Experience

Qstream
• United States
• E-Learning Providers
• 1 - 100 Employee
• VP of Finance

  • Aug 2022 - Present


Rempa Services

• Germany
• Construction

• Owner and Principal

  • Jan 2021 - Present

  Providing factional CFO leadership to early growth stage companies. Including obtaining capital, entering new markets, planning and forecasting, board and investor presentations. Providing factional CFO leadership to early growth stage companies. Including obtaining capital, entering new markets, planning and forecasting, board and investor presentations.



ThirdChannel

• United States
• Retail
• 100 - 200 Employee

• Chief Financial Officer

  • May 2018 - Dec 2020

  Thirdchannel provides customer experience optimization solutions for the brick and mortar retail environment so that manufacturing brands can manage their in-store presence at scale. The combination of the services offering and the SaaS application, Thirdchannel is digitizing the brick and mortar space. Lead finance and HR, lead all fundraising activities for both debt and equity, financial modeling for 1, 3 and 5 year plans, scenario modeling for various strategic initiatives. manage… Show more Thirdchannel provides customer experience optimization solutions for the brick and mortar retail environment so that manufacturing brands can manage their in-store presence at scale. The combination of the services offering and the SaaS application, Thirdchannel is digitizing the brick and mortar space. Lead finance and HR, lead all fundraising activities for both debt and equity, financial modeling for 1, 3 and 5 year plans, scenario modeling for various strategic initiatives. manage cap table, create and maintain all legal contracts, facilities management, responsible for all revenue recognition, audits and tax returns, along with tax compliance. Process improvements within financial systems, and various outside platforms, board presentations and management. Show less Thirdchannel provides customer experience optimization solutions for the brick and mortar retail environment so that manufacturing brands can manage their in-store presence at scale. The combination of the services offering and the SaaS application, Thirdchannel is digitizing the brick and mortar space. Lead finance and HR, lead all fundraising activities for both debt and equity, financial modeling for 1, 3 and 5 year plans, scenario modeling for various strategic initiatives. manage… Show more Thirdchannel provides customer experience optimization solutions for the brick and mortar retail environment so that manufacturing brands can manage their in-store presence at scale. The combination of the services offering and the SaaS application, Thirdchannel is digitizing the brick and mortar space. Lead finance and HR, lead all fundraising activities for both debt and equity, financial modeling for 1, 3 and 5 year plans, scenario modeling for various strategic initiatives. manage cap table, create and maintain all legal contracts, facilities management, responsible for all revenue recognition, audits and tax returns, along with tax compliance. Process improvements within financial systems, and various outside platforms, board presentations and management. Show less



Cryptzone (now part of Cyxtera)

