Experience

Magnet Systems, Inc.

• United States
• Software Development
• 1 - 100 Employee

• VP of Finance

  • Mar 2019 - Present

  Comprehensive finance role, with HR management via Trinet. Manage accounting, tax, rolling financial plans and forecasts, cash management, pricing/margin analysis, financial reporting to board/investors. Comprehensive finance role, with HR management via Trinet. Manage accounting, tax, rolling financial plans and forecasts, cash management, pricing/margin analysis, financial reporting to board/investors.



eTeamSponsor

• United States
• Fundraising
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2012 - Jun 2018

  Joined eTS as a consultant, chartered with turning the Company's finances around. Rationalized headcount, spending and organization structure. Created sales compensation plans to motivate sales and drive profitable revenue growth. Took the company from losses in 2012, to double digit EBITDA margin within two years. Paid off debt with cash flow from operations within 3 years, putting the Company on solid footing. Negotiated conference partnership agreements to ensure solid ROI, and vendor contracts to reduce costs. Drove investment in an up-market SaaS offering to expand the product portfolio and addressable market. Built multi-year plans and synergy models, led financial due diligence in support of m&a activity. Show less



Magnet Systems, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Corporate Controller

  • Jun 2011 - Oct 2012

  Controller/FP&A role. Managed the monthly and quarterly closes. Prepared quarterly financial reports for senior management and investors. Managed and supported the preparation of audited financials for the board and investors. Modeled pricing and margins for the Company's SaaS offerings, as well as professional services proposals. Prepared monthly rolling financial statement projections. Ad hoc decision support for the CEO/senior management. Controller/FP&A role. Managed the monthly and quarterly closes. Prepared quarterly financial reports for senior management and investors. Managed and supported the preparation of audited financials for the board and investors. Modeled pricing and margins for the Company's SaaS offerings, as well as professional services proposals. Prepared monthly rolling financial statement projections. Ad hoc decision support for the CEO/senior management.



Finance/Operations Consulting

• Consultant

  • Aug 2009 - May 2011

  Provided a broad range of strategic and operational finance consulting services to technology companies, including: part-time CFO, budgeting/planning and control, accounting, cashflow forecasting and management, decision support, valuation analysis, board/investor presentations, sales planning/operations. Client engagements included Magnet Systems, eTeamSponsor, Bluefeet Software, and mysocialblend. Provided a broad range of strategic and operational finance consulting services to technology companies, including: part-time CFO, budgeting/planning and control, accounting, cashflow forecasting and management, decision support, valuation analysis, board/investor presentations, sales planning/operations. Client engagements included Magnet Systems, eTeamSponsor, Bluefeet Software, and mysocialblend.



Lohika

• United States
• Software Development
• 500 - 600 Employee

• Chief Financial Officer

  • Sep 2008 - May 2009

  Managed all finance functions for this venture-backed, 600-employee, software development outsourcing company with operations in Ukraine. Drove cost reductions and changes in cash management and spending authorization policy, turning the company from losses and negative cash flow to 24% EBITDA and positive cash flow within two quarters. Performed physical inventory, balanced intercompany accounts, instituted account reconciliations, and implemented FAS 52 to clean up the balance sheet and restore accuracy to the financial statements. Established gross and contribution margin framework to support pricing and negotiations. Drove the selection and implementation of Adaptive Planning (SaaS) for budgeting, forecasting, and reporting. Prepared and presented financial results at quarterly board meetings. Show less



Ciklum

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Chief Financial Officer

  • Sep 2006 - Dec 2007

  Managed all finance functions for this closely held 600-employee software development outsourcing company. Restructured the finance organization around functional areas to improve focus and accountability. Installed formal budgeting and revenue forecasting process. Worked with banks to provide short and long term credit lines at favorable borrowing rates to finance growth and meet short term liquidity requirements. Developed space plans to minimize costs and idle capacity while ensuring adequate room to grow. Show less



