Experience

ClearDATA

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• VP of Finance & FP&A

  • Feb 2018 - Present

  Austin, Texas Metropolitan Area Healthcare leaders across the globe trust ClearDATA to protect their sensitive data and securely accelerate their digital transformation in the cloud. With proprietary, healthcare-specific SaaS and services, ClearDATA operationalizes cloud, privacy and security – demonstrating compliance, remediating risk and securing health data in the cloud. - Oversee Accounting and Finance departments; FP&A, budget preparation, and audit functions. - Directs the preparation of financial statements,… Show more Healthcare leaders across the globe trust ClearDATA to protect their sensitive data and securely accelerate their digital transformation in the cloud. With proprietary, healthcare-specific SaaS and services, ClearDATA operationalizes cloud, privacy and security – demonstrating compliance, remediating risk and securing health data in the cloud. - Oversee Accounting and Finance departments; FP&A, budget preparation, and audit functions. - Directs the preparation of financial statements, including P&L, balance sheets, investor / shareholder reports, tax returns, and governmental agency reports. - Manage Budget-to-Actual company and departmental process, makes or oversees any necessary expense and future adjustments to budgets and forecasts. - Establishes, measures, rewards Department / Team OKRs. - Reviews overall financial and operating planning process and suggests improvements to current methods. - Works with executives to coordinate planning and establish cross-functional priorities for the planning process. - Studies long-range economic trends and projects their impact on future growth in sales and market share. - Work with department heads to monitor each department and make recommendations. - Work closely with Sale in many areas; established and run deal desk, pricing, quota development, commission analysis and processing, and assist with overall sales & marketing budgets and strategy. - Oversees investment funds and works with CEO to raise additional capital required for expansion and evaluate M&A opportunities. Show less



Bridgepoint Consulting

• United States
• Business Consulting and Services
• 200 - 300 Employee

• Consultant (CFO-for-hire Consultancy)

  • 2013 - Feb 2018

  Summary of key projects and assignments: Interim CFO / Consultant, Uplogix (Network Software & Security, VC-backed; Adams, Seven Mile) - Responsible for managing legal, finance, accounting, facilities, and HR - Met regularly with BoD - Negotiated with creditors to avoid foreclosure on debt, resulting in full repayment to creditors - Managed significant expense reductions to right-size company and recover from material operating losses - Focused on improving operational… Show more Summary of key projects and assignments: Interim CFO / Consultant, Uplogix (Network Software & Security, VC-backed; Adams, Seven Mile) - Responsible for managing legal, finance, accounting, facilities, and HR - Met regularly with BoD - Negotiated with creditors to avoid foreclosure on debt, resulting in full repayment to creditors - Managed significant expense reductions to right-size company and recover from material operating losses - Focused on improving operational efficiency and streamlining corporate decision-making Interim CFO / Consultant, Acumera, Inc. (early-stage SaaS company, network mgt, privately held $5-10M rev) - Responsible for financial reporting and cash forecasting - Met regularly with BoD Interim CFO / Consultant, Macheen, Inc. (early-stage VC-backed Mercury, NedHill, MFI, Merideth, SaaS company, $5-10M rev) - Responsible for managing legal, finance, accounting, facilities, and HR - Met regularly with BoD - Managed settlement of outstanding creditor obligations extending company runway - Participated in the company sale process: developed information memorandum; participated in management presentations and deal negotiations; managed due diligence; transitioned finance, legal, and HR activities to acquirer Interim CFO / Consultant, Between Markets, Inc. (VC-backed Centerpoint, Austing Ventures, SaaS company) - Managed legal, finance, accounting, and human resources - Participated in the development of new pricing models - Created models for budgeting and cash forecasting resulting in extremely accurate cash forecasts Interim CFO/Consultant, Performance Retail,(early-stage SaaS company) - Managed legal, finance, accounting, and HR - Developed accurate cash forecasting models - Met regularly with BoD - Managed the financial process related to the sale of the company including financial modeling, management presentations, due diligence, and deal negotiations Show less