• Global Controller

  • Mar 2016 - Feb 2018

  Cryptzone is a global IT vendor focused on cybersecurity. The company's solutions deliver innovative approaches to Encrypton, Identity and Acess Management Solutions. Active participant in all aspects of financial management for VC owned start up, reporting to the CEO. Managed business process, and adjusted appropriately for growth and introduction of new products. Responsible for all revenue recognition models and policies. Responsible for all customer and vendor contracts, and… Show more Cryptzone is a global IT vendor focused on cybersecurity. The company's solutions deliver innovative approaches to Encrypton, Identity and Acess Management Solutions. Active participant in all aspects of financial management for VC owned start up, reporting to the CEO. Managed business process, and adjusted appropriately for growth and introduction of new products. Responsible for all revenue recognition models and policies. Responsible for all customer and vendor contracts, and negotiations. Created annual budgets and monthly forecasts, along with creating KPI's for operations. Measurement of the global operations across all departments, linking finance with operations to help drive growth, accountability and productivity. Management of international locations, and completing Transfer Pricing strategy for international subsidiaries. Working with outside auditors for consolidated financial statements as well as international statutory audits and tax filings. Systems and process improvements (Intacct, Concur, SFDC). Completed all due diligence and merger agreement schedules for recent transaction Show less Cryptzone is a global IT vendor focused on cybersecurity. The company's solutions deliver innovative approaches to Encrypton, Identity and Acess Management Solutions. Active participant in all aspects of financial management for VC owned start up, reporting to the CEO. Managed business process, and adjusted appropriately for growth and introduction of new products. Responsible for all revenue recognition models and policies. Responsible for all customer and vendor contracts, and… Show more Cryptzone is a global IT vendor focused on cybersecurity. The company's solutions deliver innovative approaches to Encrypton, Identity and Acess Management Solutions. Active participant in all aspects of financial management for VC owned start up, reporting to the CEO. Managed business process, and adjusted appropriately for growth and introduction of new products. Responsible for all revenue recognition models and policies. Responsible for all customer and vendor contracts, and negotiations. Created annual budgets and monthly forecasts, along with creating KPI's for operations. Measurement of the global operations across all departments, linking finance with operations to help drive growth, accountability and productivity. Management of international locations, and completing Transfer Pricing strategy for international subsidiaries. Working with outside auditors for consolidated financial statements as well as international statutory audits and tax filings. Systems and process improvements (Intacct, Concur, SFDC). Completed all due diligence and merger agreement schedules for recent transaction Show less



Promisec

• Israel
• Computer and Network Security
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2012 - Feb 2016

  Leader in Endpoint Security and Software (Cybersecurity). Promisec provides 100% visibility and enables the user to manage multiple endpoints. Manage all aspects of finance, financial planning and HR worldwide (Israel, India, France, UK). Integral member of management team; moved the company from enterprise to SaaS, Direct to Channel Provided commerce/billing/finance platform, and strategy of new subscription pricing model. Create, monitor and present financial statements and company… Show more Leader in Endpoint Security and Software (Cybersecurity). Promisec provides 100% visibility and enables the user to manage multiple endpoints. Manage all aspects of finance, financial planning and HR worldwide (Israel, India, France, UK). Integral member of management team; moved the company from enterprise to SaaS, Direct to Channel Provided commerce/billing/finance platform, and strategy of new subscription pricing model. Create, monitor and present financial statements and company KPI’s to the board of directors. Provide all contract management for the company (customer, partner, vendor and legal). Established UK subsidiary, responsible for appropriate transfer pricing strategy Show less Leader in Endpoint Security and Software (Cybersecurity). Promisec provides 100% visibility and enables the user to manage multiple endpoints. Manage all aspects of finance, financial planning and HR worldwide (Israel, India, France, UK). Integral member of management team; moved the company from enterprise to SaaS, Direct to Channel Provided commerce/billing/finance platform, and strategy of new subscription pricing model. Create, monitor and present financial statements and company… Show more Leader in Endpoint Security and Software (Cybersecurity). Promisec provides 100% visibility and enables the user to manage multiple endpoints. Manage all aspects of finance, financial planning and HR worldwide (Israel, India, France, UK). Integral member of management team; moved the company from enterprise to SaaS, Direct to Channel Provided commerce/billing/finance platform, and strategy of new subscription pricing model. Create, monitor and present financial statements and company KPI’s to the board of directors. Provide all contract management for the company (customer, partner, vendor and legal). Established UK subsidiary, responsible for appropriate transfer pricing strategy Show less



Kalido Inc.

