New venture providing revolutionary diagnosis and treatment of autism.
• Built forecast model for private equity funding that included a break-even dashboard.

Transaction analysis and fraud prevention via SaaS for the nation's top retailers.
• Created interactive benchmark/KPI dashboard with variance analysis for executives & the Board.
• Restructured Sales team's price quote model into a fully-interactive analysis tool.
• Built comprehensive SaaS customer revenue forecast & analysis with drill-down data slicers.
• Rebuilt the business model with rolling forecast updates, tying to NetSuite & the customer model.

World's largest influencer marketing tech company whose clients include Disney, Airbnb & Calvin Klein.
• Built dynamic variance model for the executive team providing on-the-fly performance analysis among the annual operating plan, quarterly updated plans and the rolling monthly updates.
• Designed and built company's post-merger SaaS forecasting model with rolling updates.

New venture that raised $140M to stage hundreds of entertainment and sporting events world-wide every year.
• Built talent model that converts terms of proposed and signed contracts into a cash flow forecast.
• Designed and built company's first dynamic dashboards to provide data visualization to the executive team on cash, resource utilization and HR trends.
• Built company's business forecasting SaaS model used to generate the annual operating plan with rolling updates, variance analysis and data slicing to carve out performance by operating unit.

• Built business, pricing and cost models for technology acquisitions. These included fully interactive dashboards, financial forecasts with rolling updates, VBA coding to control the end-user experience, and error-trap logic to preserve model integrity.
• Built and presented a financial forecasting tool to senior financial leaders at a large internal division to be used as a template for understanding the impact of revenue backlog (SaaS deferred revenue).
• Conducted seminars on financial modeling best practices and data visualization.

Worked on management teams parachuted into 20+ companies owned by 4 Major VCs. Provided full-spectrum analysis on capacity utilization, cost allocations, vendor proposals, customer acquisition costs (CAC) and M&A. Developed robust investment banking valuation tools, flash reports, and budget templates. Designed and developed presentations and dashboards for boards of directors, investors, vendors, and prospective customers. These deliverables can be utilized in almost any business environment. During my interview, I will be happy to share the breadth of companies our teams worked in. Here are some of the industries:
• Software as a Service (SaaS)
• Information Technology / eCommerce
• Healthcare & Healthcare IT
• New & Old Media
• Financial Services
• Hospitality (Construction & Management)
• Telecommunications & Satellite Services