I am the regional leader of team of five senior consultants, three principal consultants, and 65 senior sales executives. I developed and owned 11 GTM products and solutions while ensuring strategic consulting value to a portfolio of 100+ clients and cultivating partnerships with senior technology executives as go-to-market financial strategy leader for the Western Region of North America. Some accomplishments include: ► Being promoted to this newly created high-level senior leadership… Show more I am the regional leader of team of five senior consultants, three principal consultants, and 65 senior sales executives. I developed and owned 11 GTM products and solutions while ensuring strategic consulting value to a portfolio of 100+ clients and cultivating partnerships with senior technology executives as go-to-market financial strategy leader for the Western Region of North America. Some accomplishments include: ► Being promoted to this newly created high-level senior leadership position to build out a financial strategy practice, similar to a “Big 4” management consulting arm, for this technology consulting company.► Growing the practice 350% while focusing on the development of scalable and automatable financial models, enabling the broader practice to secure dozens of new logos in the enterprise client base with industry-leading CSAT scores, including two of the largest banks in North America.► Regarded as a trusted advisor to CIOs and CFOs of Fortune 2000 clients to increase financial transparency and improve IT strategy. This resulted in an average 11% cost reduction and saved clients $1.3B in expenses.► Acting as the primary contact in establishing two dozen partnerships in the technology space and growing relationships with executives in 30+ client organizations across diverse industries. ► Recognized as a trusted thought leader in the financial strategy space, frequently engaged to speak at technology industry events, partnering with business intelligence leaders, including Gartner, McKinsey, and Bain Consulting, on financial governance in technology.► Leading team to consistently win new business by scoping solutions and engagements, creating proposals and business cases, conducting compelling presentations, and negotiating deals to drive ongoing business growth. Show less

In this role, I oversaw all finance and operations post-sale for this startup. This included leading full lifecycle design and installation projects, financing, and supporting technology, including websites and CRMs. I also built and implemented systems to manage project budgets, control AP/AR, and automate tax reporting. Some highlights include: ► Generating $2M in fundraising to grow this debt and equity-financed startup. Growing company from the ground up to ~50 staff and $8-$12M in… Show more In this role, I oversaw all finance and operations post-sale for this startup. This included leading full lifecycle design and installation projects, financing, and supporting technology, including websites and CRMs. I also built and implemented systems to manage project budgets, control AP/AR, and automate tax reporting. Some highlights include: ► Generating $2M in fundraising to grow this debt and equity-financed startup. Growing company from the ground up to ~50 staff and $8-$12M in annual revenue. ► Successfully installing ~18 megawatts of solar capacity across CA.► Driving profitability and ongoing business growth by conducting detailed cash flow financial modeling for construction on each project.► Creating a standardized preconstruction methodology, incorporating detailed BOM cost analysis, man-hour wage analysis, cost of sales forecasting, statistical performance metrics, and future material availability analysis. Leveraging automation dataflows to increase project velocity and shorten cash cycles.► Reducing cost of sales by 40-70% and achieving industry-leading sales conversion rates and customer retention through targeted marketing plans, advertising campaigns, and finance partnerships. ► Leveraging expertise in consumer finance to ensure 97% of customers received appropriate financing for projects. Show less

In this position, I effectively managed operations and finances, including preconstruction, project management, accounting, and forecasting. Some notables include: ► Significantly improving profitability by restructuring the company into several branches and expanding into an innovative tree management service with full CDFA Organic certification.► Establishing financial best practices, including building out a general ledger, standardizing accounting functions such as payroll, AP/AR… Show more In this position, I effectively managed operations and finances, including preconstruction, project management, accounting, and forecasting. Some notables include: ► Significantly improving profitability by restructuring the company into several branches and expanding into an innovative tree management service with full CDFA Organic certification.► Establishing financial best practices, including building out a general ledger, standardizing accounting functions such as payroll, AP/AR, and tax reporting, and ensuring GAAP compliance. Show less

In this role, I led continuous development improvement of an automated credit reporting solution flagship product aligned with large competitors and major banks. I aligned with Agile developers and C-Suite on strategic goals, revenue targets, and customer requests. Some achievements include: ► Being the Product Owner for SaaS automotive credit tools to produce a software platform hosting 1.1K+ enterprise-level subscriptions and analyzing 300K+ consumer credit profiles annually and… Show more In this role, I led continuous development improvement of an automated credit reporting solution flagship product aligned with large competitors and major banks. I aligned with Agile developers and C-Suite on strategic goals, revenue targets, and customer requests. Some achievements include: ► Being the Product Owner for SaaS automotive credit tools to produce a software platform hosting 1.1K+ enterprise-level subscriptions and analyzing 300K+ consumer credit profiles annually and modeling credit score analogues for auto loan underwriters.► Boosting sales revenue and significantly increasing company value/M&A offers by developing high-demand technologies.► Effectively leading cross-functional teams to maintain ~99.8% uptime of cloud software platform in a fast-paced three-week software release cycle by gathering business requirements and overseeing task prioritization, QA, and UA.► Ensuring all software complied with EI3PA industry standards, the highest privacy, security, and reliability certification available in the industry. Show less