Experience

Software AG

• Germany
• Software Development
• 700 & Above Employee

• Vice President of Finance and Accounting, Americas at Software AG

  • Feb 2023 - Present

  Reston, Virginia, United States



Software AG North America

• Senior Director Finance

  • Mar 2017 - Present

  Reston, VA



FranConnect LLC

• United States

• CFO

  • Apr 2015 - Dec 2016

  Day-to-day management of the corporate accounting, budgeting, legal, human resource, IT functions, management and board reporting, and corporate governance. ACCOMPLISHMENTS: • Led the successful transition from cash based accounting to GAAP accounting after the majority investment by Serent Capital, a San Francisco based private equity firm. • Working with CEO, implemented professional services revenue model, re-engineering the company’s revenue recognition resulting in additional… Show more Day-to-day management of the corporate accounting, budgeting, legal, human resource, IT functions, management and board reporting, and corporate governance. ACCOMPLISHMENTS: • Led the successful transition from cash based accounting to GAAP accounting after the majority investment by Serent Capital, a San Francisco based private equity firm. • Working with CEO, implemented professional services revenue model, re-engineering the company’s revenue recognition resulting in additional upfront recognized revenue. • Implemented new customer contract process (order from, master subscription agreement, professional services SOW), resulting in significantly improved time for reviewing and approving deals. • Implemented Company’s first formal budgeting process, with quarterly forecast updates. Worked with CEO, Serent Capital and corporate management team to develop a 5-year corporate strategy, including narrative and financial projections. • Managed relationship with Company’s lender (East West Bank) • Led completion of Company’s first full year financial statement audit. • Implemented new accounting close calendar and procedures which reduced the accounting close process to 7 business days. • Working with EVP Sales, implemented commission plans for FY2016. • Implemented Company’s Employee Handbook Show less



Salsa Labs, Inc.

• United States
• Medical Practices

• CFO

  • Feb 2012 - Apr 2015

  The Salsa Labs CRM software platform allows nonprofits to manage donor relationships, fundraising, advocacy, and marketing to fuel great causes across the globe. Salsa empowers nonprofits of all sizes to build supporter profiles for precise targeting, connect online and offline with personal relevant messages, and convert supporter interest into action with online forms. Day-to-day management of the corporate accounting, revenue accounting, financial planning and analysis, human… Show more The Salsa Labs CRM software platform allows nonprofits to manage donor relationships, fundraising, advocacy, and marketing to fuel great causes across the globe. Salsa empowers nonprofits of all sizes to build supporter profiles for precise targeting, connect online and offline with personal relevant messages, and convert supporter interest into action with online forms. Day-to-day management of the corporate accounting, revenue accounting, financial planning and analysis, human resources, and legal functions. Additionally, responsible for managing client success team (customer implementation, support, and account management) from April 2014-April 2015. ACCOMPLISHMENTS: • Implemented GAAP accounting and budgeting process, including quarterly forecast process. • Led completion of Company’s first full year financial statement audit. • Implemented new accounting close calendar and procedures which reduced the accounting close process to 5 business days. • Developed the company’s first monthly and quarterly financial/operating reporting package. • Coordinated and led Company’s debt financing of $2 million and capital raises of $1.5 million (from existing investor) and $5 million • Managed relationships with Company lenders (Comerica and Wellington Financial) • Managed Company’s client success team, focusing on customer onboarding, customer success and churn management Show less



Reality Mobile LLC

• United States
• Software Development
• 1 - 100 Employee

• CFO & Sr VP of Operations

  • Nov 2009 - Feb 2012

  Reality Mobile’s video collaboration platform allowed customers to use existing equipment (smart phones, laptops, digital cameras, and sensors) to simultaneously view and collaborate mapping resources, live events, and other critical information in real-time. Day-to-day management of corporate accounting, human resources, customer service, customer provisioning, IT and sales (co-lead with CEO). ACCOMPLISHMENTS: • Coordinated and led Company’s debt financing of $3 million in… Show more Reality Mobile’s video collaboration platform allowed customers to use existing equipment (smart phones, laptops, digital cameras, and sensors) to simultaneously view and collaborate mapping resources, live events, and other critical information in real-time. Day-to-day management of corporate accounting, human resources, customer service, customer provisioning, IT and sales (co-lead with CEO). ACCOMPLISHMENTS: • Coordinated and led Company’s debt financing of $3 million in March 2010 (Comerica) and capital raises of $9 million (from existing investors) • Implemented Company’s first budgeting and forecasting process. • Implemented Company’s sales forecasting process, utilizing Salesforce.com as database of record. • Managed sales team, involved directly in customer interactions. • Managed pre-and post-sales resources, including customer provisioning. Show less



SkyBitz, Inc.

