Chief Financial Officer

• Apr 2023 - Present

Chief Financial Officer

• Sep 2020 - Jan 2023

New Market Waste Solutions is a middle-market high growth asset light provider of managed waste solutions for customers throughout North America. Formerly a private equity backed company, the company was sold to Waste Harmonics in a successful exit event January 2023. Responsible for the financial, accounting, IT, HR, and risk management operations. Included implementation of consistent, timely, and reliable financial reporting leading to better operational outcomes that drove increased… Show more New Market Waste Solutions is a middle-market high growth asset light provider of managed waste solutions for customers throughout North America. Formerly a private equity backed company, the company was sold to Waste Harmonics in a successful exit event January 2023. Responsible for the financial, accounting, IT, HR, and risk management operations. Included implementation of consistent, timely, and reliable financial reporting leading to better operational outcomes that drove increased enterprise value. Mentored and grew the skillsets of 3 departmental leaders as well as the organization’s next generation of leaders. Created a positive culture allowing teammates to feel comfortable taking initiative to make process improvements and create a personal sense of ownership in the business improving bottom line profitability. • Realized a successful exit event to a strategic partner a little over two years after arrival • Through a combination of process improvements and team restructuring, realized a 2-year CAGR of 11% top-line revenue growth, 29% gross margin growth and 135% EBITDA growth • Accelerated ability to make critical operational decisions by implementing a “hard close” every month while reducing the time to close from 60 days to 5 days • Created clear, consistent financial reporting and related KPI’s to manage the business more effectively • Built out a high-functioning operational leadership team that can help scale the business • Recruited a high performing team of approximately 20 employees in accounting, finance & IT • Ran an ERP upgrade process that included requirements documentation, process design and vendor selection • Doubled available revolving credit facility through a competitive bid refinancing process • Evaluated multiple buy-side M&A opportunities Show less New Market Waste Solutions is a middle-market high growth asset light provider of managed waste solutions for customers throughout North America. Formerly a private equity backed company, the company was sold to Waste Harmonics in a successful exit event January 2023. Responsible for the financial, accounting, IT, HR, and risk management operations. Included implementation of consistent, timely, and reliable financial reporting leading to better operational outcomes that drove increased… Show more New Market Waste Solutions is a middle-market high growth asset light provider of managed waste solutions for customers throughout North America. Formerly a private equity backed company, the company was sold to Waste Harmonics in a successful exit event January 2023. Responsible for the financial, accounting, IT, HR, and risk management operations. Included implementation of consistent, timely, and reliable financial reporting leading to better operational outcomes that drove increased enterprise value. Mentored and grew the skillsets of 3 departmental leaders as well as the organization’s next generation of leaders. Created a positive culture allowing teammates to feel comfortable taking initiative to make process improvements and create a personal sense of ownership in the business improving bottom line profitability. • Realized a successful exit event to a strategic partner a little over two years after arrival • Through a combination of process improvements and team restructuring, realized a 2-year CAGR of 11% top-line revenue growth, 29% gross margin growth and 135% EBITDA growth • Accelerated ability to make critical operational decisions by implementing a “hard close” every month while reducing the time to close from 60 days to 5 days • Created clear, consistent financial reporting and related KPI’s to manage the business more effectively • Built out a high-functioning operational leadership team that can help scale the business • Recruited a high performing team of approximately 20 employees in accounting, finance & IT • Ran an ERP upgrade process that included requirements documentation, process design and vendor selection • Doubled available revolving credit facility through a competitive bid refinancing process • Evaluated multiple buy-side M&A opportunities Show less

