Real-time partnering with stakeholders to facilitate top line growth through while ensuring optimal cash utilization for successful startup IPO exit. Duties includes: worldwide FP&A, expense management / forecast, booking and revenue forecast, administering commission, bonus and merit programs, BOD slides / requests, investor reporting as well as knowledge center for all things Excel and Adaptive Planning Created and maintained revenue, depreciation, amortization (and other) models while our build of NetSuite (finance and accounting system) was finalized. Models were used to ensure NetSuite was calculating correctly Administer Adaptive Planning financial forecasting system, support Xactly Planning commission system Headcount planning, including partnering with executive staff, recruiting and HR to ensure correct headcount and contractor positions are filled timely and accounted for financially Maintain 5 year financial planning, which involves consistent feedback (push and pull with senior staff Create and respond to all Board of Director requests Administer semi-annual merit and bonus programs, which involve close interaction with HR and senior staff; maintain all historic adjustments as well as project compensation range based on Radford data Responsible for commission calculation and well as partnering in annual commission planning Collaboritely created marketing financial model, which attempts to quantify the relationship between expenditure and bookings. Model is the basis for approximately 10% of annual spend Solid line to team of 2 employees and dotted line to several more Continue to host training clinics for Excel skill improvement as well as how to utilize Adaptive Planning

Responsible for world-wide financial planning and analysis, financial reporting, forecasting, sales operations and expense management. Key point of contact interfacing with executive staff, board of directors, private equity ownership group and debt stakeholders. Promoted from Sr. Financial Analyst to Manager and then to Senior Manager  Revamped financial planning systems- implemented Adaptive Planning replacing old legacy planning model which used multiple excel spreadsheets (Received “ Raising the Bar” award from the CFO) Managed an expense budget of greater than $100M in a period of high growth of the company with multiple locations in the U.S., Europe, Israel, Korea, Taiwan, India, Japan and China Developed a SaaS revenue model for HyperSpace, Phoenix’s instant-on operating system which included the PC industry’s first appstore Responsible for preparing board presentations, quarterly and weekly KPI updates for private equity firm Played a key role when Phoenix was a public company during earnings releases by anticipating and preparing answers to potential analyst questions for the CEO and the CFO Created key models used to analyze: headcount, ROI, resource allocations, retention grants, stock and equity options, scenario planning, pricing among others Prepared financial models for sale of the company during the auction process, for three divestitures and for an acquisition Responsible for ecommerce analytics for the online business acquired by the company. Also manage the team responsible for minimizing charge-backs Host technical training clinics for US based employees (with video versions for International employees) including: Microsoft Excel, Adaptive planning.

Support senior management in leading key reporting functions: data consolidation, management reporting and analysis. Design and implement metrics and reports to measure operational performance and key business drivers. Identify potential process improvement opportunities and partner with appropriate resources to scope and implement solutions.

Provided project analysis that minimized financial risks, maximized profitability and positions sales force to best evaluate and compete on RFPs. Performed Start-up, Maintenance and Retrospective analysis of project budgets in accordance with project analysis processes and changing market conditions.

Assist executive leadership to establish and execute commission structure aligned with corporate strategy. Developed and maintained forecasting, sales reporting and customer analysis tools / models. One of three data warehouse "power users" tasked with assisting department (100+ people) with queries and data extraction.

Forecasting, Budgeted, Accrual entries, Budget / Actual variance analysis. Worked closely with Marketing, Business Development and Web Hosting departments to provide analysis and reporting.