• CFO

  • Jul 2006 - Nov 2009

  SkyBitz, Inc. is a leading provider of commercial telematics for businesses focused on providing rapidly deployable solutions for enterprise and local fleets, tank monitoring and petroleum logistics. The SkyBitz end-to end solutions provide for increased efficiencies, and lower operating costs. Responsible for the management of accounting operations, including revenue recognition, sales forecasting, budgeting, and customer financing programs. Directly responsible for managing annual… Show more SkyBitz, Inc. is a leading provider of commercial telematics for businesses focused on providing rapidly deployable solutions for enterprise and local fleets, tank monitoring and petroleum logistics. The SkyBitz end-to end solutions provide for increased efficiencies, and lower operating costs. Responsible for the management of accounting operations, including revenue recognition, sales forecasting, budgeting, and customer financing programs. Directly responsible for managing annual audit. Managed sales organization for 15 months, directly managing sales team and interfacing with customers, as well as managing customer service and logistic functions for a period of 6 months. ACCOMPLISHMENTS: • Coordinated and led Company’s capital raise of $8.6 million Series D preferred stock • Coordinated and led Company’s $5 million debt financing (Orix) • Implemented new accounting close procedures which reduced the accounting close process from 10 days to 5 days. • Implemented comprehensive budgeting and sales forecasting processes. • Managed and implemented customer financing program. • Managed sales team for extended period, directly overseeing sales team, sales hiring, weekly sales forecasting as well as interfacing directly with customers. • Served as interim CEO from August 2007-September 2007. Show less



Anystream

• Software Development
• 1 - 100 Employee

• CFO

  • Sep 2005 - Jul 2006

  Anystream was an internet software company that specialized in streaming media encoding technology. Anystream’s platform automated the laborious process of encoding and transcoding media. Responsible for accounting operations, revenue recognition, sales forecasting, budgeting, human resources, legal, IT and customer support functions. Served, along with CEO, as interim VP of sales and marketing for six months, overseeing sales team and sales forecasting… Show more Anystream was an internet software company that specialized in streaming media encoding technology. Anystream’s platform automated the laborious process of encoding and transcoding media. Responsible for accounting operations, revenue recognition, sales forecasting, budgeting, human resources, legal, IT and customer support functions. Served, along with CEO, as interim VP of sales and marketing for six months, overseeing sales team and sales forecasting. ACCOMPLISHMENTS: • Working with product management and development, led initiative to implement new process for product releases, including internal training. • Implemented and led weekly sales forecasting process. • Managed sales team from October 2005-April 2006. • Managed customer support organization. Show less



Current Analysis, Inc

• United States

• CFO

  • May 2002 - Sep 2005

  Current Analysis provides global IT and telecom professionals market intelligence and advisory services they need to better compete, innovate and improve performance. Responsible for accounting operations, revenue recognition, sales forecasting, budgeting, human resources, and legal functions. ACCOMPLISHMENTS: • Led acquisition of ARS, Inc., including the raise of a $5 million term loan (Comerica) to fund the acquisition. • Coordinated and led Company’s capital raise of… Show more Current Analysis provides global IT and telecom professionals market intelligence and advisory services they need to better compete, innovate and improve performance. Responsible for accounting operations, revenue recognition, sales forecasting, budgeting, human resources, and legal functions. ACCOMPLISHMENTS: • Led acquisition of ARS, Inc., including the raise of a $5 million term loan (Comerica) to fund the acquisition. • Coordinated and led Company’s capital raise of $7.5 million Series D preferred stock • Led implementation of Salesforce.com. Implemented and led weekly sales forecasting process. Show less



Visual Networks

• VP Finance

  • 1996 - 2001

  Visual Networks provided network and applications performance management solutions to the telecom market. Controller-November 1996-February 2000 Vice President Finance-February 2000-October 2001 Responsible for the accounting operations of a publicly traded telecommunications company with $80 million in annual revenues. Responsibilities included supervision of all accounting functions, SEC filings, order administration, inventory, cash, stock options, and revenue… Show more Visual Networks provided network and applications performance management solutions to the telecom market. Controller-November 1996-February 2000 Vice President Finance-February 2000-October 2001 Responsible for the accounting operations of a publicly traded telecommunications company with $80 million in annual revenues. Responsibilities included supervision of all accounting functions, SEC filings, order administration, inventory, cash, stock options, and revenue recognition. ACCOMPLISHMENTS: • Participated extensively in Company’s Initial Public Offering. • Participated extensively in the Company’s three acquisitions, leading integration team. • Participated in quarterly earnings announcements and analyst calls • Participated in the selection and implementation of Oracle ERP system. • Managed staff of 20. Show less


US Order
• United States
• Information Technology & Services
• Controller

  • Aug 1995 - Nov 1996

Raxco, Inc.
• United States
• Software Development
• 1 - 100 Employee
• Controller

  • Jun 1994 - Aug 1995

Verdix Corporation
• Accounting Manager

  • May 1987 - Jun 1994

Planning Research Corporation
• Belgium
• Internal Auditor

  • Jul 1986 - May 1987

Arthur Andersen
• Denmark
• Truck Transportation
• 1 - 100 Employee
• Staff Auditor

  • Jul 1985 - Jul 1986