Experience

Gordian

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

• Director of Finance

  • 2021 - Present

  Director of financial management and business operations for Gordian's Estimating, Facility Planning, & SaaS business-lines. Responsible for full P&L including development of annual budget for labor, expense, and revenue. Partnered with Marketing and Product teams to develop GTM plan and make strategic pricing recommendations for all product lines. Closely aligned with Sales and Sales Ops from each line of business to analyze, predict, and report opportunities from pipeline, RFx review… Show more Director of financial management and business operations for Gordian's Estimating, Facility Planning, & SaaS business-lines. Responsible for full P&L including development of annual budget for labor, expense, and revenue. Partnered with Marketing and Product teams to develop GTM plan and make strategic pricing recommendations for all product lines. Closely aligned with Sales and Sales Ops from each line of business to analyze, predict, and report opportunities from pipeline, RFx review, and ultimately to revenue. Lead bi-weekly forecast calls and Ops Reviews with the teams before recurring revenue presentations to executive team. Led development and implementation of Gordian compensation plans for Estimating and Planning business lines directly leading in to our first president’s kaizen on long-term strategy of compensation for the company.

• Finance Manager

  • 2019 - 2021

  Responsible for the financial management and business operations of Gordian's Estimating & SaaS business-lines. Partnered with Sales, Product, Engineering, and Operations leadership to strategically grow revenue with increased focus on gross margin and operating profit after Fortive acquisition. Implemented Fortive Business Systems (FBS) tools into our team to drive growth and innovation, deliver for our customers, and scale our successes. Using FBS, we continuously drove improvement in… Show more Responsible for the financial management and business operations of Gordian's Estimating & SaaS business-lines. Partnered with Sales, Product, Engineering, and Operations leadership to strategically grow revenue with increased focus on gross margin and operating profit after Fortive acquisition. Implemented Fortive Business Systems (FBS) tools into our team to drive growth and innovation, deliver for our customers, and scale our successes. Using FBS, we continuously drove improvement in every financial KPI for Estimating despite the pandemic and newly established work-from-home policies. Led implementation of Salesforce CPQ integration in partnership with Sales Ops and Accounting teams. Additionally, we developed new Power BI and SaaS dashboards to track all aspects of ARR and MRR related to subscription revenue streams. Led kaizen events on pipeline creation, first-year renewals, and predictive churn models.

• Financial Analyst

  • 2016 - 2019

  Greenville, South Carolina Responsible for compiling, analyzing, and reporting all sales and revenue data for the RS Means (RSM) business line. Established new process that improved forecasting accuracy for annual budget. Partnered with Sr Management in Sales+Ops to forecast revenue in a high growth SaaS environment. Led annual budget and P&L review for RSM revenue stream of $50M+ USD. Assisted in due diligence efforts prior to public sales to Fortive. Core member of transition team from SAP to… Show more Responsible for compiling, analyzing, and reporting all sales and revenue data for the RS Means (RSM) business line. Established new process that improved forecasting accuracy for annual budget. Partnered with Sr Management in Sales+Ops to forecast revenue in a high growth SaaS environment. Led annual budget and P&L review for RSM revenue stream of $50M+ USD. Assisted in due diligence efforts prior to public sales to Fortive. Core member of transition team from SAP to NetSuite. Coordinated with both marketing and sales teams from a Sales Ops perspective to develop insights into our internal and external customer base. Created Salesforce and Power BI dashboards to help visualize key metrics and identify areas for improvement. Assisted with the development and hiring of our first Sales Ops analyst to assist and partner with finance team.



Cass Information Systems

• United States
• Information Services
• 700 & Above Employee

• Auditor

  • 2014 - 2016

  Greenville, South Carolina Area Responsible for utilizing specific Cass nControl system to quickly identify and recommend savings for clients in a high growth environment. Updated and improved internal audit tools & procedures throughout process. Maintained excellent relationship with all clients through transition from previous auditors. Managed help desk & notification center personally until team was developed. Reduced notification center ticket completion time by 70% despite 40% increase in volume. Provided weekly… Show more Responsible for utilizing specific Cass nControl system to quickly identify and recommend savings for clients in a high growth environment. Updated and improved internal audit tools & procedures throughout process. Maintained excellent relationship with all clients through transition from previous auditors. Managed help desk & notification center personally until team was developed. Reduced notification center ticket completion time by 70% despite 40% increase in volume. Provided weekly and monthly spike reporting research specific to client requirements. Led audit support team in completion of inventory projects. Demonstrated ability to handle a heavy work load and promoted as youngest member of Audit Team. Managed multiple clients with over $13M in annual spend. Increased annual savings recommendations for over 50% of clients. Frequently reviewed & updated contract compliance and baseline reporting. Show less



Musical Innovations

• United States
• Music
• 1 - 100 Employee

• Staff Accountant

  • 2014 - 2014

  Greenville, South Carolina Area Assisted with implementation and initiation of POS software system (ERP) specifically designed for serialized inventory management. Automated inventory and invoice management processes cutting lead and service times by over 50%. Entered and reconciled inventory. Keyed purchase Orders and A/P Invoices. Recorded general ledger entries. Performed monthly bank reconciliations.



VW International, Inc.

• United States
• Facilities Services
• 100 - 200 Employee

• Job Order Contracting Financial Intern

  • 2013 - 2013

  Washington D.C. Area, Greenville SC Area Interned at corporate and regional offices (multi-state) studying government contracting and financial management processes. Shadowed CFO and CEO in dealing with BB&T on management of line of credit and clarifications of covenants. Assigned responsibility for project on small business subcontracting utilization and compliance. Assisted VP of Marketing for preparation of bids and proposals for task order and IDIQ contracts. Helped Director of Facility Operations & Maintenance on… Show more Interned at corporate and regional offices (multi-state) studying government contracting and financial management processes. Shadowed CFO and CEO in dealing with BB&T on management of line of credit and clarifications of covenants. Assigned responsibility for project on small business subcontracting utilization and compliance. Assisted VP of Marketing for preparation of bids and proposals for task order and IDIQ contracts. Helped Director of Facility Operations & Maintenance on preparation of construction bids using RS Means data. Show less