• Leading finance and accounting for multiple medium-sized businesses, providing support across financial results, cash flow management, planning, audit readiness, due diligence, and quality of earnings. Specializing in SaaS businesses with clients in services, engineering, IT security, manufacturing, healthcare, education, and retail.
• Managing team of four direct reports.

Leading project improving financial and operational planning for confidential real estate investment firm; overseeing expansion of systems using real-time data and analytics delivering key insights; strategically positioning the business for rapid and sustained growth.

•Established financial plans and annual budgets for commercial real estate portfolio.
•Led change management across finance, accounting, and operational teams. Outsourced accounting, accounts payable, accounts receivable, and administration functions.
•Built financial planning and analysis function and led improvement project for accounting and asset systems.

• Built a global organization responsible for planning worldwide customer demand for high tech hardware, managing purchasing plans, and identifying supply chain efficiencies.
• Led ten direct reports responsible for global coverage of North America, Europe, and Asia.
• Directed spending oversight and control of $400M+ in annual expenditures.
• Established monthly and quarterly internal controls, measured results, and adjusted processes to mitigate risk in purchasing, inventory management, and supplier commitments. Valued and tested balance sheet reserves for inventory excess & obsolescence.

•Achieved remarkable revenue growth by executing senior leadership targets, spearheading process improvements and system integrations, and improving partnering across functions and units.
•Directed acquisition of an external software company, led integration, and set operational and financial targets to enhance suite of service offerings through software.
•Evaluated marketing development fund opportunities which moved WD’s external storage share position to number one worldwide.

•Proven expertise in investment analysis, M&A due diligence, business unit financial support, treasury, and internal controls, and in delivering results under pressure. Held multiple corporate finance, business unit finance, controller and accounting roles, utilizing both big-picture strategic and tactical thinking; known for outstanding partnering ability and integrity.