San Francisco, California, United States
Strategic CFO with proven expertise of growing and scaling venture backed tech companies. I build and lead teams that enables growth, consistently delivering outcomes and financial results. I drive clarity and mobilize large teams to solve complex challenges, build winning culture, and just get * done. My approach combines the agility and grit of startup leadership with the rigorous operational discipline of scaling up. Currently, as CFO at ClickUp, I lead finance, accounting, IR, corporate dev, HR, legal, and strategic initiatives. Scaled topline 10x and preparing the company for public readiness. Previously, as SVP of Finance & Ops at People.ai, I drove financial strategy and shaped product direction to go up market - directly drove a 10x increase in both revenue and valuation. Prior to that, I led GTM Ops at AppDynamics through its acquisition by Cisco at 17x ARR in 2018, 40 hours before IPO.
build the 100x AI operating model
oversee all aspects of G&A: finance, accounting, corp dev, people/HR, legal helping the company reach scale by public readiness, capital allocation, M&A
built and scaled the finance and operations to support the 10x hyper growth period raised $500m equity + debt
10x the business on both topline and valuation as acting CFO raised $100m equity + venture debt
built the finance and operational foundation at hyper-growth Series C company. Part of Executive team reporting to Founder/CEO Main achievements: - Lots of buildings: GTM playbook and tech stack, Data and KPIs, Financial models, Accounting policies and Internal Control, Executive Operating Cadence - Provided product advisory and measurement to drive the Product Market Fit - Hired and coached a team of ops and finance leaders to achieve both growth rate and growth efficiency
I built out the Global Sales Ops & Insights team and scaled the ARR 10x during the hyper-growth period. I reported to CRO and took on multiple leadership roles to drive the IPO readiness - AppDynamics was acquired by Cisco 48 hours before IPO date at $3.7b Main Achievement: - Head of Sales Analytics team, built Sales analytics stack to provide timely and actionable sales and market intelligence to Global GTM Leadership team. This team built a data-driven decision-making process to enable the business to move fast and move smart - Built Sales Finance function to bring the discipline to the Global Sales org as a finance leader: sales efficiency decreased from over 60% to 35%; gross margin increased from 60% to 80% through discounting monitoring and control - Led Global Field Ops function to scale with the high growth and continuously improve sales efficiency and effectiveness: Sales Process Optimization, Sales Commission, Sales Capacity. Improve Forecasting visibility and ensured IPO Readiness. (AppDynamics was acquired by Cisco 48 hours prior to IPO) - Stood up Sales Strategy team to drive cross-functional alignment with Marketing, Finance, Post-sales and Product to achieve ~80% revenue growth and helped company pivoting to SaaS/Subscription model - Scaled Sales HC from ~80 to ~600 globally and maintained the sales productivity level through strategic planning, process improvements, and GTM org design - Recruited, grew and led a team of 30 sales operations managers, GTM strategy and Data analysts - Post-acquisition experience: drive post-acquisition sales integration programs with Cisco to accelerate revenue growth - Chief of Staff to CRO. covered day-to-day org operations, Sales All-hands & Leadership QBR, Board & EStaff presentation