Experience

BigTime Software, Inc.

• United States
• Software Development
• 100 - 200 Employee

• Chief Financial Officer

  • May 2019 - Present

  Chicago BigTime Software is a SaaS company that delivers real-time, metrics-driven time tracking, billing and project management for more than 2,700 professional firms, tracking over $4 billion (USD) worth of billable time each year. BigTime is a private equity-funded company based in Chicago committed to helping clients run professional teams more efficiently, unlocking potential revenue and improving profitability. January 2022 - BigTime Software Receives $100 Million Strategic Growth… Show more BigTime Software is a SaaS company that delivers real-time, metrics-driven time tracking, billing and project management for more than 2,700 professional firms, tracking over $4 billion (USD) worth of billable time each year. BigTime is a private equity-funded company based in Chicago committed to helping clients run professional teams more efficiently, unlocking potential revenue and improving profitability. January 2022 - BigTime Software Receives $100 Million Strategic Growth Investment from Vista Equity Partners June 2022 - BigTime acquires Projector to help Professional Service Organizations grow with confidence by providing the best platform to plan, manage and receive payments for your most valuable resource – time Show less



Next Series Club

• United States
• Professional Training and Coaching

• Member

  • Jan 2016 - Present



Hireology

• United States
• Software Development
• 100 - 200 Employee

• Chief Financial Officer

  • Jan 2017 - Apr 2019

  Chicago Hireology is a leading HR SaaS technology firm and one of the fastest growing companies in Chicago. Hireology works with over 6,000 customers with a vertical focus in retail automotive, healthcare and professional and customer services. Hireology is venture-backed with investments by Lightbank, Bain Capital Ventures and Baird Capital. • Strategic financial and business leader to help Hireology grow from 80 employees and $4 million revenue run rate to over 200 employees and $30 million… Show more Hireology is a leading HR SaaS technology firm and one of the fastest growing companies in Chicago. Hireology works with over 6,000 customers with a vertical focus in retail automotive, healthcare and professional and customer services. Hireology is venture-backed with investments by Lightbank, Bain Capital Ventures and Baird Capital. • Strategic financial and business leader to help Hireology grow from 80 employees and $4 million revenue run rate to over 200 employees and $30 million revenue run rate in 3 years • Led all investor conversations, investor deck preparation, diligence, and legal documentation to close $12 million Series C, $7 million Series C-2 and $27 million Series D • Negotiated and closed an additional $11.5 million of venture debt with Silicon Valley Bank • Key executive leader with CEO and COO to help drive operational efficiencies to optimize growth, profitability and maximize enterprise value • Leads and prepares all board materials to drive strategic presentations and conversations during regular board meetings • Worked with COO and VP of sales to simplify pricing and contracting terms that improved customer retention by 25% • Instrumental in driving a 20% increase in gross margin through pricing controls and cost reductions with vendors • Drives sophisticated financial modeling that translates into actionable strategies • Coached and developed accounting and finance team of 3 members to obtain a higher level of performance • Dotted line management of business operations team of 14 • Ran the Human Resources department for 1 year • Oversee the development of key operational metrics and reporting, and provides analysis of financial results and with recommendations for improvement • Manages relationships with bank, CPA firm, insurance broker, law firm, and property management company • Operates with an open door policy with all employees to encourage open communication, feedback, and discussion about any matter of importance to an employee

• VP of Finance

  • Oct 2015 - Dec 2016

  Chicago



INXPO

• Software Development
• 1 - 100 Employee

• Director of Finance & Controller

  • Aug 2014 - Oct 2015

  Greater Chicago Area INXPO's next-generation video corporation solutions enhances the way companies connect with their customers, employees, partners and prospects. INXPO works with large enterprise global customers, including Microsoft, GAP, Sony, Aon, Autodesk, Cisco, Freeman, George P. Johnson, Hilton, McDonald's, HIMSS, P&G, PCMA, TechTarget, and UBM. Inxpo is a SaaS based company and backed by Highland Capital Partners, with Series A raise of $9 mil in 2009. • Oversees all financial functions… Show more INXPO's next-generation video corporation solutions enhances the way companies connect with their customers, employees, partners and prospects. INXPO works with large enterprise global customers, including Microsoft, GAP, Sony, Aon, Autodesk, Cisco, Freeman, George P. Johnson, Hilton, McDonald's, HIMSS, P&G, PCMA, TechTarget, and UBM. Inxpo is a SaaS based company and backed by Highland Capital Partners, with Series A raise of $9 mil in 2009. • Oversees all financial functions including finance, FP&A, accounting, budget, credit, insurance, tax, and treasury • Responsible for delivering value added business analysis that leads to insightful and accurate decision-making • Created complex financial model to accurately forecast bookings, revenue, EBITDA and cash flow • Works closely with CEO, CFO, VP of Sales and VP of Sales Operations on day-to-day and strategic planning and analysis as a business partner • Develops financial and complex operational models to enable quick-turn business support decisions on cash flow and investments in technology and headcount • Managed annual audit and financial statement preparation with no audit adjustments. • Automated invoicing processes that eliminated 3 hours per week of operations analysis for all production engineers, financial analyst and reducing invoice time by 55% • Created monthly financial and operations KPI dashboard and PowerPoint deck for the executive team • Prepares monthly and annual financials that are distributed to executive team, board of directors and debt providers • Built excel customer dashboard to display monthly customer visitors by product line • Reports to the CFO and manages a team of 3 staff accountants • Implemented a more efficient cash flow process for A/R collections and vendor payments • Negotiates with all vendors and saved 50% of Inxpo’s conference phone provider’s annual costs • Works with NetSuite to provide more process automation and advance financial reporting Show less



