Experience

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  Kranz Consulting

  • San Francisco, California, United States

  • CFO, Emerging Growth

    • Jan 2023 - Present
    • San Francisco, California, United States

    For nearly 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as a testament to our ability to turn entrepreneurial innovation into superior valuation. With 300+ career consultants nationwide, we offer project-based services and a fractional accounting model to provide the flexibility you need to grow.Kranz’s team is comprised of emerging growth consultants, technical accounting gurus, industryCFOs, prior external auditors, crypto experts and VC administration professionals who bring decadesof collective experience, customized solutions and fresh perspectives to your toughest challenges.

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  PS/Ship (Lynch Marks, LLC)

  • Berkeley, California, United States

  • Chief Executive Officer

    • 2020 - 2022
    • Berkeley, California, United States

    Lynch Marks is a SaaS software invoicing and process automation company serving Fortune 500 and legal firms.As CEO, I directed the next-stage growth vision, financial performance, and business operations, creating shareholder value and driving business transformation via leadership in P&L performance, strategic planning, finance, product management and innovation, IT, marketing, sales, capital investments, risk management, and governance. Key achievements:►Transforming sales and marketing. I created a new go-to-market plan that expanded the addressable market, built out the sales team, and crafted a company sales and digital marketing playbook. ►Achieving rapid growth in qualified leads and bookings by using HubSpot to build a repeatable marketing and sales process.►Creating the foundation to scale by reorganizing and realigning the company, while upgrading the leadership team and establishing a Strategic Advisory Board.►Directing the successful planning and product launch of an automated SaaS invoice processing software. As such, I led engineering and collateral development, secured new clients in adjacent verticals, and increased the long term value of our existing clients.►Positioning Lynch Marks as an attractive M&A target, culminating in the 2022 private equity-backed purchase.

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  SHARE A SPLASH wine co.

  • Healdsburg, California, United States

  • Board Member and Advisor

    • 2014 - 2022
    • Healdsburg, California, United States

    ► Core Brands - Cannonball and Angles & Cowboys.► Guided premium brands on growth and financing strategies during rapid scaling period of over 400%.► Advisory services included, but not limited to, costing, loan covenant reviews, working capital assessments, valuations, SKU/brand proforma margin analysis and talent acquisition.

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  KCC

  • San Rafael, California, United States

  • Senior Vice President – Class Action Services

    • 2014 - 2020
    • San Rafael, California, United States

    KCC LLC, a division of Computershare, provides class and enforcement action consulting and administration services.I headed the P&L for a newly created vertical, including an organization of eight direct reports. This included overseeing end-to-end program management including damages analysis, expert witnesses, project reviews, and relations with courts, counsel, auditors, and other litigation support. Key achievements:►Growing the practice from inception into a multimillion dollar business supporting several settlements. I developed the go-to-market approach, cultivated client partnerships, and positioned KCC as the administrator of choice for complex settlement and enforcement actions.►Increasing profitability by rationalizing service delivery. I guided and scaled project teams of up to 30 staff on best practices in claims processing and risk management, reporting, and disbursements.►Partnering with the IT team to customize our core software product.►Standing up the Canadian Securities practice vertical. I articulated the vision and solution approach to support Canadian Counsel. In this capacity, I facilitated the solutions design, support applications, and sales approach resulting in five RFP wins in Year One, delivering millions of dollars in incremental bookings.

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  SourceHOV

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

  • Executive Vice President – SourceHOV, Public Sector Business Process Solutions

    • 2011 - 2014

    SourceHOV is a $2.5B private equity-backed BPO serving 50%+ of the Fortune 100. The company merged with a BPO in 2017 to form Exela.I was rapidly promoted through successful executive leadership roles within the legal services and public sector verticals, ultimately heading the public sector clients business across multiple solutions and services with responsibility for aligning business development efforts, RFP responses, and internal talent and leadership development. Key achievements:►Leading the successful establishment of the Public Sector business unit. I defined our product solutions and the financial and operational integration model, and harmonized talent, systems, and processes.►Innovating a new Medicaid dispute adjudication solution.►Collaborating with the CEO and other stakeholders to design, develop, and deploy product solution and market roadmaps. We collectively directed the addressable market definition, product positioning, pricing, features, go-to-market strategy, and execution.►Recruiting, developing, and mentoring a high-performing team, with several employees promoted into elevated roles.

