Walnut Creek, California, United States
Senior finance executive who has successfully applied diverse and in-depth experiences in all areas of strategy, operations,investment management and accounting. CFO and VP, Finance for public and private technology, SaaS and software based companies – Recognized by stakeholders as a results oriented leader with an effectual service orientation and highly effective at partnering with executive teams to propel growth strategies, procure capital and build scalable organizations for both private and public companies. Functional and strategic management of growing and rapidly changing (ups and downs) companies during various facets of growth from < 100 employees to >1,000 employees. Specific skills and experiences: • Strategic planning and budgeting - Formulation of Business Roadmap focused on supporting business and sales strategies, leading financial planning and risk management, managing liquidity and fundraising efforts, and developing finance strategies and systems to scale • Financial Operations - SOX implementation. Hands-on accounting technical and operational accounting(including revenue recognition), cash/treasury management, tax and financial reporting/analysis - Building finance organizations to support the emerging needs of public and private companies including introducing process mapping, tools and technology to support the business and financial processes • Operational excellence to support growing and dynamically changing companies. .Proven ability working with cross-functional teams. Negotiated with outside vendors on a wide variety of fronts from hosting solutions to facilities and other outsourced solutions • Strategic M&A(buy & sell) including negotiations and integration • Capital management and deployment of multi- million dollar capital plans • Financing the operations and investment opportunities-Raised > $100M of various forms of capital • Deep international business experience including Latin America, Europe and Asia
The Chief Financial Officer of the Wikimedia Foundation, the nonprofit that supports Wikipedia and its mission of free knowledge for all. The Foundation is based here in San Francisco, with my colleagues, we support Wikipedia, the Wikimedia sites, and a global community of volunteers who edit Wikipedia every day in almost 300 languages. The next time you use Wikipedia, the free online encyclopedia, consider supporting the website and the organization behind it by giving a donation:https://wikimediafoundation.org/wiki/Ways_to_Give
Karum provides an integrated and dynamic solution for retailers to grow revenues by offering private label and credit card services to their customers. Our goal is to enable retailers to increase sell-through and better customer management opportunities through a highly tailored and meaningful private label credit card system.
Advent Software, Inc. (A publicly traded, international software, SaaS and services provider to investment management industry) Overall responsibility for accounting, SEC reporting, financial operations, treasury and tax. Advent Software’s Assistant Compliance Officer.
Inovis Corporation (formerly QRS Corporation), (QRS Corporation was a publicly traded, international supply chain technology provider of SaaS and software services) Vice President, Finance and Controller As a member of Business Leadership team, had overall responsibility for financial operations. Leader of many initiatives critical to the company’s transformation to a well managed, profitable company. Had overall responsibility for accounting, treasury, SEC reporting, financial management, real estate and procurement.
NORTHPOINT COMMUNICATIONS (A publicly traded, international broadband provider) Vice President, Finance As a member of Operating Management Team, defined and executed overall operating strategy to meet or exceed financial targets. Had overall responsibility for accounting and accounting operations, SEC reporting, financial planning, facilities and procurement.