Experience

PVAI

• Technology, Information and Internet
• 1 - 100 Employee

• Sr. Director of Finance

  • 2023 - Present

  PVAI Inc -Software Industry 2023- Present Senior Director of Finance Chartered to advise and partner with the leadership team to provide input to all aspects of growth strategy and operational plans to achieve a market leadership position in the life sciences industry • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan, and Modelling tools • Lead the development of the short- and long-term financial strategic planning for the Company with a deep focus on product development planning • Responsible for instituting KPIs and executive dashboards to provide clear insights into cash managements, strategic planning and financial forecasting • Manage and implement the SAGE ERP system for Budget Planning and controls, Record to Report, Procure to Pay, Order to Cash and Contract Management • Responsible for generating monthly financials, board packets, and the identification and analysis of key business metrics • Be the primary risk management officer of the company by developing the outsource activities for legal and tax activities • Provide data-driven insights into business performance, supporting strategic decision making • Provide cross-functional finance support for PVAI’s ramping SaaS business initiatives



Sail Internet

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Director of Finance and Business Operations

  • Feb 2021 - Nov 2022

  Director of Finance and Business Operations Trusted advisor to leadership teams to ensure the operating health of the business, driving the financial mission toward key company objectives, and leading the financial and operations teams with solid recommendations to improve business performance. • Implemented all Finance & Accounting (F&A) processes (Record to Report, Procure to Pay, Order to Cash), Financial Planning and Reporting framework, and associated internal controls • Evaluated current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures • Implemented NetSuite : Advance Revenue Management (ARM), General Ledger, Accounts Payable (AP), Accounts Receivable (AR); Advance Inventory Management, Financial Reporting • Performed business reviews for planning and re-forecasting on an on-going basis, providing leadership around business drivers and their impact, understanding full P&L • Prepared monthly short-term cash forecast and funding requirements for supported entities • Analyzed complex financial information and reports to provide accurate and timely financial recommendations to management for decision making • Partnered with executive leadership to prepare Board materials, presentations, and quarterly reporting and forecasting • Oversaw and successfully met audit requirements by providing required financial information, reconciling differences and modifying procedures as required • Managed teams responsible for all operational finance activities



Red Voucher Systems/Red Bear Marketing/Friends of Jackson Park

• Consultant Finance Director and Business Operations (Software, E-commerce, Nonprofit)

  • 2020 - 2021

  Hired as a trusted advisor to assess the financial situation of the company, identify client financial needs, and develop strategic financial plans that help clients attain their business goals for higher profitability. Responsibilities included: • Audited financial statements for current fiscal year including the assessment of accounting and financial processes and procedures • Deployed audit findings and recommendations, both verbally and in writing, to promote constructive change • Initiated process improvements by utilizing Lean Six Sigma methodology to streamline complex processes in the global finance, accounting and operations organizations to better manage financial performance across functional groups in multiple countries (pricing, revenue recognition, COGS, AP, AR, general expenses, cash flow) • Partnered with cross-functional process owners on data-driven control improvements and drove implementation to ensure effective and timely execution • Created revenue models by line of business working with the sales, product and engineering teams • Developed the strategic long-term financial plans including portfolio of initiatives and the four pillars of workforce planning • Responsible for the optimization of general expenses, costs and people for current year and for building the 2021 annual projection



PollyEx

• Brazil
• Freight and Package Transportation

• Director of Finance and Business Operations

  • 2019 - 2020

  Responsible for the strategic development and execution of the financial framework of the company, providing financial guidance and advice to the technology, sales and marketing teams. Worked on establishing operational strategies, pricing analyses, performance metrics, and design opportunities to create greater efficiency in their business decision making. Current responsibilities include: • Supporting the company’s business strategy by developing and deploying financial models • Assisting with the preparation of management and Board presentations • Managing company’s equity and modeling future financing opportunities • Developing product pricing strategy and key customer contract terms • Preparing monthly financial statements (Income Statement, Balance Sheet, Cash Flow, Investment Portfolio Forecast) • Working with the executive team to develop the short- and long-term financial budget, including revenue projections, expenses, and cost drivers • Establishing key performance indicators (KPIs) • Developing, implementing and managing company’s financial systems and other tools • Overseeing all Finance Planning and Accounting operations including Billing, A/R, A/P, GL, Cost Accounting and Deferred Revenue, and ensuring systems and controls reflect best practice financial processes • Establishing and maintaining documentation of internal controls, policies and procedures related to financial reporting and compliance • Overseeing and supporting audit requirements by providing required financial information, reconciling differences and modifying procedures as required • Instituting and managing the People Operations organization, including performance and reward management, resourcing, and payroll



