Experience
Corvana Corporation
Start-Up
Head of Finance
5/2016 - Present
Current Contract with Repeat Customer - Building Finance Function for Software Start Up from the ground up - Accounting, Forecasting, Finance, Legal and HR processes. Developing month end close, supporting equity funding due diligence, HR, tax, audit, banking, debt and daily activities. Finance team three-year plan includes scaling staff, systems and processes as timing and resources are appropriate.
Viewpost
Start-Up
Controller
5/2015 - 4/2016
Modernizing accounting systems and related process. Beginning with relevant chart of accounts and dimensions, and moving onto integration of SaaS accounts payable, expense reporting, payroll, accounts receivable and purchasing. Ensuring organized and streamlined close and reconciliation processes. Managing annual audit and external tax preparation.
Pentaho Corporation
Start-Up
Director of Business Analysis
3/2012 - 4/2015
Open source Business Intelligence Software. Responsible for oversight of Budget and five year forecast migration from Excel to Adaptive Insights, business intelligence project implementation, and analytics during a period of double-digit growth from $20M to $50M+ annually culminating in Fortune 500 acquisition. Providing key organizational metrics for investors, executives and employees at all levels supporting successful decisions. Participating in lender financing and equity administration.
Pentaho Corporation
Start-Up
Corporate Contrioller
3/2008 - 2/2012
Guiding accounting and HR functions. Building department as sales tripled and headcount increased by 142%. Performed monthly operational review and board slides for key executives. Managed accounts receivable, accounts payable, payroll, commissions, expense reporting, operational reporting, internal controls, external auditors, benefit and business insurance plan selections and administration