Managing Director/Owner
2013 - PRESENT
The Shared Finance Center
- Helped various high growth businesses develop their financial and resource plans in their first years of operation.
- Built financial reporting dashboards for monitoring periodic KPIs by integrating a number of different data sources.
- Implemented capacity planning tools to accommodate manufacturing outages, connecting the FP&A and supply chain functions.
- Modeled numerous scenarios for the business model pivot and worked with ownership to determine the best course of action for the business.
- Built a multi-currency customer reporting tool with FOREX conversion abilities for single currency reporting.
Focus areas: Budgeting, Three-statement Modeling, Valuation, Financial Modeling, Financial Planning & Analysis (FP&A)
Finance Director
2008 - 2013
OVE.com
- Assumed ownership of the financial process of a startup digital subsidiary of an established business, eventually merging it into the parent’s operations through the development of a shared service center.
- Reduced month end close process from five days to three days, establishing a best practice for the company.
- Worked extensively with external consultants to restructure the organization and reduce the run rate by 20%.
- Implemented a twelve-month rolling (metrics and driver based) forecast process integrating both Opex and Capex into one cash flow forecast.
- Developed an integrated monthly reporting package for the executive leadership team and board.
Focus areas: CAPEX Budgeting & Inventory Management, Business Cases, Forecasting, Financial Analysis, Accounting, Strategic Planning, Budgeting, Financial Planning & Analysis (FP&A)
Director of Sales Finance
2002 - 2008
AutoTrader.com
- Managed the consolidation and communication of monthly forecasts, variance reports, and annual budgets.
- Directed design and development of improved revenue forecasting tools.
- Restructured commission plan to reduce volatility while keeping the alignment to corporate goals intact.
- Developed territory assignment and metrics to better evaluate and monitor effectiveness of sales staff, increasing productivity in excess of 30%.
- Worked with business owners to turn around product line by providing forecasts, analysis, and reports to drive decisions, making it contribution margin positive.
Focus areas: Analysis of Variance (ANOVA), Planning, Sales, Financial Planning & Analysis (FP&A), Commission Planning, Forecasting, Budgeting
HealthAxis.com
- Led accounting team through Great Plains migration and reduced close cycle by 35%.
- Coordinated a five-year audit with external audit team for IPO.
- Managed the successful integration of accounting function as part of a reverse merger with a public shell company.
Focus areas: Forecasting, Accounting
Financial Analyst
1997 - 1998
Sigma Capital, LLC
- Worked with entrepreneurs to prepare business plans and financial models for fundraising presentations.
- Contacted venture capital investors to raise interest in client ventures.
Focus areas: Financial Modeling, Business Planning, Venture Funding