Contract

• Technology, Information and Internet

• Head of FP&A and Accounting

  • 2017 - 2018

  Hired to assess and evaluate the financial health of the company, while resolving revenue recognition operational issues. Oversaw all FP&A and Accounting operations teams including A/R, A/P, GL, cost accounting, revenue forecast, deferred revenue, and ensured systems and controls reflect best financial processes. Provided financial guidance and oversight to two major Hardware and Software business units. • Reduced company’s 7 day early pay policy to on-time payment, providing critically improved cash-flows. Reviewed the cash flow forecast and implemented a new accounts receivable process to drive down the Day Sales Outstanding (DSO) performance indicator by 20 days. • Audited and restated current and previous year financial statements, re-stating deferred revenue, bank transactions, and amortization of intangibles, equity, and short and long term debt. • Created and delivered FY ’19 Fiscal Year financial models, providing senior staff with critical data and insights for the full business cycle. Prepared monthly financial statements (Income Statement, Balance Sheet, Cash Flow, and Investment Portfolio Forecast) for the Board of Directors. • Created FY ‘19 strategic planning framework to increase financial health by including initiatives to reduce cost by re-negotiating contracts, increase revenue through new models, and monitor cash, enabling profitability insights into key drivers including improved revenue, increase projections, cost optimization and workforce planning.



HP

• Azerbaijan
• Online Media

• Director Of Finance, Planning and Operations

  • 2012 - 2017

  Led a financial operations team that re-engineered profitability drivers of direct and indirect cost for multi-million dollar investments and workforce planning, to assist company’s initiatives to optimize traditional IT, included in HP’s best-in-class portfolio across Enterprise Group, Enterprise Services, Software and Financial Services business. • Delivered a corporate goal of OpEx 18% cost optimization through the design and implementation of a new FP&A modeling tools, ensuring full and timely utilization of budgets while improving the reporting systems leading to enhanced decision-making and problem-solving capability. • Contributed to the Five-Year Company Transformation Initiative, leading to a 35% annual savings for a $400M organizational segment. • Recruited and developed a high-performing global team of 30, delivering a 98% to 100% rate utilization rate for spend goals. • Saved 50% of a $60M external, global training budget, enabling the company to re-invest and reallocate budget into other key People Management initiatives.

• Operations Finance Manager

  • 2008 - 2010

  Contributed to the profitability of the organization, by expertly managing a $500M L&D OpEx budget for approximately 300,000 employees and 400+ suppliers. Served as a key leader in effectively managing 15% annual cost savings of a multi-million dollar global organization by developing and instituting new financial models and decision making analysis that improved the tracking of operational tasks and financial performance and goals.• Led the Global Learning and Development integration and management of cost and workforce synergies for the newly acquired company EDS, an addition of 65% of global resources.

• Senior Financial Analyst - IT and M&A

  • 2006 - 2008

  Promoted to lead the governance team and to set the KPI’s and controls supporting the internal IT organization that improved customer solutions. Created and delivered the investment planning framework, enabling high-performing Workforce Modeling, Operational Forecasting and financial data organization, leading to improved decision-making at the senior leadership levels.• Consolidated 85 global data centers into 6 domestic data centers, lowering cost and improving both up-time and customer experience, while maximizing IT utilization.

• Senior Financial Analyst - Internal Audit, Partnerships and Business Critical Solutions

  • 1998 - 2006

  Managing and leveraging $1B financial reserve supporting the $24.2B Compaq Computer Corp. purchase. Enabled better organizational decision-making capabilities, within the $22.39B Services Business Unit, through the creation and implementation of excellent Business Continuity planning. • Expertly navigated a cross-functional landscape to preserve and protect the $1B financial reserve.• Increased margin productivity levels by 10% by automating account reconciliation processes in Business Critical Solutions Organization, a nine figure annual net revenue business that created enterprise IT solutions and enabled customers to manage and transform their business and IT.• Successfully led the development and delivery of the financial framework for a 20% cost optimization initiative to drive profitability by assisting with the integration of product road-maps on key critical products.