Advisory Board Member

• Oct 2023 - Present

Chief Financial Officer

• Apr 2022 - Mar 2023

A company with origins in Barcelona, Spain, now headquartered in Allen, TX, which is a global leader in AI and NLU for Enterprise Search, Ecommerce Search, Chatbots, Support Ticketing, and Knowledge Management. • Led successful exit of company; Held Project Leader role of sell-side M&A efforts, including providing: o End-to-end responsibility for transaction, strong knowledge of project mgmt, valuation (cap-table mgmt & waterfall analysis), finance (3-5 year 3-statement financial projections, TTM 3-statement financials, Metrics / KPIs), due diligence, & negotiation o Cross functional collaboration, ability to influence internal & external stakeholders effectively; collaboration w/ board (including PE firm reps), internal mgmt, buy-side PE firm reps, and external 3rd party reps of sell & buy-side (legal, finance, etc.) o Mentor colleagues who are earlier in their M&A careers o Excellent communication & presentation skills o Top analytical and quantitative skills o Organized; works well under pressure, attention to detail o Dynamic, pro-active & fast thinker • Partake in accounting, FP&A (budgeting, forecasting, projections, modeling), human resources, legal, tax, insurance, and treasury tasks of US (1) and International (6) entities • Manage the processes for financial forecasting and budgets, and oversaw the preparation of all financial reporting • Management of external relations with banking partners, attorneys, external accountants, auditors, and tax authorities • Oversee and present financial results to the board of directors and stakeholders; developed new board reporting format geared towards strategic collaboration • Develop detailed metrics to understand business impacts of client contracts; usage vs flat fee • Implement operational best practices; finance dept reorg & cross-training • Monitor cash balances; establish cash forecasting model • Build sales compensation plan inclusive of incentives in line w/organizational objectives Show less

CFO & VP Finance

• Nov 2021 - Mar 2022

A U.S. private company, that provides an ERM software solution to organizations for a central place to manage all risk, compliance, and auditing programs, including customized workflows. • Developed, implemented, communicated and administered sales incentive programs, plans, policies and quotas, benchmarking with industry standards • Oversaw the company’s fiscal activity, including budgeting, reporting, and auditing; supervised the financial reporting and budgeting team • Maintained appropriate insurance coverages for a remote US workforce and international organization • Monitored cash balances; established cash forecasting model • Oversaw capital structure of the company; debt covenant compliance Show less

CFO & Treasurer

• Oct 2017 - Sep 2021

Insurance technology provider, Zywave ($175M revenue), acquired Advisen ($25M revenue), a provider of data, media and technology solutions for the commercial property/casualty insurance market, in Nov 2020. Planning• Management of financial due diligence & analysis for acquisitions and partnerships • Formulating the company's future direction and supporting initiatives, inclusive of forecasting & budgeting activities• Monitor & direct strategic business plans, including but not limited to, establishing entities in foreign countries• Develop financial & tax strategiesRisk Management• Understand & mitigate key elements of the company's risk profile• Monitor legal issues involving the company & issues impacting the industry• Construct & monitor reliable control systems• Ensure record keeping meets the requirements of auditors & govt agencies• Ensure company compliance with legal & regulatory requirements• Maintain appropriate insurance coverage• Report risk issues to the audit committee• Maintain relations with external auditors & investigate their findings & recommendationsFunding• Monitor cash balances & cash forecasts• Arrange for debt financing & equity financingFinancial Information• Oversee the financial reporting process (balance sheet, P&L, cash flow)• Present financial results to the board of directors & stockholdersOperations• Participate in key decisions as a member of Executive Management• Participate in accounting, human resources, investor relations, legal, tax, & treasury tasks• Oversee financial operations of subsidiary companies & foreign operations• Manage third parties providing outsourced accounting or finance functions• Implement operational best practices• Oversee employee benefit plans, inclusive of medical, dental, 401KThird Parties• Represent the company with investors• Primary financial liaison to banks, external accountants, attorneys, tax authorities, & finance and HR platform systems Show less

Corporate Controller

• Oct 2015 - Oct 2017

Accounting Manager

• Jun 2010 - Oct 2015

Senior Staff Accountant

• Jul 2008 - May 2010

A private multi-national organization, spanning locations covering 28 countries with revenues of $3B, that provides distribution, resale, compounding, and recycling services for plastic and elastomeric raw materials. • Prepared and summarized the current company financial position for internal and external reporting for the Ravago Canada and Ravago Argentina divisions • Examined the current bad debt relationship of customers with the Latin America, North America, and Europe resale and distribution divisions, including preparing entries for necessary bad debt provisions • Evaluated current mark to market contracts of the Ravago Canada division, in order to assist in the Canadian hedging process on a weekly basis Show less

Staff Accountant II

• Mar 2007 - Jul 2008

A U.S. public company, ($200M revenue), that provides lenders, loan buyers, bond issuers, servicers and fixed income investors in the mortgage-related field with information and analytical services of loans and other debt instruments. Clayton went public in March 2006.Accountant II 03/2007 to 07/2008Accountant 01/2006 to 03/2007Jr. Accountant 03/2005 to 12/2005Temporary Accountant 01/2005 to 03/2005Notable Aspects:• Key member of the IPO internal controls team, preparing the business for public company SOX compliance in the areas of fixed assets and AP (establish, modify, and document control procedures)• Implemented computer-based fixed asset accounting system• Developed reporting for new business segment to guide strategic management by executive management• Demonstrated strong work ethic and drive for growth, resulting in multiple promotions: Started as a temp, resulting in creation of new full time position for permanent placement, and promoted two additional times ending as Accountant II Responsibilities:• Directed other accountants and clerical workers performing accounting and bookkeeping tasks • Assisted in month-end closing process of 5 divisions and shared service center, maintaining accurate records and workpapers • Prepared and summarized the current company financial position for internal and external reporting (P&L, 10K, 10Q)• Evaluated internal software development costs (SOP 98-1) for proper capitalization and recognition • Participated in operational and compliance audits Show less

Staff Accountant I

• Jan 2006 - Mar 2007

Junior Staff Accountant

• Mar 2005 - Dec 2005

Temporary Accountant

• Jan 2005 - Mar 2005