Converted $1M ARR startup to full SaaS reporting financial model in preparation for a successful Series B fundraise. Implemented SaasOptics/Maxio billing system, SaaS contract structure and commission plans/process.

- Implemented Oracle Planning & Budgeting Cloud Software to get the company off of an excel-based financial model. - Covered $100M+ R&D organization - budgeting, scenario analysis, compensation analysis, KPI metric creation and dashboarding, and TCO model.

Built the financial/operational model that Amazon Pharmacy was launched on post its acquisition of Pillpack. Owned financial coverage for the Billing, Data Entry, Pharmacist Verification and Prescription Acquisition divisions. Heavy focus on labor planning, productivity tracking, and cost reduction.

-Built and maintained Dyn’s 5-year SaaS financial model used for cash flow management and forecasting as the start-up grew from $15M to $100M in ARR leading to its eventual purchase by Oracle in 2017. Later converted this financial model into Adaptive Planning budgeting software shaving days off of budget-to-actual reporting and scenario analysis time lines.-Extensive knowledge of the SaaS business model. Converted senior management reporting and aligned sales commissions and targets away from bookings and towards MRR/ARR reporting. Created Dyn’s SaaS KPI reporting package to include LTV, CAC, customer retention, and customer cohort analysis across each product line.-Produced monthly, quarterly, and annual reporting packages for top executives and board members. -Experience in multiple equity raising rounds totaling $100M (North Bridge Venture Partners & Pamplona Capital Management) and analysis/due diligence on acquisitions (Renesys, Nettica, and the purchase of Dyn by Oracle)-Built sales team compensation structures, tracked performance and created an in-house commission reporting process using Google Sheets for 100+ employees that saved the company $100k+ annually.-Performed ad-hoc financial analysis across all aspects of the business. Acted as finance’s liaison to the sales and marketing executives with focus on ROI across marketing funnels, sales velocity and deal analysis. Worked side by side with the network engineering team to plan and track their $10M+ annual capex budget.

-Youngest portfolio manager in the history of the firm managing $45 million at the age of 29.-Researched/covered the utility and transport sectors for the firm, analyzing stocks and making buy/sell recommendations to the investment committee. -Achieved Certified Financial Planner designation in 2011-Responsible for all fixed income and equity trading. Gained a firm handle on access to financial markets as well as a strong understanding of the fixed income market as I traded before, throughout and post the 2009 credit crisis.

-Taught alongside Professor Bulent Aybar in a graduate level managerial finance course. -Course focus was on evaluating financial statement metrics, valuing projects and companies, along with emphasis on the bond market and interest rates.