Austin, Texas, United States
● Reported to the CFO and led FP&A, M&A, pricing strategy, treasury management, debt raises, credit, investor relations and commission plan design and implementation for a high-growth SaaS start-up (30% YoY average GSV growth and employee growth from 75 to 450) ● Built and managed FP&A, Pricing and Commissions teams ● Managed annual planning, forecasting, strategic modeling, results reporting, KPI reporting, cash flow reporting / forecasting, covenant reporting and business support ● Reviewed monthly accounting close, prepared & presented monthly results decks to executives ● Raised $185M in debt financing ($50M bank and $135M private); Led 8 software company acquisitions from negotiations to close ● Co-authored a draft S-1(which involved a complete re-write of the Companies story and go-tomarket strategy) ● supported IPO-readiness, including non-deal investor roadshows
Report to the CFO, with dotted lines to the President and CEO Responsible for the Annual Operating Plan and rolling forecast Trusted advisor as member of weekly Executive staff, playing a key-roll in day to day support to the President and the CEO Responsible for driving quarterly business reviews and mid quarter business reviews Responsible for internal management reporting of results along with heavy involvement in the quarterly external results preparation and communications Consistently play a key role in change management, working closely with Executive Staff to assist in cost reductions, outsourcing and reorganizations M&A modeling and process participation that led to multiple acquisitions, including Tiger Direct, EnPointe Technologies, Acrodex and Stratifiorm Created M&A package and participated in process to market PCM, Inc. for its sale in August ‘19 Responsible for quarterly Board of Director financial packages Managed staff of 15, including 4 Financial Planning and 11 commission processing Helped grow PCM from $1.3B in 2014 to $2.2B in 2018, driving stock appreciation from $8 to $35
Eight progressive accounting and finance roles from Staff Accountant to Senior Director – Finance, with director level responsibilities starting in 2000, including Director of Sales Reporting in Sales Operations and Senior Director of FP&A (including ABC accounting) Was part of the hyper-growth culture and environment that took this Company from $2B in 1993 to $43B in 2014 when I was recruited by a top customer (PCM, Inc.) Report to the Vice President of North America Finance Manage staff of nine associates (6 Financial Planning and 3 Profitability Reporting (ABC accounting, including CPA Senior Manager) Responsible for the Annual Operating Plan, 3-5 year Strategic Plan and rolling forecast for $17B Region including 5 divisions (one international) Trusted Executive staff advisor respected for knowledge of business, competitive analysis and ability to Plan and forecast with a high degree of accuracy Consistently play a key role in the divisions change management, working closely with Executive Staff to assist in divisional reorganizations Work with regional President to develop financial targets for all divisions and functions Developed reporting that enabled the company to better plan, forecast and measure results Lead Plan and Forecast meetings with Executive Staff Deliver monthly financial presentation to Senior Staff and periodically at manager meetings Consistently prepare presentations for Sr. Executives to deliver to large audiences (annual executive meetings), Corporate and the Ingram Micro Board of Directors Create monthly P&L’s for customers and vendors, including return on working capital