000 employees (full and part-time).Reported to the CEO. Led multiple global departments including finance, legal, operations, customer service, and international sales. ➔ Drove consistent revenue growth (from $10M to $150M) and managing employee growth and enhancing profitability. ➔ Led 25+ M&A transactions, including a successful exit to a large Private Equity firm. ➔ Drove international expansion to 20+ countries using a variety of methods including building from the ground up, joint ventures, and acquisitions.➔ Grew the finance department from 3 people to 18 people and proactively up leveled the talent through 1:1 coaching.➔ Focused on team and people development while scaling the Finance Department from 3 to 18 people, while continually up leveling the team’s capabilities through one on one coaching, structured training, and development opportunities.➔ Developed monthly KPI management dashboard for easy reporting and improved operational management.Previous Roles Held: Executive Vice President, Senior Vice President