Supported growth of technology-driven provider of small business insurance from $5M to over $300M in gross recurring revenue

Optoro offers a superior end-to-end reverse logistics software platform that helps retailers and brands manage, process and disposition returned and excess inventory, from first touch.

Led Financial Planning & Analytics and Corporate Development activities for Opower, a leading Software as a Service (SaaS) provider to the utility industry.Joined in early 2014 to prepare company for IPO. Built and led a team of Finance Business Partners who provided operational support to each department within the company -- Sales, Customer Success, R&D, Marketing, and G&A.Responsibilities included: semi-annual budgeting, revenue and expense forecasting, ongoing expense management and tracking, financial and operational metric reporting, contract evaluation & approval, public investor relations, and strategic analysis.Key member of the team that worked toward the May 2016 announcement Opower's acquisition by Oracle. Responsible for integration of all Opower Finance and Accounting functions into Oracle.

Venture capital investing partner in high tech startup companies, particularly in the enterprise IT, e-commerce, and Internet technology sectors. Partnered with CEOs to assist them in realizing their visions by providing strategic advice, recruiting support, and by guiding them through dozens of private follow-on financing rounds. Was director or active board observer for 20 VC and growth equity investments. As of my departure, this portfolio had increased in value more than fourfold with ~1.9x realized and ~2.8x in remaining market value resulting in a >40% IRR. Investments included: Groupon (IPO), Vertica (acquired), Innerworkings (IPO), Echo Global Logistics (IPO), Mediabank (acquired), Pentaho (acquired), and Millennial Media (IPO).