Functional Skills
Market Research
Experience
Marin Analytic Consulting
Accounting
Principal
1/2015 - Present
Marin Analytic Consulting provides strategic and transactional advisory services to data, analytics and other growth oriented companies.
Specialties include:
- Strategic and industry advice
- M&A and alliances
- Budgeting and forecasting
- Capital raising
- Merger integration
- Competitive analysis and positioning
- Investor relations
- Database marketing
- Partnerships and alliances
- Strategic planning, budgeting and forecasting
- Reporting and Analysis
Specialties include:
- Strategic and industry advice
- M&A and alliances
- Budgeting and forecasting
- Capital raising
- Merger integration
- Competitive analysis and positioning
- Investor relations
- Database marketing
- Partnerships and alliances
- Strategic planning, budgeting and forecasting
- Reporting and Analysis
Red Vision Systems
Accounting
VP FInance
12/2008 - 1/2015
Leader of financial, human resources and corporate development functions of real estate data technology services company serving the banking and mortgage processing industries. Company acquired by First American Financial. Accomplishments include:
- Completed financing rounds with venture investors and new banking facilities,
- Implemented new ERP systems for accounting, HR and CRM,
- Implemented new FP&A and reporting processes,
- Completed financing rounds with venture investors and new banking facilities,
- Implemented new ERP systems for accounting, HR and CRM,
- Implemented new FP&A and reporting processes,
Fair Isaac Corporation
Corporate Strategy & Development
VP - Corporate Development
10/2000 - 3/2007
Led the Corporate Development Group focusing on M&A, strategy, J/V's, investments and alliances, competitive intelligence and other finance activities. Accomplishments include:
- Led acquisition and integration of both public companies and private companies aggregating >$1.2BN.
- Executed the sale of certain non-core business units aggregating >$70MM.
- Initiated and managed $400 convertible note issue
- Investor roadshows and analyst relations
- Competitive intelligence unit
- Led acquisition and integration of both public companies and private companies aggregating >$1.2BN.
- Executed the sale of certain non-core business units aggregating >$70MM.
- Initiated and managed $400 convertible note issue
- Investor roadshows and analyst relations
- Competitive intelligence unit