Experience

Rankin McKenzie

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jul 2020 - Present

  Rankin McKenzie is a trusted provider of high-quality and cost-effective financial personnel, providing CFO and Controller services to growth companies in all sectors, of all sizes, and at all life cycle stages – focusing on the Triangle region of North Carolina. Our flexible service ensures you have the right people when you need them. That means you can focus on what matters… growing your business and taking it to the next level. Rankin McKenzie is a trusted provider of high-quality and cost-effective financial personnel, providing CFO and Controller services to growth companies in all sectors, of all sizes, and at all life cycle stages – focusing on the Triangle region of North Carolina. Our flexible service ensures you have the right people when you need them. That means you can focus on what matters… growing your business and taking it to the next level.



Freelance, self-employed

• Consultant & Advisor

  • Jul 2019 - Present



Valencell, Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• VP of Finance

  • Aug 2011 - Jun 2019

  VC backed biometric sensor technology company.  - Responsible for all financial control, budgeting, reporting and analysis for the company including annual external audits.  - Responsible for all HR functions including offer letters, payroll, 401(k), benefits, COBRA and stock option ledger.  - Involved in customer contract negotiations and responsible for all legal review internally and liaison with outside counsel.  - Prepare BOD / VC investor reports including cap table… Show more VC backed biometric sensor technology company.  - Responsible for all financial control, budgeting, reporting and analysis for the company including annual external audits.  - Responsible for all HR functions including offer letters, payroll, 401(k), benefits, COBRA and stock option ledger.  - Involved in customer contract negotiations and responsible for all legal review internally and liaison with outside counsel.  - Prepare BOD / VC investor reports including cap table and draft / review funding transaction documents.  - Heavily involved in raising 6 rounds of funding including legal drafting and completing due diligence process.  - Heavily involved with litigation attorneys regarding patent lawsuits and PTAB / IPR process and litigation funding sources.  - Responsible for facility services and interactions with landlord and building management company. Show less VC backed biometric sensor technology company.  - Responsible for all financial control, budgeting, reporting and analysis for the company including annual external audits.  - Responsible for all HR functions including offer letters, payroll, 401(k), benefits, COBRA and stock option ledger.  - Involved in customer contract negotiations and responsible for all legal review internally and liaison with outside counsel.  - Prepare BOD / VC investor reports including cap table… Show more VC backed biometric sensor technology company.  - Responsible for all financial control, budgeting, reporting and analysis for the company including annual external audits.  - Responsible for all HR functions including offer letters, payroll, 401(k), benefits, COBRA and stock option ledger.  - Involved in customer contract negotiations and responsible for all legal review internally and liaison with outside counsel.  - Prepare BOD / VC investor reports including cap table and draft / review funding transaction documents.  - Heavily involved in raising 6 rounds of funding including legal drafting and completing due diligence process.  - Heavily involved with litigation attorneys regarding patent lawsuits and PTAB / IPR process and litigation funding sources.  - Responsible for facility services and interactions with landlord and building management company. Show less



Cisco

• United States
• Software Development
• 700 & Above Employee

• Manager IV, Finance Department

  • Apr 2011 - Jun 2011

  Responsible for post-acquisition integration of finance and HR into Cisco processes and procedures. Responsible for post-acquisition integration of finance and HR into Cisco processes and procedures.



