Experience

SimSpace Corporation

• Vice President, Finance & Accounting

  • Jun 2021 - Jun 2022

  Head of Finance & Accounting: Committed to building a "world-class" team that partners effectively to enable data-driven decisions. Our success derives from a laser focus on scalability. SimSpace Corporation combines the highest-fidelity cyber ranges and attack content with unique user and adversary emulation techniques to create the most effective and efficient cyber security integrity. SimSpace delivers quantitative and actionable insights into how an organization can protect its most… Show more Head of Finance & Accounting: Committed to building a "world-class" team that partners effectively to enable data-driven decisions. Our success derives from a laser focus on scalability. SimSpace Corporation combines the highest-fidelity cyber ranges and attack content with unique user and adversary emulation techniques to create the most effective and efficient cyber security integrity. SimSpace delivers quantitative and actionable insights into how an organization can protect its most critical assets against lethal cyber threats. SimSpace prepares individuals, teams, and leadership for continued success against ever-evolving adversaries. Show less Head of Finance & Accounting: Committed to building a "world-class" team that partners effectively to enable data-driven decisions. Our success derives from a laser focus on scalability. SimSpace Corporation combines the highest-fidelity cyber ranges and attack content with unique user and adversary emulation techniques to create the most effective and efficient cyber security integrity. SimSpace delivers quantitative and actionable insights into how an organization can protect its most… Show more Head of Finance & Accounting: Committed to building a "world-class" team that partners effectively to enable data-driven decisions. Our success derives from a laser focus on scalability. SimSpace Corporation combines the highest-fidelity cyber ranges and attack content with unique user and adversary emulation techniques to create the most effective and efficient cyber security integrity. SimSpace delivers quantitative and actionable insights into how an organization can protect its most critical assets against lethal cyber threats. SimSpace prepares individuals, teams, and leadership for continued success against ever-evolving adversaries. Show less



CFGI

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

• Business Transformation Consulting

  • Feb 2021 - Jun 2021

  Building out the Business Transformation Practice at CFGI. CFGI’s Business Transformation group helps companies remain competitive in today’s marketplace. We partner with the office of the CFO, acting as an extension of their teams, to enable strategic and operational initiatives that drive improved efficiency, resource management, and innovation, while leveraging the best technology tools available. Our transformation offerings include: » Operating Model Optimization and… Show more Building out the Business Transformation Practice at CFGI. CFGI’s Business Transformation group helps companies remain competitive in today’s marketplace. We partner with the office of the CFO, acting as an extension of their teams, to enable strategic and operational initiatives that drive improved efficiency, resource management, and innovation, while leveraging the best technology tools available. Our transformation offerings include: » Operating Model Optimization and Strategy (People, Process, Technology) » Operational Finance Improvement (Order to Cash, Procure to Pay, Record to Report) » Event Led Transformation (Sell Side Diligence, Merger Integration, Restructuring) » Digital Transformation (Automation, Digital Finance Tech) » Enterprise Performance Management (Program Management, Business Case Development) » Interim Management (FP&A, Controllership, Treasury) Show less Building out the Business Transformation Practice at CFGI. CFGI’s Business Transformation group helps companies remain competitive in today’s marketplace. We partner with the office of the CFO, acting as an extension of their teams, to enable strategic and operational initiatives that drive improved efficiency, resource management, and innovation, while leveraging the best technology tools available. Our transformation offerings include: » Operating Model Optimization and… Show more Building out the Business Transformation Practice at CFGI. CFGI’s Business Transformation group helps companies remain competitive in today’s marketplace. We partner with the office of the CFO, acting as an extension of their teams, to enable strategic and operational initiatives that drive improved efficiency, resource management, and innovation, while leveraging the best technology tools available. Our transformation offerings include: » Operating Model Optimization and Strategy (People, Process, Technology) » Operational Finance Improvement (Order to Cash, Procure to Pay, Record to Report) » Event Led Transformation (Sell Side Diligence, Merger Integration, Restructuring) » Digital Transformation (Automation, Digital Finance Tech) » Enterprise Performance Management (Program Management, Business Case Development) » Interim Management (FP&A, Controllership, Treasury) Show less



EngageSmart

• United States
• Software Development
• 1 - 100 Employee

• Vice President Finance

  • Jun 2020 - Feb 2021

  EngageSmart elevates customer experiences by simplifying digital interactions through vertically focused innovation. Served clients across utility, government, wellness, healthcare, financial services and non-profit industries. Simplify customer and client experiences by providing exceptional vertical software and seamless payments. A Summit Partners and General Atlantic portfolio company. • Business partner for executive leadership team, including assisting with strategic sales and… Show more EngageSmart elevates customer experiences by simplifying digital interactions through vertically focused innovation. Served clients across utility, government, wellness, healthcare, financial services and non-profit industries. Simplify customer and client experiences by providing exceptional vertical software and seamless payments. A Summit Partners and General Atlantic portfolio company. • Business partner for executive leadership team, including assisting with strategic sales and marketing plan development, and coordination of all internal management reporting for the executive team and board of directors • Implemented first ever companywide quarterly forecasting process improving accuracy of forecasts by 25% in one year. • Drove acceleration of month end close from 15 workdays to less than 5 workdays. • Drove Annual Planning process and hired team to scale FP&A operations for rapid growth, acquisition integration, and standardization of key processes and controls.

