Digital Marketing SaaS Platform Provider. 2023 Revenue $101M
Finance Consultant 2022 – present
 Re-establish and enhance FP&A Planning & Reporting Processes
 Led FY2024 Annual Planning Process
 Created Bookings to Revenue Recognition model.
 Created and publish gross margins by product segment
 Created internal and external (IFRS compliant) profit and loss reports in Adaptive Insights and Office Connect
 Created Balance Sheet and Cash Flow forecast model
 Drove the creation of a new BVA reporting package with underlying vendor details
 Worked with Accounting team to revise cost of sales, IT and Facilities allocations to be IFRS compliant

 Manage monthly close with outside accounting service provider and internal resources
 Reduced close cycle from 20+ working days to 10 working days
 Revised revenue accounting processes to correct multiple revenue recognition non-compliance issues
 Designed new data structure for credit card processing which simplifies and streamlines the revenue recognition process

Responsible for Board of Directors Financial Slides, Annual Plan, Interim Forecasts and Monthly Internal Financial Results
 Grew FP&A function from 1 to 3, hired first financial analysts at Aktana
 Implemented IBM Planning & Analytics multi-dimensional planning system
o Replaced massive Excel model
o Created the ability to easily produce monthly actual + forecast estimates
o Allowed the creation of bracketed multiple scenario plans

Owner of Quarterly Board of Directors Financial Slides, Annual Plan, Quarterly Forecasts and Monthly Internal Financial Results
 Designed and created 5 year bottoms up financial plan for Shanhai acquisition
 Established formal annual budgeting and quarterly forecasting process
 Implemented ZAP BI financial reporting tool and integration with Microsoft Dynamics

Project manager for new system implementations and roadmap enhancements for SAP BPC Planning, Oracle EBS Order to
Cash & Procure to Pay cycles including PO/AP/AR/T&E, Revstream Revenue, Bookings and Commissions Finance
Systems.
 Drove growth of IT Revenue team from 2 to 20+ team members. Team implemented 3 tier 1 projects and 100+
enhancements for automated revenue systems

Employee #22, developed infrastructure and staffed finance, accounting, IT, HR and facilities functions.
Grew the finance and administration team from 2 to 10 members.
 Responsible for all aspects of Order to Cash & Procure to Pay cycles
 Oversaw company’s first accounting audit by BDO Seidman with no adjustments.
 Implemented Expandable ERP system including MRP, inventory tracking,