• United States

• Controller

  • May 2010 - Nov 2012

  Kalido provides data warehouse automation and master data management, delivering solutions that vastly increase customer productivity through advanced automation, governance and reuse. Responsible for all global finance activities (US, India, UK). Responsible for all revenue recognition. Lead all external audit and compliance relationships. Prepare budgets with rolling monthly forecasts Kalido provides data warehouse automation and master data management, delivering solutions that vastly increase customer productivity through advanced automation, governance and reuse. Responsible for all global finance activities (US, India, UK). Responsible for all revenue recognition. Lead all external audit and compliance relationships. Prepare budgets with rolling monthly forecasts



ManageSoft

• United States
• Software Development
• 1 - 100 Employee

• Corporate Controller

  • Nov 2005 - Apr 2010

  Software access management solution, acquired by Flexera, 2010. Responsible for software revenue recognition and contract management. Review, approve sales contracts, discounts and pricing. Established the UK subsidiary, relocated German subsidiary. Managed all banking relationships, US and Internationally. Responsible for consolidated financial statements and all tax returns. Facilitate annual audit, both corporate and statutory for foreign subsidiaries. Stock option management, including… Show more Software access management solution, acquired by Flexera, 2010. Responsible for software revenue recognition and contract management. Review, approve sales contracts, discounts and pricing. Established the UK subsidiary, relocated German subsidiary. Managed all banking relationships, US and Internationally. Responsible for consolidated financial statements and all tax returns. Facilitate annual audit, both corporate and statutory for foreign subsidiaries. Stock option management, including valuations. Oversee all global accounting activities, including managing international site Controllers (consolidations). Manage all aspects of payroll and benefits globally. Negotiated lease arrangement and coordinated relocation Show less Software access management solution, acquired by Flexera, 2010. Responsible for software revenue recognition and contract management. Review, approve sales contracts, discounts and pricing. Established the UK subsidiary, relocated German subsidiary. Managed all banking relationships, US and Internationally. Responsible for consolidated financial statements and all tax returns. Facilitate annual audit, both corporate and statutory for foreign subsidiaries. Stock option management, including… Show more Software access management solution, acquired by Flexera, 2010. Responsible for software revenue recognition and contract management. Review, approve sales contracts, discounts and pricing. Established the UK subsidiary, relocated German subsidiary. Managed all banking relationships, US and Internationally. Responsible for consolidated financial statements and all tax returns. Facilitate annual audit, both corporate and statutory for foreign subsidiaries. Stock option management, including valuations. Oversee all global accounting activities, including managing international site Controllers (consolidations). Manage all aspects of payroll and benefits globally. Negotiated lease arrangement and coordinated relocation Show less



Vertical Communications

• United States
• Telecommunications
• 100 - 200 Employee

• Assistant Controller

  • 2004 - 2005

  Vertical communications replaces traditional business phone systems with a VOIP system. Public company, responsible for all SEC filings, includes 10Q, 8K (acquisition), 10K, S1. Responsible for all cost accounting and inventory control and integrity for multiple manufacturing facilities. Report directly to CFO. Vertical communications replaces traditional business phone systems with a VOIP system. Public company, responsible for all SEC filings, includes 10Q, 8K (acquisition), 10K, S1. Responsible for all cost accounting and inventory control and integrity for multiple manufacturing facilities. Report directly to CFO.



Phonetic Systems

• Software Development
• 1 - 100 Employee

• Controller

  • 2000 - 2004

  Start Up, VC backed software company providing speech recognition solutions. Manage all aspects of accounting and tax, including consolidation of foreign, UK and Israel, foreign subsidiaries. Including all treasury responsibilities, audit relationships, accounting management and process improvement. Start Up, VC backed software company providing speech recognition solutions. Manage all aspects of accounting and tax, including consolidation of foreign, UK and Israel, foreign subsidiaries. Including all treasury responsibilities, audit relationships, accounting management and process improvement.



Aspect Communications

• Serbia
• Advertising Services
• 1 - 100 Employee

• Accounting Manager - Financial Analyst - Cost Controller

  • 1996 - 2000

  Call Center hardware/software - Public company Responsible for all cost accounting and inventory valuations, including reporting on 10Q, 10K. Preparing cost analysis for various new product lines, involved in the S-1 process. Call Center hardware/software - Public company Responsible for all cost accounting and inventory valuations, including reporting on 10Q, 10K. Preparing cost analysis for various new product lines, involved in the S-1 process.