Assisting CFO and Sr. Manager of FP&A build out Finance function by managing 3-statement financials, preparing quarterly deliverables for the board, partnering with Sales and Marketing to optimize CAC and commission plans, and performing ad-hoc analysis on LTV, churn, and customers.

Articulated key deal issues and prepare/evaluate pro forma financial information for private equity and corporate buy-side/sell-side acquisitions (Quality of Earnings Reports). Consulted on 25+ deals (purchase prices from $1-$500M) for companies with $800K-$640M in annual revenue in the SaaS, hospital/health care, consumer goods, FinTech, E-Commerce, voice and data communications, real estate, and consulting industries.

Provided guidance on product strategy for a $800K/annual revenue web development business and guided the CEO through a $1.6M acquisition.

Performed financial planning/budgeting, executed ad-hoc analyses for Finance, and managed affiliate marketing pricing operations for Analytics/Marketing.

Conducted stakeholder interviews and performed ad-hoc analyses to offer insights to improve Fortune 500 clients' finance and accounting environments.