Experience

NextNav

• United States
• Telecommunications
• 1 - 100 Employee

• VP of Finance

  • Aug 2020 - Present

  Sunnyvale, California, United States Reporting to the CEO, manage all functions within finance, including Revenue, GL, AP, Fixed Assets, Payroll, Tax (income, sales and property), FP&A, Treasury, and Stock Administration



Proteus Digital Health, Inc

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Senior Vice President Finance and Administration

  • Oct 2019 - Aug 2020

  - Reporting to the CEO (after CFO left company), manage the G&A functions including Finance, Accounting, Legal, People, Workplace, and Legal. Manage and mentor a staff of 25 professionals across G&A functions. - Worked closely with CEO, Board and restructuring firm to negotiate end of major pharmaceutical partnership resulting in $100M payment - Worked closely with CEO, Board and restructuring firm on new partnership resulting in $20M equity financing. Managed the company’s due diligence… Show more - Reporting to the CEO (after CFO left company), manage the G&A functions including Finance, Accounting, Legal, People, Workplace, and Legal. Manage and mentor a staff of 25 professionals across G&A functions. - Worked closely with CEO, Board and restructuring firm to negotiate end of major pharmaceutical partnership resulting in $100M payment - Worked closely with CEO, Board and restructuring firm on new partnership resulting in $20M equity financing. Managed the company’s due diligence process. VP

• VP of Finance

  • Oct 2017 - Oct 2019

  Redwood City -Oversee and manage all functions within finance, including Revenue, GL, AP, Fixed Assets, Payroll, Tax (income, sales and property), FP&A, Treasury, and Stock Administration -Worked closely with CFO in raising greater than $100M in equity financing. Worked closely with investors and bankers on long term forecast and valuation models. -Led company through successful 2017 and 2018 audit, with big four firm, resulting in no material weakness, significant deficiencies, or audit… Show more -Oversee and manage all functions within finance, including Revenue, GL, AP, Fixed Assets, Payroll, Tax (income, sales and property), FP&A, Treasury, and Stock Administration -Worked closely with CFO in raising greater than $100M in equity financing. Worked closely with investors and bankers on long term forecast and valuation models. -Led company through successful 2017 and 2018 audit, with big four firm, resulting in no material weakness, significant deficiencies, or audit adjustments -Write and publish (after CFO and Audit Committee review) quarterly investor newsletter to all investors -Executive sponsor for R&D tax credit study, SOX assessment, 409a valuation and 606 revenue recognition study and implementation

• Sr Director of FP&A and Business Operations

  • Jul 2015 - Oct 2017

  Redwood City, CA • Managed the financial and business planning function for the Company including planning, forecasting and reporting. Published budget vs. actuals on a monthly reporting cycle. • Co-led finance team and member of CEO direct staff with VP, Corporate Controller during transition of CFO. Managed IT functions between CFO’s. • Expanded the FP&A function into business partnering and business operations function to provide business and strategic analysis decision support in addition to… Show more • Managed the financial and business planning function for the Company including planning, forecasting and reporting. Published budget vs. actuals on a monthly reporting cycle. • Co-led finance team and member of CEO direct staff with VP, Corporate Controller during transition of CFO. Managed IT functions between CFO’s. • Expanded the FP&A function into business partnering and business operations function to provide business and strategic analysis decision support in addition to budgeting. • Led development of $100M annual operating budget and long term strategic plan. Re-developed the long term financial and business model for the Company. • Created long term cost model for ingestible sensors that are manufactured at Proteus owned facility. • Responsible for quarterly reporting of corporate metrics/KPI’s. Created and implemented monthly operating metric package for senior management.



CardioDx

• United States
• Hospitals and Health Care

• Head of Finance and Accounting

  • Apr 2013 - Jul 2015

  • Oversaw accounting and finance department operations, Revenue, GL, AP, Fixed Assets, Payroll, Tax (income, sales and property), FP&A, Treasury, and Stock Administration as member of executive staff. • Manage the planning, forecasting and reporting for the Company. Transformed the FP&A team from a budgetary function to one that partners with the business to help ensure good business decision making is made backed by solid financial analysis • Designed and implemented corporate-wide… Show more • Oversaw accounting and finance department operations, Revenue, GL, AP, Fixed Assets, Payroll, Tax (income, sales and property), FP&A, Treasury, and Stock Administration as member of executive staff. • Manage the planning, forecasting and reporting for the Company. Transformed the FP&A team from a budgetary function to one that partners with the business to help ensure good business decision making is made backed by solid financial analysis • Designed and implemented corporate-wide data warehouse with a focus on sales and operational data • Created and implemented monthly operating metric package for executive staff • Worked closely with external analyst and banker community on Pre-IPO valuation models Show less



Aruba Networks

• Sr Finance Manager, Treasury

  • Apr 2012 - Apr 2013

  Sunnyvale • Managed global AR and credit functions comprised of 2 direct reports. • Managed multi-million dollar stock buyback program resulting in over 2M shares repurchased. • Managed all banking relationships and cash management of $300M+.