Groupon

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Finance Manager

  • Feb 2013 - Aug 2014

  Greater Chicago Area Finance Manager – Getaways and Live • Owns P&L for 2 of 5 business channels (Travel & Ticketed Events), $500 mil+ and 150+ employees • Leads & develops financial plans and reporting for weekly, monthly, quarterly and annual forecasts • Works directly for CFO North America and key financial interface with channel General Managers • Responsible for delivering value added business analysis that leads to insightful and accurate decision-making • Controls budget and approves all… Show more Finance Manager – Getaways and Live • Owns P&L for 2 of 5 business channels (Travel & Ticketed Events), $500 mil+ and 150+ employees • Leads & develops financial plans and reporting for weekly, monthly, quarterly and annual forecasts • Works directly for CFO North America and key financial interface with channel General Managers • Responsible for delivering value added business analysis that leads to insightful and accurate decision-making • Controls budget and approves all channel expenses, purchases, headcount and P&L impacts • Reviews monthly variance analysis and ensures appropriate follow-up • Develops financial and complex operational models to enable quick turn business support decisions • Responsible for all day to day finance activities for both channels Finance Manager - National and Live • Full P&L responsibility for 2 business channels • Worked with sales team on pricing strategies / financial terms for top merchants such as Gap, Sam’s Club, American Apparel, Rosetta Stone • Implemented process and controls to improve MLB reporting and Joint Venture relationship with Live Nation • Partnered with accounting team during month-end close to tie operational reporting to accounting actuals • Post Merger Integration for acquisition of SideTour Finance Manager - North America Commissions • Managed a team that calculated commission for all North American sales reps • Implemented Xactly commission calculation software for all sales reps (# 2 sales accomplishment of 2013) • Worked with business partners and HR to create strategic commission plans to maximize output while managing costs • Wrote all sales incentive plans documents Show less



GVW Group

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Associate

  • Dec 2010 - Feb 2013

  Highland Park, IL Operations • Actively worked with senior management on improving operations and implementing strategic objectives. • Met with senior management for all GVW portfolio companies to discuss potential business relationships, identify group synergies and discuss financial performance and strategies to meet projections. • Project manager for office build out of corporate headquarters to a 13,000 square foot facility. Finance & Accounting • Created detailed financial models for… Show more Operations • Actively worked with senior management on improving operations and implementing strategic objectives. • Met with senior management for all GVW portfolio companies to discuss potential business relationships, identify group synergies and discuss financial performance and strategies to meet projections. • Project manager for office build out of corporate headquarters to a 13,000 square foot facility. Finance & Accounting • Created detailed financial models for all operating companies and made recommendations for financial improvement to Chairman and presidents for all operating companies. • In the absence of a CFO, created financial models and researched competitive market analysis for a 9% average price increase for GVW Parts. • Formulated and administered multi-million dollar operating budgets and growth plans, assessed the financial viability, and developed and implemented cross-functional departments and processes for all operating companies. • Key asset in creating the 5 year plan and annual executive KPIs for all operating companies. • Performed all accounting, payroll, HR and bookkeeping functions for 4 entities. Investments • Evaluated investment opportunities through detailed financial and market analysis • Analyzed and researched over 30 investment opportunities ranging from $25K for early seed financing to establish companies with over $30M in EBITDA. GVW Group is a private investment and holding company consisting of an internationally diversified portfolio of 5 operating companies across multiple industries; Autocar, OEM of heavy-duty trucks; GVW Parts, aftermarket truck parts distributor; Aculocity, information technology consulting; Triz, engineering services; GreenOhm, software as a service provider for rebates and incentives. Show less



FTI Consulting

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

• Senior Consultant

  • Jun 2006 - Dec 2010

  Senior Consultant in the Transaction Advisory Services Group. • Provided consultation to client management teams in the field, planning and developing asset-lending projects in alignment with their business goals and objectives. • Performed analysis in Excel, conducting testing and data gathering for input into FTI’s models and templates. • Calculated client-borrowing base through receivables valuation and client inventory, as well as cash, accounts payable and other accruals… Show more Senior Consultant in the Transaction Advisory Services Group. • Provided consultation to client management teams in the field, planning and developing asset-lending projects in alignment with their business goals and objectives. • Performed analysis in Excel, conducting testing and data gathering for input into FTI’s models and templates. • Calculated client-borrowing base through receivables valuation and client inventory, as well as cash, accounts payable and other accruals and balance sheet account numbers. • Developed reports based on findings, reviewing all staff and senior consultant work to ensure accuracy and easy readability. • Traveled 50% of the time to client locations, including Europe and Mexico. • Assisted due diligence development for mergers & acquisition (M&A), and provided analysis for quality of earnings while comparing balance sheet and working capital numbers to management analysis. • Developed financial forecasts, and performed revenue and expense analysis. Show less



Allstate

• United States
• Insurance
• 700 & Above Employee

• Intern

  • Jun 2005 - Aug 2005

  Executed research and analysis for 1.5K stocks and bonds, utilizing the Bloomberg terminal, and tracked the unrealized gains and losses of $33B in assets, using Excel spreadsheets. • Created new amortization schedules for 30 interest-only bonds. • Executed expense analysis and security lending for the quarterly and monthly close process.