CFO advisor with 20+ yrs experience. 4 Exits, including 1 IPO, 12 acquisitions, 7 turnarounds. Managed global finance teams with over 100 heads and startups without any finance team. SaaS, Software, Technology and Manufacturing focus. Public, Private, VC and PE backed.

Lead finance, accounting, IT, HR, manufacturing and distribution for a growing eCommerce wellness company. Transform financial processes to improve accuracy, timeliness and performance. Streamline back office systems and functions. Improve analytics data flows and insights.

Member of the Execore think tank. A collaboration of executives working to share better practices and improve leadership and execution across the landscape of startup, scale up and high growth SaaS.

Alyce acquired by Sendoso Prepare company for exit. Reverse from declining sales in SaaS Martech toward profitable growth. Improved all accounting and reporting to be GAAP compliant and audit ready. Created SaaS Contract Database allowing us to completed financial diligence and QoE in 5 days.

Create and lead the function, growing a SaaS Healthtech firm at over 60% CAGR through the pandemic. ● 1st full time finance leader, bringing the function in house including, strategy, budgeting, forecasting, accounting, reporting, audit, internal control, procurement, tax and treasury ● Led the company through 1st public audit (Deloitte) including ASC 606 compliance ● Implemented FP&A tools to automate a collaborative forecast process ● Day 3 close, day 5 rolling forecast, day 8 reporting, day 8-30 strategic finance ● Strategic finance responsibilities include capital management, restructuring, pricing strategy, G2M motion, partnerships, complex contract negotiation, etc.

Signal acquired by Transunion Prepare SaaS data company for pivot/exit after market dynamics altered growth. ● Improve communication and collaboration across departments during time of turmoil ● New product go-to market strategy, costing, pricing, packaging and sales planning

Post M&A integration of 3 companies and 35 entities into a $1B division, with 400% inorganic growth. ● Lead strategic planning process, including market analysis and investments ● Lead CAPEX planning, tracking and ROI ● Implement lean processes in finance resulting in 80% reduction in reporting complexity, eliminating over 500 pages and increasing analytical capacity 300% ● Created automated tools to flag financial issues including drill down to root cause to identify actionable improvements ● Lead cash flow forecast and working capital improvement efforts

Lead $700M (of $2B total company) through public listing, facilitating organic and inorganic growth across the portfolio. ● ADP Dealer Services spun off via tax free IPO to become CDK Global on NASDAQ ● Matrixed Leadership of 13 controllers and analysts and 60 shared service accountants ● M&A lead on 3 acquisitions, 1 divestiture and 1 joint venture ● Implement ASC 606

Lead turnaround of a $2M declining software business to $25M ARR in 18 months. ● Convert from license based to SaaS pricing model ● Partner with sales for executive level negotiations to drive ARR