VP of Finance

• Jul 2017 - Sep 2020

SentryOne was an early-stage high growth technology provider that enabled Microsoft data professionals to monitor, diagnose, and optimize performance across physical, virtual, and cloud environments. Acquired by strategic buyer Solarwinds in October 2020. Responsible for the financial, accounting and risk management operations of SentryOne, a private equity backed organization. Included development of the financial and operational strategy, metrics tied to that strategy and risk… Show more SentryOne was an early-stage high growth technology provider that enabled Microsoft data professionals to monitor, diagnose, and optimize performance across physical, virtual, and cloud environments. Acquired by strategic buyer Solarwinds in October 2020. Responsible for the financial, accounting and risk management operations of SentryOne, a private equity backed organization. Included development of the financial and operational strategy, metrics tied to that strategy and risk mitigation via development of a strong internal controls system. Mentored and grew the skillsets of a 7-person accounting and finance team. Managed liquidity to ensure working capital availability to fund the short, medium and long-term financial and operational strategies of the organization. • Guided the organization from $9 million in revenue in 2015 to a current run rate of $35+ million, a 30%+ compound annual growth rate • Built a highly successful finance and accounting function, growing from 1 bookkeeper in 2015 to a team of 7 finance and accounting professionals • Successful international expansion in Ireland and the United Kingdom, leading to 40%+ sales growth improvement in the EMEA market • Led financial due diligence during the acquisition of Pragmatic Works Software, Inc. Seamless integration of accounting and finance functions. Made changes to contracting process contributing to 20%+ sales growth post-acquisition. Renegotiated customer software licensing agreements resulting in an improvement to customer and revenue retention • Refinanced outstanding debt of the organization multiple times via competitive bid processes resulting in a significant expansion of the organization’s credit facility • Implemented new GAAP revenue recognition standard

Controller

• Sep 2015 - Jun 2017

Ownership of the accounting operations of the organization, including monthly financial reporting, budgeting and forecasting. • Transitioned the organization from cash-based accounting to GAAP-based accounting in less than 60 days • Developed the financial key performance indicators to measure organization performance • Created functional-level P&L’s (budget and actuals) to provide functional leadership with greater understanding and control over financial performance and key… Show more Ownership of the accounting operations of the organization, including monthly financial reporting, budgeting and forecasting. • Transitioned the organization from cash-based accounting to GAAP-based accounting in less than 60 days • Developed the financial key performance indicators to measure organization performance • Created functional-level P&L’s (budget and actuals) to provide functional leadership with greater understanding and control over financial performance and key performance indicators. • Built financial model for organization rebrand effort and SKU consolidation to determine financial impact caused by changes to pricing, cash flows and customer churn. • Created monthly board deck with MD&A, key performance indicators, and financial statements • Led second round equity raise from existing shareholders

Director of Finance

• Apr 2012 - Sep 2015

• Managed all financial aspects including the creation of 3 stand-alone P&L statements for related business units totaling $95M+ in revenue. • Member of strategic leadership team responsible for short, medium, and long-term goal setting for the line of business. • Oversaw revenue recognition, contract negotiation, strategic planning, executive management reporting, margin analysis, expense and headcount management, capitalization of software development costs, forecasting, and… Show more • Managed all financial aspects including the creation of 3 stand-alone P&L statements for related business units totaling $95M+ in revenue. • Member of strategic leadership team responsible for short, medium, and long-term goal setting for the line of business. • Oversaw revenue recognition, contract negotiation, strategic planning, executive management reporting, margin analysis, expense and headcount management, capitalization of software development costs, forecasting, and budgeting. • Acted as revenue recognition expert for contracts with multiple deliverables. Sources included software license, custom funded development, and SaaS. • Constructed and evaluated pro forma financial statements for development initiatives and contract proposals.

Finance Manager

• Aug 2007 - Mar 2012

• Prepared annual budgets, quarterly and monthly rolling forecasts for the $90M Payments division. • Developed financial models for several new product development initiatives. • Reported operational results to internal divisions, customizing to meet varying business unit needs. • Consulted as subject matter expert in matters pertaining to revenue recognition including professional services, software, and SaaS.

Assurance Manager

• Jul 2000 - Aug 2007

• Responsible for overall client relationships and engagement management • Project focus included software and related technology industry companies; primarily venture-backed or early-growth stage. • Assisted in securities registrations for public offerings, SEC filings including 10-Q’s, 10-K’s & S-1’s, Sarbanes-Oxley internal control audits and performance of acquisition audits. • Responsible for overall client relationships and engagement management • Project focus included software and related technology industry companies; primarily venture-backed or early-growth stage. • Assisted in securities registrations for public offerings, SEC filings including 10-Q’s, 10-K’s & S-1’s, Sarbanes-Oxley internal control audits and performance of acquisition audits.

Staff Accountant

• May 1997 - Jun 2000

• Assisted small business clients with financial statement audits, bookkeeping functions and tax filings. • Assisted small business clients with financial statement audits, bookkeeping functions and tax filings.