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Work Background
AmplitudeSenior Director of Finance
Dec. 2023 - Nov. 2024Kamiah, Idaho, United StatesI was recruited by the former CFO to transform the financial operations of the Customer Success organization, address inefficiencies, improve the overall customer experience and enhance profitability. In this role, I shifted focus of the FP&A function to that of a proactive business partner, aligning financial processes with strategic objectives. In less than six months, using effective, cross functional collaboration, I led initiatives that materially improved gross margins, streamlined reporting accuracy, and introduced scalable practices to provide the executive leadership with actionable insights. Key accomplishments included the creation of a robust capacity planning and forecasting model, optimization and profitability tracking of subcontractor usage, proactive headcount planning and forecasts, and integrated financial statements. I also instituted rigorous reporting cadences which streamlined monthly reporting which provided management with more time to implement corrective action. My detailed work in tracking ARR and producing more accurate revenue forecasts strengthened the organization’s ability to scale in an ultra-competitive SaaS market.
Forescout Technologies Inc.Finance Director
Apr. 2022 - Nov. 2023U.S. RemoteAs Finance Director, I oversaw the financial management for all COR and G&A functions, which represented over half of the company’s cost base. My tenure focused on driving financial stability during the company’s evolution under private equity ownership. Through disciplined forecasting and budgeting, I reduced expense variances to less than 3% and delivered significant cost savings through lease renegotiation and sublease strategies. A key part of my role involved mentoring finance staff and implementing best practices to improve financial planning and reporting processes. These efforts strengthened the organization’s financial foundation and positioned it for long-term success.
ForeScout Technologies Inc.Finance Manager
Jun. 2016 - Apr. 2022San Jose, CADuring a critical period of growth, I partnered with the Chief Customer Officer to support the company’s transition from perpetual licensing to a SaaS subscription model. I played a pivotal role in preparing the organization for its IPO in 2017 and later aligning operations during its private equity acquisition in 2020. Highlights include transforming the Professional Services margins from negative to breakeven and developing a strong collaboration with Operations to develop capacity planning tools and creating KPIs that enabled scalable growth for Customer Success. I also championed the adoption of Anaplan which enabled efficient financial scenario modeling and accurate reporting.
ForeScout TechnologiesSFA-Expert, Corporate FP&A
Nov. 2014 - Jun. 2016Campbell, CAWas part of a three member, high performing Corporate FP&A team which instituted the company's foundational approach to annual budgeting, financial modeling and monthly reporting in preparation for an eventual IPO.
DeWinter GroupFP&A Consultant at ForeScout Technologies
Jul. 2014 - Nov. 2014Campbell, CAInitially contracted via DeWinter Group to support Forescout's Corporate FP&A team, in November 2014 I joined full-time as the company's first Functional FP&A hire.
EricssonBusiness Controller/Finance Manager (IP Network Management Software)
Jun. 2011 - May. 2014San Jose, California, United StatesAs Controller and Finance Manager, I directed financial planning and analysis for the Network Management Systems product line, achieving 30% year-over-year revenue growth and exceeding profit targets. My responsibilities also included conducting financial due diligence for acquisition targets and aligning conflicting objectives between the Product Line and R&D teams to drive operational success.
EricssonFinance Manager Supply Chain
May. 2009 - Jun. 2011San Jose, California, United States
Redback Networks, an Ericsson CompanyFinance Manager, EMEA
Mar. 2008 - Apr. 2009Rotterdam Area, NetherlandsManaged the Accounting team for the EMEA headquarters, and was responsible for all payroll and accounting activities, the monthly close and financial reporting.
Redback Networks, an Ericsson CompanySales & Marketing Sr. Financial Analyst
Dec. 2005 - Mar. 2008San Jose, California, United States
Wilson Sonsini Goodrich and RosatiSr. Financial Analyst
Jan. 2005 - Nov. 2005Palo Alto, CA
BEA SystemsSr Financial Analyst
Oct. 2004 - Jan. 2005San Jose, CA
Hewlett-PackardProgram Manager/Sr. Financial Analyst
Jan. 1998 - Dec. 2004San Francisco Bay Area
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