Experience

ConverseNow.AI

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

• Chief Financial Officer

  • Oct 2021 - 2 years 3 months

  Austin, Texas SaaS voice AI platform used by quick service restaurants to automate ordering via phone and drive thru channels. • Raised $20M+ in equity and debt financing • Oversee cash flow, working capital and liquidity while optimizing cash preservation and cash yield. • Developed SaaS KPI dashboards and reporting for managing key financial metrics and driving strategic insights. • Own investor relations with the Board of Directors, investors, banks, and financial partners. • Manage a… Show more SaaS voice AI platform used by quick service restaurants to automate ordering via phone and drive thru channels. • Raised $20M+ in equity and debt financing • Oversee cash flow, working capital and liquidity while optimizing cash preservation and cash yield. • Developed SaaS KPI dashboards and reporting for managing key financial metrics and driving strategic insights. • Own investor relations with the Board of Directors, investors, banks, and financial partners. • Manage a global team responsible for reporting, accounting operations, and processes and controls. Show less



RapidDeploy

• United States
• Public Safety
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2019 - Sep 2021

  Austin, Texas B2G 911 cloud software platform enabling more efficient public safety for states, cities and municipalities. • Raised $55M in Series B equity and debt financing. • Secured $15M in non-dilutive capital from primary reseller. • Accelerated inorganic growth and expanded technology offering through 2 M&A transactions, one involving detailed earnout structure. • Managed global finance operations, responsible for international reporting, intercompany accounting operations, foreign… Show more B2G 911 cloud software platform enabling more efficient public safety for states, cities and municipalities. • Raised $55M in Series B equity and debt financing. • Secured $15M in non-dilutive capital from primary reseller. • Accelerated inorganic growth and expanded technology offering through 2 M&A transactions, one involving detailed earnout structure. • Managed global finance operations, responsible for international reporting, intercompany accounting operations, foreign exchange hedging & treasury. Show less



Pivot3

• United States
• Software Development
• 1 - 100 Employee

• Vice President of Finance

  • Jul 2018 - Oct 2019

  Austin, Texas Datacenter solution that collapses storage, compute and network resources into single solution -- ideal for high performance workloads in data-intensive environments such as Virtual Desktop Infrastructure, Backup and Disaster Recovery, Video Surveillance, and Server Virtualization. • Raised $100M+ of funding via preferred equity, venture, mezzanine and convertible debt, and asset based loans. • Explored and began preparations for a potential IPO: including preparation of S-1… Show more Datacenter solution that collapses storage, compute and network resources into single solution -- ideal for high performance workloads in data-intensive environments such as Virtual Desktop Infrastructure, Backup and Disaster Recovery, Video Surveillance, and Server Virtualization. • Raised $100M+ of funding via preferred equity, venture, mezzanine and convertible debt, and asset based loans. • Explored and began preparations for a potential IPO: including preparation of S-1, interface with investment bankers, PCAOB audit readiness and staffing up internal team. • Mentored and developed a finance and accounting team of 10, managing work allocation, special projects, and building an effective and efficient team. • Managed cash flow planning process and ensure funds availability. Accelerated $10M of working capital in 4 months via improved AR collections and customer contracts.

• Director of Finance

  • Jul 2014 - Jun 2018

  Austin, Texas • Led all financial planning and analysis functions including long-term strategic planning, resource allocation and annual budgeting. • Created business impact frameworks with roadmap team for evaluating new products and feature enhancements. • Developed and maintained internal and external financial reports for communicating company strategy and financial results to the executive team, Board of Directors, investors and lenders. • Successfully completed $10M acquisition and integration… Show more • Led all financial planning and analysis functions including long-term strategic planning, resource allocation and annual budgeting. • Created business impact frameworks with roadmap team for evaluating new products and feature enhancements. • Developed and maintained internal and external financial reports for communicating company strategy and financial results to the executive team, Board of Directors, investors and lenders. • Successfully completed $10M acquisition and integration of NexGen Storage, including transition to single NetSuite instance. • Managed the acquisition and administration of $2M in equipment lease financing.



Lifesize

• United States
• Telecommunications
• 100 - 200 Employee

• Senior Financial Analyst

  • Oct 2011 - Sep 2013

  Austin, Texas Video conferencing software and hardware for enterprises. • Led annual and quarterly budgeting and forecasting projections for $100M P&L, including headcount planning, capital budgeting and allocations management. • Worked with senior product management to develop profitability and ROI models for new SaaS product offering; established short term and long term product sales forecasts used to set pricing and sales compensation targets. • Provided framework for evaluating the business… Show more Video conferencing software and hardware for enterprises. • Led annual and quarterly budgeting and forecasting projections for $100M P&L, including headcount planning, capital budgeting and allocations management. • Worked with senior product management to develop profitability and ROI models for new SaaS product offering; established short term and long term product sales forecasts used to set pricing and sales compensation targets. • Provided framework for evaluating the business impact of roadmap updates introduced by engineering and marketing; participated in weekly and quarterly roadmap discussions and approvals. • Created Salesforce business intelligence dashboards for financial performance and sales team effectiveness. Show less



Dell Technologies

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

• Mergers & Acquisitions

  • Sep 2009 - Oct 2011

  Austin, Texas Area • Led business case development and valuation for 5 M&A transactions worth $1.75Bn in aggregate value. • Worked with senior business unit leaders to develop financial projections, synergy estimates, go-to-market strategy and integration planning. • Evaluated emerging technologies alongside engineering architects and product managers for technical feasibility and commercial impact on Dell business units. • Negotiated investment structure and deal terms for $3M of strategic… Show more • Led business case development and valuation for 5 M&A transactions worth $1.75Bn in aggregate value. • Worked with senior business unit leaders to develop financial projections, synergy estimates, go-to-market strategy and integration planning. • Evaluated emerging technologies alongside engineering architects and product managers for technical feasibility and commercial impact on Dell business units. • Negotiated investment structure and deal terms for $3M of strategic investments. • Project managed pre-deal due diligence and post-deal federal antitrust filings process for 6 M&A transactions. Show less



G-51 Capital Management, LLC

• Venture Capital

  • May 2008 - May 2009

  Austin, Texas • Reviewed deal flow for early stage investments in software, consumer web and social networking • Assisted with limited partner fundraising: managed investor contacts, tracked close rate metrics, and built investor presentations • Worked with existing portfolio companies to manage financial planning and accounting and improve go to market and pricing strategies



Austin Technology Incubator

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

• MBA Spring Semester Intern

  • Jan 2008 - May 2008

  Austin, Texas



Sigrity

• United States
• Software Development
• 1 - 100 Employee

• Sales Engineer

  • 2004 - 2007

  Greater Boston Area



Dell Technologies

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

• Electrical Engineer - Signal Integrity

  • 2001 - 2004

  Austin, Texas Area