Experience

MeridianLink

• United States
• Software Development
• 400 - 500 Employee

• Director of Financial Planning and Analysis

  • Jul 2020 - Present

  Led initiative to create and grow a new business partner team to liaise with functional leaders within the business assisting with special projects, investment cases, budget-to-actual discussions, developing forecasts, and other ad hoc projects. Led FY21 budget process in 2020 leading to a successful IPO to NYSE in July 2021. Budget hit 102% of revenue and 113% of EBITDA. Leading the forecasting arm of the corporate financial planning process, including the annual operating budget, long range planning cycle, monthly forecasting and budget to actuals cadence. Helped lead financial integration for four acquisitions in two years. Show less



Solera | DealerSocket

• United States
• Software Development
• 300 - 400 Employee

• Director of FP&A

  • Jul 2018 - Jul 2020

  Led team responsible for all key finance deliverables including budget, interim forecasts, layer cake analysis, budget to actuals reviews, and investment cases. Worked closely with CEO and CFO during critical forecasting sessions to deliver actionable numbers for the board and executive team. Led team of analysts through multiple leadership and focus changes.

• Manager - Financial Planning & Analysis

  • Apr 2018 - Jul 2018

• Corporate Budget Analyst

  • May 2017 - Apr 2018



SoftwareOne USA

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

• North American Controller

  • Feb 2015 - Apr 2017

  • US subsidiary began operations in earnest in January 2015. In just two years, The US subsidiary has accomplished the following:  Won 2015 Microsoft Education Partner of the Year.  Top 20 Microsoft partners worldwide in Azure consumption, CSP license sales, and Office 365 activations.  Grown business to over 400 customers and over $40M in annual revenue • Joined the Leadership/Director Team in February 2015 as the controller for the US subsidiary. This team was responsible for determining and executing the three-year strategy and focus of the company. • Helped establish new subsidiary in Canada in Sep 2015, became North American Controller at that time. • Wrote monthly management report for US subsidiary submitted to the German management board and Austrian supervisory board, assisted in completing Canadian management report, helped prepare and participate with EVP in meetings to review management reports for other subsidiaries in Mexico and Brazil. • Created financial reporting package for executive review of monthly results. • Created templates for departmental spending versus budget for monthly reviews. • Prepared annual budgets to meet EBITDA targets set by board. • Prepared dozens of ad hoc budgets with multiple scenarios and alternative strategies resulting from intense focus on US business performance by the supervisory board. • Spoke at international group finance meeting to peer group in Leipzig, Germany in October 2016 on challenges surrounding a start-up entity as it related to finance. • Set up credit controlling standards for underwriting customer credit terms. • Reviewed and updated business insurance policy coverage. • Set up expense reporting forms and procedures for reimbursement until automated system could be launched. • Worked with HR to establish T&E policies for US and Canada. • Developed commission engine for commission payouts. Show less



Aerus

• United States
• Consumer Goods
• 200 - 300 Employee

• Director, Financial Planning

  • May 1999 - Jan 2015

  • Perform financial due diligence on prospective companies before investments are considered. Significant areas of focus include identifying financial opportunities, analyzing accrued liabilities, inventory turnover, quality of receivables, status of payables for key vendors, mapping and evaluating departmental org charts and work flow charts. • Prepare annual budgets and semi-annual executive updates using historical data, executive projections and department head input. • Work with third party valuation firms preparing discounted cash flow models, other due diligence schedules and documents assisting with annual company stock valuations. • Oversee Accounting department with duties including: reviewing financial statements of each entity for accuracy, questioning senior accountants regarding departmental spending to insure budget and purchase requisition policy adherence, preparing summary financial reports for senior management, and working with independent auditors during annual audits. • Develop and maintain Compliance Monitoring Program including quarterly projections of financial ratios and preparation of compliance certificates for senior lender. Show less



Universal Sports America

• Accounts Receivable Supervisor

  • Nov 1997 - May 1999



Norwest Financial

• Credit Manager

  • Dec 1996 - Nov 1997