Led a team of 3 senior professionals to drive operational rigor and data-driven decision making across the Customer Success, Customer Support, and Professional Services teams.

Built out the Corporate Finance function for a Series C startup, including scenario modeling, cash burn and working capital forecasting, month end close, board and investor presentations, and competitor benchmarking. Architected ClickUp’s first end-to-end Go-To-Market financial model, which drove alignment between our business strategy and our targets for PLG / freemium customers, leads, bookings, and churn.Finance business partner to the Customer Support, Customer Success, and… Show more Built out the Corporate Finance function for a Series C startup, including scenario modeling, cash burn and working capital forecasting, month end close, board and investor presentations, and competitor benchmarking. Architected ClickUp’s first end-to-end Go-To-Market financial model, which drove alignment between our business strategy and our targets for PLG / freemium customers, leads, bookings, and churn.Finance business partner to the Customer Support, Customer Success, and Professional Services leadership teams.Selected for inaugural company-wide Performance Award. Show less

Reporting to the Chief of Staff to the COO, my team collaborated across the C-suite to analyze and execute strategic decisions impacting Sales, Product, and Customer Experience. Also responsible for setting company-wide OKR targets and preparing materials for our Board.

Partnered with Sales and Marketing leadership teams to set targets for pipeline generation and conversion to bookings. Owned Zendesk's long-range planning for sales capacity and topline bookings growth.Built out a Central GTM team to centralize processes under a shared services model, driving efficiencies across 20+ colleagues in Go-To-Market finance.

Collaborated with Operations to manage the full P&L for the Professional Services business, including revenue, delivery capacity, and gross margin. Led weekly forecasts with sales leaders. Evaluated ROI on sales and marketing costs.

Marketo is an enterprise marketing software platform (acquired by Adobe for $5B in 2018).Provided financial insights to the Product & Engineering, Cloud Platform, and G&A executive teams. Drove the annual budget process, partnering with Product & Engineering leaders to prioritize the product roadmap within the budget guardrails.Personally recognized by the CEO with a special award for outstanding work on 2018 budget.

Ecolab (#211 - 2017 Fortune 500) is a global provider of water and hygiene technologies.Partnered with the Distributor Sales division ($100M+ annual revenue) by analyzing potential customer deals, product launches, and field compensation plans to drive profitable growth. Built and managed the annual revenue and rebate budgets.

Interned as part of GE’s CPA leadership development program for a total of 16 months across 3 annual reporting cycles:January – April 2012, January – April 2013, January – August 2014Collaborated with the statutory reporting team and global GE controllers to convert their financials from US to Canadian accounting standards (GAAP) and consolidate them into financial statements.