• Senior Director Finance

  • Dec 2019 - Jun 2020

  • Successfully implemented reporting conversion to Adaptive Insights for Planning and Forecasting PE backed high growth payment processing organization. • Built the FP&A team delivering on enhanced reporting capabilities, operating model, and multiple acquisition integrations in 2020.



Boston Consulting Group (BCG)

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

• Financial Consultant, BCG Omnia

  • 2019 - Dec 2019

  • Led cross functional initiative to drive transformation of product business unit model for long term growth and scale across data quality, operational efficiencies and effectiveness, and product profitability. • Supported BCG's software and data product business unit which innovates, delivers and maintains technology solutions for BCG's clients and consulting case teams. Managed a cloud-based portfolio of software and data products engineered to solve a variety of business challenges… Show more • Led cross functional initiative to drive transformation of product business unit model for long term growth and scale across data quality, operational efficiencies and effectiveness, and product profitability. • Supported BCG's software and data product business unit which innovates, delivers and maintains technology solutions for BCG's clients and consulting case teams. Managed a cloud-based portfolio of software and data products engineered to solve a variety of business challenges that organizations face. Show less • Led cross functional initiative to drive transformation of product business unit model for long term growth and scale across data quality, operational efficiencies and effectiveness, and product profitability. • Supported BCG's software and data product business unit which innovates, delivers and maintains technology solutions for BCG's clients and consulting case teams. Managed a cloud-based portfolio of software and data products engineered to solve a variety of business challenges… Show more • Led cross functional initiative to drive transformation of product business unit model for long term growth and scale across data quality, operational efficiencies and effectiveness, and product profitability. • Supported BCG's software and data product business unit which innovates, delivers and maintains technology solutions for BCG's clients and consulting case teams. Managed a cloud-based portfolio of software and data products engineered to solve a variety of business challenges that organizations face. Show less



Cengage

• United Kingdom

• Vice President (VP), Corporate Financial Planning & Analysis (FP&A)

  • 2017 - 2019

  Guided finance heads in planning, analysis, and implementation of finance initiatives for $2B private equity-backed digital and print education publisher (K-12 schools, Higher-Ed). Standardized reports, create forecasting and budgeting process and procedures, and advance Hyperion systems capabilities (i.e. forecasting, budgeting, reporting). Ensured alignment between accounting, FP&A, and Cengage to understand drivers, modeling assumptions, and product type data; and increase data granularity… Show more Guided finance heads in planning, analysis, and implementation of finance initiatives for $2B private equity-backed digital and print education publisher (K-12 schools, Higher-Ed). Standardized reports, create forecasting and budgeting process and procedures, and advance Hyperion systems capabilities (i.e. forecasting, budgeting, reporting). Ensured alignment between accounting, FP&A, and Cengage to understand drivers, modeling assumptions, and product type data; and increase data granularity between product types and channels. Handled board requests & investor inquiries on finance data. • Introduced the industry's first subscription model; sold over 1 million subscriptions in first 6 months of launch. • Restructured FP&A function to better meet the needs of the company at its current scale, including infusing fresh talent and new team members, developing new forecast models, and initiating the implementation of Cengage Unlimited. • Created expansive planning process utilizing structured timelines/deadlines, elucidating deliverables across organization, identifying areas of forecasting risks, and standardizing reporting across org on revenue definition, expenditure planning, and entire P&L. • Transformed FP&A team capabilities related to reporting, planning, and forecasting by applying best practices and procedures across initiatives, resulting in company-wide understanding of financials and future performance outlooks with meaningful business insights. • Created quarterly forecasting process, successfully aligning all businesses and business partners, and enabling organization alignment. Led planning system expansion by creating structured reports and illuminating data reliability. • Hired as Sr Director, Sales & Mktg Finance (Mar '15), promoted to Executive Director, Sales & Mktg Finance (Mar '16), and promoted to Vice President, Corporate FP&A (May '17).

• Executive Director Finance

  • 2016 - 2017

  • Led the Finance & Operations Decision Support team responsible for the go-to-market analytics, cost management, financial productivity, and process improvement. Function as strategic advisor and liaison between sales, marketing, finance, and product.

• Senior Director Finance

  • 2015 - 2016

  • Managed business forecast and planning process to successfully implement a reduction of nearly 10% (≈ $24M) in operating expenses. • Rebuilt all GTM’s reporting tools and forecasting models and across headcount, revenue, opex and other KPIs. • Developed financial reporting tools and scorecards that add functionality to existing reporting in an efficient and timely manner to support key stakeholders. • Redesigned cost center structure to better align financials with structure, driving… Show more • Managed business forecast and planning process to successfully implement a reduction of nearly 10% (≈ $24M) in operating expenses. • Rebuilt all GTM’s reporting tools and forecasting models and across headcount, revenue, opex and other KPIs. • Developed financial reporting tools and scorecards that add functionality to existing reporting in an efficient and timely manner to support key stakeholders. • Redesigned cost center structure to better align financials with structure, driving greater accountability and transparency.



