Description
Areas of Expertise Finance & Administration: Every leadership position has encompassed complete responsibility for budgeting, reporting (SEC where appropriate), accounting and controls. Implemented GAAP strategies and compliance at all companies resulting in successful audits - two were first-time audits from Big-4 firms. Organizational Development: Established successful finance teams at 2 start-ups and revitalize established teams at 2 existing organizations. Implemented time tracking and employee development solutions. Business Strategy & Leadership: Developed strategic company and product roadmaps, created business plans and investment pitch decks. Negotiated licensing and service agreements, including SAAS. Represented financials and company interests to BOD, executive management, leadership teams, clients and industry groups. Operations: Guided product teams to fulfill strategic product goals and contractual milestones. Worked closely with product teams on pricing, profitability tools and procedures. Partnered with manufacturing groups on workflow and work in process inventories. Developed dashboards highlighting leadership KPI's for sales, billing and production. Change Agent: Successfully organized and led two start-ups through M&A and first financial audits.
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