- Served as an interim CFO for private equity-backed software-as-a-service ("SaaS") business, learning fundamental business drivers, managing the financial staff, and optimizing reporting processes for the CEO, a former McKinsey consultant, and board members.
- Developed customer and product-line profit estimation tools that enabled customer pricing adjustments and operational productivity improvement projects, driving a 20% improvement in gross margin.
- Built financial models for internal projections and a $12 million equity and debt capital raise for an early-stage SaaS business.
- Redesigned financial reporting, streamlined processes, and completed a sell-side M&A initiative for the exit of a SaaS business to a private equity fund.
- Built and implemented a detailed operating model for a manufacturing company, optimizing $130 million of inventory and production levels for 27 plants.
- Completed due diligence on multiple companies for private equity and other professional investment entities evaluating acquisitions.
- Built leveraged buyout (LBO) and three-statement operating models for SaaS clients with complex revenue recognition policies and manufacturing clients with complicated inventory forecasting requirements.
- Automated recurring reports for financials, customer profitability, and the board of director presentations from multiple data sources using macros and VBA.
Focus areas: Pivot Tables, PowerPoint Templates, Analytical Review, Controllership, Intuit QuickBooks, QuickBooks Online, Monthly Recurring Revenue (MRR), 13-week Cash Flow, Board of Directors, Monthly Close Process, Debt, Excel Reporting, Presentations, Cash Flow Management, Revenue Analysis, Sales Analysis, Business Analysis, Data Analytics, Financial Data Analytics, Ad Hoc Modeling, Modeling, Models, Finance Director, Financial Reports, Financials, Scenarios, Analytics, Customer Analysis, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, P&L, Post-merger Integration, Financial Forecasting, Three Statement Operating Model, Corporate Controller, Comparable Company Analysis, NPV, SaaS, Enterprise SaaS, Interactive Dashboards, Three-statement Modeling, CFO, Software as a Service (SaaS), Manufacturing Productivity Improvement, Excel VBA, Private Equity, Dashboards, Key Performance Indicators (KPIs), Model Building, M&A Modeling, M&A (Sell-side), Customer Lifetime Value, PowerPivot, Cost Accounting, Standard Costing, Software Integration, Variable Costing, Five-year Plans, Interim CFO, Customer Contribution Calculation, Revenue & Expense Projections, Recurring Revenue Modeling, MRP, Free Cash Flow (FCF), ROI, Metric Reporting, Reporting, Scenario Analysis, Long-range Plans, Spreadsheet Automation, Process Automation, Gross Profit Margin Growth, Profitability Analysis, Analysis, Microsoft PowerPoint, Microsoft Excel, QuickBooks ProAdvisor, NPV Calculation, DCF Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions (M&A), Strategic Planning & Execution, Budgeting, Forecasting, Financial Planning & Analysis (FP&A), Controllership/Accounting, Trends, Accounting Software, Scenario-based Design, Product Costing, Financial Ratios, Accounting Policy, Inventory Cost Accounting, Investor Presentations, Financial Accounting, Accounting, Financial Reporting Dashboards, Board Reporting, M&A Reporting, Statement of Cash Flows, Consolidated Reporting, Financial Reporting, Financial Data, Operations Finance, Finance, FPA, Financial Analysis, Trend Forecasting, Sales Forecast Management, Annual Budgets, Enterprise Software, Product Line Analysis, Profit Optimization, Data, Database Modeling, Scorecard Development, Modeling Cases, Model Development, Operating Models, Operational Modeling, Metrics, Excel 2016, Reports, Excel Expert, NetSuite, Balance Sheets, Five-year Projections, Trend Analysis, Profit & Loss (P&L), Leveraged Buyout Modeling, Discounted Cash Flow (DCF), Industrial & Manufacturing, Manufacturing, Controller, Interim Controller, Inventory Management, Interim Finance Director, Interim Financial Controller, Business Model Consultant, Supply Chain Optimization, Supply Chain Management (SCM), Supply Chain Management, Cost Management, Report Design, Business Performance Management (BPM), International Expansion, Management, Supply Chain, Management Consulting, Key Performance Metrics, Discounted Cash Flow Analysis, Executive Presentations, Board Presentations, Presentation Design, Enterprise Resource Planning (ERP), Acquisition Analysis, Acquisitions, System Integration, Sales Funnels, Board Decks, Board-level Reporting, Small & Medium-sized Enterprises (SME), Scorecard Indicators, Balance Scorecards, Business Strategy, Strategic Planning, Long-term Planning, Margin Optimization, Break-even Analysis, Decision Analysis, Horizontal Analysis, Operating Analysis, Revenue Projections, Business Planning, Planning, Annual Planning, Data Modeling, Business Modeling, Business Models, DCF Modeling, Pro Forma Financial Statements, Economics, SOP Development, Strategy, CPA, Databases, P&L Management, Company Analysis, Productivity Improvement, Waterfall Modeling, Manufacturers, Cohort Analysis, Funding Presentations, Cost of Customer Acquisition, Sage 50, Data Analysis, Microsoft Access, United States, Excel 365, Monthly Recurring Revenue, Customer Acquisition Cost (CAC), LTV, Cost-benefit Analysis, Activity-based Costing, Google Sheets, Data Analyst, Financial Analyst, Customer Lifetime, Microsoft Power BI, Process Modeling, Healthcare, Valuation Multiples, Startup Consulting, Business Services, Data Visualization, BI Reporting, Financial Statements, Healthcare Services, Peachtree Accounting Software, Startups, Valuation, SQL, Data Analysis Consultant, Fundraising, Cost Analysis, Cost Modeling, COGS Analysis, P&L Forecasting, Cash Flow Modeling, Cash Management, Working Capital Management, Investment Return Scenario Analysis, Variance Analysis, Profitability Optimization, Financial Systems, Contribution Margin Analysis, Finance Reports, Company Strategy, Financial Closing, Gross Margins, Pitch Presentations, Economic Capital, Exit Strategy, Industry Analysis, SWOT Analysis, Valuation Analysis, Valuation Modeling, Fundraising Consultant, Financing