HealthEdge

• United States
• Software Development
• 700 & Above Employee

• Director of Finance

  • 2013 - 2015

  • Built company's corporate FP&A team and function for Venture Capital backed healthcare IT company. • Created financial planning and analysis function that delivers monthly forecasts and provides timely and transparent financial analysis to all management. Established a regular monthly reporting process comparing actual financial results to budget and forecast and present same to the Board and investors. • Oversaw financial due diligence and raised $30M in equity financing to provide… Show more • Built company's corporate FP&A team and function for Venture Capital backed healthcare IT company. • Created financial planning and analysis function that delivers monthly forecasts and provides timely and transparent financial analysis to all management. Established a regular monthly reporting process comparing actual financial results to budget and forecast and present same to the Board and investors. • Oversaw financial due diligence and raised $30M in equity financing to provide appropriate levels of cash flow during software development stages and to provide for continued investment in the product and company strategy. • Enabled new borrowing capacity supporting fresh growth initiatives with securement of $18M in additional debt financing. • Spearheaded the preparation and coordination of the annual and mid-year budget, as well as, monthly forecasts. • Established monthly reporting packages and dashboards, including financial results, Key Performance Indicators (KPIs), and variances analysis. • Redesigned cost center structure to better align financials with organizational structure, driving greater accountability and transparency. Show less • Built company's corporate FP&A team and function for Venture Capital backed healthcare IT company. • Created financial planning and analysis function that delivers monthly forecasts and provides timely and transparent financial analysis to all management. Established a regular monthly reporting process comparing actual financial results to budget and forecast and present same to the Board and investors. • Oversaw financial due diligence and raised $30M in equity financing to provide… Show more • Built company's corporate FP&A team and function for Venture Capital backed healthcare IT company. • Created financial planning and analysis function that delivers monthly forecasts and provides timely and transparent financial analysis to all management. Established a regular monthly reporting process comparing actual financial results to budget and forecast and present same to the Board and investors. • Oversaw financial due diligence and raised $30M in equity financing to provide appropriate levels of cash flow during software development stages and to provide for continued investment in the product and company strategy. • Enabled new borrowing capacity supporting fresh growth initiatives with securement of $18M in additional debt financing. • Spearheaded the preparation and coordination of the annual and mid-year budget, as well as, monthly forecasts. • Established monthly reporting packages and dashboards, including financial results, Key Performance Indicators (KPIs), and variances analysis. • Redesigned cost center structure to better align financials with organizational structure, driving greater accountability and transparency. Show less



Nuance Communications

• United States
• Software Development
• 700 & Above Employee

• Senior Finance Manager, Worldwide Sales

  • 2012 - 2013

  • Improved sales financial performance through reporting and analytics of key performance indicators. • Managed $240M annual opex and resource allocation process across 16 lines of business. • Aligned and integrated $2B annual revenue and bookings budgets into operational targets through interlocks between Business Units and Corporate functional leadership. • Reduced Quarterly Business Review’s (QBR) preparation cycle time improved by ~67%.

• Finance Manager

  • 2012 - 2012

  • Partnered with Sales Ops to establish aggressive and measurable action targets for productivity improvements across sales force of 800. • Streamlined commission control processes improving forecast accuracy.



Constant Contact

• United States
• Advertising Services
• 700 & Above Employee

• Manager of Sales Operations & Planning

  • 2010 - 2012

  • Guided all aspects of sales tools including Sales Force Automation to enhance sales rep effectiveness and productivity. Drove revenue and customer growth by realigning sales compensation plans. • Directed cross functional company initiative implementing new sales vertical segmentation customer experience. • Revitalized customer engagement, reducing days to 1st engagement by 50% and increasing ARPU by 10%.

• Senior Financial Analyst

  • 2010 - 2011

  • Managed financial planning for the sales and marketing organization, including budgets, forecasts, and variance analysis. • Served as business partner to key executive leadership in Sales & Marketing. • Established frameworks for monthly business operating and metric reviews, enabling discussions about the current and future state of the business. • Helped lead internal tradeoff discussions to determine best investments given financial resources. • Promoted from Analyst within 8… Show more • Managed financial planning for the sales and marketing organization, including budgets, forecasts, and variance analysis. • Served as business partner to key executive leadership in Sales & Marketing. • Established frameworks for monthly business operating and metric reviews, enabling discussions about the current and future state of the business. • Helped lead internal tradeoff discussions to determine best investments given financial resources. • Promoted from Analyst within 8 months supporting FP&A while providing business partnership for Go-To-Market


McKinsey & Company
• Business Consulting and Services
• 700 & Above Employee
• Financial Analyst

  • 2007 - 2010

IBM
• IT Services and IT Consulting
• 1 - 100 Employee
• Financial Analyst, Americas Software Group

  • 2005 - 2007