CFO in waiting brought in to redesign Finance strategy, sell company then onboard & off-board new and old Private Equity ownership.
♦ Onboarded new company ownership, board of directors and private equity analysts; developed regular and impromptu analysis and reporting standards.
♦ Restructured finance organization to support high organic growth and acquisitions while capturing 25% cost savings.
♦ Integrated acquisitions to expand and improve products while reducing competition; collaborated with shareholders and bankers on due diligence.
♦ Streamlined accounting, FP&A, and treasury operations to improve reporting accuracy and turnaround times by 50%.

Leads commercial optimization of the business primarily in Finance, Sales & Marketing by identifying business improvement opportunities, developing actionable plans, and leading teams to execute strategies. Optimization includes improving quality/volume of Marketing leads, improving pricing & conversion rate of Sales, improving cost structure of business for improved profitability via Finance.
Experience extends across technology, professional services, e-commerce, manufacturing, healthcare, agriculture, software, retail, and energy sectors.
· Driven $500m+ annual incremental profit with 100% customer satisfaction and zero clients failing to improve financial gains.
· Oversee operational reviews to evaluate processes, systems and talent to create actionable improvement strategies.
· Lead product, sales, and marketing reviews to determine marketing effectiveness and assess brand redesign needs to maximize return on investment (ROI); identified growth and expansion opportunities.
· Position clients for public or private sale while maximizing sale price and shareholder returns.
Litera Microsystems, Chicago, IL
Business: Private equity owned $1b+ SaaS technology in the enterprise Legal industry
, Board of Directors
Tenure: 2019 - 2019
CFO in waiting brought in to redesign Finance strategy, sell company then onboard & off-board new and old Private Equity ownership.
· Onboarded new company ownership, board of directors and private equity analysts; developed regular and impromptu analysis and reporting standards.
· Restructured finance organization to support high organic growth and acquisitions while capturing 25% cost savings.
· Integrated acquisitions to expand and improve products while reducing competition; collaborated with shareholders and bankers on due diligence.
· Streamlined accounting, FP&A, and treasury operations to improve reporting accuracy and turnaround times by 50%.

Led all financial objectives and operations from evaluation to strategic direction. Established key performance indicators (KPIs) and metrics to advise capital expenditure (capex) management and reduce working capital costs. Redesigned financial processes to drive revenue growth and profitability. Analyzed profit and loss (P&L) statements to inform annual budgeting and forecasting. Led regulatory compliance using Generally Accepted Accounting Principles (GAAP) and periodic audits.
· Negotiated customer contracts to increase prices up to 20%, grow revenue 10%, enhance profit 200%, and improve working capital 25%.
· Launched global SaaS advertising platform to increase revenue 25% and grow profits 100%.
· Established dynamic billing and capital management processes to improve capital and cash flor 70%.
· Streamlined accounting, FP&A, and treasury operations to improve reporting accuracy and turnaround times by 75%.