Experience

Fullpower Technologies

• United States

• Vice President of Finance and CFO

  • Aug 2015 - Present

  Santa Cruz, CA Fullpower is the leader for cloud-based IoT smart-home and wearable solutions powered by AI, machine-learning and data science. With more than 125 patents, the Fullpower IP portfolio covers the AI-powered Sleeptracker® and the MotionX® IoT technology platforms for the Smart-Home and wearable. Fullpower’s business model is to license technology and IP to brand leaders such as Nike, BeautyRest, Amazon, Movado, Serta and others. Founded by Philippe Kahn, creator of the first camera-phone and… Show more Fullpower is the leader for cloud-based IoT smart-home and wearable solutions powered by AI, machine-learning and data science. With more than 125 patents, the Fullpower IP portfolio covers the AI-powered Sleeptracker® and the MotionX® IoT technology platforms for the Smart-Home and wearable. Fullpower’s business model is to license technology and IP to brand leaders such as Nike, BeautyRest, Amazon, Movado, Serta and others. Founded by Philippe Kahn, creator of the first camera-phone and based in Silicon Valley, the Fullpower team is passionate about technology craftsmanship, innovation, and the global AI-IoT paradigm shift. Show less



New Teacher Center

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Director of FP&A

  • Apr 2014 - Aug 2015

  Santa Cruz, CA Managed the FP&A and Grants & Contracts Finance functions of this complex, national, entrepreneurial not-for-profit company. Drive changes in financial management and culture during a period of significant scaling, as the organization is currently in the process of a dramatic growth phase. • Create the annual Operating Plan for the organization, which provides detailed plans on all operations of the company for the fiscal year, including revenue plans, operating budgets, capital budgets and… Show more Managed the FP&A and Grants & Contracts Finance functions of this complex, national, entrepreneurial not-for-profit company. Drive changes in financial management and culture during a period of significant scaling, as the organization is currently in the process of a dramatic growth phase. • Create the annual Operating Plan for the organization, which provides detailed plans on all operations of the company for the fiscal year, including revenue plans, operating budgets, capital budgets and hiring plans for each department • Drive the corporate P&L and cash forecasts • Develop capacity-based models for the Program Delivery organization to help them understand the dynamics of their business and drive more effective use of resources • Institute policies for spending and tracking the effective use of funds raised through capital growth campaign Show less



Serena Software

• United States
• Software Development
• 100 - 200 Employee

• Director - Finance

  • May 2000 - Apr 2014

  San Mateo California Managed the FP&A and Sales Operations functions critical to the success of this highly profitable, global enterprise software company. As the company went through dramatic financial, strategic, and operational changes, drove decisions that affected all aspects of operations. Played a key role in two leveraged buyouts of the company, as well as several acquisitions of other software companies. • Modeled subscription revenue stream, which comprised the majority of the company’s revenue, to… Show more Managed the FP&A and Sales Operations functions critical to the success of this highly profitable, global enterprise software company. As the company went through dramatic financial, strategic, and operational changes, drove decisions that affected all aspects of operations. Played a key role in two leveraged buyouts of the company, as well as several acquisitions of other software companies. • Modeled subscription revenue stream, which comprised the majority of the company’s revenue, to develop a deeper understanding of key performance indicators such as annual contract value and retention rates • Managed corporate P&L and cash forecasts, as well as annual operating plans • Partnered with Sales organization to structure complex, multi-year transactions that met internal corporate goals and customer expectations, as well accounting rules for revenue recognition • Created quota assignments and compensation plans to drive revenue growth and related corporate goals • Developed capacity-based models for the Professional Services organization to enhance profitability • Spearheaded M&A activities, from initial valuations analyses to post-acquisition activities to integrate operations of acquired companies in a profitable manner while maintaining operational consistencies • Managed benefits plans in conjunction with HR that balanced corporate objectives of attracting and maintaining quality employees while minimizing financial risk for the company • Directed semi-annual 409A valuations of the company, and assisted the CFO in managing guidance to analysts and investors Show less



World Savings

• Banking
• 1 - 100 Employee

• Financial Analyst

  • 1997 - 2000

  Oakland, CA Conducted financial research and analysis critical to decision making that affected the profitability of this large banking corporation. Prepared projections and recommendations for senior management on the entire branch network, as well as M&A activities. Researched trends and new developments in the financial services industry and evaluated the implications for the company. • Managed the entire process of divesting underperforming branches and their corresponding customer deposit… Show more Conducted financial research and analysis critical to decision making that affected the profitability of this large banking corporation. Prepared projections and recommendations for senior management on the entire branch network, as well as M&A activities. Researched trends and new developments in the financial services industry and evaluated the implications for the company. • Managed the entire process of divesting underperforming branches and their corresponding customer deposit accounts, including determining the minimum acceptable prices, identifying and contacting potential buyers, soliciting bids, negotiating contracts, and overseeing the conversion process through the closing of the transaction • Conducted extensive research and analysis on the company’s branch network in specific geographic regions to identify strengths and weaknesses, and submitted recommendations to senior management • Significantly improved the company’s financial model for evaluating acquisitions, as well as the model for analyzing potential branch relocations, resulting in more informed decision making • Developed methods for identifying and evaluating potential acquisition targets • Provided analysis of several complicated real estate transactions to identify and mitigate potential risks Show less



Minnesota Department of Trade and Economic Development

• Economic Analyst

  • 1995 - 1997

  St. Paul, MN Conducted economic research and policy analysis to support departmental programs. Major tasks included identifying and assessing key factors relating to the state’s economy, analyzing programs and policies for their effects on the state’s economy, and providing analytic support to other departmental programs. • Modeled business developments to estimate economic and fiscal impacts for Minnesota • Analyzed trends in economic indicators and compared Minnesota to other states and the… Show more Conducted economic research and policy analysis to support departmental programs. Major tasks included identifying and assessing key factors relating to the state’s economy, analyzing programs and policies for their effects on the state’s economy, and providing analytic support to other departmental programs. • Modeled business developments to estimate economic and fiscal impacts for Minnesota • Analyzed trends in economic indicators and compared Minnesota to other states and the nation • Provided statistical analysis of survey data for program evaluation Show less



Hubert H. Humphrey Institute of Public Affairs

• Graduate Research Assistant and Graduate Teaching Assistant

  • 1993 - 1995

  Minneapolis, MN As a Research Assistant, collaborated on research projects on social policy issues with the Roy Wilkins Center for Human Relations and Social Justice and presented findings on discrimination in mortgage lending at major economics conferences. As a Teaching Assistant, taught Microeconomics for Policy Analysis, a core course required of all Institute students.



ICF Inc

• United States
• Government Administration

• Analyst

  • 1991 - 1993

  Fairfax, VA Performed economic, policy, regulatory and industry analysis for clients at the U.S. Environmental Protection Agency with the Policy, Economics and Market Analysis Group of this international consulting firm. Evaluated economic impacts of proposed environmental regulatory programs, examined the effects of incentives created by environmental policies, and performed industry characterization analyses.