ALI Solutions

• United States
• Software Development
• 1 - 100 Employee

• CFO / COO

  • Jan 2007 - Dec 2013

  Privately-held, VC-backed (Apex, Technology Ventures, Baird, North Hill) early-stage start-up. The company doubled in revenue during tenure. Managed administration, services, and engineering organizations, including a staff of 30 professionals - CFO responsibilities included IT, treasury, risk management, tax, financial modeling, and reporting, accounting, legal, human resources, and information technology - COO responsibilities, included management of customer support and… Show more Privately-held, VC-backed (Apex, Technology Ventures, Baird, North Hill) early-stage start-up. The company doubled in revenue during tenure. Managed administration, services, and engineering organizations, including a staff of 30 professionals - CFO responsibilities included IT, treasury, risk management, tax, financial modeling, and reporting, accounting, legal, human resources, and information technology - COO responsibilities, included management of customer support and overall customer satisfaction - Managed the software engineering organization - Refined internal controls, significantly improving ALI’s compliance with tax, financial covenants and financial reporting - Developed and implemented growth strategies improving negligible revenue growth to 30 percent average annual revenue growth between 2006 and 2009 - Implemented cost controls to achieve profitability - Developed and enhanced operational processes, improving operational effectiveness and ability to scale - Focused engineering on defect elimination through enhanced testing resulting in reduced support costs and significantly enhanced customer satisfaction Show less



Bridgepoint Consulting

• United States
• Business Consulting and Services
• 200 - 300 Employee

• CFO Consultant

  • Sep 2005 - Jan 2007

  - Partnered with VC-backed early-stage startups to run finance and assist with pivotal transitions. - Oversaw accounting department, budget preparation, and audit functions. - Led pricing adjustments to increase revenue. - Regularly met with the Board of Directors. - Worked with other department heads to monitor each department and make recommendations.



Clearcommerce

• VP Finance & Controller, acting CFO

  • Aug 2001 - Sep 2005

  Mid-stage VC-backed (Austin Ventures, NEA, Voyager, $20M rev) startup providing secure payments over the web focused on serving banks and online .com vendors. - Guided finance organization, including legal, treasury, financial reporting, risk management, accounting, budgeting, tax, and payroll - Regularly met with VC BoD - Coordinated ClearCommerce’s sale to eFunds, including financial modeling, due diligence, roadshow presentations and negotiations of the legal… Show more Mid-stage VC-backed (Austin Ventures, NEA, Voyager, $20M rev) startup providing secure payments over the web focused on serving banks and online .com vendors. - Guided finance organization, including legal, treasury, financial reporting, risk management, accounting, budgeting, tax, and payroll - Regularly met with VC BoD - Coordinated ClearCommerce’s sale to eFunds, including financial modeling, due diligence, roadshow presentations and negotiations of the legal documents - Developed and implemented a financial plan that reduced significant cash flow loss from operations while simultaneously increasing bookings growth by 20 percent year over year - Developed and implemented new pricing models, converting sales from one-time to recurring revenue resulting in an increase in the percentage of recurring revenue by 26 points Show less



Exterprise

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Controller (co Acquired)

  • 2001 - 2002

  Early-stage startup, VC-backed (Austin Ventures), sold to CommerceOne. - Excelled at all aspects of controller functions, including contracts review, cash management, financial reporting, internal controls, revenue recognition, budgeting, tax compliance, payroll, accounts payable, and accounts receivable - Significantly shortened the financial reporting cycle resulting in faster and more accurate financial information - Developed business processes and policies… Show more Early-stage startup, VC-backed (Austin Ventures), sold to CommerceOne. - Excelled at all aspects of controller functions, including contracts review, cash management, financial reporting, internal controls, revenue recognition, budgeting, tax compliance, payroll, accounts payable, and accounts receivable - Significantly shortened the financial reporting cycle resulting in faster and more accurate financial information - Developed business processes and policies, strengthening organizational effectiveness and internal controls - Fostered an atmosphere of fiscal responsibility resulting in the reduction of Exterprise’s cash burn rate by 20% Show less



Knowledge Discovery One, Inc.

• Controller (co Acquired)

  • 1999 - 2000

  Early-stage, VC-backed (Austin Ventures), SaaS startup increasing marketing effectiveness for retailers. Acquired by Net Perceptions. - Responsible for various controller level tasks including cash management, financial reporting, internal controls, revenue recognition, budgeting, tax compliance, payroll, accounts payable and accounts receivable - Handled accounting elements of M&A due diligence process



IBM

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

• Portfolio Coordinator

  • 1991 - 1999

  Somers, New York, United States - Coordinated strategic financial investment strategies of six software divisions - Managed internal corporate analysis of IBM’s overall software investments for review by the executive management team - Created and implemented internal transaction pricing policies to accurately report revenue within corporate divisions for FASB mandated segment reporting - Developed financial modeling for IBM’s software divisions and guided divisional financial plans in accordance with… Show more - Coordinated strategic financial investment strategies of six software divisions - Managed internal corporate analysis of IBM’s overall software investments for review by the executive management team - Created and implemented internal transaction pricing policies to accurately report revenue within corporate divisions for FASB mandated segment reporting - Developed financial modeling for IBM’s software divisions and guided divisional financial plans in accordance with the corporate financial goals Show less