Inlet Technologies

• United States
• Software Development
• 1 - 100 Employee

• VP of Finance

  • Aug 2006 - Mar 2011

  VC backed video encoding solutions company acquired by Cisco in March 2011.  - Acquired by Cisco Systems, Inc. in March 2011 for $95M.  - Responsible for acquisition due diligence process and attorney relationships.  - Responsible for all financial control, budgeting, reporting and analysis for the consolidated company including annual audits.  - Managed HR and financial relationships for UK, German and Singapore branches.  - Responsible for all HR functions including… Show more VC backed video encoding solutions company acquired by Cisco in March 2011.  - Acquired by Cisco Systems, Inc. in March 2011 for $95M.  - Responsible for acquisition due diligence process and attorney relationships.  - Responsible for all financial control, budgeting, reporting and analysis for the consolidated company including annual audits.  - Managed HR and financial relationships for UK, German and Singapore branches.  - Responsible for all HR functions including offer letters, payroll, 401(k), benefits and stock option ledger.  - Involved in customer contract negotiations and responsible for all legal review internally and liaison with outside counsel.  - Prepare BOD / VC investor reports including cap table and draft / review transaction documents for funding 2 rounds.  - Responsible for facility services and interactions with landlord and building management company. Show less VC backed video encoding solutions company acquired by Cisco in March 2011.  - Acquired by Cisco Systems, Inc. in March 2011 for $95M.  - Responsible for acquisition due diligence process and attorney relationships.  - Responsible for all financial control, budgeting, reporting and analysis for the consolidated company including annual audits.  - Managed HR and financial relationships for UK, German and Singapore branches.  - Responsible for all HR functions including… Show more VC backed video encoding solutions company acquired by Cisco in March 2011.  - Acquired by Cisco Systems, Inc. in March 2011 for $95M.  - Responsible for acquisition due diligence process and attorney relationships.  - Responsible for all financial control, budgeting, reporting and analysis for the consolidated company including annual audits.  - Managed HR and financial relationships for UK, German and Singapore branches.  - Responsible for all HR functions including offer letters, payroll, 401(k), benefits and stock option ledger.  - Involved in customer contract negotiations and responsible for all legal review internally and liaison with outside counsel.  - Prepare BOD / VC investor reports including cap table and draft / review transaction documents for funding 2 rounds.  - Responsible for facility services and interactions with landlord and building management company. Show less



Quintiles

• Raleigh-Durham, North Carolina Area

• Director - IT Finance and Purchasing

  • Jul 1999 - Jul 2006

   - Responsible for managing the financial reporting of Global IT Infrastructure with annual spend of approximately $130M.  - Responsible for financial control, month-end reporting and analysis for North America IT Infrastructure, including asset management. Included accumulating, consolidating and analyzing forecasts and budgets with an annual spend of approximately $48M. Also analyzed financial aspects related to restructuring and on-going businesses.  - Performed cost analysis for… Show more  - Responsible for managing the financial reporting of Global IT Infrastructure with annual spend of approximately $130M.  - Responsible for financial control, month-end reporting and analysis for North America IT Infrastructure, including asset management. Included accumulating, consolidating and analyzing forecasts and budgets with an annual spend of approximately $48M. Also analyzed financial aspects related to restructuring and on-going businesses.  - Performed cost analysis for contract negotiations and monitored service provider’s and in-house personnel’s compliance with contract provisions, including service levels.  - Supervised the purchasing of IT equipment and responsible for capital expenditure reporting in North America.  - Developed policies and procedures to strengthen accountability and internal controls resulting in annual savings of $15M. Show less  - Responsible for managing the financial reporting of Global IT Infrastructure with annual spend of approximately $130M.  - Responsible for financial control, month-end reporting and analysis for North America IT Infrastructure, including asset management. Included accumulating, consolidating and analyzing forecasts and budgets with an annual spend of approximately $48M. Also analyzed financial aspects related to restructuring and on-going businesses.  - Performed cost analysis for… Show more  - Responsible for managing the financial reporting of Global IT Infrastructure with annual spend of approximately $130M.  - Responsible for financial control, month-end reporting and analysis for North America IT Infrastructure, including asset management. Included accumulating, consolidating and analyzing forecasts and budgets with an annual spend of approximately $48M. Also analyzed financial aspects related to restructuring and on-going businesses.  - Performed cost analysis for contract negotiations and monitored service provider’s and in-house personnel’s compliance with contract provisions, including service levels.  - Supervised the purchasing of IT equipment and responsible for capital expenditure reporting in North America.  - Developed policies and procedures to strengthen accountability and internal controls resulting in annual savings of $15M. Show less