Experience

Hemming Morse, LLP

• United States
• Accounting
• 1 - 100 Employee

• Principal - Data Analytics / M&A Advisory

  • Apr 2023 - Present

  Principal in the Consulting Service Group at Hemming Morse, LLP with an emphasis on data analytics and M&A advisory services. With over 25 years in the technology industry, he has provided exceptional financial leadership in both large and small business settings with the ability to transform complex data and information into meaningful insights that drive better financial outcomes, operational efficiency, and increased productivity through process improvement & automation • M&A: Buy and sell-side advisory • Company Scorecards/Dashboards: KPI’s, financials, operational metrics • Process Automation: Eliminate manual reporting, close process, RPA • ‘Quality of Earnings’: Deep dive into company financial and operating information • Consolidation: One source of truth across entities & systems • Litigation Support: Data intake, aggregation, analysis & presentation • Fractional Work: CFO, controller and/or analyst for hire Show less



Cooper Norman

• Accounting
• 1 - 100 Employee

• Data Analytics

  • May 2022 - Apr 2023

  Built a team of data analytics professionals, created data infrastructure and started up the data analytics, M&A and related advisory services. Led sales efforts and business development in growing a profitable value-based service that promotes client understanding of business drivers, efficiency and increased productivity • Client data acquisition, analysis and visualization to transform information into valuable insights, scorecards and key performance indicators • Buy & sell side advisory services including quality of earnings, executive summaries, marketing, letter of intent review, due diligence & deal structure • CFO, controller and analyst for hire services focused on increasing strategic value, establishing clear metrics/goals, introducing process improvement and automation Show less



Oracle

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Director, Global Reporting & Analytics

  • Jan 2013 - May 2022

  Led a worldwide team of analytics professionals to design, build and deliver world class business intelligence solutions while transforming data to relevant information, and enabling business partners to drive efficiencies throughout the organization• Presentation to executive management on key observations, recommendations and investment strategies from the creation of the sales opportunity to the collection of each invoice• Design, build and delivery of business intelligence solutions blending data from a wide variety of internal systems & tools• Deliver aggregate data warehouse environments to enable predictive analytics and timely measurement of key performance indicators• Maintain budget & staffing models for over 3,500 finance professionals with over $180 million in expense annually Show less

• Controller, Cloud Computing / On Demand Services / Hardware Sales

  • Sep 2008 - Jan 2013

  Provided financial planning and analysis for the Sun Microsystems Cloud Computing Services division, Oracle On Demand Services team and Oracle Enterprise Hardware Sales with over $1 billion in annual revenue, $250 million in annual expense and a worldwide team of over 1,500 engineers, managers and sales professionals. • Planning, forecasting and analysis for a worldwide team of engineers, support staff, sales professionals, management and associated data centers.• Reporting standardization & distribution via automation and India resourcing• Decision support and recommendations to executive management• Fiduciary oversight on all acquisitions and 3rd party relationships• Compliance with GAAP and responsibility for all accounting functions• Setting of sales territory coverage and creation of compensation structure Show less



WorldDoc

• CFO / COO

  • Mar 2006 - Sep 2008

  Led day to day operations and fiduciary responsibility for this Las Vegas based software as a service (SaaS) organization which was comprised of $10 million in annual revenue, a staff of 60 full-time professionals and over 50 clients. Strategic direction for all technical development, and management of client implementation, vendor contracts and business intelligence functions. • Accountability to Executive Management and the Board of Directors on all fiscal functions including; preparation of financial statements, audit, budgets, controls and adherence to accounting standards • Management of all payroll, tax, commissions, accounts payable, accounts receivable and collection functions for optimal cash flow management. DSO reduced from 60 to 45 days and implemented payroll solutions to manage growth from 25 to 60 employees. • Secured $6 million in additional funding through various investment vehicles (long-term notes, private equity, warrants and options). • Implemented solutions for effective communication between all departments and business units to collaborate optimally on corporate goals and initiatives • Executive sponsor of largest enterprise client growing revenues 50% year over year • Vendor management for all bundled services, technical solutions and accounting services. Negotiated all contracts and ensured effective integration within the organization. • Managed all information technology functions and the execution of new web service initiatives • Responsibility for all corporate measurements, client data analytics, client return on investment calculations and new client implementations • Implementation of Salesforce.com and Hyperion Business Intelligence solutions • Provided leadership and strategic direction to a team of over 30 professionals Show less



Sun Microsystems

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Channel Finance Manager

  • Jan 2006 - Mar 2006

  • Manage all US partner programs with an estimated payout of $600 million annually in rebates, fees & commissions• Negotiate changes to existing & new programs / outsourcing arrangements• Manage a team of accountants, financial analysts and program managers to ensure proper reporting, compliance & audit control

• Regional Controller / Area Business Manager

  • Jan 2003 - Dec 2005

  • Negotiate pricing & contract terms in support of the Southern market area generating revenues of $500 million annually• Ensure compliance with all compensation plans, accounting, Sarbanes-Oxley and company specific financial policies & procedures• Produce & review key metrics and measurements to reinforce business practices and maximize revenue & margin potential• Provide US level support for communication of process & policy changes

• Services Finance Manager

  • Jan 2000 - Dec 2002

  • Forecast, manage & track North & Latin American revenue for a $1.2 billion services division• Manage revenue accounting practices & procedures• Advocate, define & implement audit controls• Manage a team of accountants & financial analysts• Drive process changes with field finance, accounts receivable, sales operations & order administration groups

• IT Project Manager

  • May 1999 - Dec 1999

• Financial Analyst

  • Jun 1997 - May 1999