Rancho Mirage, California, United States
Senior finance executive with 20 years of progressive global experience in leading and executing key CFO, strategic, and controllership functions at dynamic, results-oriented organizations in the enterprise software, SaaS, and renewable spaces. Areas of experience include: • Building exceptional Finance organizations and successfully leading teams through rapid change • Overseeing cross-functional global expansion activities into new international markets • Managing Board and Audit Committee communications and key investor relationships • Corporate strategy, including fundraising, M&A, deal-structuring, and integration activities • Complex equity, debt, and alternative investment financing transactions • SEC reporting and post-IPO process design, optimization and implementation • Big-4 technical accounting advisory, including national office level consultation
Alation is a Series E startup with over $340M in funding, whose mission is to empower a curious and rational world. As the leader in enterprise data intelligence solutions, Alation pioneered the modern data catalog and is leading its evolution into a platform for data intelligence. Alation helps enterprises create thriving data cultures where anyone can find, understand, and trust data.
· Transformed controllership organization, resulting in full resolution of a decade's worth of legacy accounting debt and successful catch-up and completion of several historical Big-4 audits. Oversaw implementation of ASC 606 - Revenue recognition, ASC 718 - Stock-based compensation, ASC 842 - Leases, and ASC 350-40 - Capitalized software accounting guidance. · Redesigned, recruited, and upgraded accounting, accounting operations, revenue, treasury, tax, equity, and payroll teams to support future strategic needs of Company. Significantly improved operational processes to increase overall efficiency and accuracy, while eliminating single points of failure and optimizing overall footprint and budget. · Oversaw customer non-standard transaction review and approval process, and partnered with sales, sales operations, deal desk, and other key internal stakeholders to design and successfully negotiate customer deal structures, while defining and managing overall Company risk and reporting profile.
· Successfully completed an interim CFO assignment and stabilized a team of over 60 employees, including controllership, FP&A, legal, enterprise technology, and data and analytics functions. Created and executed a baseline vision for successful future growth, which assisted in efforts to recruit a permanent CFO. Partnered closely with new CFO to smoothly onboard and transition overall finance and cross-functional responsibilities, resulting in continuity and minimal friction. · Led execution of corporate fundraising activities and successfully closed a $123M Series E raise at a $1.7B valuation, which represented a 50% increase in value, in a down market. · Maintained board and key investor relationships and oversaw organization and delivery of ongoing board and audit committee materials and communications.
With annual revenue of over $1.7B and year-over-year revenue growth of over 40%, Okta is the leading SaaS based independent identity provider. · Reporting to the Chief Accounting Officer, led a team of over 20 and oversaw SEC reporting, technical accounting, commissions operations, and compensation accounting functions, including previous oversight of international GL accounting team. · Managed ongoing auditor and audit committee relationships, and partnered with GL accounting, SOX, and business technology teams to design and implement strategic and operational level processes and systems improvements. · Project managed international expansion activities by partnering cross-functionally with senior leadership to successfully launch operations in 6 new countries. · Took a key leadership role in completing two highly successful convertible debt financings, totaling more than $2.2B, including overseeing real-time transaction documentation and filings review process by audit and legal teams, ensuring smooth operationalization by GL team, and documenting all required SEC financial disclosures. · Successfully oversaw and implemented initial purchase accounting related to a $6.5B acquisition of Auth0. Separately, oversaw financial diligence, advised on deal terms, and coordinated accounting for smaller acquisitions.
Stitch Fix is a newly public, data driven, online clothing retailer with over $1.25B in annual revenue and year over year growth rates in excess of 25%. • Reporting to the VP Corporate Controller, led a team of 2 direct reports overseeing all technical accounting and SEC reporting activities. Provided six months of coverage for vacant assistant controller role with an additional 3 direct reports and 5 indirect reports overseeing corporate accounting, revenue, and inventory accounting functions. • Led controllership preparations for expansion to the United Kingdom, including partnering with financial systems, engineering, and corporate strategy teams to design, test, and implement both process flows and Oracle system requirements for international consolidation, foreign exchange, VAT, tariffs, vendor payments, intercompany allocations and statutory reporting processes. Defined staffing requirements and split of duties between local and overseas teams. • Managed preparation of all audit committee materials and led all aspects of accounting policy and election discussions with audit and disclosure committees. Successfully implemented ASC 606, Revenue from Contracts with Customers and ASC 842, Leases and drove all technical discussions with external auditors, including national office consultations.
With over $750 million of assets under management prior to bankruptcy, Spruce utilizes a technology enabled platform to facilitate consumer financing in the solar tax-equity, solar loan, and energy efficiency lending spaces. • Reporting to the CFO, oversaw a team of 3 direct reports and 11 indirect reports responsible for all corporate and fund level accounting functions, including overseeing journal entry, close, reconciliation, and consolidation processes for over 50 individual entities; managing over 12 standalone and corporate annual audits; complying with all partnership, corporate, and state and local tax requirements; managing portfolio investor reporting, capital calls, and distributions; executing NetSuite ERP transaction engine maintenance, development, automation, and integration; maintaining effective controls; and overseeing accounts payable, payroll, technical accounting, transaction advisory, and insurance functions. • Successfully led accounting team through significant changes and team downsizing, including role redesign and team stabilization during initial bankruptcy proceedings, while simultaneously operationalizing fund structure reorganizations and optimization to support ongoing refinancing and fundraising activities. • Effectively managed external auditors, including identifying a prior error in a Big-4 national office position and overseeing the restatement and re-audit of 10 individual sets of audited financial statements in less than 3 weeks to meet lender and regulatory deadlines. • Simultaneously, led capital markets fundraising activities following sudden departure of managing director. Successfully led a transaction to close a complex, tax-equity investment fund, with an $80 million fair market value, in order to provide additional financing during pre-bankruptcy restructuring.