Chief Financial Officer

• May 2022 - Present

• Collaborate with the Cabinet, CEO and Board of Directors to ensure the Financial and Strategic direction of an educational non-profit organization with nearly 100 headcount.• Lead the annual budgeting and audit compliance process plus tracking and reporting of annual KPIs and OKRs.• Interface with donors, consultants, auditors and banks to track revenue, grants, expenditures, and investments.• Ownership of the 5-year forecasting model to enable strategic decisions regarding pricing, program models, technology roadmap and staffing optimization.• Guidance of a 5-person team to support financial diligence, operational processes, and projects. Show less

Chief Operating Officer

• May 2022 - Present

VP Finance

• Oct 2013 - Nov 2021

• Conducted sales forecasting and quarter end revenue management supporting $1.2 billion in annual bookings and a strong interface with the EVP of Sales, CFO and CEO • Mentored and coached a team of 16 employees with a strong partnership to the business to drive ownership and achievement of goals. Achieved strong employee engagement with less than 5% annual turnover. • Designed new product pricing models including utility and subscription offerings in the AWS and Azure clouds. Understanding and tracking of subscription metrics including ARR, Expansion, Churn, CAC and LTV across multiple subscription offerings including SAAS, IAAS, license delivery and ELA’s• Collaborated with consultants on a 5+ year transformation vision moving from a predominately hardware model to a software and subscription model • Forecasted inventory and product COGS to support $150M in annual shipments and cloud cost. Continual review and improvement with the manufacturing and product marketing team to drive costs down by over $3M per year• Acted as investor relations spokesperson and led quarterly conference call reporting. Experience writing earnings scripts and wall street messaging. Direct discussions with financial analysts and assistance for the annual analyst and investor meetings.• Merger and acquisition experience with modeling of both investment and divestment options. Supported due diligence and integration teams to bring on new subscription businesses ranging from $700M-1.2B+ in purchase price. Show less

Finance Director

• Oct 2009 - Sep 2013

• Implemented Salesforce pipeline tracking with Tableau analytics enabling precise forecasting of the bookings target • Administered operating expense annual budgeting, monthly forecasting and reporting utilizing Oracle, Workday and Clarity software• Improved inventory forecasting to reduce E&O write-offs by over 500% compared to the prior product refresh• Compiled Board of Directors’ decks including bookings trends and competitive analysis to support the CFO and EVP of Sales • Reported weekly to senior leadership on key sales bookings, manufacturing and revenue metrics Show less

Finance Manager and Senior Analyst

• Feb 2005 - Sep 2009

• Partnered with international controllers and regional sales VPs to ensure consistency in reporting and support of regional initiatives to drive channel revenue growth • Forecasted annual commissions totaling over $120M of expense. Annual quota review and plan change reviews to help support new product introductions including software subscription models and acquisitions• Acted as worldwide finance liaison to the sales team with a partnership to control operating expense. Created a focus on territory planning and productivity metrics to support frontline sales rep bookings of over $3M per headcount per annum Show less

Senior Accountant/Analyst

• Jul 2004 - Feb 2005

• Analyzed cost of goods sold for quarterly financial reporting • Consolidated analysis of coffee cost across US and International operations • Generated analysis of costs by business unit including stores, wholesale, grocery and franchises • Analyzed cost of goods sold for quarterly financial reporting • Consolidated analysis of coffee cost across US and International operations • Generated analysis of costs by business unit including stores, wholesale, grocery and franchises

Accounting Manager

• Dec 1999 - Jul 2004

• Managed team of 5, responsible for inventory accounts and product gross margin for a technology distributor with sales exceeding $20 billion • Planned and coordinated annual inventory audits that secured over $1 billion of company assets • Ad hoc management reporting utilizing Access, Oracle and Business Objects • Project implementation accounting lead for the company wide Oracle General Ledger conversion • Entered journal entries and reconciled balance sheet accounts including reserve analysis and interaction with auditors • Created financial schedules and written analysis to be reported monthly to top management Show less

Manufacturing Plant Accountant

• Jul 1997 - Dec 1999

• Maintained accounts including raw materials, WIP and finished goods inventories • Performed monthly balance sheet and profit/loss reporting utilizing Oracle and D&B • Reengineered the annual budgeting process with Access database design and Excel macro writing • Maintained accounts including raw materials, WIP and finished goods inventories • Performed monthly balance sheet and profit/loss reporting utilizing Oracle and D&B • Reengineered the annual budgeting process with Access database design and Excel macro writing