Kamiah, 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, cros...
U.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 le...
San 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 ne...