  • Executive Vice President, Rust Consulting, Inc. (a Source Corp. Company)

    • 2007 - 2011

    Rust Consulting is a leading class action administrator representing $100M in annual revenue. The company merged with HOV in 2011.I both headed the securities and public sector practices and chaired the Business Development, and Process & Technology Committees. Key achievements:►Defining the sales cycle KPIs, proposal materials, profit model, sales messaging, and external-facing collateral. ►Directing a portfolio of strategic initiatives, including serving as an expert in Fair Fund and Criminal Remission cases, chairing internal committees, and scouting and evaluating potential M&A opportunities as a member of the Corporate Finance Committee.►Being recognized by the US Secret Service with Outstanding Service Award for the company's restitution efforts. I designed and implemented a repeatable solution for the Ponzi Scheme Administration, including for the resolution of the first offshore gold Ponzi Scheme.►Increasing bookings by 25% and directing critical initial RFP wins. I secured contracts with the US SEC, FTC, Department of Justice, Secret Service, Consumer Finance and Protection Bureau, and other agencies.

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  Gilardi & Co. LLC

  • San Rafael, California, United States

  • General Manager

    • 2004 - 2007
    • San Rafael, California, United States

    Gilardi & Co. is a national leading securities class action administrator.In this role, I created and led a dedicated business group providing administration planning, claim processing, and fund distribution services on behalf of the US Securities and Exchange Commission and for the largest US class action law firms. Key achievements:►Growing the business by 80%, and revenue recognition by 100% in two years.►Reducing working capital by 25%.►Enhancing operational capacity, accuracy, and workforce productivity. I restructured and streamlined the organization; introduced performance management processes and measures; and deployed a suite of operating systems.

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  LVMH (Domaine Chandon)

  • Napa, California, United States

  • Chief Financial Officer

    • 1998 - 2004
    • Napa, California, United States

    Domaine Chandon is a leading premium producer of wine, a developer of Napa Valley vineyards, and a subsidiary of global luxury goods company LVMH. After joining as the Director of Finance, I was promoted to CFO to lead the enterprise financial strategy as a member of the executive team. I provided executive leadership in financial planning and analysis (FP&A), GAAP-compliant reporting, cash flow management, tax, and risk management. Key achievements:►Serving as an advisor to the CEO on operating strategy, acquisition opportunities, capital investments, and ROI maximization.►Turning around a business unit that had been suffering from sustained losses, delivering profitability in three years. We achieving a 5X increase in profits and a 20%+ return on capital by restructuring the operations, which also enabled capital and product innovation reinvestment.

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  AirTouch

  • San Francisco Bay Area/Global

  • Business Process Analyst, Manager

    • 1997 - 1998
    • San Francisco Bay Area/Global

    AirTouch was a global wireless communication spin-off of Pacific Telesis Group. Vodafone PLC acquired the mobile phone group in 1998. I managed teams on domestic and international business process consulting projects in order to assess financial performance, operating systems, corporate compliance and business operations. Additionally, I led project teams in Europe and India with US and local resources that ranged from revenue cycle analysis to European Union civil development project compliance. Key achievement:►Completing due diligence projects for potential acquisitions and compliance reviews for joint venture agreements.

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  Arthur Andersen & Co.

  • San Francisco Bay Area

  • Business Advisory Consultant & CPA

    • 1992 - 1997
    • San Francisco Bay Area

    Arthur Andersen was a leading professional service provider of tax, audit, management consulting, and system assessments.As a consultant, I managed audit strategy and operations on engagements. This involved driving alignment and collaboration with client executives, staff, and consultants for clients across verticals, providing leadership and support from the construction of initial audit plans through theanalysis and creation of complex GAAP financial records, communications plans, remedies, executive reporting, and quality assurance.