Boulder, Colorado, United States
☑ Senior Operations Executive ☑ As a senior executive with demonstrated background in corporate development, finance and operations leadership, product development and technology innovation, I have built a career of upward mobility across various industries. My professional background has focused on driving financial performance, operational success and technology product innovation, serving in both executive leadership and executive consulting capacities. Using my professional expertise, as well as my financial, business and technical acumen, I have delivered numerous contributions to each organization I have supported. ☑ Selected Highlights & Qualifications ☑ ➜ Record of success driving corporate development, operational management, corporate finance and product development for diverse organizations. ➜ Expertise in positioning companies for growth through architecting corporate strategies, enhanced financial models and standardized operating structures. ➜ Passion for leading culture transformation and change management to mitigate risk and optimize efficiencies across all business functions. ➜ Venture capital experience; supported venture capital firms with up to $40M in funding. Assisted clients/organizations in securing additional funding up to $100M. ➜ Drove profit improvements of up to $40M, as well as cost savings of $10M+. ☑ Areas of Excellence ☑ Operations Planning & Execution • Financial Strategy & Planning • Executive/Visionary Leadership Strategic Business Growth & Expansion • Process Improvement • Technology/Product Innovation Change/Turnaround Leadership • Deal Structuring/Negotiations • M&A/Due Diligence Culture Transformation • P&L/Budgeting/Forecasting • Compliance/Legal Transactions
Strata is the distributed multi-cloud identity company. Our vision is a new distributed approach to identity management. We call this an Identity Fabric. We are changing the way identity works in hybrid and multi-cloud environments and helping our customers migrate from legacy to modern identity systems without rewriting applications. Using the Maverics Platform you can run your apps wherever you want using the identity system you like. This truly distributed approach to identity helps to overcome the fragmentation of using multiple cloud identity systems and breaks lock-in to legacy identity systems. Check us out at https://strata.io to learn more or get a demo.
Deliver executive advisement and support for start-up to medium sized companies with revenues of up to $100M, assisting them with establishing corporate development, operations management, and financial strategies. Partner with client leadership to design data modeling and business metrics to measure operational and financial impacts on profitability and corporate growth. Establish strategic business and operational plans for clients to support their continued growth and development. • COO for global technology firm tasked with implementing a global operating model to standardize business processes, principles and practices. Established corporate vision, created employee development process, and developed/tracked KPIs, driving $1M savings. • Facilitated multi-million-dollar acquisition for venture-backed technology company as COO. Initiated enterprise-wide transformation in preparation for acquisition. Introduced new processes, identified and resolved negative financial impacts, cut operational costs and implemented a revenue model re-positioning the company for acquisition by its largest competitor. • Raised $2.5M growth capital for venture-backed start-up by establishing and executing a new growth strategy. • Restructured sales strategy and product offerings for managed service business to support a new no-term contract model; partnered with CEO to introduce new tools and processes. Projected to increase sales by 20%. • Built partnership with IoT technology company resulting in $10M in new annual sales. • Delivered risk assessments and mitigation strategy support for a $40M venture capital firm. • Provided strategic accounting support for a private equity group within the residential real estate landscape; drove their year-end accounting operations, which resulted in $300K cost savings over 2 years.
Provided executive-level strategic leadership of $40M portfolio, driving financial and operational performance and strategic guidance of all investments. Partnered with ownership on establishing strategies, operational structure, risk tolerance, and financial processes to enhance profitability and portfolio performance across all entities. • Drove the rapid 1233% growth of venture capital firm, increasing portfolio from $3M to $40M within 5 years. • Facilitated full scope investment transactions, leading all related activities, including industry analysis, data modeling, capital structures, term sheets, legal due diligence, and closing document preparation. Worked effectively with internal and external stakeholders to ensure seamless transactions and on-time deliverables. • Restructured a $50M metal manufacturing company that was at risk of filing bankruptcy by overhauling processes and introducing cost control to slash operating expenditures. Implemented corporate policies and standardized across Sales, Operations, and Finance departments to maximize asset-based lending model. • Pledged portfolio assets to financial institutions and secured $10M additional corporate funding offering growth capital to emerging companies, resulting in $1M of additional profits annually.
Contracted to serve as member of executive team charged with providing complete fiscal oversight for the company, to include accounts payable, accounts receivable, budgeting, invoicing, general ledger, financial analysis, reporting, collections, payroll and cash flow management. Prepared and maintained financial reporting and presented to Board of Directors to communicate financial health, projections and strategies to maximize spend and improve profitability. • Approved corporate funds to start a consulting business offering Federal Government security contracts, which yielded $6M in revenue within 14-months. • Restructured debt instruments and decreased operating expenses by 20%, driving profit margin improvements. • Overhauled subcontractor billing procedures, reducing average DSO from 90 days to 45 days. • Led the negotiations for a new acquisition that forecasted $10M in new service contracts. • Partnered with the Product Development team to establish clearly defined milestones and project timelines, improving investor relationships and supporting the continued flow of $3M venture capital funding.
Hired to build and manage the PMO within the Corporate Finance department, building, developing, and managing a team of 15 project managers, application test engineers, and training staff responsible for all new product development initiatives. Established new development policies and processes to ensure alignment with departmental procedures and financial goals. • Selected by SVP of Finance to serve as member of Product Development Release Committee for new corporate strategic initiatives with $100M+ annual revenue projections. • Corporate finance lead for the integration of $225M in new acquisitions, Genuity and ICG, orchestrating the integration and customization of Enterprise Resource Planning (ERP). Won CFO Recognition—C.R.E.W. Award for efforts. • Oversaw the upgrade of billing application, including integrating Billing, Credit and Collections, Accounting, Financial Reporting, and Revenue Assurance functionalities. Resulted in improved system capabilities to support the annual invoicing of $2B customer portfolio. • Spearheaded the implementation of direct integration process for financial data, reducing manual data entry by 60%. Earned CFO “Changing the Game” Signature Award for on-target delivery of business solutions.