- 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 CEO (former McKinsey consultant) and board members.
- Completed buy and sell-side M&A at multiple PE-backed companies,.
including due diligence, financial projections, data site management, and redesign of financial reporting and projections for company sales processes.
- Performed as an expert in financial models and projection, and analysis. Built leveraged buyout (LBO) and three-statement operating models for multiple PE-owned companies, SaaS clients with complex revenue recognition, and manufacturing clients.
- Served as interim CFO for a cash-challenged private equity-backed services company. Improved cash flow hundreds of thousands of dollars thru accounts receivable process improvements.
- 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.
- Utilized Power Pivot, Power Query, Power BI, Tableau, macros, and VBA to design and automate recurring reports for financials, customer profitability, margin analysis, and board of director presentations.
- Developed return on investment (ROI) presentations from a customer point of view for sales group use in closing sales prospects. ROI tool was key to the closing largest customer. The company awarded special recognition to me for the ROI presentation tool.
- Built and implemented a detailed operating model for a manufacturing company, optimizing $130 million of inventory and production levels for 27 plants.
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, Financials, Scenarios, Analytics, Customer Analysis, Profit Maximization, Portfolio Company Support, Cash Flow Analysis, Rolling Forecasts, Budget Management, Budget Modeling, Excel Modeling, Post-merger Integration, Financial Forecasting, 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, Power Pivot, 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, Operational 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, Supply Chain Optimization, Supply Chain Management (SCM), 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 Funnel, Board Decks, 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, Sage 50, Data Analysis, Microsoft Access, United States, Excel 365, Customer Acquisition Cost (CAC), LTV, Cost-benefit Analysis, Activity-based Costing, Google Sheets, Data Analyst, 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, Analysis of Variance (ANOVA), 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, Certified Public Accountant (CPA), CMA, PV Analysis, Pro Forma Analysis, Vertical Analysis, Historical Modeling, Model Validation, Business Process Analysis, Labor Efficiency Analysis, Cash Flow Forecasting, Cash Flow, Return Analysis, Revenue Modeling, Finance Strategy, Cash Flow Calculation, Financial Model Auditing, Department Management, Economic Analysis, Managerial Economics, Financial Controlling, Power Query, Visual Basic for Applications (VBA), Corporate Finance, Corporate Finance Consultant, Distribution, Investor Reporting, US GAAP, Revenue Management, Project Budget Management, Customer Relationship Management (CRM), New Product Business Cases, Product Planning, Use Case Analysis, Sell-side, Power View, Factor Analysis, Peachtree, Microsoft Dynamics AX, Accounting Rate of Return (ARR), Sales Expense Forecasting, Budget Controls, Zero-based Budgeting, Profit Ratio Statements, Bank Covenants, FS Planning, Capital Budgeting, CAPEX Budgeting & Inventory Management, Ratio Analysis, Private Equity Valuation, Order to Cash (O2C), Cost of Capital, Economic Cost, M&A Earn-out Agreements, Integrated Financial Statements, Bank Debt Raises, Debt Raises, Equity Raises, Production Accounting, Deal Analysis, Visual Basic, Microsoft Dynamics, M&A (Buy-side), Marginal Costing, Chart of Accounts, Growth Analysis, Operating & Service Model Improvement, Quantitative Modeling, Quote-to-cash (QTC/Q2C), Integrated Sales & Operational Planning, Informatics, Capital Raising, Fundamental Analysis, Banking & Finance, Financial Asset Impairment Models, Certified Valuation Analyst, Sales Performance, Fixed Asset Management, Fractional CFO, Tableau, Dashboard Design, Sales Growth, Direct to Consumer (D2C), Market Research, eCommerce, Sage Intacct, Intacct, Business Cases, Investor Relations, Growth Strategy, Intact Software, Subscriptions