Clients included Birdeye, Kelvin, MindFlash, Sail Internet, Stanford StartX, 11Lune, and WiL• Built financial models for fundraising and CEO decision support• Created BI dashboard integrating data from Shopify, Quickbooks, Google Analytics, Salesforce, and Refundly• Drove analysis of cohorts to understand granular unit metrics (e.g, marginal profitability, CAC, activation, product suite successes)• Dramatically reduced accounting close time (e.g., six man-weeks to one day)• Drove a data initiative to ensure comprehensive documentation through checklists for closing periods, improved security via cloud-based storage, and implemented repeatable and audit-worthy processes.• Built integrations between systems (QB, Xero, Salesforce, Zuora)

SITO Mobile is a public company that provides big data, geo advertising technology solutions• Handled all IR including investor conferences and quarterly earnings calls• Completed annual audits, 10Ks, 10Qs, annual meeting and all earnings calls• Raised $14M convertible financing from existing “baby shelf”• Slashed costs 45% (FTEs, vendors) to expedite profitability • Improved collections workflows to reduce AR from $20M to $15M in a revenue growth environment, with DSO reduced from 90+ days to 60

MedHelp was the world’s largest online health community. This media business scaled to profitability over 4 years and sold to Merck (2014).• Led efforts on sale of company using a multiple bidders approach to optimize sale price• Developed and maintained “bulletproof” accounting that was accurate, fast, and reliable. This allowed scalability and an expedited due diligence when the company sold • Negotiated enterprise licensing contracts with GE, Walgreens and CVS

Clients included Dropbox, imeem, and wunderground.com Helped scale Dropbox (revenue grew 40X in 11 months) as the interim CFO. Turnaround work with iMeem and Wunderground that eventually led to acquisitions by MySpace and Weather.com.• Operated as a core member of the executive team and regularly interact with the Board of Directors• Handled bridge financing and debt renegotiation• Managed staff across G&A scope, including accounting, finance, legal, human resources and facilities• Handled all aspects of cashflow, including weekly snapshot, disbursements, banking, and fundraising• Owned strategic modeling, Business Information (BI) systems and Financial Planning & Analysis (FP&A)• Drove accounting cleanup, systems optimization and maintenance• Demonstrated functional expertise in online advertising and b2c billing, inclusive of process and systems • Optimized working capital by lowering AR from $5M to $3M in the face of revenue growth and reducing DSO from 180 days to 60 with <0.1% bad debt

HotTopic Media was an online startup that offered expert information to consumers with a direct to consumer revenue model. Terry led HTM’s financial turnaround and developed their strategy for reinvestment in marketing to increase top line and return firm to profitability for potential sale. During his tenure he spearheaded a strategic shift from cost-cutting towards increased front end marketing spend to enable company to grow the top line, and he led construction of multi-cohort/vintage models to increase focus on ROI. These strategies led to 50% revenue growth and $30M annual revenue in the last year of his tenure.

Healthline was a high-growth consumer healthcare startup. Terry was hired as Healthline’s tenth employee when their product was still in pilot phase. His responsibilities included fundraising, building financial models, establishing accounting functions and systems, and managing HR and legal.Terry led both Series A and B fundraising rounds with a combined $35M from investors that included VantagePoint, GE/NBC Universal, Kaiser Permanente, Mitsui, and Reed Elsevier. He oversaw the finance function and also built custom BI tools and dashboards as Healthline scaled to $10M in revenue and ~50 employees in two years.

MarketWatch was a public online media company acquired by Dow Jones in 2005. Terry was hired in and FP&A role and was promoted to assume responsibility for treasury, M&A, and sales management support as MarketWatch transitioned to positive cash flow and net income by doubling revenue while enforcing cost discipline. Market capitalization increased from $75M to $540M at 2005 acquisition.Terry’s contributions included leading implementation of Hyperion Essbase and a custom BI solution to extend data-driven decision making and improve SOX compliance capabilities, developing forecasts and scripts for earnings calls, and driving M&A efforts for both public company acquisitions and the sale to Dow Jones as part of a four-way auction. He also drove a pivot in treasury strategy leveraging a laddering technique that optimized interest and provided sufficient cash flow for the firm’s needs, doubling yield on $70M and increasing annual cash flow by $1M+.