Symantec

• United States
• Software Development
• 700 & Above Employee

• Sr. Director, WW, Americas Sales Finance

  • Mar 2001 - Oct 2005

  Managed an operations-oriented sales finance team for the Americas and Worldwide Field Operations. Structured and developed the sales finance function and team for the Americas and WFO. Worked closely with WFO sales and corporate management to establish sales targets, organization structure, compensation and bonus plans and programs. Implemented a weekly bookings reporting process from district level through major geography. Developed historical pipeline analytics to determine the strength of the pipeline relative to the forecast, improving revenue visibility and forecast accuracy. Participated in multiple system implementation projects, including CRM, data warehousing and reporting. Reviewed discounts and terms on large deals for approval and revenue recognition. Appointed team leader of sales forecasting integration track during Symantec's acquisition of VERITAS. Managed a distributed team of 20 senior managers and analysts. Show less



Ceon Corporation

• Software Development
• 1 - 100 Employee

• VP Finance

  • Jan 2000 - Oct 2000

  Managed the finance function for this venture-backed telecom infrastructure software company. Established financial processes, plans and controls to reduce spending, improve decision making, and accelerate the path to profitability. Prepared and presented financial results at quarterly board meetings. Implemented sales pipeline process to measure sales activity and focus sales activity. Participated in the preparation of the investor package for Ceon’s Series C financing. Managed the finance function for this venture-backed telecom infrastructure software company. Established financial processes, plans and controls to reduce spending, improve decision making, and accelerate the path to profitability. Prepared and presented financial results at quarterly board meetings. Implemented sales pipeline process to measure sales activity and focus sales activity. Participated in the preparation of the investor package for Ceon’s Series C financing.



International Network Services

• Information Technology & Services
• 1 - 100 Employee

• Director of Financial Planning & Analysis

  • Sep 1996 - Dec 1999

  Led the Corporate FP&A function from IPO through acquisition for this network consulting company. Built and developed the financial planning organization and function to provide performance reporting, revenue and profitability forecasting, and decision support analysis to field and corporate management. Ran the annual operating plan and monthly rolling forecasts, utilizing a flexible budgeting process. Worked closely with the CEO to set targets and worked with sales and operations leaders to manage performance to those targets. Key member of ERP software selection and implementation team. Show less



Synopsys Inc

• United States
• Software Development
• 700 & Above Employee

• Director, Corporate Financial Planning & Analysis

  • Oct 1994 - Sep 1996

  Ran the annual operating plan and monthly rolling forecasts. Worked closely with the CEO and CFO to set bookings and spending targets for all business units. Developed and implemented an internal investment pool proposal and allocation process. Published internal financial reporting package. Evolved the package from a corporate-level financial report to include business unit performance measurements and key indicators. Prepared financial portion of presentations for quarterly investment banking technology conferences. Show less

• Manager, External Reporting and Consolidations

  • Dec 1993 - Oct 1994

  Responsible for all internal and external financial reporting, including quarterly SEC filings. Worked with treasury to hedge intercompany balances. Completed and filed Form 8-K for the Logic Modeling acquisition.

• Group Finance Manager - North America Sales & International Operations

  • Jan 1992 - Nov 1993

  Group controller for worldwide sales operations, supporting two sales vice presidents. Managed field spending and headcount during a period of 70+% annual growth. Managed the annual orders/revenue/backlog planning process. Worked closely with sales management to create commission plans and plan for new offices. Worked with investment bankers on establishing Fair Value leading up to the IPO.



Tandem Computers (acquired by HP)

• San Francisco Bay Area

• Senior Financial Analyst

  • Oct 1988 - Sep 1991

  Started in manufacturing finance (1.5 years); moved to market forecasting (1.5 years). Started in manufacturing finance (1.5 years); moved to market forecasting (1.5 years).



Pfizer

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Market Research Analyst (summer intern)

  • May 1986 - Aug 1986

  Summer internship for 1st year MBA students. Analyzed competitive prescription activity (new and refills) from all sources, using various RX reporting databases. Summer internship for 1st year MBA students. Analyzed competitive prescription activity (new and refills) from all sources, using various RX reporting databases.



Roche

• Switzerland
• Biotechnology Research
• 700 & Above Employee

• Senior Financial Analyst

  • Oct 1981 - Jul 1985

  Performance measurements planning and reporting for all business units for what was formerly Syntex Corporation (acquired by Roche in 1994). Performance measurements planning and reporting for all business units for what was formerly Syntex Corporation (acquired by Roche in 1994).