• Oversaw annual plan, P&L performance, financial modeling, and other ad hoc analyses for the SaaS/Cloud Operations, Engineering, PM, & IT teams using Adaptive Insights• Drove process for R&D Product P&L creation to influence management decision making on next year investment• Collaborated with Cloud Ops team to managed SaaS expenses flat YoY while delivering 61% more customers

• Oversaw annual plan, P&L performance, financial modeling, and other ad hoc analyses for the Technical Account Management (TAM) and PS Engineering teams • Managed pricing updates for portfolio of SKUs improving global TAM margin• Managed creation of monthly PSO bookings and revenue deck for CAO • Standardized P&L and headcount models from three geo-centric models to one world-wide model to drive global synergies and ease of management• Managed reporting rollup of CIO division, created quarterly business review (QBR) decks, developed and consolidated monthly forecasts, and highlighted key risks and opportunities for CIO discussion• Supported VPs of Information Security and IT Operations, led all month-end close, planning, forecasting, and reporting activities• Modeled and facilitated implementation of Hardware as a Service (HaaS) process to reduce R&D and IT CapEx spend YoY by optimizing use of current assets

• Architected financial structure for new Rubicon division, including intercompany arrangements for service-provider agreements• Drove all stages of forecasting and analysis for Rubicon and developed unique month-end reports for senior management review (improved forecast accuracy to less than 2% variance) • Managed COGS expenses to increase gross margin by 20% in under a year and a half• Transitioned accounting and forecasting packages from Oracle to SAP

• Saved company $3M by collaborating and performing analysis with Tech Ops management on mid-year budget reviews• Developed KPI’s such as $/GB and $/Support Case reports to track progress to financial goals• Performed Balance Sheet and P&L analysis to ensure accurate reporting, along with monthly variance/commentary reports and quarterly financial bridges

• Budgeted, analyzed, and reported on all of COGS, Marketing, IT, BI, and Bus Ops• Modeled new service offering, Data Seeding, to determine profitability for management and successfully implemented the model resulting in new cash flows for the company• Created models for Bus Ops financial planning, Customer Support headcount growth, and Sales compensation packages • Reduced close cycle from 5 days to 3 by streamlining close activities• Implemented new purchase requisition software to shrink multiple-day approval process down to a few hours• Worked with CEO, COO, and Director of Finance on ad hoc analysis and reports

• Employee #14 at start-up• Handled day-to-day accounting duties including: fixed assets (tracked, depreciated, managed), treasury activities, prepaid expenses, accounts receivable, deferred revenue, accounts payable, reconciling credit cards and bank accounts monthly• Compiled due diligence for Series-B funding and later acquisition by EMC• Transitioned accounting software from QuickBooks to NetSuite and then to Oracle