Software Company providing Live Streaming and Video Content Management Solutions for the Enterprise
• Oversee all aspects of finance including: accounting, budgeting, audit, forecasting, tax, credit and treasury. Leading a team of 6.
• Provide accurate, compliant and timely financial and management reporting.
• Manage cash flow and income statement forecasting and bank covenant compliance.
• Led the successful financial integration of a December 2022 acquisition.
• Lead company through US and UK financial audits.
• Lead all forecast, reporting and operational analysis for a SAAS-based business selling video and live streaming solutions to many large multi-national enterprises and Federal Agencies.
• Manage operational aspects of banking relationship including complex monthly borrowing base, reporting, and cash flow management.
• Lead banking relationships with 2 lenders providing compliance and financial reporting monthly. Renegotiated line of credit terms and covenants.

Hyper growth B to C FinTech focused on the Debt Settlement Industry.
• Responsible for monthly forecast, reporting and operational analysis for a hyper growth business with over 1,000 employees.
• Implementing additional forecasting processes with new sales leadership to create more insight and accountability as well as manage significant growth in sales staffing and marketing expenditures.
• Manage operational aspects of banking relationship including complex monthly borrowing base, reporting, and cash flow management.
• Lead FP&A team of 5 and Finance BI/Data team of 2 analysts. Hired 3 new team members in the first 90 days.

• Business and financial operations analysis, reporting and process reengineering for an international company providing networking and IoT services

Platform and technology company providing a complete business operating marketplace and services for independent workers in the growing GIG economy. Managing almost $1 Billion in annual transactions.
• Led the company’s financial planning, budgeting, and business analytics.
• Identified additional revenue opportunities and worked with sales and operations teams to implement those resulting in revenue and EBITDA growth. One opportunity identified improved EBITDA by 20%.

Business Unit Controller responsibilities for the Data Center Global Services team in support of the construction of data centers to enable the continued year over year growth of AWS which has historically been over 40%.
• Managed the financial performance of many large construction projects including approving initial project budgets, estimates to complete, and analyzing cost variances.

Publicly traded international cloud services company providing cloud solutions to thousands of customers through a managed services business model and a SaaS business model. (Apptix was acquired in Nov. of 2016)
• Recommended and championed a high margin new recurring revenue stream resulting in over a 4% increase in annual revenues and over a 100% increase in EBITDA.
• Managed and provided financial, operational, and analytical support for the divestiture of one third of the company’s revenue.

Deloitte purchased BearingPoint in 2009.
In the Deloitte position, managed a team of over 20 fin. prof's and managers to provide various levels of financial support for multiple large Federal Financial Sector entities and contracts. Provided backlog and pipeline forecasting and AR analyses.
In the BP position, lead Program Control team responsible for all aspects of fin. mgmt. associated with many high dollar domestic and intl. consulting engagements.

Provided fin. and op. leadership focused on: improving financial performance, developing operational reporting and metrics, tracking project performance, and turning around a software company involved in a financial restatement.
Directed and managed monthly, quarterly, and annual revenue and expense forecasts as well as the annual budget process for a publicly traded, intl. software and services company with over 800 employees and annual revenues in excess of $100M.