• Sr. Manager of Corporate FP&A

  • Feb 2009 - Apr 2012

  Sunnyvale • Responsible for forecasting and landing all aspects of the P&L including revenue ($600M+) , Gross margin, and EPS for public company. Delivered 90% of quarters to revenue and EPS targets. • Implemented, managed and support all financial planning on the TM1 reporting systems. • Prepared Board Presentations and additional ad hoc presentations for the CFO. • Provided financial support for G&A departments: IT, Facilities, HR, Legal and Finance. • Financial and operational witness… Show more • Responsible for forecasting and landing all aspects of the P&L including revenue ($600M+) , Gross margin, and EPS for public company. Delivered 90% of quarters to revenue and EPS targets. • Implemented, managed and support all financial planning on the TM1 reporting systems. • Prepared Board Presentations and additional ad hoc presentations for the CFO. • Provided financial support for G&A departments: IT, Facilities, HR, Legal and Finance. • Financial and operational witness for Aruba in patent lawsuits; deposed by opposing party legal counsel

• Finance Manager

  • Nov 2007 - Feb 2009

  Sunnyvale, Ca • Financial Controller for R&D, Marketing, Services and G&A. Established solid relationships with VP of Engineering, CTO/Co-founder, VP of Services, and directors of various Eng and Service organizations. • Designed and built the Services revenue model to forecast services revenue for rolling 12 months • Forecasted and consolidated corporate P&L for forecast, actuals and budget reviews. • Responsible for all company-wide product bookings reporting; interface closely with marketing and… Show more • Financial Controller for R&D, Marketing, Services and G&A. Established solid relationships with VP of Engineering, CTO/Co-founder, VP of Services, and directors of various Eng and Service organizations. • Designed and built the Services revenue model to forecast services revenue for rolling 12 months • Forecasted and consolidated corporate P&L for forecast, actuals and budget reviews. • Responsible for all company-wide product bookings reporting; interface closely with marketing and product mgmnt to understand and deliver on their reporting requests



Aruba Neworks

• Sr. Financial Analyst

  • Jan 2006 - Nov 2007

  Sunnyvale, Ca • Automated Sales daily and weekly booking reporting; Automated 2 hour daily manual process to a daily automated emails sent to CEO, CFO, VP of WW Sales, and theater sales VP’s • Created corporate data warehouse in SQL Server that streamlined and standardized access to data • Performed worldwide responsibility of planning, forecasting and reporting for the Company (Sales, Services, Marketing, R&D and all G&A functions). • Developed Customer Master and Industry reporting structures that… Show more • Automated Sales daily and weekly booking reporting; Automated 2 hour daily manual process to a daily automated emails sent to CEO, CFO, VP of WW Sales, and theater sales VP’s • Created corporate data warehouse in SQL Server that streamlined and standardized access to data • Performed worldwide responsibility of planning, forecasting and reporting for the Company (Sales, Services, Marketing, R&D and all G&A functions). • Developed Customer Master and Industry reporting structures that allowed visibility into bookings data by parent customer or industry • Provided weekly, monthly and quarterly operations package to executive staff Show less



Nvidia

• United States
• Computer Hardware Manufacturing
• 700 & Above Employee

• Sr Financial Analyst

  • Nov 2002 - Feb 2006

  -Lead forecasting for Global marketing organization. Included group responsibilities for global events/tradeshows, global advertising, global PR, and brand strategy. -Managed full P&L for Desktop and Memory business units with reserve and rebate analysis.



Intel Corporation

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• Sr Financial Analyst

  • Jul 2001 - Oct 2002

  Santa Clara -Responsible for analyzing, presenting, and reporting yearly forecast, two mid-year financial forecasts, mid-quarter forecast, quarter results for Intel's Manufacturing and Technology Group



Lattice Semiconductor Corp

• India
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Applications Engineer

  • 1996 - 1999

  -