Experience

Reach Engine

• United States
• Software Development
• 1 - 100 Employee

• VP Finance

  • Mar 2013 - Present

  Denver, Colorado, United States Reports to the Chief Executive Officer. Oversees the entire financial management function for a $10M start-up media software and services company with operations in the United States and United Kingdom. • Prepared monthly financial report and analyses for the Board of Directors and private equity firm; managed the annual audit and external banking and insurance relationships • Developed the annual budget and 3-year financial plan and various forecast views • Implemented the new… Show more Reports to the Chief Executive Officer. Oversees the entire financial management function for a $10M start-up media software and services company with operations in the United States and United Kingdom. • Prepared monthly financial report and analyses for the Board of Directors and private equity firm; managed the annual audit and external banking and insurance relationships • Developed the annual budget and 3-year financial plan and various forecast views • Implemented the new ASC-606 revenue recognition rules as it applies to the Company's revenue streams • Supported due diligence efforts in marketing the Company for acquisition as well as refinancing a note payable along with raising additional cash • Monitored and managed cash burn, prepared cash forecasts, obtained a five-fold increase in company credit card limit and secured a line of credit with a new banking relationship • Obtained PPP first and second draw loans and received full forgiveness on both • Recovered $100K in previously unbilled maintenance and support services Show less



SpatialNetworX

• United States
• Software Development
• 1 - 100 Employee

• Controller

  • Nov 2010 - Mar 2013

  Englewood, Colorado Reports to the Chief Financial Officer. Oversees the Accounting, Financial Planning and ERP system for a $25M software and services firm with operations in Australia, United States, Canada and the United Kingdom. • Completed the Company’s first ever audits, directed the process between the U.S and Australian subsidiaries, prepared consolidated financial statements manually • Implemented cloud based ERP system (NetSuite) which included CRM, accounting and project management, including… Show more Reports to the Chief Financial Officer. Oversees the Accounting, Financial Planning and ERP system for a $25M software and services firm with operations in Australia, United States, Canada and the United Kingdom. • Completed the Company’s first ever audits, directed the process between the U.S and Australian subsidiaries, prepared consolidated financial statements manually • Implemented cloud based ERP system (NetSuite) which included CRM, accounting and project management, including time and expenses • Improved financial and management reporting to support business metric analytics • Developed detailed financial planning model in support of the Company’s effort to raise capital and annual operating plans • Implemented new employee benefits plan saving organization $140K annually; wrote travel and expense guidelines; updated business insurances; established travel card program; calculated and tracked sales commissions Show less



EPiC ENERGY RESOURCES, INC

• Controller

  • Feb 2008 - Nov 2010

  Lakewood, Colorado Reports to the Chief Financial Officer. Oversees the finance, accounting and treasury function for a $48M energy services, engineering and consulting company based in Houston, TX. • Integrated the accounting function of the firm's three acquisitions • Consolidated the banking operation from 4 financial institutions to one; instituted positive pay and other cash management controls • Inherited a poorly designed ERP system and in four months, produced the first set of financial… Show more Reports to the Chief Financial Officer. Oversees the finance, accounting and treasury function for a $48M energy services, engineering and consulting company based in Houston, TX. • Integrated the accounting function of the firm's three acquisitions • Consolidated the banking operation from 4 financial institutions to one; instituted positive pay and other cash management controls • Inherited a poorly designed ERP system and in four months, produced the first set of financial statements enabling the 10-Q/K to be filed on time and for the last 6 quarters • Developed monthly business unit reporting package and reviewed results with the Executive Team • Consolidated the accounting operations work being performed in Wyoming to Colorado and achieved a 41% reduction in costs while improving efficiency and employee satisfaction • Implemented Sarbanes-Oxley level internal control processes Show less



BOLDTECH SYSTEMS, INC

• Controller

  • Dec 2000 - Dec 2007

  Denver, Colorado Reported to the President. Oversees the entire finance and accounting function, including treasury and risk management, for a $25M Information Technology consulting firm with operations in the US and China. • Acts as the primary interface with the firm's bank, insurance brokers, benefit providers, audit and tax firms • Developed and implemented a monthly financial & operational reporting package, including a balanced scorecard with key industry metrics enabling management to optimize… Show more Reported to the President. Oversees the entire finance and accounting function, including treasury and risk management, for a $25M Information Technology consulting firm with operations in the US and China. • Acts as the primary interface with the firm's bank, insurance brokers, benefit providers, audit and tax firms • Developed and implemented a monthly financial & operational reporting package, including a balanced scorecard with key industry metrics enabling management to optimize business performance • Managed and analyzed cash flow projections; ensured China start-up operation was optimally financed through a combination of registered capital and intercompany loans • Spent a month working in China learning local financial practices, training personnel, establishing internal controls; established methodology for transfer price rates for offshore work • Enhanced Company's project pricing model enabling sales and business development personnel to achieve desired gross margin targets • Achieved $480K reduction in annual office lease expense • Reduced employee benefit & healthcare expenses thru vendor negotiation and plan design changes saving an average of $130K annually over the last five years • Produced the annual business plan with growth targets fully integrated with key business metrics • Implemented Stock Option Tracker software to track stock option activity and to facilitate reporting under FAS123R; analyzed alternatives and implemented a stock option exchange program Show less



VERIZON / BELL ATLANTIC DIRECTORY GROUP

• Director - Financial Planning & Analysis

  • Jan 1997 - Nov 2000

  Middleton, Massachusetts Reported to the VP & CFO. Directed the development of the business planning financial views, annual budget and forecasts for a $2.4 billion subsidiary of Bell Atlantic. • Advised Executive Management team on achievement of financial goals and business initiatives. • Led the financial analysis and valuation of the buyout/contract termination of the New York State sales agency agreements, $130M • Quantified and consolidated phase 1 merger synergy estimates for Bell Atlantic/GTE… Show more Reported to the VP & CFO. Directed the development of the business planning financial views, annual budget and forecasts for a $2.4 billion subsidiary of Bell Atlantic. • Advised Executive Management team on achievement of financial goals and business initiatives. • Led the financial analysis and valuation of the buyout/contract termination of the New York State sales agency agreements, $130M • Quantified and consolidated phase 1 merger synergy estimates for Bell Atlantic/GTE synergy team • Consolidated the Financial Planning & Analysis function in Mid-Atlantic Sales region, achieving annual savings of $300K • Performed financial reviews of various new product and project proposals • Selected to speak to a group of Czech & Slovak business executives on cost management and improving year over year operating performance Show less