VP of Finance

• Nov 2022 - Present

Head Of Finance

• Sep 2021 - Nov 2022

Lead all aspects of Finance, Accounting, and Analytics, providing strategic finance leadership, driving all aspects of corporate planning and cash management, and supporting BoD/investor relations. Institute and promote a focused set of key metrics that move the needle for growth and efficiency. Drive systems & data orientation which enables efficiency and scalability across the organization. Develop and grow a talented and high performing team. Lead all aspects of Finance, Accounting, and Analytics, providing strategic finance leadership, driving all aspects of corporate planning and cash management, and supporting BoD/investor relations. Institute and promote a focused set of key metrics that move the needle for growth and efficiency. Drive systems & data orientation which enables efficiency and scalability across the organization. Develop and grow a talented and high performing team.

Head Of Analytics

• 2018 - Sep 2021

Founded Intapp’s Analytics team, providing critical insights to leadership and enabling data-driven decision making across the organization. Supported Intapp's 2021 IPO (NASDAQ: INTA) as a key member of the IPO team, supporting various aspects such as key metrics, market size analysis, and S-1 language. Developed a balanced portfolio of Automated Reporting, Operational Tools, and Advanced Analytics to increase visibility of key performance metrics, improve productivity, and… Show more Founded Intapp’s Analytics team, providing critical insights to leadership and enabling data-driven decision making across the organization. Supported Intapp's 2021 IPO (NASDAQ: INTA) as a key member of the IPO team, supporting various aspects such as key metrics, market size analysis, and S-1 language. Developed a balanced portfolio of Automated Reporting, Operational Tools, and Advanced Analytics to increase visibility of key performance metrics, improve productivity, and generate better predictions and forecasts. Eliminated confusion around corporate performance through centralized data and analytics products that were accurate and always available. Scaled Tableau usage across the organization from 3 to 300 users enabling greater information transparency, data literacy, and insights.

Head of FP&A

• 2013 - 2018

Co-founded Intapp’s FP&A team, delivering key financial insights, communicating results to executives and management, and providing all internal and external financial reporting. Owned and managed corporate budget, sales/revenue forecasts, expense and cash plans, and investment/return analyses; served as the primary Finance business partner to various budget owners across the company. Led the evaluation and implementation of Adaptive Insights, which increased forecast accuracy… Show more Co-founded Intapp’s FP&A team, delivering key financial insights, communicating results to executives and management, and providing all internal and external financial reporting. Owned and managed corporate budget, sales/revenue forecasts, expense and cash plans, and investment/return analyses; served as the primary Finance business partner to various budget owners across the company. Led the evaluation and implementation of Adaptive Insights, which increased forecast accuracy and dramatically accelerated the time to financial results/insight and updated forecasts. Key Corporate Development team member supporting Intapp’s M&A and financing activities, including 6 acquisitions, a significant growth investment from Temasek, and several rounds of working capital financing.

Investment Banking Associate

• 2010 - 2013

Performed financial modeling and valuation analyses for clients and prospects. Developed an internal company database for sourcing new deal opportunities, adding hundreds of companies to the firm’s pipeline, several of which became clients. Championed and formalized an internship program; led recruiting and training efforts. Notable transaction experience includes the acquisition of Extended Results by TIBCO (2013), majority recap of Intapp by Great Hill Partners (2012),… Show more Performed financial modeling and valuation analyses for clients and prospects. Developed an internal company database for sourcing new deal opportunities, adding hundreds of companies to the firm’s pipeline, several of which became clients. Championed and formalized an internship program; led recruiting and training efforts. Notable transaction experience includes the acquisition of Extended Results by TIBCO (2013), majority recap of Intapp by Great Hill Partners (2012), and minority recap of Sitecore by Technology Crossover Ventures (2011). Show less Performed financial modeling and valuation analyses for clients and prospects. Developed an internal company database for sourcing new deal opportunities, adding hundreds of companies to the firm’s pipeline, several of which became clients. Championed and formalized an internship program; led recruiting and training efforts. Notable transaction experience includes the acquisition of Extended Results by TIBCO (2013), majority recap of Intapp by Great Hill Partners (2012),… Show more Performed financial modeling and valuation analyses for clients and prospects. Developed an internal company database for sourcing new deal opportunities, adding hundreds of companies to the firm’s pipeline, several of which became clients. Championed and formalized an internship program; led recruiting and training efforts. Notable transaction experience includes the acquisition of Extended Results by TIBCO (2013), majority recap of Intapp by Great Hill Partners (2012), and minority recap of Sitecore by Technology Crossover Ventures (2011). Show less

Commercial Real Estate Broker

• Mar 2007 - Jun 2010

Commercial real estate leasing and sales. Commercial real estate leasing and sales.