• Direct finance operations for acquirer's technology business unit post acquisition of ComplianceEase• Leading financial integration of seven acquired technology businesses• Partner with business leaders to drive operational improvements and execute on cost savings opportunities• Created financial reporting and analysis package to reflect increased complexity of operations

• Acted as strong business partner for CEO of profitable mortgage software company• Refocused company on key SaaS products and exited non-core business lines• Key member of the management team that successfully completed sale of company at a nine-digit valuation, representing a ~4x increase in enterprise value over two years• Drove restructuring of sales including sales organization, sales process, pricing structure, contract structure, commission plan, and metrics• Delivered 80%+ revenue growth for SaaS business after several years of stagnation• Developed and implemented KPIs used to drive performance improvements• Built high performance accounting team and implemented new financial management systems• Tasked with leading Human Resources

Selected projects:• Operational turnaround of recycling business. Worked with CEO to identify value creation opportunities,developed strategic plan, restructured operations, improved margins by 20%; coached CEO• Acting CFO for newly launched venture capital firm that successfully raised first fund• In-depth opportunity analysis for bank considering launching a leasing business

Startup focused on seawater desalination infrastructure

Investment banking coverage focused on managing client relationships and on originating and executing transactions, including lines of credit, debt financings, acquisitions, mergers, IPOs, and private equity• Transaction experience in transportation equipment, environmental, distribution, leasing, and airline sectors• Led deal teams and managed internal resources to deliver results for clients• Responsible for all aspects of transaction execution including due diligence, process management, investorcommunications and materials, negotiations, financial modeling, and valuation• Advised clients’ senior management and board on strategy and transaction execution

Selected Projects:• Interim controller for publicly-traded firm: reorganized accounting operations and rebuilt financial reportingsystem on short timeframe to keep company current on SEC filings• Interim CFO for startup facing bankruptcy: negotiated debt relief and secured new financing commitment

Senior Vice President, Venture Capital: 1997-2001; Vice President, Insurance: 1993-1997• Set up and ran underwriting operations; hired and led team; implemented best practices; designed andimplemented information system used to run business; modeled transactions including credit facility,securitization, and IPO; managed portfolio acquisitions and divestitures• Originated and executed venture capital investments; managed portfolio company relationships. Performeddue diligence, built financial models, and negotiated transaction terms