Functional Skills

Financial Modeling
Financial Management
Financial Planning & Analysis (FP&A)
Strategic Planning
Operating Model Design
Compensation Strategy
Go-to-market Strategy
Compensation Design
Corporate Finance
Forecasting / Projections

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Salesforce
Hubspot
Google Sheets
Canva
Netsuite
Quickbooks
Xero
2
hours

Avg Response Time

12
years

Years of Experience

4/17

Member Since


Experience

 
Cascade Finance
VP, FInance
03/2023 - Present
• Member of the Executive team, overseeing all Finance and Accounting Operations and Strategy
• Built and own the company’s consolidated financial model and headcount plan
• Set KPIs and OKRs to align all departments on strategic objectives
• Lead successful raise of venture debt facility
• Manage investor relations including quarterly reporting, evaluate M&A opportunities and develop fundraising materials
• Established and redesigned processes around billings, collections, contract creation, Deal Desk and procurement

Sendoso Finance
Sr. Director, Finance
06/2020 - 03/2023
• Strategic partner to the Executive team, identifying opportunities to drive growth and impact the business
• Established monthly and quarterly Budget vs. Actual review packages and lead monthly and quarterly business reviews
• Lead the company-wide annual planning process to align the key strategic initiatives and capital investments
• Develop KPI reporting dashboards and help drive accountability and follow-through across all cross-functional teams
• Manage investor relations including quarterly reporting, evaluate M&A opportunities and develop fundraising materials
• Built detailed bottoms-up models to help the GTM teams align headcount, quota capacity and pipeline planning
• Promoted from Director to Senior Director and hired/managed a team of four

Lyric Finance
Associate Director, Strategic Finance
06/2019 - 05/2020
• Influence strategy and identify financially sound investments across real estate, brand, people operations and G&A teams using a data-driven approach
• Lead implementation of Planful financial planning software including the design of a Lyric’s corporate model (P&L, B/S, CFS) enabling granular, unit-economic detail, liquidity analysis and summary KPIs
• Develop and maintain the real estate underwriting model used to analyze and evaluate all expansion deals
• Collaborate with executive leadership on a variety of board/investor materials and strategic partnerships

Riivos Corporate Strategy & Development
Director, Corporate Development & Strategy
08/2017 - 04/2019
• Partner with cross functional teams to lead all budgeting and planning processes including monthly forecast reviews
• Work directly with CEO, Chairman and Founder on major strategic initiatives and partnerships
• Partner with engineering in a product management role as an internal user and product developer by advocating and driving development for new platform features
• Lead all fundraising activities including preparation of investor and diligence materials, venture capital outreach and negotiation of deal terms
• Prepare quarterly board materials and provide monthly board updates

BMO Capital Markets Finance
Associate
06/2012 - 03/2017
As an associate I helped research, identify, and evaluate industry and capital markets trends to prepare strategic and financing alternatives proposals involving equity, debt, and/or M&A for mid-cap ($200MM - $5BN) corporate / financial sponsor clients, focusing on the technology, business services, education and digital media sectors. I have significant experience building financial models both for forecasting and valuation.